Marc Schain, CPA is a founding member of ClearPath Advisors. Since the start of his professional career, Marc has always put the needs and concerns of his clients first. With his expertise as a Certified Public Accountant, Registered Investment Adviser and Accredited Investment Fiduciary, Marc believes that the services he provides should always be in the clients best interest.
His professional career has spanned over 40 years and he is as passionate today as he was on the first day he opened his practice. Marc believes that working together as a team means we can provide the appropriate strategies to help clients achieve their financial goals and dreams.
Marc lives in the mountains of the beautiful Hudson River Valley. When Marc finds time for himself, he is either enjoying a round of golf with friends, biking the backroads, catching some ski runs at Hunter Mountain or enjoying his passion for cooking.
Education
BS Accounting New York Institute of Technology
Series 7 & Series 63
Health, Life, and Annuity Licenses
Accredited Financial Fiduciary
Certified Public Accountant
Personal Interests
President – The Jewish Congregation of New Paltz
Board of Trustees Member – Woodland Pond CCRC