Joel Marcus has joined Sowell Management Services, a fee-based third-party investment management firm, as Senior Vice President, National Sales Manager.
“Joel’s extensive experience in both sales and relationship management will help us deepen our footprint in current markets and develop new avenues for growth,” said Bill Sowell, president of Sowell Management Services.
“I’ve known Bill for more than four years, and over that time I’ve come to admire his firm’s approach to meeting the needs of investment professionals,” said Marcus. “I’m looking forward to becoming part of that process and helping Sowell Management’s clients grow and evolve their business.”
Marcus has more than a decade of experience working with Registered Investment Advisors in both consultative sales and relationship management capacities at Fidelity Institutional Wealth Services and Charles Schwab Advisor Services. Previously, he was an investment consultant and wealth manager for both a major wirehouse and an independent broker/dealer, and specialized in socially responsible investing. Most recently, Joel managed RIA distribution in the Central United States for Assetmark, (formerly Genworth Financial Wealth Management).