Marc is responsible for advising clients in the areas of investment management, financial planning, estate planning and trust administration. He oversees the delivery of Chevy Chase Trust services to clients and coordinates with their legal, accounting and other third-party advisors.
Prior to joining Chevy Chase Trust, Marc was Director and Private Banker with Citi Private Bank. Previously, he was Managing Director and Relationship Manager with U.S. Trust Company, where he was responsible for business development and ongoing client relations with the firm. He oversaw marketing and sales activity between U.S. Trust and its parent company at the time, Charles Schwab & Co., throughout Maryland, Virginia and the District of Columbia. Marc also held positions with the Warburg Pincus Private Client Group and PNC Financial Services.
Marc is a graduate of the University of Delaware, with a B.S. in Business Administration and a concentration in Finance. He serves on the board of the Community Foundation for Northern Virginia and previously served on the Board of the Workhouse Arts Foundation, Inc. Marc is also a 2014 graduate of Leadership Fairfax.