Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
We use cookies to ensure you get the best experience on our website. If you accept, you agree with our cookie policy.
Marilyn Schaja

Marilyn Schaja

Senior Financial Advisor

  • Manhasset, New York
  • The Art of Hearing Heartbeats | Lion
  • My dad, Katie Couric, and Jimmy Fallon
  • Be kind whenever possible. It is always possible.
  • Honesty, compassion, and strong moral compass

Financial Advisors

Marilyn is a wealth management advisor who works out of the Lake Success, NY office.

Marilyn became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. She serves as a senior financial advisor, and has been involved in the financial industry since 1983. She is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.

Prior to joining FCE Group in 2012, she was a senior vice president at the Permal Group, a fund of funds advisor. Marilyn also spent ten years at Ivy Asset Management as a director of client development, and 17 years at Donaldson, Lufkin, and Jenrette where she was a senior vice president.


  • Bachelor of Science degree in economics from the State University of New York at Binghamton
  • Master of Business Administration degree in finance from the Stern School of Business at New York University


  • Treasurer of the Board of Directors and the Chairman of the Finance Committee, Fairways Community
  • Member, CAPTRUST Women’s Initiative
View All News and Resources