Marc’s career spans commercial and investment banking and portfolio management bringing a unique analytical perspective to managing investment portfolios for high-net-worth families that are often entrepreneurs and business-owners themselves. Marc focuses on all aspects of Excalibur’s strategic wealth management and portfolio management services. Prior to joining Excalibur in 2004, Marc served as a Senior Associate in the Mergers & Acquisitions advisory group of Fleet Securities, Inc., now part of Bank of America/Merrill Lynch. Previously, Marc served as a Securities Liaison for Goldman Sachs & Co. providing operational support to the firm’s Private Client Services division. Marc