Marc Balcer

Director Of Investment Strategy, Client Portfolio Manager And Senior Vice President at Girard, a Univest Wealth Division

Marc Balcer is currently the Director of Investment Strategy, Client Portfolio Manager, and Senior Vice President at Girard, a Univest Wealth Division. In the past, Marc also worked as a Full Time Faculty and Coach at The Shipley School, as a Partner at Bluefin Investment Management, as a Senior Analyst at Redstone Investment Management, and as a Senior Analyst at Morgan Stanley Investment Management/Miller Anderson Sherrerd. Marc holds a Master of Science (M.S.) in Nonprofit Leadership from the University of Pennsylvania and a B.A. in Economics and Urban Studies from Haverford College.

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Timeline

  • Director Of Investment Strategy, Client Portfolio Manager And Senior Vice President

    October, 2021 - present