Marc Lieberman Email & Phone Number

I like to think of myself as a guardian for my clients. I founded my firm, Shorepine Wealth Management, with an eye towards the belief in "protect and adapt" which is what I do every day for my clients. In fact, the Shorepine tree (our namesake) is one of the most protective and adaptable trees in existence. There are many elements in investing, both internal and external, that can push one off their correct course. It is my job to make sure that doesn't happen. If you are an investor who is committed to your financial journey, we should talk. If you are a business executive who just doesn't have the time to consistently maintain your investments, we should talk. If you are a person that wants to apply your social values to how you invest, we should talk. I am your trusted advisor to protect you from the elements.With a rare combination of skills that spans fundamental research, technical analysis, socially responsible investing and financial planning I am able to bring my clients the best of many worlds. As a past Director of Research and Portfolio Manager at a local investment manager I have the skills to manage your portfolio at an institutional level.As a CFA Charterholder I have the passion and knowledge for investing that can help you succeed.As Past President of the CFA Society San Francisco (~3,300 members) and a volunteer for many years I have the wherewithal to give back. I am humble enough to know that life's journey doesn't happen without help and grateful enough to give of myself.

Listed skills include Bloomberg, Microsoft Office, Portfolio Management, Performance Attribution, and 11 others.