Get to know Bill Marsh

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Bill Marsh

Trade Analyst

Bill brings his 23-year wealth of experience with Fortune 50 companies to the firm as Trade Analyst. He attributes his high level of numeracy and analytical ability to his proven credentials in top management, operations and logistics. These arm him with the financial, analytical and commercial acumen to help grow business performance.

An astute trend analyst, he provides market data research and financial reports to help our Financial Advisors make the most prudent and diligent decisions regarding your investments and portfolio. With a forensic eye on index and investment performance, you can be sure your principal is preserved with downside protection while generating income from market upswings.

But there is a flipside to this logistician and master of order tackling historical, current and predictive views of market intelligence. Bill is an adventurous nomad and an outdoor enthusiast who loves mountain biking and traveling with his wife, son and daughter. Backpacking the Camino De Santiago in Spain which included 30 days of hiking over 500 miles is testament to the lengths he would go to for the passions that drive him. Among his other loves are yoga, seafood, a great glass of red wine, and the ocean.