What are 3 words people use to describe you?
Loyal. Authentic. Fun.
What are you most grateful for?
My family and my health; both are irreplaceable.
What gets you excited about life?
The freedom each new morning brings. Every day I have the opportunity to be “the best version of me,” personally and professionally.
What is the best advice you have ever been given?
My father-in-law told me once to emulate the palm tree. He said, “Let the winds of life blow against you, no matter how powerful, just bend and bend".
How do you define success?
Falling asleep immediately when my head hits the pillow.
What is your proudest achievement?
Adopting my daughter!
What life lesson did you learn the hard way?
Honesty is everything. The truth always finds the way into the light. Always telling the truth means never having to remember what you lied about!
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 subbranded
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.