Marc Scharf is a founder and CIO of Bookmark Asset Management and has been in the investment management industry for over 25 years. Bookmark Asset Management specializes in providing sophisticated investment advice coupled with great service to business owners, entrepreneurs, corporations, foundations, and high net worth individuals. Our firm has a focus on creating customized portfolio solutions
for our clients to help achieve their goals. In addition, we have a unique niche in insurance asset management with a focus on captive insurance companies. Over the last three decades, Marc has worked as a portfolio manager for large hedge funds, international banks, and advisory firms. In 1993, Marc began his investment career at Cargill Investor Services trading commodities and futures for large oil and agricultural firms. He took his trading experience to several large Hedge Funds and became a portfolio manager at SAC Capital Advisors for five years. Marc later became a partner and portfolio manager at RNK Capital that invested in both private and public markets. At the Royal Bank of Canada, Marc was a managing director and a portfolio manager for their internal hedge fund with assets over $20 billion. Later, Bookmark Advisors was formed because Marc envisioned a firm that could provide objective, unbiased investment advice to a broad spectrum of investors that wasn’t influenced by investment banking relationships, large institutional capital with leverage, and monthly performance targets that clouded the big picture for most investors. Bookmark Advisors rebranded to become ESG Asset Management that has a similar philosophy that also strives for long term growth of capital with tax efficiencies. Marc believes that active management plays an important role in the process. The goal is to outperform the benchmarks on a risk adjusted basis when most financial advisors are just satisfied to match them. This strategy strives to optimize returns with good stock picking and targeting exposure in sectors and asset classes that have long term secular tail winds. Marc graduated with a degree in Finance from the University of Massachusetts at Amherst in 1991. Investment Advice offered through Private Advisor Group, LLC, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.
