Marc David Horner
Chief Executive Officer at Fairhaven Wealth Management LLC
Profile
Mr. Marc D.
Horner is a Wealth Advisor & Founder at Fairhaven Wealth Management LLC.
He founded Fairhaven Wealth Management in 2015.
Prior to that, he was a financial advisor with the wealth management divisions of both Merrill Lynch and UBS for a total of 14 years.
His education includes economics at North Park University, investment management at the University of Pennsylvania – Wharton School of Business and wealth management at the University of Chicago – Booth School of Business.
He holds the professional designations Certified Financial PlannerTM, Certified Investment Management Analyst and Certified Private Wealth Advisor.
Marc David Horner active positions
| Companies | Position | Start |
|---|---|---|
Fairhaven Wealth Management LLC
 Fairhaven Wealth Management LLC Investment ManagersFinance Fairhaven Wealth Management LLC (Fairhaven Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wheaton, Illinois. The firm was founded by Marc Horner in 2015. Fairhaven Wealth offers a variety of financial services to individuals, high-net-worth individuals, trusts, estates, retirement plans, and other businesses. | Chief Executive Officer | 01/01/2015 |
Former positions of Marc David Horner
| Companies | Position | End |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/01/2015 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 01/01/2008 |
Training of Marc David Horner
| North Park University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Graduate Degree |
| The Wharton School of the University of Pennsylvania | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
Fairhaven Wealth Management LLC
Fairhaven Wealth Management LLC Investment ManagersFinance Fairhaven Wealth Management LLC (Fairhaven Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wheaton, Illinois. The firm was founded by Marc Horner in 2015. Fairhaven Wealth offers a variety of financial services to individuals, high-net-worth individuals, trusts, estates, retirement plans, and other businesses. | Finance |
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