Marc Singer, MBA, CFP®

Experience

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  Singer Xenos Schechter Sosler Wealth Management

  Jan 1990 - Jan 2019

  Co-Founder | President | Wealth Management

  Founding Partner and President of Singer Xenos Management; a boutique fee-based financial advisory firm in Coral Gables, Florida with discretionary assets under management of $1.5 billion for over 500 clients. In 2019, Singer Xenos merged with Mariner Wealth Advisors, a $50 billion national firm with 60 offices across the U.S.Over 35 years of experience in the financial services industry working with clients to develop their financial and investment strategies, determining appropriate suitability, establishing long-term portfolio asset allocation, securities selection and research.Lectured to over 3,000 professionals nationwide on financial topics including basic investment principles and lifetime wealth accumulation planning to more complex issues such as advance estate and tax planning and asset protection strategies. Interviewed by The Wall Street Journal, CNN, Fox News, USA Today and Medical Economics.Significant experience in Venture Capital start-up investing in Israel. Expertise in cross border personal taxation issues for people with dual citizenship. Show less

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  Advisor Forum Wealth Management Group

  Jan 1996 - now

  Founder

  Founder of consortium of 15 independent Wealth Management firms throughout the United States. This network convenes with the common objective of sharing best of breed practice ideas, capabilities and wisdom to most effectively improve and maximize service to their clients. From humble beginnings of combined AUM of under $1 billion, the group matured and currently manages over $25 billion.

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  Peregrine Ventures

  Jan 2006 - now

  Active Investor & Consultant

  Peregrine Ventures is one of Israel's leading venture capital funds focusing on early stage investments in promising high-tech companies with a strong emphasis on Life Sciences, Medical Devices, Digital Health and Information Technology.

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  Zion Oil & Gas, Inc.

  Jan 2010 - Jan 2012

  Board Member

  Zion Oil & Gas, Inc. (ZNOG), a NASDAQ listed company, has the mission to find oil and/or natural gas in Israel. Their exploration activities are supported by geological, geophysical, and other science-based studies and surveys.Board responsibilities included:➢ Conducting site visits to active oil drilling and exploration platforms➢ Review and approval of the annual budget ➢ Monitoring the financial stability of the organization while ensuring opportunities for long term growth Show less

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  Israel365

  Jan 2014 - now

  Co-Founder | Board Director

  Israel365 is a daily online news service about Israeli current events provided to over 500,000 subscribers, predominantly Christian supporters of Israel. Services also include consulting and marketing for other non-profit organizations and NGOs.

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  Investment Group Israel

  Jan 2019 - now

  Advisor | Mentor | Lecturer

  Investment Group Israel (IGI) was founded at Reichman University (IDC Herzliya) in 2019 to give access to its student members to industry leaders, build their skills in investing, and promote their involvement in the public financial sector. I am frequently hosted by IGI to lecture on topics including the Psychology of Investing and Investment Strategies.

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  Mariner Wealth Advisors

  May 2019 - now

  Director & Senior Wealth Advisor | Wealth Management | Financial Planning

  Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s teams help high net worth individuals achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations. We provide holistic innovative client-focused solutions using our talented resources to provide proactive advice. Our clients include individuals, families and institutions. Our wealth solutions include:➢ Financial planning➢ Investment advisory services➢ Multi-generational wealth planning➢ Retirement planning➢ PhilanthropyIn 2019 Singer Xenos Wealth Management was acquired by Mariner Wealth Advisors, ranked in the top five firms nationally by Barron's for 2016-2021. Show less