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Vice President, Investments
Marlon began his financial services career in the late 1980's working at Shearson Lehman Hutton. In addition, he worked with the Private Client Group at Oppenheimer & Co. in New York City. As part of a team focusing on high net and utra-high net worth individuals, Marlon began an extensive study of the Canadian Trusts and focused on globally structured diversified portfolios. Mr. Varsace was also an entrepreneur in the fields of advertising and marketing.
A graduate of the University of Connecticut, Marlon also attended several classes at Yale University, and is fluent in Spanish and Italian. His extensive travels and foreign language proficiency resulted in a passion for international investing, which among other things lead him to Euro pacific. He holds FINRA Series 7, 63, and Life Accident and Health Insurance licenses.