Marc has extensive senior leadership experience at leading financial institutions, including as CEO of North America at Schroders, a 215-year-old London Stock Exchange listed global asset management firm with approximately $950 in assets and locations in 35 countries. He led 350 employees in North America (U.S., Canada and Latin America) responsible for all aspects of the business including Portfolio Management, Distribution, Product, M&A, Marketing, Technology, and all infrastructure including Legal, Risk and Compliance. During his 4 years there he achieved record results in every category including Assets, Revenues, Gross and Net Flows, and Brand Rankings.
Prior to Schroders, Marc spent 12 years at Morgan Stanley, most recently as a Managing Director and Head of Institutional Wealth Management overseeing more than $400 billion in assets. In this role, he had overall responsibility for Graystone Consulting, one of the largest Institutional consulting businesses in the U.S. He was also responsible for the Institutional Advisory businesses including Corporate Retirement, Corporate Cash, Public Funds, Defined Contribution, Financial Wellness and all distribution and relationship management.
Before Morgan Stanley, Marc was a Managing Director and Head of Retirement Services at global financial services firm Citigroup where he was recruited to build new businesses and expand existing businesses across Citigroup. He worked with CEOs of all major Citigroup businesses (Smith Barney, Travelers, and Citibank) to launch new initiatives in products and services.
Earlier in his career, Marc was a Senior Managing Director at New York Life Investment Management. He began his career in 1988 at Putnam Investments in Boston. He received a BS in Business from James Madison University.
As part of his charitable activities, Marc was the Chairman and emeritus member of the Board of Advisors for the James Madison University Business School, and is a current member of the James Madison University Foundation. He is a current Chairman of Gateway to Leadership, an organization promoting diversity, equity and inclusion in the financial services industry. Marc also serves on the board of the National Arts Club in New York City and is a Senior Advisor for Star Mountain Capital.
