As Mark Advisory's Chief Investment Officer, Marco brings a fresh perspective and a wealth of knowledge to his role as a financial advisor. While his job may sound like it's all about the numbers, what Marco enjoys most about his role is the opportunity to collaborate every day with advisors, clients, and prospects, helping them better understand the complicated concepts that will have a tangible effect on their financial lives. 

To Marco, being a wealth management advisor is a calling that melds three desires together: helping people, educating people, and being a steward of money. He focuses his work on helping his clients navigate the ongoing financial decisions they face to achieve the greatest chance of success, whatever that means to them. As the firm's CFO, Marco is actively involved in the financial strategy process and investment strategy design. He works directly with his clients and enjoys having conversations with them about their hopes and aspirations with the goal of designing financial strategies to move them closer to achieving them. 

Marco has earned his bachelor's degree in applied economics and management from Cornell University, and has also earned his FINRA securities Series 7, 65, and 63 licenses. 

Outside of work, Marco enjoys deep-sea fishing, cooking, and playing ping pong.