Marc Koven co-founded Freedom Partners in August 2017. Most recently, Marc was the Director of Operations for Integrated Wealth Management from 2014 to 2017. During his tenure at IWM, he modernized the firm’s trading systems and procedures, built sub-branded customized reports, managed firm data and integration of technology, and acted as liaison with all software partners. Marc’s responsibilities at Freedom Partners (FP) is to work with FP’s partner advisory firms on all their operational needs. His
responsibilities include managing their CRM, client reporting system, portfolio management system, as well as providing ongoing support and training. Marc’s activities focus on scalability and overall business efficiency that results in greater long-term revenue for FP’s partner advisors.

Before Integrated Wealth Management, Marc was a Financial Advisor at Morgan Stanley for ten years. He graduated from California State University San Bernardino with a Bachelor’s degree in Business Administration with a concentration in Finance. He is a past Board Member of the Palm Desert Chamber of Commerce and Indian Wells Chamber of Commerce and is Past President of the Indian Wells Rotary Club.