Marc Potash

VP of CFO Solutions

Marc is involved with every assessment of the profit and loss of the firm, including business decisions, acquisitions, where we are going, and how we get there. Marc has been a small business owner and C-suite executive and understands the unique needs of business owners. Understanding the balance between the human aspect and financial needs of businesses, his unique insights allow him to relate to advisors and help them achieve and exceed their goals. Marc is part of LPL’s Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices.

Marc lives in San Diego with his wife and three children. A native of Philadelphia, he still cheers on his hometown teams including his beloved Phillies.