Marc Zeitoun, CFA

Corporate Leadership Head of Strategic Beta and Head of Private Client Advisory

As head of strategic beta for Columbia Threadneedle Investments, Marc is responsible for developing and growing the company's strategic beta capabilities across multiple distribution channels and investment vehicles. As head of the private client advisory division, he oversees the Registered Investment Advisor (RIA) and private bank distribution channels.

Summary

  • Oversees the company's strategic beta platform, which currently includes its suite of exchange traded funds, as well as the firm's RIA and private bank distribution channels, focusing on high-net-worth wealth management advisory segments

Credentials

  • Joined Emerging Global Advisors (EGA) as chief product and marketing officer in 2013 and was responsible for its product, sales and marketing activities. (EGA was acquired by Columbia Threadneedle on 09/01/16
  • Previously led U.S. intermediary distribution for Guggenheim Investments and was executive director for investment solutions and fee-based advisory platforms at UBS
  • Holds the Chartered Financial Analyst® designation
  • Member of the investment community since 1994

Education

  • Columbia University School of International & Public Affairs, M.I.A.
  • Vassar College, B.A.
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Marc Zeitoun, CFA
Head of Strategic Beta
Head of Private Client Advisory