MM

Marc M.

Head Of Investments & Financial Life Solutions at Y TREE

Marc M. has a diverse work experience spanning multiple industries. Starting in 2004, they worked as a Product Engineer at HSBC and later joined their International Graduate Programme from 2006 to 2008. During this period, Marc also served as an Emerging Markets Investment Specialist and eventually became a Portfolio Manager from 2009 to 2011.

In 2011, Marc joined BlackRock as a Director for BlackRock Solutions, where they worked until 2018. Marc then founded PortfolioLab Limited in 2018 and served as its Founder until 2019.

Currently, Marc is Head of Portfolio Construction at Y TREE, a company specializing in financial life intelligence. As of May 2022, they have transitioned to the role of Head of Investment & Financial Life Solutions at Y TREE.

Marc M. has a strong education background in the field of finance. Marc obtained their Master's degree in Finance from EDHEC Business School, where they studied from 2002 to 2006. Prior to that, they completed their DEUG degree in MASS at Université Paris Dauphine - PSL from 2001 to 2002.

Marc also holds an Associate's degree in General Studies from Integrale, where they studied from 1998 to 2000. Marc completed their Baccalaureat in General Studies at Ecole Saint Martin from 1991 to 1998.

In addition to their formal education, Marc has also obtained the Investment Management Certificate from the UK Society of Investment Professionals. The dates of when they obtained this certification are not provided.

Links


Timeline

  • Head Of Investments & Financial Life Solutions

    June 1, 2022 - present

  • Head of Investment & Financial Life Solutions

    May, 2022

  • Head of Portfolio Construction

    April, 2019