Marcus started his career at Swiss Bank Corporation, predecessor to today’s UBS AG, in 1985. His global career included positions as a Private Wealth Manager, Representative in Brazil and a Manager of Brazil Teams based in New York and Miami. Over the past two decades, Marcus has developed a broad network within the Latin American financial industry and an array of others through longstanding client relationships and work with various target companies and individuals.
Marcus is a licensed Investment Advisor Representative and General Securities Representative in the United States (FINRA Series 66 and 7, respectively). He successfully completed the UBS UHNW Advisor Advanced Training and holds an equivalent BA degree from the Zurich Business School.