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Marc Russell
Co-Founder And Principal at AdvicePeriod
Marc Russell is a co-founder of AdvicePeriod, an innovative wealth management firm that goes beyond traditional investment advising to help clients navigate investments, taxes, and estate planning effectively.
Marc Russell's educational background includes an MBA from The Wharton School, University of Pennsylvania, a Bachelor of Arts in Economics from Amherst College, and prior education at The Lawrenceville School and Essex High School.
Prior to co-founding AdvicePeriod, Marc Russell served as the Managing Director at Convergent Wealth Advisors, showcasing his extensive experience in the wealth management industry.
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Location
Greater Los Angeles Area
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Co-Founder, CRO at Yellowbrick
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Owner, Graphic Products Corporation / Managing Director, Maple Ave. LLC
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Vice President, Corporate Responsibility and Social Impact
Mutual Connections
See who you know in common with Marc