Marshall Burroughs, CFP®
Managing Director, EVP | Head of Customer Relations
Mr. Burroughs is an Executive Vice President and Head of Customer Relations
Marshall brings to the new role a 19- year work history on Wall Street, including most recently with Deutsche Bank Securities Inc. where he was Director of International Cash Equity Sales Trading. During the span of his financial-services industry career, Mr. Burroughs also held the position of Executive Analyst for Deutsche Bank’s North American Executive Strategy Group and earlier, was a Fixed-Income Financial Analyst for Salomon Brothers’ Financial Institutions Group.
Mr. Burroughs received a Master of Business Administration (MBA) degree in Finance from Columbia University in New York. He also was awarded a Bachelor of Arts (BA) degree in Government from Harvard University in Cambridge, MA. Mr. Burroughs is a CERTIFIED FINANCIAL PLANNER™ professional.