Marc Scharf, NNA Advisor

Marc Scharf is a founder and Co-CIO of Bookmark Advisors and has been in the investment management industry for over 20 years. Bookmark Advisors specializes in providing High Quality investment advice coupled with great service to Business owners, entrepreneurs, corporations, foundations, and High Net Worth individuals. Bookmark Advisors has a focus in creating customized portfolio solutions for our clients to help achieve their goals. Our firm also provides sub-advisory investment services to other registered investment advisors. Bookmark Advisors has a unique niche in insurance asset management with a focus on Captive Insurance as well. Our team consists of sophisticated Investment managers that have over 65 years of combined experience working as portfolio managers for large hedge funds, institutions, and research firms. Our group consists of qualified investment managers that understand the how's and why's of what we are invested in. In 1993, Marc began his investment career at Carghill Investor Services trading commodities and futures for large oil and agricultural firms. He took his trading experience to several large Hedge Funds and became a portfolio manager at SAC Capital Advisors for five years. Marc later became a partner and portfolio manager at RNK Capital that invested in both private and public markets. At the Royal Bank of Canada, Marc was a managing director and a portfolio manager for their internal fund with assets over $20 billion. Bookmark Advisors was formed because Marc envisioned a firm that could provide objective, unbiased investment advice to a broad spectrum of investors that wasn't influenced by investment banking relationships, large institutional capital with leverage, and monthly performance targets that clouded the big picture for most investors. This philosophy allows for long term growth of capital with tax efficiencies. The result is effective financial planning with results and confidence from our clients. Marc graduated with a degree in Finance from the University of Massachusetts at Amherst in 1991. His passion for investing is unparalleled aside from his adherence to Integrity and his family.