“Financial planning is a perfect combination aligning my passion for investing and financial markets with my desire to help people work toward their financial goals.”
Marc joined Affiance Financial in April, 2015. He helps clients work toward achieving their financial goals by developing financial plans and maintaining strategic investment portfolios. Marc is a member of Affiance Financial’s investment committee and helps lead the firm’s investment and asset allocation strategies. In addition, he works closely with the Affiance team to support principal Andy Fishman.
Marc’s diverse career has included working as an equity strategist and an Internet analyst, as well as starting his own hedge fund. In addition, Marc volunteers as a member of the Minneapolis Jewish Federation Foundation Investment Committee. Marc holds a Master of Business Administration from the University of Chicago’s Booth School of Business and an undergraduate degree in computer science from Boston University.
Get to know Marc—
- He and his wife, Lisa, are the proud parents of four boys and a girl.
- His family keeps him active—fishing, biking, skiing, and rollerblading.
- He likes to read about investing.
- Fall 2019 Market Commentary
- Summer 2019 Market Commentary
- Spring 2019 Market Commentary
- Winter 2019 Market Commentary
- 2018 Market Forecast Recording
- Hurricanes Put Economy and Fed in Check
- Trump’s Stock Market
- 2017 Market Forecast Presentation
- Year-End Market Performance — What happened in the markets as 2016 came to a close?