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24. Seth Marcus
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $516.4 million
2016 AUM: $425 million
2017 Production: $2.2 million
2016 Production: $2 million
Years in industry: 20

Seth Marcus focuses on growing portfolios thoughtfully and deliberately, even if that means protecting clients from themselves at times. To accomplish this, he develops long-term plans that are not overly exposed to specific products, sectors or geographic regions. His approach centers on fixed income and cash flow. He also uses other income-paying investments to protect against the interest rate risk associated with traditional bond portfolios. Current clients have been happy to refer family members and friends, which serves as the foundation for building his practice.


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