As Managing Principal and CEO, Marco is the key driver of portfolio management and financial planning for our clients. He has been in the financial industry in both the United States and Canada since 1984. Marco is the chief architect of our model portfolios and the creator of our Quantitative Market Data Analysis approach. He has worked for well-known investment firms like RBC Dominion Securities, Smith Barney, Wachovia Securities, Raymond James, and Wells Fargo Advisors Financial Network. Marco became an Independent Financial Advisor in 2010 and founded MCF Capital Management, LLC.
Bachelor of Commerce with Distinction in Finance and International Business
Series 7, 24, 63, 65, & SIE | CA Insurance License #0E07490
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Robert has worked in the financial industry since 2009 as a banker and joined MCF Capital Management in 2018. 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 on financial planning, and works on portfolio construction and analysis as a Portfolio Manager.
Bachelor of Arts in International Affairs with a Double Concentration in Conflict and Security and the Middle East
Certificate of Personal Financial Planning and Certificate of Business Administration
Certificate of Design Thinking
Robert serves as an Advisory Board Member for the Design Thinking Executive Program at the University of California, Riverside Extension.
Series 6, 7, 63, 65 & SIE | TX Insurance License #2678312 | CA Insurance License #0G97306
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