Marisa Camp

Marisa Camp Email and Phone Number

Client Service Director at Matrix Private Capital Group @ Matrix Private Capital Group
new york, new york, united states
Marisa Camp's Location
Greater Chicago Area, United States
Marisa Camp's Contact Details

Marisa Camp personal email

n/a
About Marisa Camp

As a Client Service Director with over 12 years of wealth management experience, I take particular pride in the fiduciary role that I play. I believe in not only assuring that a client is put first, but that their experience is comfortable, easy to understand and value-packed. Throughout my career, I have worked within teams providing customized advice to closely-held business owners, C-suite executives, financial sponsors, successful individuals and non-profit organizations on how to achieve their specific wealth goals. This advice generally encompasses not only investments, but also direction on estate and wealth transfer, tax planning, insurance, philanthropy, as well as banking and credit needs.

Marisa Camp's Current Company Details
Matrix Private Capital Group

Matrix Private Capital Group

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Client Service Director at Matrix Private Capital Group
new york, new york, united states
Website:
matrixpcg.com
Employees:
15
Marisa Camp Work Experience Details
  • Matrix Private Capital Group
    Client Service Director
    Matrix Private Capital Group Dec 2019 - Present
    Chicago, Illinois, United States
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  • Matrix Private Capital Group
    Consultant
    Matrix Private Capital Group Jul 2019 - Dec 2019
    Chicago, Illinois, United States
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  • Cresset Wealth Advisors
    Vice President, Client Associate
    Cresset Wealth Advisors Sep 2017 - Jun 2019
    Greater Chicago Area
    Cresset Wealth Advisors is a fee-only, open architecture Registered Investment Advisor (RIA) providing highly personalized, sophisticated wealth planning and investment opportunities in both tax-efficient traditional instruments, as well as access to direct investment in private non-fund vehicles. Cresset's unconflicted, open-minded and transparent approach has allowed it to reinvent the way people experience wealth, while enhancing their financial well-being by expanding access to a proven ecosystem of ideas, solutions and talent.
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  • Neuberger Berman
    Client Associate
    Neuberger Berman Dec 2007 - Sep 2017
    Greater Chicago Area
    As a client associate, I worked within a highly successful, 9-person wealth management team overseeing approximately $1.5B in assets. I directly supported and provided a high level of advisory support to a Senior Vice President and Wealth Advisor with $300M in assets. My role involved:• Serving as a primary point of contact for all clients under management• Coordinating the strategic asset allocation, tactical adjustments and manager selection for client portfolios • Directing and administering the operational aspects of each client relationship by serving as a liaison between both internal departments and external multi-disciplinary experts • Driving success in a new clients' on-boarding experience • Customizing reports, analyzing and advising on client-specific situations and participating in ongoing client reviews• Assisting in new business development by capturing additional client wallet share, generating prospective client proposals and bringing value to initial meetings
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Marisa Camp Skills

Investments Wealth Management Asset Allocation Client Relations Client Service

Marisa Camp Education Details

Frequently Asked Questions about Marisa Camp

What company does Marisa Camp work for?

Marisa Camp works for Matrix Private Capital Group

What is Marisa Camp's role at the current company?

Marisa Camp's current role is Client Service Director at Matrix Private Capital Group.

What is Marisa Camp's email address?

Marisa Camp's email address is marisa.camp@nb.com

What is Marisa Camp's direct phone number?

Marisa Camp's direct phone number is +131232*****

What schools did Marisa Camp attend?

Marisa Camp attended University Of Illinois At Chicago.

What skills is Marisa Camp known for?

Marisa Camp has skills like Investments, Wealth Management, Asset Allocation, Client Relations, Client Service.

Who are Marisa Camp's colleagues?

Marisa Camp's colleagues are Dan Nalawade, Scott Weissman, Marc Scheuer, Thomas B. Bruce, Melfrida Lumbantobing, Charlie Wemyss, Michelle Rey Lutein.

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