As a career-changer, Marco began his journey in wealth management at the precipice of the "Great Recession." Despite seasoned professionals suggesting the timing was perfect, he often felt otherwise but remained driven by a childhood ambition to "learn about money." This early passion to help individuals and families avoid financial pitfalls has been a driving force throughout his career. Over the last 18+ years, Marco has delved into the emotional and pragmatic aspects of finance, honing his skills as a trusted wealth management professional through his time as an advisor, consultant, and leading teams of professionals.

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Today, Marco continues to serves as a strategic leader driving business development, organizational growth, and change management initiatives. He manages, develops, and mentors teams of financial professionals while overseeing the execution of a comprehensive value proposition to drive LOB growth. Through his leadership, he aides in the delivery of a holistic, forward-thinking wealth management experience tailored to high-net-worth investors.

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Marco aims to build deep partner relationships, deliver on strategic expectations with clarity, consistency, and  competence, rooted in a lifetime of observation and practical application. He is a Certified Financial Planner® professional with FINRA credentials including the Series 7, 9/10, 31, and 66. His academic background includes studies at Boston College (B.S., Marketing) where he competed as a student-athlete (football), University of South Florida (B.A., Economics), and Emory University - Goizueta Business School (MBA, Strategy & Finance).

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Marco currently resides in Atlanta, GA where he enjoys spending time with his children, reading, and an abundance of outdoor activities.