A Wealth Manager at Private Client Consultancy, I specialize in assisting clients with the complexities of cross-border financial planning. As PCC grows and branches into new markets, I specialize in supporting clients with US-based accounts—whether they are Americans planning to work or retire abroad, or international clients whose careers brought them to the United States.
Having worked at smaller, client-owned firms, as well as one of the largest asset management firms in the world, my approach is to always put the needs of my clients first—no matter the size of their account. At PCC, I bring a client-centric approach that emphasizes listening, asking insightful questions, and providing actionable solutions. I aim to create an environment where all my clients feel comfortable discussing their finances and confident in the advice they receive.
My background includes expertise in financial analysis, legal research, problem-solving, and leveraging technology to enhance the client experience. Fluent in Spanish and conversational in several other Romance languages, I strive to make every interaction seamless and personable, breaking down barriers to ensure my clients feel understood and valued.
Outside of work, I’m passionate about the outdoors, and enjoy hiking, camping, cycling, kayaking, rock climbing, fly fishing, and more. I’m also an avid reader, making my way through a pile of history, finance, and business books and the works of great authors like William Shakespeare and Leo Tolstoy. Above all, I enjoy walks and dates with my beautiful wife and making memories with our two young girls.
What drives me in my role is the opportunity to make a meaningful impact on our clients’ lives. I enjoy guiding individuals and families toward financial peace of mind, especially when international considerations add unique challenges to their planning. I am committed to building meaningful relationships with my clients and ensuring their interactions with PCC are rewarding, straightforward, and supportive.
Marc Wein
Role: Wealth Manager
About Marc Wein
A Wealth Manager at Private Client Consultancy, I specialize in assisting clients with the complexities of cross-border financial planning. As PCC grows and branches into new markets, I specialize in supporting clients with US-based accounts—whether they are Americans planning to work or retire abroad, or international clients whose careers brought them to the United States.
Having worked at smaller, client-owned firms, as well as one of the largest asset management firms in the world, my approach is to always put the needs of my clients first—no matter the size of their account. At PCC, I bring a client-centric approach that emphasizes listening, asking insightful questions, and providing actionable solutions. I aim to create an environment where all my clients feel comfortable discussing their finances and confident in the advice they receive.
My background includes expertise in financial analysis, legal research, problem-solving, and leveraging technology to enhance the client experience. Fluent in Spanish and conversational in several other Romance languages, I strive to make every interaction seamless and personable, breaking down barriers to ensure my clients feel understood and valued.
Outside of work, I’m passionate about the outdoors, and enjoy hiking, camping, cycling, kayaking, rock climbing, fly fishing, and more. I’m also an avid reader, making my way through a pile of history, finance, and business books and the works of great authors like William Shakespeare and Leo Tolstoy. Above all, I enjoy walks and dates with my beautiful wife and making memories with our two young girls.
What drives me in my role is the opportunity to make a meaningful impact on our clients’ lives. I enjoy guiding individuals and families toward financial peace of mind, especially when international considerations add unique challenges to their planning. I am committed to building meaningful relationships with my clients and ensuring their interactions with PCC are rewarding, straightforward, and supportive.