David Marshall, CIMA®, is currently a Regional Director for Private Markets in the Southeast at Macquarie Asset Management, where they partner with financial advisors and advisory firms to provide solutions to various challenges. They previously served as Regional Vice President at Tortoise Capital and Deutsche Asset & Wealth Management, specializing in relationships with broker-dealers and independent RIAs. David holds an MBA in Financial Planning and is licensed in multiple financial areas, including CMFC and securities series licenses.
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