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Marc Minker

Lead Managing Director

Phone: 212-790-5826
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Overview

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 more than 30 years of experience.  Prior to joining the company in 2003, he was a partner at the global advisory firm, EY.

Education

  • Master of Science, Taxation, Baruch College
  • Bachelor of Science, Accounting, State University of New York,

 

Professional Designations

  • Certified Public Accountant, New York
  • Personal Financial Specialist (PFS)

Community Involvement

  • Women’s Financial Literacy Initiative

Professional Memberships

  • American Institute of Certified Public Accountants, Executive Committee, Personal Financial Planning Division; Sr. Technical Committee, Personal Finance; National Accreditation Commission; Past Editor, Tax Advisor PFP Column
  • New York State Society of Certified Public Accountants
  • Worth Magazine Leading Wealth Advisors

Speaking Engagements

  • Marc lectures frequently at public programs and private events including the AICPA Conference

Awards

  • 2014 Service Area of the Year Award, SmartCEO CPA & Esq Awards
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