As the Head of Business Development, Marc is responsible for developing the firm’s resources and opportunities with prospective clients and retaining and broadening relationships with existing clients. He guides Chevy Chase Trust’s new business development process and is responsible for presenting the firm’s capabilities to individuals, families, trusts, and select non-profit clients. He leads the firm’s Wealth Advisory team and advises clients in the areas of investment management, financial and estate planning, and trust administration. Marc has over 25 years of experience in wealth and investment management, business development, and accounting. Before joining Chevy Chase Trust, Marc was