Marc Difilippo
Regional Director at Ocean Park Asset Management | Downingtown, Pennsylvania, United States
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Marc Difilippo serves as the Regional Director at Sierra Mutual Funds | Ocean Park Asset Management, where he leverages his extensive experience in the investment management industry to drive growth and foster relationships across various financial sectors. With a strong focus on independent broker-dealers, wirehouses, regional firms, banks, and registered investment advisors (RIAs) in Pennsylvania, New Jersey, Delaware, Maryland, and West Virginia, Marc is adept at navigating the complexities of the financial landscape. His expertise encompasses a broad spectrum of investment strategies, including hedge funds, separately managed accounts, and equities, allowing him to tailor solutions that meet the diverse needs of his clients.
At Sierra Mutual Funds, Marc is instrumental in spearheading key projects aimed at enhancing client engagement and expanding the firm’s market presence. His role involves not only sales but also strategic portfolio management, where he collaborates with financial advisors to develop customized investment strategies that align with their clients' financial goals. Marc’s proficiency in asset management and financial advisory positions him as a trusted resource for clients seeking to optimize their investment portfolios.
Marc’s commitment to excellence is evident in his ability to build lasting relationships within the industry, supported by his strong sales acumen. His deep understanding of the investment landscape, combined with his skills in finance and insurance, enables him to provide insightful guidance and innovative solutions. As he continues to navigate the evolving market dynamics, Marc remains dedicated to delivering value and driving success for both his clients and Sierra Mutual Funds.
Regional Director at Ocean Park Asset Management in February 2016 to Present
Regional Vice President at Calvert Investments in August 2012 to December 2015
Internal Advisor Consultant at BlackRock in March 2011 to July 2012
Regional Vice President at Van Kampen Investments in October 2006 to June 2010
Hybrid Wholesaler at AllianceBernstein in January 2003 to January 2006
Internal Wholesaler at Alliance Capital Management in September 2000 to December 2002
Broker Dealer Services at J&W Seligman in January 2000 to September 2000
Agent at New York Life in May 1999 to December 1999
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Series 63
Series 7
Mutual Funds
Alternative Investments
Series 6
Retirement
Securities
Asset Allocation
ETFs
Hedge Funds
Wealth Management
Asset Managment
Separately Managed Accounts
Investments
Retirement Planning
Equities
401k
Investment Strategies
Investment Advisory
Financial Services
Portfolio Management
Fixed Income
Financial Advisory
Finance
Investment Management
Financial Planning
Insurance
Sales
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Discover more about Ocean Park Asset ManagementWhat is Marc Difilippo email address?
Email Marc Difilippo at [email protected] and [email protected]. This email is the most updated Marc Difilippo email found in 2026.
What is Marc Difilippo phone number?
Marc Difilippo phone number is +12153608440 and +16464797783.
How to contact Marc Difilippo?
To contact Marc Difilippo send an email to [email protected] or [email protected]. If you want to call Marc Difilippo try calling on +12153608440 and +16464797783. (updated on October 29, 2024)
What is Marc Difilippo net worth?
Marc Difilippo has an estimated net worth of $750,000 to $999,999
What company does Marc Difilippo work for?
Marc Difilippo works for Ocean Park Asset Management
What is Marc Difilippo's role at Ocean Park Asset Management?
Marc Difilippo is Regional Director
What industry does Marc Difilippo work in?
Marc Difilippo works in the Leasing Real Estate industry.
Marc Difilippo Email Addresses
Marc Difilippo Phone Numbers
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