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Nathan Marcus

Nathan Marcus

Senior Associate, Wealth Advisor

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About Nathan

As an Senior Associate, Wealth Advisor, I work closely with a team of Managing Advisors; assisting with project management to provide leverage to their current and prospective client relationships. Clients can expect timely and efficient responses to their requests, open and consistent communication, and a genuine care for unique goals and objectives.

My objective is to provide additional support to the team, allowing our Managing Advisors to focus more keenly on making a sizeable and measurable impact on the lives of their clients. I strive to provide the highest quality of work for our team, equipping them with all the necessary prep and resources needed to ultimately elevate the client experience.

Accreditation & Education

Bachelor of Science in Finance, University of Dayton (Concentration on Investment Management)
Series 65

Up Close

Makes his home in North Royalton, OH
Enjoys spending time with family and friends
When he’s not in the office, he can be found golfing, hiking, biking, and playing soccer

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Nathan Marcus,

Senior Associate, Wealth Advisor