Marc Balcer, Cfa®, Mnpl Email & Phone Number

Souderton, 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.

Bryn 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.

Mid/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

• 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

• Recommended and implemented mutual fund rebalancing and curated fixed income model portfolios

Master Of Science (M.S.), Nonprofit Leadership (School Of Social Work)

B.A., Economics And Urban Studies

Education record