Marc is a research analyst and a CFA charterholder who joined PSG in 2022. As a member of the Investment Committee, he works closely with Tom Zottner and the entire Investment Committee on all aspects
of equity and alternative asset research and related due diligence.
Marc has more than six years of experience in the financial services industry. Prior to joining PSG, he worked at Wealthcare Capital Management, where he supported financial advisors and portfolio managers on manager due diligence and asset allocation. Before that he worked for Vanguard with their retail client base on operational and investment matters. Marc earned a bachelor’s degree in economics from the University of Pittsburgh.
Marc is a member of the CFA Society of New York and lives in New York City. He has a passion for long-distance running and exploring new culinary experiences.
Marc is a research analyst and a CFA charterholder who joined PSG in 2022. As a member of the Investment Committee, he works closely with Tom Zottner and the entire Investment Committee on all aspects
of equity and alternative asset research and related due diligence.
Marc has more than six years of experience in the financial services industry. Prior to joining PSG, he worked at Wealthcare Capital Management, where he supported financial advisors and portfolio managers on manager due diligence and asset allocation. Before that he worked for Vanguard with their retail client base on operational and investment matters. Marc earned a bachelor’s degree in economics from the University of Pittsburgh.
Marc is a member of the CFA Society of New York and lives in New York City. He has a passion for long-distance running and exploring new culinary experiences.
