Steven E. Marcus
Senior Investment Officer
Dr. Steven E. Marcus former President and Chief Investment Officer and co-founder of Financial Security Services LLC, brings his expertise to Global Trust Asset Management LLC. He is a prominent wealth manager helping clients formulate their goals and provides concrete reasons for their investing. Clients benefit from the peace of mind that comes from knowing that he pursues their investment objectives intelligently and with ultimate care.
Steve is currently the Chief Investment Officer at Global Trust Asset Management LLC.
Steve manages the firm's equity portfolios, conducting top down research and selecting investment securities, which include stocks, exchangetraded funds (ETFs), alternative investments, options and other types of securities.
In this fast-paced investment market it is important to have a money manager that can act quickly, managing risk to prevent losses, while looking for gains in an ever changing economic environment. Steve has been successfully managing money for over 30 years. Steve’s skill and experience with owning and managing a major healthcare practice and most recently a wealth management advisory firm places him in an ideal position for serving:
Healthcare Professionals
High Net Worth individuals
Corporations
Pension Plans
Office Phone: 561-472-0191
Mobile Phone: 561-628-4340
Email: steven.marcus@gbltrust.com
Areas of Expertise
Investment Management
Portfolio Strategies
Alternative Investments
Financial Planning
Business succession strategies
Education
Brooklyn College of the City University of NY –
Bachelor of Science in Biology.
Penn State University - OD Medical –
Board Certified in Pediatric Vision Care.
Series 65 Securities License, Registered Investment Adviser Representative