Nathan Marcus Email & Phone Number

United States

Akron, Oh, Us

Works directly with a team of 3 Senior Advisors; assisting with project management / leverage to their current and prospective client relationships through our partnership with the Fidelity Wealth Advisor Solutions program. 2023 resulted in ~$208 million in new AUM / ~$1.77 million in revenue 2022 resulted in ~$119 million in new AUM / ~$1.12 million in revenueSeries 65 LicensedThe views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. ANDThird party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.

Akron, Oh, Us

Series 65 LicensedThe views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. ANDThird party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.

Milwaukee, Wi, Us

- Operating under a team managing assets of $700+ million; working with the top producer for the Ohio market. - Operating on a top 20 team out of 767 teams at Baird; YTD net new assets, and YTD new client relationships over $250k. The team leads the Ohio market w/ $61 million in YTD net new assets; over 3X other teams in the market. (last update September 2021)- Working directly with current clients to gather relevant information for estate, tax, financial planning purposes. Assist the advisors developing reports/plans, ensuring proper preparation for client meetings. - Leading the team in assisting the financial advisors utilizing MoneyguidePro for financial planning.- Providing client specific reporting to address the client’s needs/situation: -Preparing analysis on 529 plan/College Cost, concentrated positions, individual equity research, tax mitigation (G/L), Pension VS Lump Sum analysis, social security analysis - Working directly with financial advisors on the team to develop investment proposals for prospective clients, and assisting in meeting preparation/research to help close new business.- Managing book of business reporting; identifying opportunities for improvement and pointing out areas where we are excelling. This includes weekly cash/position monitoring reports to help the advisors identify opportunities for their clients, and ensure trades are not being missed. - Assisting in managing and preparatory work needed for 401k plans we sponsor. - Working directly with insurance wholesalers to obtain investment proposals for products based upon the needs of the client. - Proficiency with Morningstar AWS, Liquid Office, Envestnet, Thompson 1, CRM management and analysis.

Milwaukee, Wi, Us

- Operated under a team managing assets of 520+ million. - Assisted in managing meeting materials and schedules for the advisors and their clients.- CRM – update and manage wholesaler contact information, analysis/management of current prospect pipeline and identifying opportunities to manage additional “outside” assets from current clients. - Initial client greeting; check deposits/printing.

At UD Nathan served on the Investment Committee of the $30 million, student-managed Flyer Investments Fund while working as a Lead Analyst focused on the Energy, Materials, and Industrials sectors. Providing stock pitches, and reporting to the fund via equity research.

-The Hanley Sustainability Fund is a student-run, equity portfolio that seeks to outperform the S&P 500 through socially responsible investing in companies that embrace an environmentally conscious and fossil fuel reduction business model. HSF being 1 0f 4 green student run portfolios in the world. -Head of the economics team where our team creates in depth economic outlooks, economic analysis of sectors within the S&P 500, and deep dive economic reports on current news/legislation. -Assist in sector research and tactical allocation to be best prepared for any macroeconomic headwinds or tailwinds. -Valuable experience in analyzing and creating different financial models, most frequently comparative company analysis, DDM analysis, and DCF analysis. Excel, Bloomberg Market Concepts certified, data analytics, leadership, teamwork, and public speaking experience.

Bachelor Of Business Administration - Bba, Finance, Concentration On Investment Management

Highschool Degree