Deeply committed to listening to clients’ stories and helping them step back from the noise to see the bigger picture of their financial lives.
Joined Lido: 2025
Homebase: Warren, NJ
Professional Focus: Pairs strategy with deep listening to bring clarity and confidence to important decisions. He is focused on helping individuals, families, and business owners make sense of their complete financial picture, especially during periods of change or complexity.
Education: M.B.A., Finance & Accounting, Clark University
Previous Work Highlights: Marc began his career on the trading floor and went on to build and operate his own trading operation, which was later sold to E*Trade. He was the Co-Founder and Managing Partner of Fountainhead Advisors prior to the firm’s partnership with Lido in 2025.
Personal Facts: He enjoys spending time with his family, playing golf, and supporting small businesses by drawing on his own experience as an entrepreneur to connect with others building something of their own.
