Marcus is a LPL Financial Advisor and Relationship Manager for BOS Investment Services with a focus on Institutional Investment Groups and Portfolio Management. Since joining Investment Services in 2007, Marcus’ primary responsibilities include portfolio management and guidance to institutional clients, municipalities, local units of government, unions, and endowments. Adherence to state governance and investment policy guidelines are a specialty.
Marcus earned his MBA and BA in Business Administration with a minor in Economics from Illinois State University. He currently holds his Series 7 and Series 66 licenses.