As the Head of Business Development, Marc is responsible for developing the firm’s resources and opportunities with prospective clients and retaining and broadening relationships with existing clients. He guides Chevy Chase Trust’s new business development process and is responsible for presenting the firm’s capabilities to individuals, families, trusts, and select non-profit clients. He leads the firm’s Wealth Advisory team and advises clients in the areas of investment management, financial planning, estate planning, and trust administration.
Marc has over 25 years of experience in wealth and investment management, business development, and accounting. Before 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. 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.