Chartered Financial Analyst (CFA) with 15 years of experience in asset management and behavioral finance. Former hedge fund strategist specializing in quantitative analysis and risk mitigation for high-net-worth portfolios.
Marcus operates at the intersection of institutional strategy and retail investing, helping individuals navigate complex financial landscapes. Holding a CFA charter and a Master’s in Financial Engineering, he spent over a decade developing algorithmic trading strategies for Tier-1 investment banks in New York and London. His expertise covers advanced asset allocation, cryptocurrency self-custody protocols, and the psychological biases that drive market volatility. Marcus writes to demystify 13F filings and macro-economic shifts, empowering investors to build inflation-resistant portfolios using the same tools as Wall Street professionals. He is a frequent speaker on fintech innovation and sustainable wealth preservation.