As a sales professional Marc sought out the best practice tools for both advisor and wholesaler and over those 15 years acquired a spectrum of industry knowledge that is proving applicable. 

As a sales person he used a combination of consultative selling and coaching to become a consistent performer.  Helping Advisors implement core practice and business management construct, which included technology and methodology.
As a consultant to start up funds he was part of the development and creation of distribution process centered on value add and client experience.

Marc and the Elements brand has become known for creating specific process and curriculum for Advisors and Executive teams, bridging the gap between methodology and implementation while identifying and developing the executive skills necessary to further individual success. 

 

The methodology has been applied at some of the top firms in the industry; including Morgan Stanley, Merrill Lynch, UBS, Wells Fargo, John Hancock Mutual Funds, High Tower and others. 

Marc holds a BS in Economics from the University of Massachusetts. He lives in Hingham MA with his wife Kelly and son Kai Daniel, who continually inspire his work and passion for human development skiing, surfing and sailing.