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Marcus R. Epprecht

Investor

Advisor at Parkview Group

New York, New York, United States

Find your path to Marcus

34 people in our graph share verified history with Marcus — schools, employers, funds. One of them is your warm intro.

Eduardo BorgesunlockedMarcus: together at Cambridge Family Enterprise Group (CFEG) (2022–2026)
Marcus: together at Cambridge Family Enterprise Group (CFEG)
×9Marcus: together at Parkview
Marcus: together at Parkview Group

About

Started at Swiss Bank Corporation in 1985 and held global roles as a private wealth manager and Brazil team manager, building a broad Latin American financial network. Holds US FINRA Series 66 and 7 licenses.

Experience

  1. Cambridge Family Enterprise Group (CFEG)Senior Advisor and Associate Partnercurrent2022 — presentNew York, New York, United States
  2. ParkviewSenior Advisor and Head of New York Officecurrent2012 — presentGreater New York City Area
  3. UBS Wealth ManagementManaging Director2007 — 2011New York, NY
  4. UBS Wealth ManagementExecutive Director2004 — 2007New York, NY
  5. UBS Wealth ManagementDirector1999 — 2004New York, NY
  6. UBS Wealth ManagementAssociate Director1995 — 1999São Paulo, Brazil

Skills & more

Wealth Management99Equities99Private Banking99Investments99Investment Banking84Wealth Management Services45Financial Services47Structured Products27Fixed Income46Alternative Investments22Mergers & Acquisitions30Hedge Funds27
+12 moreFinancial AdvisoryInvestment AdvisoryEmerging MarketsSecuritiesFinancial MarketsPortfolio ManagementAsset ManagementValuationBloombergTrading SystemsStrategySwiss German

Languages 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
Cecilia Santana
Advisor at Parkview Group
Elena Iasonidou
Administrator at Parkview Group
Evelyne Höntsch
Executive Assistant at Parkview Group
Federica Romano
Portfolio Manager at Parkview Group
Feifei Wang
Senior Analyst at Parkview Group
Georgia Vishnumolakala
Investment Accountant at Parkview Group

Frequently asked questions

Who is Marcus R. Epprecht?
Started at Swiss Bank Corporation in 1985 and held global roles as a private wealth manager and Brazil team manager, building a broad Latin American financial network. Holds US FINRA Series 66 and 7 licenses.
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

Shared employers