Marshall has over 30 years’ experience advising clients, developing portfolio strategies and analyzing investment opportunities, which he brings to his role as President, Business Owner Services & Managing Director, Northern New England, at The Colony Group. He has authored numerous articles and frequently speaks on asset allocation strategy, risk management, and private foundation portfolio design.
Marshall was the founder of Harvest Capital Management prior to merging with The Colony Group in 2019. Previously, he was a principal of Taylor Investments, Inc. and had also served with the venture capital and investment banking firm Hambrecht & Quist and Merrill Lynch.
Marshall earned his Master of Science in Management from the University of New Hampshire and his Bachelor of Arts from Hartwick College where he was the Student Senate President.