Director of Wealth Management
Marc DeCuffa is an Investment Professional with over 15 years of industry experience. Marc currently serves as the Director of Wealth Management where he partners with the team to provide investment and asset management direction for Proxy and their clients. His approach to financial planning is an authentic fiduciary approach. He helps educate and properly position Proxy’s clients by bringing a deep understanding of investment strategies, portfolio, and relationship management. Throughout Marcs career he has served in various roles for financial institutions including: Merrill Lynch, Ameriprise Financial Services, and J.P Morgan where he served as VP of investments. Marc’s experiences at these institutions had lead him to believe that there has to be a better way to serve clients in the industry he is so passionate about. Marc’s search for such a place had lead him to Proxy where he joined a like-minded team that shared the same vision.
Marc attended the University of Albany where he received his Bachelors in Marketing and currently holds his series 7, 63, 65 licenses.
Marc still resides in New York with his wife and two daughters.