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Marc Butler

Chief Operating Officer & Financial Services Professional

Washington, DC, USA

Marc Butler

Marc’s Biography

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Marc Butler is a Chief Operating Officer & financial services professional with extensive experience in the wealth management and investments space.

An innovative leader, much of Marc’s experience comes from the start-up space, building businesses from their foundation and guiding them through periods of transition and change by identifying the best way forward for established companies that want to expand and increase revenue. Marc excels in fostering dynamic, high-performance teams, and was recognized by Forbes as one of the Next Generation of CEOs.

Most recently, Marc was the COO & President of Skience, a leading wealth management firm that offers cutting-edge software solutions and services as a significant Salesforce partner. Marc worked alongside the company’s co-founders, driving growth through sales, marketing, product success and client ratings.

Prior to Skience, Marc served as COO and Managing Director of Albridge, where he created a clear vision for the company, implemented strategic plans and worked closely with partners to transform the business into a successful... Marc Butler is a Chief Operating Officer & financial services professional with extensive experience in the wealth management and investments space.

An innovative leader, much of Marc’s experience comes from the start-up space, building businesses from their foundation and guiding them through periods of transition and change by identifying the best way forward for established companies that want to expand and increase revenue. Marc excels in fostering dynamic, high-performance teams, and was recognized by Forbes as one of the Next Generation of CEOs.

Most recently, Marc was the COO & President of Skience, a leading wealth management firm that offers cutting-edge software solutions and services as a significant Salesforce partner. Marc worked alongside the company’s co-founders, driving growth through sales, marketing, product success and client ratings.

Prior to Skience, Marc served as COO and Managing Director of Albridge, where he created a clear vision for the company, implemented strategic plans and worked closely with partners to transform the business into a successful firm. Prior to this, he held the position of Managing Director at BNY Mellon Pershing, providing resources and solutions to financial services companies.

In addition to his professional roles, Marc sits on the board of ProNvest, an investment advisory business and he holds advisory roles at AdvisorBid, IncomeConductor and CoFoundersLab. He previously served on the Board of Directors for Tuesday's Children.

Marc holds a Bachelor of Science in Finance from Syracuse University and completed the Securities Industry Institute and Wharton Executive Education’s prestigious executive leadership program. moreless

Marc’s Newsfeed

Skience

Skience Welcomes Ali McCarthy as Chief Marketing Officer

Marc Bulter speaks about the growth of Skience's leadership team as he welcomes Ali McCarthy as Chief Marketing Officer.

Skience Launches SkienceONE Wealth Management Platform

Marc Butler, Chief Operating Officer and President of Skience, is quoted in an article discussing the launch of Skience’s wealth management operating platform, SkienceONE.

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Marc’s Background

Skience

President & COO

Aug 2020 - Feb 2023

Washington, DC, USA

Skience is a prominent wealth management corporation that assists advisors in streamlining, integrating and automating their companies’ workflow. It also offers consulting services to the wealth management industry.

BNY Mellon | Albridge

COO & Managing Director

Jan 2014 - Jan 2020

Princeton, NJ, USA

BNY Mellon subsidiary Albridge is a leading provider of data management and financial technology solutions for companies in the financial services sector. It focuses on setting new standards in transparency, benchmarking and data quality.

BNY Mellon | Albridge

Managing Director

Jul 2010 - Dec 2013

Princeton, NJ, USA

Marc managed Albridge's Princeton team and ensured leadership integrity throughout the Pershing-Albridge integration, successfully managing post-merger assimilation, creating revenue synergies and attaining expected savings.

BNY Mellon | Pershing

Managing Director

Jul 2007 - Jul 2010

Jersey City, NJ, USA

Marc was the Managing Director at Pershing in Jersey City, overseeing the company’s sales growth, advanced new business initiatives, and successfully managing client relationships.

BNY Mellon | Pershing

Customer Service Associate

Pershing is a subsidiary company of BNY Mellon, providing the resources and solutions required for financial services businesses, advisors, investors and managers to succeed.

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Marc’s Gallery

Current Board Positions

ProNvest

Board of Directors

Mar 2021 - Present

Chattanooga, TN, USA

ProNvest is an investment advisory company focusing on retirement planning and investment management. It aims to help clients reach their retirement goals by managing retirement accounts and keeping a close eye on markets.

AdvisorBid

Advisory Board

Dec 2018 - Present

AdvisorBid is the first patent-pending marketplace for financial advisors. The business offers an innovative platform connecting financial advisors, various investors, broker-dealers, RIAs, CPAs, and cryptocurrency and blockchain enthusiasts.

Previous Board Positions

IncomeConductor

Advisory Board

Feb 2020 - Feb 2022

Hartford, CT, USA

IncomeConductor is an online tool that enables advisors, businesses and people across the globe to plan for retirement precisely and more responsibly. Founded in 2017, IncomeConductor is the leading platform of WealthConductor LLC.

Previous Advisory Roles

CoFoundersLab

Advisor

Apr 2020 - Dec 2021

Burbank, CA, USA

CoFoundersLab assists founders in establishing and developing successful businesses. The company’s tech and algorithms effortlessly link founders, mentors and team members in the entrepreneurship ecosystem.

Entreda

Advisory Board

Jun 2019 - Feb 2020

Santa Clara, CA, USA

Entreda is an integrated program that automates cybersecurity and compliance policy enforcement for devices, networks, applications and users. The company’s goal is to secure businesses from developing cyberthreats and to increase regulatory oversight.

Philanthropy

Tuesday's Children

Board of Directors

2018 - 2020

Founded in 2001, Tuesday's Children is a non-profit organization that aims to provide long-term treatment and healing to families whose lives have been irreversibly altered by terrorism, mass violence or armed conflict.

Media

Flat-Fee Asset Manager First Ascent Buys Onboarding Tech

Quoted

Sep 2021

Marc is quoted in an article discussing his expectation of turnkey asset management providers continuing to buy fintech corporations, and the significance of client onboarding.

Interviews

Episode 25 – The Definition Of Innovation With Mark Butler

Dec 2021

During this interview with Matt Ackermann of the Perfectly Integrated podcast, Marc discusses the definition of innovation, the relationship between FinTech and the wealth management industry and future trends among other topics.

Wealthies Circle Podcast: Digital Transitions with Skience’s Marc Butler

Oct 2021

In this episode of Wealthies Circle, David Armstrong and Marc Butler discuss how COVID-19 has changed the way advisors interact with clients, why advisors hesitate when faced with digital implementation, and much more.

Can You Hold My Attention? The Derek Bruton Podcast

Apr 2021

Marc speaks to Derek Bruton on an episode of Can You Hold My Attention?, discussing the part custodians play in molding the RIA technology stack, whether financial advisors can change the way they manage client relationships, and more.

Two Distinguished Minutes with Marc Butler and Somer Hackley

Jul 2020

On this episode of Two Distinguished Minutes, Somer Hackley – CEO and Founder of Distinguished Search – speaks to Marc Butler about his love for fintech and passion for people.

Nestor Podcast: Managing Resilience & Making Tough Decisions in a Crisis

May 2020

In this Nestor podcast, Marc delves into the significance of managing resilience in businesses, common practices for leaders when making difficult decisions during challenging times, and much more.

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Awards & Recognition

The Next Generation of CEOs: 10 CEO Ready Leaders

Feb 2013

Marc is listed as one of 10 CEO Ready Leaders by Forbes. The list is comprised of individuals in different industries and disciplines who are primed to succeed as CEOs.

Specialist Courses

The Wharton School | University of Pennsylvania

Executive Education Program

Philadelphia, PA, USA

Marc completed an executive leadership course offered by the Securities Industry Institute and Wharton Executive Education at the University of Pennsylvania.

Marc’s Education

Syracuse University

BSc | Finance