Marcus Griffin Email & Phone Number
Senior Advisor, Partner @ Lifeworks Advisors
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Marcus Griffin Location
- Dana Point, CA, US
Marcus Griffin Work
- 2026 -now Senior Advisor, Partner @
- 2021 -2026 Wealth Advisor and Founder @ Narrow Gate Wealth Management
- 2016 -2021 Manager of California office @
- 2013 -2021 Client Portfolio Manager @
- 2011 -2013 Chief Investment Officer @ Glenmore Advisors LLC
- 2010 -2011 Chief Investment Officer of BCM Private Wealth Management division @
- 2009 -2010 Director of Macro Research @ GenSpring Family Offices
- 2003 -2010 Family Investment Officer @ GenSpring Family Offices
- 2000 -2003 Portfolio Manager @ INVESCO
- 1989 -2000 Senior Portfolio Manager @
Marcus Griffin Education
- Wake Forest University
BS (Business Administration)
1985-1989
Marcus Griffin Skills
- High Net Worth Individuals
- Client Presentation
- Client Education
- Excel
- Investments
- Equity Research
- Project Management
- Asset Allocation
- Management
- Due Diligence
- Sales Presentations
- Wealth Management
- Alternative Investments
- Investment Strategies
- Hedge Funds
- Portfolio Management
- Microsoft Office
- Capital Markets
- Banking
- Asset Management
- Finance
- Quantitative Analysis
- Client Service
- Fund of Funds
- Dividends
- Client Counseling
- Fixed Income
- Stock Market
- Client Service Oriented
- Retirement Planning
- Sales
- Financial Planning
- Business Development
- Communication
- Wealth Preservation
- Investment Advisory
- Equities
- Sales Presentation Skills
- Customer Insight
- Client Development
- Proposal Writing
- Quantitative Analytics
- Persuasive Presentations
- Investment Advisory Services
- Financial Analysis
- Question Based Selling
- Superior Client Service
- Client Rapport
- Investment Portfolios
- Municipal Bonds
- Written Communication
- Investment Policy Development
- Hedging
- Investment Management
- Financial Markets
Marcus Griffin Summary
- Marcus Griffin, based in Dana Point, CA, US, is currently a Senior Advisor, Partner at Lifeworks Advisors. Marcus Griffin brings experience from previous roles at Narrow Gate Wealth Management, Crawford Investment Counsel and Glenmore Advisors LLC. Marcus Griffin holds a 1985 - 1989 BS in Business Administration @ Wake Forest University. With a robust skill set that includes High Net Worth Individuals, Client Presentation, Client Education, Excel, Investments and more. Marcus Griffin has 2 emails and 2 mobile phone numbers on RocketReach.
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