Marc is an accomplished investment professional & data-driven research analyst with over 20-years of experience generating measurable value for leading firms by executing due diligence, facilitating effective decision making, and optimizing business processes. Marc actively capitalises on a broad-based skill set and extensive industry knowledge as he has proven proficiency in fixed income and equity manager research & product due diligence, securities compliance, investment advisory, and ERISA qualified plan design, sales, and implementation. Marc adeptly navigates high volumes of data in client-facing settings by applying a detailed approach to analyse, synthesise, and articulate data. He has been successful in increasing transparency and driving process enhancements.
Marc began his career as a Financial Advisor at State Street Global Advisors/CitiStreet Advisors, LLC, where he drove significant development of the advisory platform and increased revenue to the business unit by utilizing data gathering and Monte Carlo simulation (using Financial Engines) as integral parts of the advisory process. He then went on to hold positions such as Director of Manager Research at LAMCO, Compliance Director at New England Financial, Senior Compliance Consultant at Signator Investors and is now a freelance financial writer.
Marc is a chartered financial analyst and holdsana MA in Slavic Linguistics from Yale University.
