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 planning and investment management processes to assist you in reaching your life-long and legacy goals. We collaborate with leaders in complementary disciplines across the Marcum affiliates to strategically support you in crossing your financial finish lines.

Investment Management

Marcum Wealth

Eric Wulff

Jack R.

Kevin Pietrzyk

Cj Schur

Alynne D. Zielinski

Jack Rohde

Steven Brett

Pete Hoffmann

Perry D. Reghetti

Matthew J. Reghetti

Jim Butler

Email Bob

Christopher D. Bart

Charlie Hoffmann

Charles D. Moore

Bob Coode

Todd Healy

Leeann L. Schultz

The Operational Team at Marcum Wealth ensures the smooth functioning of the company's internal processes, supporting financial advisors and clients alike. This includes managing data analytics, handling administrative tasks, providing audit support, managing billing, and overseeing overall operational efficiency. Their work is crucial in maintaining seamless financial planning and investment management services.

Operational Team

Leadership Team

Client Services Team

Financial Services Team

Operational Team

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Team members

Other teams at Marcum Wealth

Leadership Team

Client Services Team

Financial Services Team