Marc Balcer, Cfa®, Mnpl Email and Phone Number
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Marc Balcer, Cfa®, Mnpl personal email
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Marc Balcer, Cfa®, Mnpl phone numbers
Investment thought leader known for building businesses and achieving results beyond expectations. Specific expertise includes guiding clients, prospects and partners through challenging investment environments and helping to identify products that suit their unique financial needs. Particularly skilled at building partnerships, driving new business, managing projects and evaluating risk. Making sense of financial decisions by assessing risk and providing actionable intelligence is a key strength.Recognized for an unrelenting intellectual curiosity which is well-suited to a fast-paced, innovative work environment.---Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA and SIPC, and a licensed insurance agency, and (4) investment management and related products and services to Pennsylvania municipal entities through Girard Pension Services, LLC.Investment and insurance products and services are not FDIC insured, not a bank deposit, not bank guaranteed, not insured by any federal government agency and are subject to risks, including possible loss of any principal amount invested.Girard does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
Girard, A Univest Wealth Division
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Director Of Investment Strategy, Client Portfolio Manager And Senior Vice PresidentGirard, A Univest Wealth Division Oct 2021 - PresentSouderton, Pa, Us• Designed newly created Client Portfolio Manager position, driving 96%+ client retention during 2022 downturn while closing 10+ multi-million dollar business wins• Partnered with 40 advisors to serve high net worth investors, business owners, and C-suite executives• Created customized proposals for complex incoming client portfolios, addressing intricate tax issues andenhancing portfolio diversification• Developed and communicated Investment Strategy including economic and market outlooks as well as driving positioning and rebalancing decision-making process• Created full suite of marketing materials including video updates, quarterly investment letters, factsheets and performance profiles, driving significant increases in engagement• Advised investment committee and successfully implemented streamlined and new product offerings, resulting in increased sales and simplified workflow processes • Provided buy-side perspective and expertise on manager search prior to allocating to three new partners• Doubled advisor engagement by streamlining communications across five business units• Provided mentorship and coaching to new investment and advisory team members, including training on securities analysis and research, investment products and go-to-market strategies.
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Full Time Faculty And Coach - Middle And Upper SchoolThe Shipley School Mar 2016 - Jul 2021Bryn Mawr, Pa, Us• Researched, created and taught finance and risk mitigation curricula• Led dozens of Mindfulness-Based Stress Management programs for faculty, students and parents, with self-reported student self-compassion and stress-level improvements of 15%+• Founded Women in Business Club and Sports Marketing Club, introduced keynote speakers from top organizations and provided finance-specific college and career mentorship for 15 students• Planned and organized community events including panel discussion focused on preventing and responding to sexual misconduct on college campus as well as resilience and supportive parenting. -
PartnerBluefin Investment Management Feb 2007 - Dec 2013Mid/Small Cap Growth Long/Short Equity Hedge Fund• Founded and grew eight person long/short equity hedge fund to $300m+ in assets under management• Developed and implemented unique earnings momentum and earnings quality strategy that met an underserved need in the marketplace for low correlation through portfolio construction• Led new business origination and relationship management for high net-worth, family office, and institutional investors• Achieved 7%+ annualized returns during a period of flat market performance
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Senior AnalystRedstone Investment Management Aug 2002 - Feb 2007• Grew firm assets from $10 million to $800 million while building reporting and analytics infrastructure• Invested in Technology and Industrial sectors through extensive quantitative and fundamental research
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Senior AnalystMorgan Stanley Investment Management / Miller Anderson Sherrerd Jan 1997 - Aug 2002• Recommended and implemented mutual fund rebalancing and curated fixed income model portfolios
Marc Balcer, Cfa®, Mnpl Skills
Marc Balcer, Cfa®, Mnpl Education Details
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University Of PennsylvaniaNonprofit Leadership (School Of Social Work) -
Haverford CollegeEconomics And Urban Studies
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University School Of Milwaukee
Frequently Asked Questions about Marc Balcer, Cfa®, Mnpl
What company does Marc Balcer, Cfa®, Mnpl work for?
Marc Balcer, Cfa®, Mnpl works for Girard, A Univest Wealth Division
What is Marc Balcer, Cfa®, Mnpl's role at the current company?
Marc Balcer, Cfa®, Mnpl's current role is Director, Investment Strategy and Client Portfolio Manager at Girard.
What is Marc Balcer, Cfa®, Mnpl's email address?
Marc Balcer, Cfa®, Mnpl's email address is ma****@****ail.com
What is Marc Balcer, Cfa®, Mnpl's direct phone number?
Marc Balcer, Cfa®, Mnpl's direct phone number is +161038*****
What schools did Marc Balcer, Cfa®, Mnpl attend?
Marc Balcer, Cfa®, Mnpl attended University Of Pennsylvania, Haverford College, University School Of Milwaukee.
What are some of Marc Balcer, Cfa®, Mnpl's interests?
Marc Balcer, Cfa®, Mnpl has interest in Poverty Alleviation, Civil Rights And Social Action, Social Services, Health.
What skills is Marc Balcer, Cfa®, Mnpl known for?
Marc Balcer, Cfa®, Mnpl has skills like Nonprofits, Management, Fundraising, Finance, Hedge Funds, Investments, Public Speaking, Research, Community Outreach, Financial Modeling, Editing, Teaching.
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