Marc is the Executive Director of Family Office Services at InnoVise Family Wealth Advisors where he provides custom CFO solutions to high-net-worth families and individuals. Building on over 20 years of experience, Marc specializes in accounting services, cash flow management, tax planning, expense control, banking relations, real estate investments, and portfolio/cash management services.
Throughout his career, Marc has served as an accounting and finance professional to institutional investors, entrepreneurs, and high net worth individuals. In 2000, Marc received his Bachelor’s in Business Administration with a focus on Accounting from Siena College in New York State. He became a Certified Public Accountant in 2002 after gaining valuable post-graduate experience as an Auditor at Arthur Andersen. From there, Marc went on to serve as an Accounting Manager within the real estate group at J.P. Morgan in New York City. Providing accounting and financial reporting for a $20 billion portfolio of real estate, Marc was able to help investors and executives at J.P. Morgan with capital allocation, fund raising, and compliance.
In 2006, Marc joined New York City based Clarion Partners LLC, then the largest real estate investment manager in the world. In addition to serving as the Controller for a portfolio of real estate owned by New York State Common Retirement Fund, he was tasked with setting up a new real estate platform for opportunistic and value-add real estate opportunities. Marc was able to partner with the Portfolio Manager and Investor Relations department to successfully raise funds from high-net-worth individuals and deploy this capital across a diverse set of real estate assets comprised of multi-family, self-storage, office and industrial properties. From treasury, to accounting systems and performance reporting, Marc and his team created a seamless and successful real estate investment platform.
Marc relocated to Los Angeles in 2008 and joined real estate investment manager and developer CIM Group. Overseeing portfolios of real estate owned by pension funds and high net worth individuals, Marc was able to provide transparency, liquidity management and bank/debt compliance during the financial crisis. Marc sat on the Capital Markets Committee at CIM Group, where executives and ownership met to triage, forecast and ensure the overall health of the real estate portfolios. Marc worked closely with his team to ensure quick and accurate monthly accounting cycles, robust financial reporting and up to date, live data reporting to help the company maintain liquidity, expand, fund-raise, and preserve the profits of the portfolios.
In 2012, Marc joined a high-net-worth single-family office as the CFO. Marc was a key advisor to the Chairman and his family, providing tax and estate planning, financial reporting, investment structuring and overall family office administration. From real estate acquisitions, fuel distribution networks, manufacturing plants, to ground up multifamily developments, Marc was able to provide full-cycle accounting, equity and loan sourcing, asset management and tax compliance to a diverse array of assets on behalf of a high net worth individual and his family. Marc was also responsible for all aspects of financial operations, including cash management, financial reporting, income taxes, financial statement audits, budgeting, employee benefits and information technology.