Marcum Wealth jobs and careers
Cleveland, United States
About Marcum Wealth
At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals. We collaborate with leaders in complementary disciplines across the Marcum affiliates to strategically support you in crossing your financial finish lines.
- Founded
- 2006
- Employees
- 125
- Headquarters
- Cleveland
Leadership
The top of Marcum Wealth's org chart, with how many people report into each leader.
Leeann L. Schultz
Chief Compliance Officer
1 report
Jack Rohde
Investment Analyst
Kevin Pietrzyk
Trading Specialist
Bob Coode
Managing Director, Partner
Charlie Hoffmann
Managing Director, Partner
Christopher D. Bart
Managing Director, Partner
Email Bob
Managing Director, Partner
Matthew J. Reghetti
Managing Director, Partner
Perry D. Reghetti
Managing Director, Partner
Marquis Lewis
Financial Associate
Charles D. Moore
Managing Director, Partner
Andrew Rogers
Audit Support Specialist
Jobs at Marcum Wealth
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