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.