Marc serves as the firm’s National Private Client Services practice leader, and works with clients all around the world.
In his role, he is responsible for the operational and strategic oversight of the PCS practice, which brings financial administration and management to a wide array of clients, including, financial and operating results, personal financial planning and financial management. Marc specializes in providing tax, personal financial and estate planning, family office, and personal business management services for high-net-worth individuals, closely held business owners, entrepreneurs, entertainers and athletes, corporate executives and large family groups. He has developed a very strong reputation for successfully helping clients make informed financial decisions regarding their finances and financial matters.
A recognized industry leader, Marc speaks frequently at a wide number of industry events and professional conferences, and is often quoted in major media outlets including USA Today, Dow Jones, The New York Times, The Wall Street Journal, Fox Business, and Bloomberg. Additionally, he has authored numerous articles for industry and is frequently recognized as one of the top specialty service area practitioners in the United States.
Marc has extensive experience built over the years. Prior to joining the company, he was a partner at the global advisory firm, EY.