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Deep Dive: Arbor Digital | How can RIAs use Crypto to Help Clients Build a Multi-Generational Legacy?
Marc Nichols is a Product Director at Arbor Digital , a subsidiary of registered investment advisory firm Arbor Capital. Marc is a Certified Investment Management Analyst CIMA® and Wealth Management Certified Professional WMCP®, and holds a Certificate in Blockchain and Digital Assets®.
Marc started his career as a professional tennis player and coach before transitioning to financial services as an associate advisor with Merrill Lynch in Princeton, NJ. Marc went on to start an advisory business serving wealth management clients in the New York and New Jersey market with Charles Schwab. Recorded on May 3, 2022.
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By Leslie Lamb
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Marc Nichols is a Product Director at Arbor Digital , a subsidiary of registered investment advisory firm Arbor Capital. Marc is a Certified Investment Management Analyst CIMA® and Wealth Management Certified Professional WMCP®, and holds a Certificate in Blockchain and Digital Assets®.
Marc started his career as a professional tennis player and coach before transitioning to financial services as an associate advisor with Merrill Lynch in Princeton, NJ. Marc went on to start an advisory business serving wealth management clients in the New York and New Jersey market with Charles Schwab. Recorded on May 3, 2022.