Marc Friedman has over 22 years of investment and financial planning experience. Previously, he spent 12 years as the Director of Research and Investment Strategy for a large registered investment advisor. Prior to that, Marc held investment banking and private equity positions at Stifel Nicolaus and Bard Capital Group. Marc was also a Financial advisor at Morgan Stanley and Guerin Financial Services where he helped individuals and families meet their financial goals.
Marc earned his undergraduate degree in Finance from the University of Colorado at Boulder, and an M.S. in Finance and an MBA from the Daniels College of Business at the University of Denver.
Marc has been a volunteer at the Puksta Foundation for over 10 years and a member of the investment committee. The foundation provides scholarships to civically minded students attending college in Colorado. Outside the office, he enjoys skiing, golf and the outdoors. Marc and his wife Elissa have two daughters.