With over 40 years of experience in the financial services industry, Marc Schain focuses his expertise on helping clients enhance their financial independence. As President of the firm, he provides investors with the knowledge, access, and opportunities needed to help them attain their most valued goals. While he thrives across an array of financial disciplines, from investment management to protection strategies, he specializes in building custom retirement plans. Alongside founding partner Patrick Fillette, he is dedicated to establishing and nurturing client relationships that last a lifetime.
A longtime Certified Public Accountant (CPA), Marc recognized a demand for comprehensive planning and expanded his accounting practice to include a full menu of financial services. A graduate of The New York Institute of Technology, Marc holds his FINRA Series 7, 63 & 65 securities registrations, along with his Life, Health, and Long-Term Care licenses.
Actively involved in his community, Marc sits on the board of the Woodland Pond Continuing Care Retirement Community, a substantial 206-unit retirement living complex with a complete healthcare facility. As president of his local synagogue, Marc is a past President of Wiltwyck Golf Club and The Mid-Hudson Chapter of the New York State Society of CPAs. A formally professional chef, Marc is also an avid golfer and skier.