Marc Gauval
Sr VP - Investment Counselor at Citi Global Wealth/Wealth at Work at Citi | Montclair, New Jersey, United States
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Marc Gauval serves as a Senior Vice President and Investment Counselor at Citi Global Wealth, where he leverages his extensive financial expertise to provide tailored advisory services to high-net-worth clients, particularly within the legal and professional services sectors. With a robust academic foundation, including an MBA in Finance from the prestigious New York University Stern School of Business and a BS in Mathematics from the United States Military Academy, Marc combines analytical rigor with strategic financial planning to deliver exceptional client outcomes.
In his current role, Marc is instrumental in implementing comprehensive investment policy statements and developing bespoke portfolio strategies that align with clients' financial goals and risk tolerance. His proficiency in portfolio management is complemented by his skills in risk management and portfolio analytics, allowing him to conduct in-depth attribution analysis that informs investment decisions and enhances performance tracking. Marc's command experience as a Battalion Commander in the U.S. Army further enriches his leadership capabilities, instilling a disciplined approach to financial stewardship and client engagement.
Marc holds multiple FINRA licenses, including Series 7, 24, 31, 51, 63, and 66, and is a CFA charterholder, underscoring his commitment to professional excellence in the financial services industry. His diverse skill set, which also includes life and health insurance licenses and FAA helicopter pilot certification, reflects a multifaceted approach to problem-solving and client service. As he continues to navigate the complexities of wealth management, Marc remains dedicated to empowering his clients with the insights and strategies necessary to achieve their financial aspirations.
Sr VP - Investment Counselor at Citi Global Wealth/Wealth at Work at Citi in April 2014 to Present
Colonel, Aviation at US Army Retired in October 2009 to June 2018
Principal at Barclays Global Investors in November 2007 to February 2009
Registered Associate at Smith Barney in September 2002 to November 2007
Financial Advisor at Merrill Lynch in June 1998 to September 2002
Business Analyst at Prudential Healthcare in June 1997 to June 1998
Aviation Officer at US Army in May 1988 to June 1997
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FINRA Series 7, 24, 31, 51, 63, 66
CFA Charterholder
MBA Finance
Life & Health Insurance Licenses
FAA Helicopter Pilot
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Discover more about CitiWhat is Marc Gauval email address?
Email Marc Gauval at [email protected] and [email protected]. This email is the most updated Marc Gauval email found in 2026.
What is Marc Gauval phone number?
Marc Gauval phone number is +19736108780 and +19732041015.
How to contact Marc Gauval?
To contact Marc Gauval send an email to [email protected] or [email protected]. If you want to call Marc Gauval try calling on +19736108780 and +19732041015. (updated on November 04, 2024)
What is Marc Gauval net worth?
Marc Gauval has an estimated net worth of $750,000 to $999,999
What company does Marc Gauval work for?
Marc Gauval works for Citi
What is Marc Gauval's role at Citi?
Marc Gauval is Sr VP - Investment Counselor at Citi Global Wealth/Wealth at Work
What industry does Marc Gauval work in?
Marc Gauval works in the Financial Services industry.
Marc Gauval Email Addresses
Marc Gauval Phone Numbers
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