Marc R
Senior Branch Examiner at LPL Financial | Boston, Massachusetts, United States
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Senior Branch Examiner at LPL Financial in March 2019 to Present
Free-lance writer on issues of political economy and finance at Self-Employed in November 2017 to March 2019
Senior Compliance Consultant at John Hancock in June 2013 to October 2017
Compliance Director, Registered Principal at New England Financial 2007 in June 2007 to June 2013
Board Member/President at CFA Society of Orlando in June 2006 to May 2013
Research Analyst/Director of Investment Manager Research at LAMCO 2005-2007 in January 2005 to February 2007
Financial Advisor at State Street Global Advisors/CitiStreet Advisors LLC in January 1999 to August 2004
Plan Consultant at State Street Global Advisors in January 1991 to January 1999
Consultant at The Krupp Companies in January 1991 to January 1991
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Yale University, Master of Arts, January 1982 to January 1986
Brandeis University, AB, January 1978 to January 1982
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Research
Financial Analysis
High level writing ability
Asset Allocation
Business Development
Performance Reporting
Mutual Funds
Investments
Equities
Asset Managment
Portfolio Management
Securities
Investment Management
Alternative Investments
Investment Advisory
Hedge Funds
Fixed Income
Series 7
ETFs
Capital Markets
Bloomberg
Investment Strategies
Risk Management
Finance
Financial Advisory
Retirement Planning
Asset Management
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Discover more about LPL FinancialWhat is Marc R email address?
Email Marc R at [email protected]. This email is the most updated Marc R's email found in 2026.
How to contact Marc R?
To contact Marc R send an email to [email protected].
What company does Marc R work for?
Marc R works for LPL Financial
What is Marc R's role at LPL Financial?
Marc R is Senior Branch Examiner
What is Marc R's Phone Number?
Marc R's phone (413) ***-*125
What industry does Marc R work in?
Marc R works in the Investment Management industry.
Marc R Email Addresses
Marc R Phone Numbers
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