Marc has over 32 years of experience working with high net-worth individuals and institutions on areas such as business succession/leadership planning, incentive compensation, and tax and estate planning. Prior to starting Wharton Business Group, Marc was a planner at Kistler Tiffany Companies, a preeminent planning organization for high-net-worth clients.
Marc graduated from the University of Pennsylvania’s Wharton School of Business in 1984, where he received a Bachelor of Science in Economics with a concentration in Finance.
Originally a Boston native, Marc resides in Glenmore, PA with his wife Katie. Marc is Co-Chair of the Marine Corps Scholarship Foundation Philadelphia Gala and Committee Member of the Foundation, as well as a Committee Member and fund-raiser for Camp Cadet, Pennsylvania State Police. Marc is also a supporter of several organizations such as Wounded Warriors, Wounded Warriors in Action, and youth competitive shooting programs including the Jr. Olympic Development Team. He and his wife are long-time supporters of Main Line Animal Rescue, the largest no-kill animal shelter east of the Mississippi. Marc is active in his church as well as prayer initiatives for area business leaders. In his spare time, Marc is also an avid sports enthusiast.