Rockefeller, a wealth management firm serving high net worth individuals, families, trusts, foundations and endowments, has appointed Michael R. Marsh as a senior vice president.
Marsh is based in Washington DC where he will focus on business development activities.
In this role, Marsh will work closely with managing director Paul Veith and will collaborate with investment, client advisory and other professionals throughout the company to develop investment management and advisory opportunities with non-profit and other clients.
Austin V. Shapard, president and chief operating officer of Rockefeller, says: "Mike Marsh is a seasoned professional with a proven track record of developing and building client relationships. I am pleased that Mike has joined Rockefeller and Company, and I look forward to his contributions to our Washington DC office and the firm at large."
Previously, Marsh was a managing director in the strategic and business development division at Lynx Investment Advisory, where he was responsible for directing national sales and marketing, with a focus on non-profit institutional business growth.
He was also a regional vice president and asset management adviser with Merrill Lynch Investment Management’s Private Investors and has held other senior level positions in the investment management industry since 1996.
