Marc Cimmino graduated from Virginia Tech in 2010 with a degree in Finance and minors in Global Business and Economics. He got his start in the financial services industry in 2011 with Charles Schwab in Denver, Colorado, and went on to become a lead advisor in their Private Client group in 2014. In 2015 he earned the Chartered Financial Analyst designation, exemplifying a strong understanding of advanced investment analysis and real-world portfolio management skills. In 2018, he was recruited by a seasoned team of advisors from UBS in Norfolk, VA. As a part of this team, he is responsible for guiding clients through a common sense, process-driven, approach to wealth management. Marc works closely with his client’s accountants, attorneys and other specialists to execute a coordinated and comprehensive plan, designed to grow, protect, and use their assets in the most tax-efficient way possible. The team specializes in serving retirees, private business owners, professionals with equity compensation, and those who want to make an impact on their families, communities, and the world through philanthropy. In the summer of 2022, Marc was chosen by the team to establish a presence in Denver, Colorado to better serve our clients in the western US and drive further expansion.

Marc is passionate about serving his community with the skills he’s honed in his career. He joined the board for the Wooden Hawk Foundation because he has seen firsthand the negative mental health issues associated with pressuring kids into college, and the tremendous success that can be had when alternative career routes are explored. Marc also serves the community through his local church, and Rotary club.

Marc and his wife Marlana love living in the mountain community of Evergreen, CO. They are the very happy and sometimes tired parents of Weston, who they welcomed to the world in December of 2023. Marc is an avid mountain biker, trail runner, and triathlete. He completed his first full distance triathlon at IRONMAN Indiana in October of 2021 and his first ultra marathon in September of 2024. Marlana enjoys yoga, hiking and Boston Terriers.