Marc brings over 20 years of industry experience to his clients and to the team. As a Wealth Manager, Marc works closely with individuals, families, corporate executives, and small business owners to develop customized strategies designed to grow and preserve their wealth. His comprehensive approach, which includes investment management, retirement planning, wealth transfer strategies, and insurance, is guided by a deep understanding of each client’s needs and goals.
Marc strives to serve his clients as a trusted advisor who always works in their best interests. His unbiased and detailed approach has helped cultivate long-lasting relationships. Prior to joining Woodbury Financial, Marc was a top producing financial advisor and Vice President at Capital One Investing. He has also held positions as a financial advisor at UBS and MassMutual.
Marc holds the Series 7, 63, and 65 securities licenses in addition to life and health insurance licenses. He earned his bachelor’s degree in Psychology from Touro College. Outside of the office, Marc enjoys spending time with family, working out, reading, and playing guitar. He lives in northern New Jersey with his wife, Sophia, and their three children