Marco is MArk Advisory’s Chief Investment Officer and a wealth advisor. While it sounds like his job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives.

Marco believes 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 through the ongoing financial decisions they face to achieve the greatest chance of success, whatever that means to them. 

Marco’s responsibility as a wealth management advisor is to his clients. He is actively involved with the financial planning process and investment strategy design. Marco 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 FINRA securities Series 7, 65, and 63 licenses and is currently studying to earn his Certified Financial Planner (CFP) and Certified Chartered Analyst (CFA) designations. Marco is a senior in the Dyson School of Applied Economics and Management at Cornell University and is concentrating on topics including financial modeling, behavioral applications of finance, and tax management. 

Marco splits his time between Ithaca, NY, and Long Island where he lives with his family. Outside of work, Marco enjoys deep-sea fishing, cooking, and playing ping pong.