Senior Advisor and Associate Partner
Cambridge Family Enterprise Group
Marcus Epprecht is senior advisor and associate partner at Cambridge Advisors to Family Enterprise, a highly specialized international advisory firm serving family enterprises. Cambridge Advisors and Cambridge Institute for Family Enterprise, an education and research institute, are divisions of Cambridge Family Enterprise Group, a global organization founded in 1989. It is devoted to helping families and ownership groups navigate the new economy and achieve multigenerational success for their families, enterprises, and financial wealth.
Based in New York, Mr. Epprecht is a partner with Parkview Ltd., a privately-owned, global wealth management firm. He is a veteran of the wealth management industry, with over 30 years of experience as an advisor and leader.
Mr. Epprecht started his career at Swiss Bank Corporation, predecessor to today’s UBS AG, in 1985 in Zurich. His global career included positions as a Private Wealth Manager, Representative in Brazil and a Manager of Brazil Teams based in New York and Miami. Over the past two decades, he has developed a broad network within the Latin American financial industry and an array of others through longstanding client relationships and work with various target individuals and companies.
Mr. Epprecht is a licensed Investment Advisor Representative and General Securities Representative in the United States (FINRA Series 66 and 7, respectively). He successfully completed the UBS UHNW Advisor Advanced Training and holds an equivalent BA degree in Economics from the Zurich Business School. Mr. Epprecht is fluent in English, Portuguese, Swiss-German and German.