Client Advisory


Marshall is a Partner in the Los Altos office and has more than thirty years of wealth management experience. He works closely with affluent individuals and families to create wealth continuity among generations and promote stewardship of the family’s resources. He understands firsthand the challenges of transitioning from illiquid to liquid wealth when a family business is sold.

Marshall joined the firm in January 2020 when Cerity Partners acquired Sullivan & Serwitz, an investment advisory firm he co-founded with Robert Sullivan in 1989.


  • B.S. in Finance, New York University


  • Has authored a monthly client letter since 1989
  • Has authored articles in numerous publications

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