Marc Pershan has spent his career partnering with clients on their financial journeys. His extensive experience includes roles as an Executive Vice President at New Century Bank, where he served as President of its wealth management subsidiary, Kingsbury Capital, his background at Krantz, Pershan Associates (a $62 million asset management firm) and Citicorp Investment Services, a division of Citibank (Vice President and Sales Director of the Chicago office). Pershan’s expertise has been to grow teams who successfully navigate all types of market conditions by using holistic planning models. He has succeeded at providing clients with structured plans to maintain clearly defined paths, in spite of occasional stormy weather.
Pershan’s deep involvement in the community through his leadership position at AIPAC provides clients with a shared value experience and a real connection.
“Clients have told us repeatedly that we share the same values and that they feel part of our family. This trust allows us to truly help people succeed and find the best solution for them and in many cases, set up a financial legacy.”
Pershan graduated cum laude with a bachelor’s degree from Harvard College and earned his MBA from New York University’s Stern School of Business, where he majored in finance. Pershan graduated from the ABA Stonier Graduate School of Banking.