Marilyn Schaja - CAPTRUST
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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.

Education

  • 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

Memberships

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

News & Resources

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