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Marcum Wealth

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At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial pl... Read more

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Investment Management

Headquarters

Employees

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Leeann L. Schultz

Chief Compliance Officer

Chief Operating Officer

Managing Director, Partner

Charles D. Moore

Managing Director, Partner

Charlie Hoffmann

Managing Director, Partner

Christopher D. Bart

Managing Director, Partner

Managing Director, Partner

Managing Director, Partner

Matthew J. Reghetti

Managing Director, Partner

Perry D. Reghetti

Managing Director, Partner

Managing Director, Partner

Managing Director, Partner

Alynne D. Zielinski

Director Of Financial Planning

Portfolio Specialist

Investment Analyst

Trading Specialist

Portfolio Specialist

Teams

Leadership Team

12 members

Client Services Team

10 members

Financial Services Team

10 members

Managing Directors

10 members

Operational Team

6 members

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