Marc Crosby, CFA, CFP, CPA

President | Analyst & Portfolio Manager

Since joining SaratogaRIM in 2011, Marc Crosby has contributed to the development of our compliance, investment and operational efforts. In his role as a co-portfolio manager he has primary research, security selection and trading responsibilities for the chemicals, leisure products, media, textiles apparel & luxury goods portion of the portfolios. He was named President and voted a member of the firm’s Board of Directors in 2017; should anything happen to Kevin, Marc would assume the CEO role for the firm.

Professional Experience & Designations

  • Chartered Financial Analyst (CFA)

  • Certified Financial Planner (CFP)

  • Certified Public Accountant (CPA)

  • Audit Senior at Deloitte & Touche

    • Led teams auditing both equity and fixed income funds

Education

  • Boston College, Carroll School of Management

    • M.S. Accounting

  • College of the Holy Cross

    • B.A. Economics, Accounting

Fun Facts

  • Lives in Mountain View with his wife, three kids & French Bulldog

  • Played football at College of the Holy Cross and in 2006 won a spot on the Patriot League's All-Academic Team

  • Grew up in Saratoga, CA