Laurie Marks joined Schultz Collins as an advisor in November 2022. She participates in every aspect of portfolio supervision for the practice’s clients. She is active in the financial services community as a member of the 100 Women in Finance Northern California Education Committee.
Before joining Schultz Collins, Ms. Marks worked for almost two decades in various capacities in the investment advisory industry. She served as a Wealth Management Director with TIAA, where she led a team of advisors. She has held various roles at JP Morgan Private Bank, including investment product development and regulatory change management. She began her career in public accounting working at PwC, before transitioning to private investment management at Lehman Brothers, where she focused on new business development and concentrated equity solutions.
Ms. Marks earned a Bachelor of Science in Accounting from Rutgers University and a Master of Business Administration from Georgetown University. She is a Certified Public Accountant (CPA).*
Ms. Marks enjoys spending time with her husband and young son, traveling, exploring the San Francisco Bay Area, hiking, and occasionally cycling.
* Licensed, not practicing