Marc heads up TCI’s Life Strategy Practice. His strong passion for helping people lead even happier and more fulfilled lives, coupled with TCI’s time-tested and fully transparent wealth management offering provided the perfect backdrop for this unique financial advisory practice.
Prior to joining TCI, Marc was a regional director at Dimensional Fund Advisors, serving as an advisor to wealth management firms across the country. With a focus on strategy and business development, Marc began his career at JP Morgan, and has worked in the field of financial services for over 15 years.
Marc also has a background in the world of comedy. In addition to regularly performing stand-up and improv comedy in New York and LA around the turn of the century, Marc also founded an online comedy video startup, and is now an owner at M.I.’s Westside Comedy Theater
in Santa Monica.
Marc received his MBA from UCLA Anderson, where he served as student body president, and a Bachelor of Arts in Psychology from Hamilton College, where he was also captain of the Mens Varsity Soccer Team. He lives in Santa Monica with his wife Ali, and their two kids, Cooper and Hannah-Grace. They enjoy spending time as a family, eating good food, and making each other laugh.
To learn more about Marc and his approach to financial planning, check out his recent article on Huffington Post: Your Financial Plan: Carrots or Carrot Cake?