Marsh is the Head of Operations and a Wealth Management Advisor at Sage Advisors, where he oversees the firm’s core systems, infrastructure, and client service strategy with a focus on precision, scalability, and operational excellence. With nearly a decade of hands-on experience in institutional finance, asset servicing, and currency trading, Marsh blends technical skill with a relentless drive for improvement—helping Sage run efficiently as it grows its impact and reach.
After graduating from Florida State University, Marsh brought his expertise to FIS, where he supported structured products and high-net-worth investment operations—refining his understanding of market mechanics, reconciliation, and operational workflow across complex platforms. He then continued his journey with Citi, where he managed corporate action events across multi-billion-dollar portfolios, working closely with asset managers, custodians, and internal stakeholders to ensure accurate, compliant execution.
Marsh contributed to Sirota Capital, where he supported investment research, client communications, and operational execution for a boutique investment practice. This experience deepened his understanding of small-firm dynamics and the importance of agility, service, and precision in delivering high-impact results.
In addition, Marsh brings experience in real-time currency trading and global macroeconomic analysis, having developed a sharp understanding of volatility, momentum, and risk across FX markets. This market awareness complements his current role at Sage Advisors, where he supports both the strategic direction of the firm and the day-to-day delivery of client solutions with discipline and a systems-oriented mindset.
Known for his proactive leadership style and high attention to detail, Marsh plays a central role in designing Sage’s internal processes, enhancing advisor workflows, and helping ensure the firm delivers consistently exceptional service. He is passionate about bridging the gap between back-end systems and front-end client experience—so that both advisors and clients can benefit from a seamless, modern wealth management platform.
Outside of work, Marsh enjoys staying active on the tennis court and playing competitive pickleball in the Sarasota area. He brings the same energy and curiosity to his personal life as he does to his professional mission: build things that last, compete with integrity, and keep improving every day.
CRN202809-9406096