Updated Marc pic (crop 1)

Marc Williams

CFA

“We develop very strong, trusted advisor relationships with our clients which gives us great satisfaction. Knowing that our clients trust us and our counsel is a tremendous feeling.”

As a Highland co-founder, Marc has been a member of the firm since day one, just four months before he married his wife, Mary. Marc is more convinced than ever in the value of fee-only, conflict-free advice to improve client investment outcomes.

“We never tire of advocating for our clients, believing that we are a straight-forward, knowledge-based firm delivering unbiased advice. If we can make the complex simple for our clients, their opportunity for investment success improves. We’re committed to that promise.”

Experience

  • Relevant experience since 1986
  • With Highland since 1993

Education

  • BA, Kenyon College

Membership/Association

  • Phi Beta Kappa Honor Society
  • CFA® Charterholder
  • CFA Institute
  • CFA Society of Cleveland
  • Wings Auction at St. Edward High School, Committee Member