Marshall serves as the Vice President and Chief Investment Officer at CapSouth. He has been with the firm since May 2001. Prior experience included an associate position at a major investment firm. As Chief Investment Officer, Marshall serves as Chairman of the Investment Committee and leads the firm in setting and monitoring asset allocations, choosing and monitoring investments, and in setting the guidelines and methodologies by which their work is done.
Marshall graduated from Auburn University in 2001 with B.A. degrees in Economics and Finance. In 2005 he earned the right to use the CFA designation. He is a member of the CFA Institute and the CFA Society of Alabama. The CFA designation is globally recognized and is considered by many in the financial industry to be one of the most prestigious designations related to investments. He also holds the Series 66 designation.
Marshall resides in Dothan with his wife and daughter.
CapSouth Partners, Inc. is an independent Registered Investment Advisor.
Investment advisory services offered through CapSouth Partners, Inc., dba, CapSouth Wealth Management.
CapSouth Partners, Inc. does not provide tax or legal advice.