Marc is President & COO of TIFIN @Work. Prior to joining TIFIN, Marc was Managing Director at Morgan Stanley in their Corporate Solutions (Morgan Stanley at Work) organization. He led Sales Enablement, Financial Wellness, Corporate Participant Services, Executive Financial Services, Designated Brokerage, Global Intelligence, and the Digital Experience at various times in his Morgan Stanley career.

Previously, Marc was Senior Vice President (Managing Director) of Schwab’s Workplace Financial Solutions, which included the Investor Services B2B businesses: Compliance Solutions, Employee Branch, Financial Wellness and Stock Plan Services. These teams supported over 2200 corporate clients with Equity Compensation, Designated Brokerage, Schwab Compliance Technology® and Financial Wellness programs. He previously served as Vice President and General Manager of Schwab Stock Plan Services.

Prior to that role, Marc was Vice President and Chief Operating Officer of ThomasPartners Investment Management® (TPI), an affiliate Registered Investment Advisor headquartered in Boston, Massachusetts. ThomasPartners grew from $2b in assets in 2013 to over $15b today. At TPI, he was Vice Chairman of the Management Committee and a member of the Investment Committee. He had responsibility for Client Portfolio Managers, Trading, Portfolio Strategists and Client Service and Operations. He led the development and implementation of the business integration, client service and growth plan.

Prior to joining TPI, Marc was Vice President of Schwab Private Client Investment Advisory where he led a group of 100+ Private Client Advisors who partner with clients holding combined assets of more than $15 billion in fee-based advice offerings. From 2005-2010, he was a managing director in Portfolio Consulting and has had various leadership roles at Charles Schwab & Co. in Portfolio Consulting, Active Trader, and Options.

Marc graduated summa cum laude with a B.S. in Business Administration from the
University of Colorado. He is a Certified Financial Planner™ professional and holds his series 7, 9 and 10 securities licenses. He is on the Board of Directors and Investment Committee of the Boys and Girls Club of Metro Denver. In his personal time, Marc enjoys spending time with his wife Elizabeth and family and any outdoor competitive activities including skiing, running and triathlons.