Marc Scudillo is one of the founders and President of the EisnerAmper Wealth Management & Corporate Benefits practice. Marc works in the firm’s High Net Worth Planning/Investment division as well as supporting the firm’s Corporate Retirement Plan and Women In Transition Units. He has extensive experience with the planning needs of business owners through each phase of a business growth cycle, addressing the interrelated and often complex personal and business planning goals of the owner. Drawing on his broad knowledge in tax, investment management, financial and estate planning, Marc serves as an invaluable resource for high-net-worth Individuals as well as business owners preparing for a business transition. Marc manages a coordinated team of varied financial specialists supporting clients in all facets of their personal and corporate planning needs.

 

Prior to joining EisnerAmper, Marc was a CPA and member of the Personal Financial Planning Group at one of the Big Four CPA firms serving the financial needs of high-net worth clientele and institutions. Marc holds a Master of Business Administration in Finance and Accounting from NYU’s Stern School of Business,  a Master’s of Science in Accounting from NYU’s Stern School of Business, and a Bachelor of Arts Degree in Economics with a minor in German from Colgate University. He is a Certified Public Accountant, Certified Financial Planner™, Accredited Investment Fiduciary Analyst®, and a Certified Business Exit Consultant®.

 

Marc has been quoted and appeared as a recurring financial expert in numerous media including CNBC, Fox Business, and CNBC Asia among others and is also often quoted in Reuters, CNN, MoneyMatters, and other financial trade publications. Marc has been recognized by Registered Rep as part of the “Top 100 Independent Advisors”. Under his leadership, his team has received numerous accolades including “Top CPA/Wealth Management Company in NJ” by Accounting Today, “NJ 40 under 40” & “NJ Best 50 Women in Business” by NJBIZ, “Premier Advisor” by the National Association of Board-Certified Advisory Practices (NABCAP). Marc spends his free time with his wife and 3 daughters who he claims, “took all his hair”. Through his membership in the NJ Coalition for Financial Education, he is an advocate for promoting financial literacy amongst youth. Marc also served as an assistant adjunct Professor at NYU’s Stern School of Business in Economics.

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Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.

Degrees & licensing

  • MS –Accounting
  • MBA –Finance & Accounting
  • Certified Financial Planner (CFP)
  • Certified Public Accountant (CPA)
  • Accredited Investment Fiduciary Analyst (AIFA)
  • Securities Licenses; 7, 24, 31, 63, 65
  • Life Insurance
  • Health Insurance

Areas of Specialization

  • Business Succession Planning for Closely Held Business Owners
  • Corporate Retirement PlanDesign and Management
  • Personal Planning for Business Owners
  • Employee Benefit Plans
  • Women in Transition Co-Chair

Professional Activities

  • Financial Planning Association (FPA)
  • NJ CPA Society
  • American Institute of CPAs
  • Member NJ Coalition for Financial Education