Marshall is a partner at Heritage and has been a crucial member of the team since 2007.
With over two decades of experience in financial services, he works closely with multi-generational families and specializes in portfolio management, wealth transfer, legacy planning, plus philanthropic strategy and family partnerships. Marshall also serves on the firm’s Investment Policy Committee.
Prior to joining Heritage, Marshall worked at SunTrust Bank for seven years.
Marshall graduated from Randolph Macon College with a B.S. in Economics and Business and continued his financial education to become a Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Enrolled Agent (EA).
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.