Marc David Horner

Chief Executive Officer at

Fairhaven Wealth Management LLC

Finance

Consumer Services

Profile

Mr. Marc D.
Horner is a Wealth Advisor & Founder at Fairhaven Wealth Management LLC.
He founded Fairhaven Wealth Management in 2015.
Prior to that, he was a financial advisor with the wealth management divisions of both Merrill Lynch and UBS for a total of 14 years.
His education includes economics at North Park University, investment management at the University of Pennsylvania – Wharton School of Business and wealth management at the University of Chicago – Booth School of Business.
He holds the professional designations Certified Financial PlannerTM, Certified Investment Management Analyst and Certified Private Wealth Advisor.

Marc David Horner active positions

Companies	Position	Start
Fairhaven Wealth Management LLC Fairhaven Wealth Management LLC Investment ManagersFinance Fairhaven Wealth uses a variety of sources of data to conduct its economic, investment and market analysis. The firm and its investment adviser representatives are responsible for identifying and implementing the methods of analysis used in formulating investment recommendations to clients. The methods of analysis may include quantitative methods for optimizing client portfolios, computer-based risk/return analysis, technical analysis, and statistical and/or computer models utilizing long-term economic criteria.	Chief Executive Officer	01/01/2015

All active positions of Marc David Horner

Former positions of Marc David Horner

Companies	Position	End
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	01/01/2015
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses.	Corporate Officer/Principal	01/01/2008

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Private companies	6
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
North Park University North Park University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses.	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fairhaven Wealth Management LLC Fairhaven Wealth Management LLC Investment ManagersFinance Fairhaven Wealth uses a variety of sources of data to conduct its economic, investment and market analysis. The firm and its investment adviser representatives are responsible for identifying and implementing the methods of analysis used in formulating investment recommendations to clients. The methods of analysis may include quantitative methods for optimizing client portfolios, computer-based risk/return analysis, technical analysis, and statistical and/or computer models utilizing long-term economic criteria.	Finance