Marc McDowell
Senior Vice President
Marc focuses on retirement plan advisory, partnering with plan sponsors and committees to support their fiduciary and investment decision making. He has been with the firm since 2019, and brings prior retirement advisory experience from roles at Bronfman E.L. Rothschild and Baker Tilly Capital. Marc holds the Accredited Investment Fiduciary Analyst (AIFA) designation, which qualifies him to perform fiduciary assessments of internal policies, procedures, and workflows against a recognized fiduciary standard of excellence. He earned a Bachelor of Science in General Business from West Texas State University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
