Matthew Marquis's Location
Barrington Hills, IL, US
Matthew Marquis's Work
- Independent Financial Advisor @ Castleview Partners, LLC
- Advisor @ InterOcean Financial Group LLC
- Financial Advisor @ Merrill Lynch
- Co-Founder, Trader @ Adirondack Capital, LLC
Matthew Marquis's Education
- DePaul Driehaus College of Business
MBA (Finance)
2003 - 2006 - St. Lawrence University
BS (Geology/Earth Science)
1988 - 1992
Matthew Marquis's Skills
- Alternative Investments
- Wealth Management
- Portfolio Management
- Financial Modeling
- Equities
- Investments
- Marketing
- Asset Management
- Microsoft Excel
- Finance
Matthew Marquis's Summary
Matthew Marquis, based in Barrington Hills, IL, US, is currently a Independent Financial Advisor at Castleview Partners, LLC, bringing experience from previous roles at InterOcean Capital, LLC, Merrill Lynch and Adirondack Capital, LLC. Matthew Marquis holds a 2003 - 2006 MBA in Finance @ DePaul Driehaus College of Business. With a robust skill set that includes Alternative Investments, Wealth Management, Portfolio Management, Financial Modeling, Equities and more, Matthew Marquis contributes valuable insights to the industry. Matthew Marquis has 3 emails on RocketReach.
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