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Leadership Team

About

The Leadership Team at Marcum Wealth is responsible for setting the strategic direction and overseeing the operational execution of the company's mission. Comprised of top executives and managing directors, this team ensures the alignment of the firmā€™s financial advisory services with long-term client objectives, regulatory compliance, and organizational efficiency. Through their expertise and collaborative approach, they drive the development of tools, resources, and processes that empower clients to effectively manage their financial futures.