AeroLeads people directory · profile
Marc Koven Email & Phone Number
Chief Compliance Officer and Senior Financial Advisor
at
Cypress Wealth Services
1 work email found
@cypressws.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Compliance Officer and Senior Financial Advisor
Location
Palm Desert, California, United States
Company size
Who is Marc Koven? Overview
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Quick answer
Marc Koven is listed as Chief Compliance Officer and Senior Financial Advisor at Cypress Wealth Services, a with 18 employees, based in Palm Desert, California, United States. AeroLeads shows a work email signal at cypressws.com and a matched LinkedIn profile for Marc Koven.
Marc Koven previously worked as Chief Compliance Officer & Senior Financial Advisor at Cypress Wealth Services and Financial Advisor at Integrated Wealth Management. Marc Koven holds Bachelor Of Arts, Finance from California State University-San Bernardino.
Company email context
Email format at Cypress Wealth Services
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{first}@cypressws.com
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AeroLeads found 1 current-domain work email signal for Marc Koven. Compare company email patterns before reaching out.
Profile bio
About Marc Koven
Cypress Wealth Services (CWS) is an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions. CWS is comprised of professionals with diverse backgrounds and extensive experience and qualifications. CWS is qualified to serve a broad range of client needs. Their experience and expertise act as a foundation for their client service process, The Second Growth, which focuses on efficiently protecting, growing, and transferring to their loved ones the wealth and legacy a person has already built. With offices in Palm Desert and Anchorage, the firm serves clients across the country. Learn more by visiting www.CypressWS.com.Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. Certain Insurance products and services are offered as an independent agent. These commissionable sales are conducted outside of the advisory client relationship and have no affiliation to the advisory services. The entities listed are not affiliated, and neither offer legal or tax advice. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Cypress Wealth Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all the products and services referenced on this site are available in every state. For additional information, please contact our Compliance department www.mshowells.com OR Marc Koven at 760.834.7219 or at Marc@CypressWS.com. Check the background of the investment firm on the SEC’s Adviser Info https://adviserinfo.sec.gov/firm/summary/288992.
Listed skills include Financial Planning, Retirement Planning, Investments, and Asset Allocation.
Current workplace
Marc Koven's current company
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Cypress Wealth Services
4 roles
Marc Koven work experience
A career timeline built from the work history available for this profile.
Chief Compliance Officer & Senior Financial Advisor
Marc Koven serves as the Chief Compliance Officer and as a Senior Financial Advisor for Cypress Wealth Services. In his role as CCO, Marc conducts periodic risk assessments, maintains and enforces the firm’s Code of Ethics and Regulatory Compliance Manual, stays abreast of regulatory and industry changes, and assesses their impact on the firm’s compliance obligations. As a Senior Financial Advisor, Marc specializes in customizing portfolios for individuals, families, and businesses.
Financial Advisor
Apr 2014 - Aug 2017
Financial Advisor
Jan 2005 - Apr 2014
Team & coworkers
Colleagues at Cypress Wealth Services
Other employees you can reach at cypressws.com. View company contacts for 18 employees →
DT
David Thatcher, Cfp®
Colleague at Cypress Wealth ServicesLos Angeles Metropolitan Area, United States
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LE
Lee Ellen Walker Redd
Colleague at Cypress Wealth ServicesPalm Desert, California, United States
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GF
Greg Frech, Crpc®
Colleague at Cypress Wealth ServicesPalm Desert, California, United States
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BA
Brad Arave, Cfp®
Colleague at Cypress Wealth ServicesOrange County, California, United States
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RB
Ross Biesinger
Colleague at Cypress Wealth ServicesPalm Desert, California, United States
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JN
Jason Nettleton
Colleague at Cypress Wealth ServicesPalm Desert, California, United States
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CR
Chris Risenmay, Cfp®
Colleague at Cypress Wealth ServicesPalm Desert, California, United States
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JW
Jim Watson
Colleague at Cypress Wealth ServicesLos Angeles, California, United States
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David Thatcher, Cfp®
Colleague at Cypress Wealth ServicesLos Angeles Metropolitan Area, United States
View →
LE
Lee Ellen Walker Redd
Colleague at Cypress Wealth ServicesPalm Desert, California, United States
View →
GF
Greg Frech, Crpc®
Colleague at Cypress Wealth ServicesPalm Desert, California, United States
View →
BA
Brad Arave, Cfp®
Colleague at Cypress Wealth ServicesOrange County, California, United States
View →
RB
Ross Biesinger
Colleague at Cypress Wealth ServicesPalm Desert, California, United States
View →
JN
Jason Nettleton
Colleague at Cypress Wealth ServicesPalm Desert, California, United States
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CR
Chris Risenmay, Cfp®
Colleague at Cypress Wealth ServicesPalm Desert, California, United States
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JW
Jim Watson
Colleague at Cypress Wealth ServicesLos Angeles, California, United States
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1 education record
Marc Koven education
FAQ
Frequently asked questions about Marc Koven
Quick answers generated from the profile data available on this page.
What company does Marc Koven work for?
Marc Koven works for Cypress Wealth Services.
What is Marc Koven's role at Cypress Wealth Services?
Marc Koven is listed as Chief Compliance Officer and Senior Financial Advisor at Cypress Wealth Services.
What is Marc Koven's email address?
AeroLeads has found 1 work email signal at @cypressws.com for Marc Koven at Cypress Wealth Services.
Where is Marc Koven based?
Marc Koven is based in Palm Desert, California, United States while working with Cypress Wealth Services.
What companies has Marc Koven worked for?
Marc Koven has worked for Cypress Wealth Services, Integrated Wealth Management, and Morgan Stanley.
Who are Marc Koven's colleagues at Cypress Wealth Services?
Marc Koven's colleagues at Cypress Wealth Services include David Thatcher, Cfp®, Lee Ellen Walker Redd, Greg Frech, Crpc®, Brad Arave, Cfp®, and Ross Biesinger.
How can I contact Marc Koven?
You can use AeroLeads to view verified contact signals for Marc Koven at Cypress Wealth Services, including work email, phone, and LinkedIn data when available.
What schools did Marc Koven attend?
Marc Koven holds Bachelor Of Arts, Finance from California State University-San Bernardino.
What skills is Marc Koven known for?
Marc Koven is listed with skills including Financial Planning, Retirement Planning, Investments, and Asset Allocation.
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