Marcus is an LPL Financial Advisor and Relationship Manager for BOS Financial Services with a focus on Institutional Wealth Management. Since joining BOS Financial Services in 2007, Marcus’ primary responsibilities include portfolio management and guidance to institutional clients, municipalities, local units of government, unions, and endowments. Adherence to state governance and investment policy guidelines are a specialty.
Marcus earned his MBA and BA in Business Administration with a minor in Economics from Illinois State University. He currently holds his Series 7 and Series 66 licenses with LPL Financial.