Senior Advisor and Associate Partner
Cambridge Family Enterprise Group
Marius Holzer is a senior advisor and associate partner at Cambridge Family Enterprise Group, a global organization founded in 1989 that is devoted to helping families achieve long-term and lasting success for their families, enterprises, and financial wealth. It is comprised of two divisions: Cambridge Advisors to Family Enterprise, a highly specialized, international advisory firm serving family enterprises, and Cambridge Institute for Family Enterprise, a leading education and research institute dedicated to the significant issues family enterprises face.
Based in New York, Marius is a partner with Parkview, a privately-owned, global wealth management firm. A career of more than 30 years in the financial industry, fostering strategic and operational excellence as advisor, coach, project leader, and manager of origination as well as back office units provided him with a wealth of cross-functional experiences and professional knowledge.
Prior to launching Parkview, Marius headed the international business of a leading global Private Bank, catering wealth management services to families in Europe and Asia.
Marius is a trained economist and certified expert in information technology with an MBA from INSEAD. He is both, a CFA and CAIA charter holder and earned a certificate in Advanced Risk and Investment Management of Yale School of Management/EDHEC. Marius is fluent in English and German and speaks some French and Spanish.