As Managing Principal & CEO, Marco has over 35 years of experience in the financial industry in both the United States and Canada. He is a graduate of Concordia University's John Molson School of Business in Montreal, Canada. He graduated with distinction earning a Bachelor of Commerce majoring in finance and international business.
In addition to having worked for well-known investment firms in the U.S. and Canada, Marco became an independent financial advisor in 2010 and started MCF Capital Management, LLC. He is the key driver of managing investments and financial planning for our clients.
Robert is a graduate of The George Washington University in Washington, DC. He earned a Bachelor of Arts in International Affairs with a double concentration in Conflict and Security and the Middle East. He also holds two certificates from UCI Division of Continuing Education; one in Business Administration and the other in Personal Financial Planning.
Robert has over 10 years of experience in the banking industry. During his time as a banker, he worked in the areas of personal, private and business banking for World Savings, Wells Fargo and JPMorgan Chase.
As chief operating officer and financial advisor, he manages the operations of the firm, advises clients, and works on portfolio construction and analysis. He is also the key contributor to our blog, The Fragreport.