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Marc is passionate about the importance of saving and planning for the future – something instilled in him throughout his life by his parents – as well as the critical role financial advice plays in people’s lives. At Fidelity, Marc leads a team of relationship managers who help financial institutions grow their businesses through flexible technology, extensive practice management resources, wealth management investments, and related execution and custody services. Follow Marc on LinkedIn for insights on the evolving wealth & investment management ecosystem, including how firms can differentiate themselves and showcase value.