10 years
Read the full profile of Clara Whitfield, Investing advisor
12 years advising
Next opening: Typically Tue, Wed, Fri
Investing
Marcus Bell
Chartered Financial Analyst
Marcus designs simple, low-fee portfolios and helps people in tech turn stock options and RSUs into a real plan.
- CFA®
- Based in
- New York, NY
- Languages spoken
- English
- Ways to meet
- Video, Phone
Meet Marcus
Marcus began as an equity analyst and left Wall Street believing most investors need less complexity, not more. At Verdane he builds portfolios you can describe in one sentence and comfortably hold for decades.
He also guides engineers and designers at fast-growing companies, turning equity grants into a plan with clear dates, tax estimates and a way out.
Working together
- 01
Agree on what the money is for before picking a single fund.
- 02
Start from a broad, low-fee core and keep any bets small and intentional.
- 03
Rebalance on a calendar, never on the news.
Where they help most
- Index and ETF portfolios
- Rebalancing and risk
- Stock options and RSUs
- Concentrated positions
What clients say
“Marcus took a messy stack of RSUs and gave me a plan with real dates and figures. I rest easier now.”
Jordan T.Product designer “No jargon and no pressure. At last, a portfolio I genuinely understand.”
Alicia M.Nurse practitioner “He steered me away from a risky bet and toward a plan I can hold onto for years.”
Ben R.Software engineer
Still looking
