Marshall is a senior leader with more than two decades of experience guiding sophisticated families through complex financial decisions. Having joined Heritage in 2007, he is one of the firm’s longest-tenured employees and has played a central role in developing the firm’s client strategy function. His work integrates investment management, financial planning, tax expertise, and legacy planning into cohesive, long-term solutions for multi-generational families.

Marshall serves on the Investment Policy Committee, ensuring client strategies align with disciplined portfolio construction and the firm’s investment philosophy.

Before Heritage, Marshall spent seven years at SunTrust refining his planning and investment expertise. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst (CFA®), and Enrolled Agent (EA) designations.

Marshall sits on the Associate Board of the Richmond Performing Arts Alliance and the Endowment Fund Trustees for ChildSavers. He is also a member of the Estate Planning Council of Richmond and the CFA Society of Virginia.