Find your path to Marcus
27 people in our graph share verified history with Marcus — schools, employers, funds. One of them is your warm intro.
Fredric PetitunlockedMarcus: together at IMD (2007)
×8Marcus: together at IMD
Marcus: together at Cambridge Family Enterprise Group (CFEG)
×2Marcus: together at Parkview
About
Began at Swiss Bank Corporation in 1985 and built a global career as a private wealth manager and manager of Brazil teams, developing an extensive Latin American financial network.
Experience
- Cambridge Family Enterprise Group (CFEG)Senior Advisor and Associate Partnercurrent2022 — presentNew York, New York, United States
- ParkviewSenior Advisor and Head of New York Officecurrent2012 — presentGreater New York City Area
- UBS Wealth ManagementManaging Director2007 — 2011New York, NY
- UBS Wealth ManagementExecutive Director2004 — 2007New York, NY
- UBS Wealth ManagementDirector1999 — 2004New York, NY
- UBS Wealth ManagementAssociate Director1995 — 1999São Paulo, Brazil
Skills & more
Wealth Management99Equities99Private Banking99Investments99Investment Banking84Wealth Management Services45Financial Services47Structured Products27Fixed Income46Alternative Investments22Mergers & Acquisitions30Hedge Funds27
+12 more
Financial AdvisoryInvestment AdvisoryEmerging MarketsSecuritiesFinancial MarketsPortfolio ManagementAsset ManagementValuationBloombergTrading SystemsStrategySwiss GermanLanguages English · German · Portuguese · Swiss
From Marcus's professional profile.
Colleagues at Parkview Group
Alejandro Oberli
Advisor at Parkview Group
Artur Melnyk
Senior Analyst at Parkview Group
Evelyne Höntsch
Executive Assistant at Parkview Group
Feifei Wang
Senior Analyst at Parkview Group
Marcel Hagnauer
Associate Partner at Parkview Group
Maria Elena Vergara
Advisor at Parkview Group
Marius A. Holzer
COO, Partner at Parkview Group
Martin Liechti
Advisor at Parkview Group
Frequently asked questions
- Who is Marcus R. Epprecht?
- Began at Swiss Bank Corporation in 1985 and built a global career as a private wealth manager and manager of Brazil teams, developing an extensive Latin American financial network.
- Where does Marcus R. Epprecht work?
- Marcus R. Epprecht is Advisor at Parkview Group.
- Where did Marcus R. Epprecht go to school?
- Marcus R. Epprecht studied at IMD (Business Program, Perfecting the Client Experience); Zurich Business School (Kaufmännischer Verein Zürich - KVZ) (Bachelors, Economics).
Same school
Also attended IMD261
Karthik ChakkarapaniInvestor at Foundation CapitalKulpreet SinghOperating Advisor at OpenOceanMusaad AlkadiSr. Principal at Graphene VenturesGrant AllenFounding GP, Schneider Electric Ventures at Giant Ventures Global LlpFredric PetitPartner, Head of Materials & Packaging at Emerald Technology Ventures AgMichael ZehnderHead of Digital Technology & Intelligence at Emerald Technology Ventures Ag
+ 255 more
Shared employers
Also worked at Cambridge Family Enterprise Group (CFEG)2
Also worked at Parkview10
Thomas J. EggerCEO Parkview Ltd., Advisor at Parkview GroupMartin LiechtiAdvisor at Parkview GroupOussama HimaniChief Investment Officer at Parkview GroupSebastian DerungsCFO at Parkview GroupAlejandro OberliAdvisor at Parkview GroupPaul HoenckSenior Portfolio Manager at Parkview Group
+ 4 more
Also worked at UBS Wealth Management1,011
Vlad YatsenkoCo-founder & CTO of RevolutJen WangDeal Operations Manager at Felicis VenturesMartin MignotInvestor at Index VenturesBirgitteInvestor at InvestinorSauvanne Saint-LégerInvestor at DaphniElena PantaziPartner & Head of Platform at Northzone
+ 1,005 more