David L. Marcinowski | AIF®
Role and Expertise
David works closely with both for profit and not for profit clients to design, implement and manage their organizations retirement plans. He is also the co-head of retirement services and a Principal of Exude-FRS, an affiliate of FRS Advisors.
With over 15 years of financial services experiences and a varied background including both the institutional and retail sides of the business David brings a unique approach to the practice. His consultative nature and approach lends itself to the ever changing retirement plan landscape.
David began his career on the institutional sales/trading desk of TMC Bonds (formerly TheMuniCenter), a joint venture between Merrill Lynch, Morgan Stanley, and Citigroup. During his seven years with the firm, David became a leader in the online municipal bond trading space and gained valuable experience with some of the country’s largest pension funds, endowments, and charitable trusts.
David went on to work for a multinational sports marketing firm and two successful private equity-backed ventures, where he focused on the operational effectiveness and business development of portfolio company investments.
Licensed Investment Advisor Representative
Accredited Investment Fiduciary®
B.S., Fairfield University