Marc co-founded PM Wealth Management in 2015 and has been recognized in Forbes as one of America’s Top Next-Generation Advisors, Best-in-State Advisors and a Chairman’s Club advisor with LPL Financial. PM Wealth Management merged into Perigon Wealth Management in 2022 to further enhance the products and capabilities available to clients.
Marc is a graduate of Binghamton University with a bachelor’s degree in Economics and holds the designations of Accredited Investment Fiduciary, Accredited Asset Management Specialist, Accredited Wealth Management Advisor and Registered Financial Consultant. He lives in Long Island with his wife, Allison, sons, Adam & Carter and dogs, Chloe & Letty.
Perigon Wealth Management is a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. PKS and Perigon Wealth Management are not affiliated companies. Investments through PKS are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.