Mark Marotta

Mark Marotta Email and Phone Number

Managing Director @ The Mahoney Group of Raymond James
Toronto, ON
Mark Marotta's Location
West Nyack, New York, United States, United States
Mark Marotta's Contact Details
About Mark Marotta

With more than 35-years of experience, I manage investments, help clients plan and prepare for retirement and assist in wealth transfer to their favored charities and their family’s next generation.Specialties: Managing assets for the long-term following a strict process: financial modeling and forecasting leading to investment policy and asset allocation. Portfolios are broadly diversifed and rebalanced to target regularly. Annual review of goals, objectives and progress towards them completes the cycle.

Mark Marotta's Current Company Details
The Mahoney Group of Raymond James

The Mahoney Group Of Raymond James

View
Managing Director
Toronto, ON
Website:
raymondjames.ca
Employees:
5
Mark Marotta Work Experience Details
  • The Mahoney Group Of Raymond James
    Managing Director
    The Mahoney Group Of Raymond James Nov 2015 - Present
    St. Petersburg, Florida, Us
    Our team, The Mahoney Group, has two business lines: wealth management and institutional investment consulting and management (DC plans, DB plans, endowments and foundations).In our wealth management business, we manage conservative, balanced, investment portfolios. We advocate broad diversification and a highly disciplined process.In the institutional space, we advise, consult and manage retirement plans (401k, Defined Benefit plans and pension plans) for corporations and non-profits. We also consult and handle investment management for non-profit institutions on both endowments and retirement plans.Any questions or requests for information related to my business should be directed to my OFFICE EMAIL: mark.marotta@RaymondJames.comRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link for additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.
    View
  • Merrill Lynch
    Vice President, Cima, Investment Associate
    Merrill Lynch Oct 1994 - Nov 2015
    New York, Ny, Us
    View
  • Glen Rauch Securities
    Vice President
    Glen Rauch Securities Feb 1991 - Oct 1994
    Managed fixed income portfolios for high net worth individuals and small institutional clients
  • Gabriele, Hueglin & Cashman
    Vice President
    Gabriele, Hueglin & Cashman Oct 1980 - Feb 1991
    Managed fixed income portfolios for high net worth individuals and small institutional clients

Mark Marotta Skills

Wealth Management Investments Asset Allocation Portfolio Management Fixed Income Retirement Planning Investment Management Finance Financial Modeling Management Series 7 Asset Management 401k Equities Alternative Investments Securities Mutual Funds Series 63 High Net Worth Individuals Hedge Funds Investment Advisory Etfs Investment Strategies Pensions Asset Managment

Mark Marotta Education Details

  • State University Of New York, College At Oneonta
    State University Of New York, College At Oneonta
    Political Science/Business Administration
  • Pearl River High School, Pearl River, New York
    Pearl River High School, Pearl River, New York
    College Prep.

Frequently Asked Questions about Mark Marotta

What company does Mark Marotta work for?

Mark Marotta works for The Mahoney Group Of Raymond James

What is Mark Marotta's role at the current company?

Mark Marotta's current role is Managing Director.

What is Mark Marotta's email address?

Mark Marotta's email address is m2****@****aol.com

What is Mark Marotta's direct phone number?

Mark Marotta's direct phone number is +184534*****

What schools did Mark Marotta attend?

Mark Marotta attended State University Of New York, College At Oneonta, Pearl River High School, Pearl River, New York.

What are some of Mark Marotta's interests?

Mark Marotta has interest in Working Out, In My Free Time I Enjoy Hiking.

What skills is Mark Marotta known for?

Mark Marotta has skills like Wealth Management, Investments, Asset Allocation, Portfolio Management, Fixed Income, Retirement Planning, Investment Management, Finance, Financial Modeling, Management, Series 7, Asset Management.

Who are Mark Marotta's colleagues?

Mark Marotta's colleagues are Hilary Goodison-Orr, Carole Yates, Riley Cavanaugh, Kyle Yates, Simon Wein, Dan Fetty, Aams™, Ashley Birdsong.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.