As a Barron‘s Top 100 Financial Advisor, a Forbes Top 100 Advisor and a Financial Times 400 Top Advisor, Marc has 38 years of experience building long-lasting relationships with non-profits, foundations, endowments, retirement plans, and high net worth clients. As a UBS Senior Institutional Consultant, a designation held by only 28 of UBS‘s top Institutional Consultants, Marc specializes in asset allocation, manager due diligence, portfolio construction, and trading dynamics.
Marc was a partner in the development of the UBS Institutional Consulting Group, previously named PRIME Asset Consulting at Paine Webber & Kidder Peabody. With deep experience beyond consulting, Marc was a founding partner of a New York Stock Exchange firm, a Director of the Office State Courts Administrator for the State of Missouri and a Consultant to the Special Investigation Commission of the New Jersey Senate.
Professional achievements and education
Marc continues to be a leader in the industry. Some of his current accolades and responsibilities include:
- Barron‘s Top 100 Financial Advisor in America
- Forbes Best-In-State Wealth Advisor
- Barron's Top 50 Institutional Consultants
- Princeton Investment Consulting has been named the #1 Advisory Team in New Jersey by Barron‘s
- Financial Times 400 Top Advisor
- Financial Times 401 Top Retirement Plan Advisors
- Plan Advisor's Top 100 Retirement Plan Advisors, 2016
- A regular speaker at Barron‘s conferences, including the Top Teams Summit and Roundtable Summit
- Member of the Government Finance Officer‘s Association and a regular speaker at their conferences throughout the country
- Member of the Investment & Wealth Institute
- Former board member of NAI, the largest privately held global commercial real estate brokerage network
- A current CPWA® candidate at The University of Chicago Booth School of Business
- Corporate Sponsored Financial Planner
- B.A. degree, Rutgers College with distinction
- M.S. degree, Harry S. Truman School of Government, University of Missouri–Columbia, U.S. National Presidential Fellowship
- American Red Cross Board Member
- Chartered SRI Counselor (CSRIC)
Outside of UBS
Marc is a board member of multiple charitable organizations in the greater Princeton-New Brunswick area and an adjunct instructor at Rutgers University and Rider University.
Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY