Marcia Peters is an institutional retirement plan advisor based in New York, NY.
Marcia joined CAPTRUST in 2021, and she serves as a senior financial advisor. She works with institutional clients, helping them with their investments and investment strategy, including the selection and monitoring of investment solutions.
Prior to joining CAPTRUST, she served as Chief Investment Officer at Portfolio Evaluations, Inc., responsible for developing economic analysis, asset allocation, and client investment strategy. She was previously an executive director and vice president for The Goldman Sachs Group, Inc., in New York.
Marcia holds a Bachelor of Science in chemical engineering from the University of Pennsylvania as well as a Master of Business Administration from The Wharton School of the University of Pennsylvania.
Outside of work, Marcia enjoys spending time with family, cooking, and participating in outdoor activities and sports.
Education
- Bachelor of Science degree in chemical engineering, University of Pennsylvania
- Master of Business Administration, University of Pennsylvania
Industry Designations
- Chartered Financial Analyst®
Industry Involvement
- Member, CFA Society of New York
- Member, New York Society of Security Analysts
- Member, Beta Gamma Sigma Business Honor Society