Marc Montanari is a financial services veteran with over 33 years of experience in the industry. He has garnered expertise in private banking, investment management evaluation, and mortgage and personal lending, among other areas, catering to high net worth individuals, medical and legal professionals, and private equity, venture capital, and hedge fund professionals. His educational background includes a Master of Business Administration (MBA) in Finance from Babson College, a Bachelor of Science in Business from Arizona State University, and studies at the University of Pennsylvania - The Wharton School.

Montanari has held senior leadership positions throughout his career, including Deputy Regional Managing Director and Managing Director at First Republic Bank, Senior Vice President Sales at Boston Private Bank, Regional Vice President - Defined Contribution Plan Sales at Invesco US, Vice President - Institutional Pension Sales at Putnam Investments, Vice President Sales at Boston Safe Deposit & Trust Company, and Customer Service Representative at IBM.