Marcus is a member of the Broad Sector Advisory and Outdoor Recreation & Marine Investment Banking Groups and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Marcus was an investment banking analyst with PNC Capital Markets in their Financial Institutions Group.
He received a B.A. in Finance with a minor in Economics from the University of Mississippi’s School of Business. While at Ole Miss, Marcus was the founder of the UM Investment Banking Club and a member of the Ole Miss Lacrosse Team. He is currently qualified as a FINRA General Securities Representative (Series 7), Uniform Securities Agent (Series 63), and Investment Banking Representative (Series 79).