Debi Anderson MACRO Consulting Group

Debi Anderson

May 13, 2020

Mark Cortazzo, CFP®, CIMA®

As our Receptionist, Debi Anderson is the first to greet you at our office and often the first voice you hear on the phone. Debi’s diverse administrative background includes the educational field, the legal industry,...

Omar-Bokhari

Omar Bokhari

August 14, 2019

MACRO Consulting Group

In his role as Advisor Research Specialist, Omar Bokhari works closely with the Advisors and Investment Committee on conducting quantitative research and analysis. Prior to joining the MACRO team, Omar interned at a...

Don-Korpos

Don Korpos

April 2, 2019

MACRO Consulting Group

As the Office & Facilities Manager, Don Korpos is primarily responsible for the effective management of MACRO Consulting Group’s operational systems, facilities, and accounts payable. In addition, Don also...

John-Morace

John Morace

August 14, 2019

MACRO Consulting Group

As the Advisor Support Associate, John Morace works in alliance with the advisors by offering support in preparing for client meetings and by engaging in research. He also collaborates with the Client Relations Managers...

Joel-Morales

Joel Morales

April 9, 2019

MACRO Consulting Group

Joel Morales is the Business Development Specialist at MACRO Consulting Group. In this role, he is responsible for building and maintaining the firm’s relationships with various institutions while also working to...

Joy-Morgan

Joy Morgan

August 13, 2019

MACRO Consulting Group

As Senior Executive Assistant at MACRO Consulting Group, Joy Morgan provides steadfast support for Senior Partner Mark Cortazzo, CFP®, CIMA®. Prior to joining MACRO Consulting Group, Joy acquired more than two decades...

Kristie-Rheuport

Kristie Rheuport

April 9, 2019

MACRO Consulting Group

As Portfolio Administrator & Billing Specialist, Kristie Rheuport is responsible for the timely and accurate processing of MACRO Consulting Group’s trading activity and the reconciliation and maintenance of...

Lan-Song

Lan Song

April 2, 2019

MACRO Consulting Group

Lan Song, CFP®, is responsible for performing client analyses to determine risk, reward, and opportunity in her role as Paraplanner at MACRO Consulting Group. She supports the MACRO advisors in providing in-depth...

Lindsay-Van-Schepen

Lindsay Van Schepen

April 2, 2019

MACRO Consulting Group

As Marketing Communications Manager, Lindsay Van Schepen ensures a high level of quality is maintained in all marketing and corporate communications by adhering to corporate brand standards and compliance requirements....