Marc N. Balcer

Director/Board Member at

The Woodlynde School Corp.

Finance

Consumer Services

Profile

Mr. Marc N.
Balcer, CFA, is a Senior Portfolio Manager at Fiduciary Trust International LLC.
He is on the Board of Directors at The Woodlynde School Corp.
Prior to joining Fiduciary Trust International, Mr. Balcer was Director of Investment Strategy at Girard, where he developed tailored asset allocation and investment solutions and was responsible for external investment communications.
He has over 15 years of direct equity research and portfolio management at Bluefin Investment Management, Redstone Investment Management and Miller, Anderson & Sherrerd/Morgan Stanley.
He has B.A. Economics and Growth and Structure of Cities from Haverford College and M.S.
Nonprofit Leadership from University of Pennsylvania.

Marc N. Balcer active positions

Companies	Position	Start
The Woodlynde School Corp. The Woodlynde School Corp. Other Consumer ServicesConsumer Services Operates primary and secondary schools	Director/Board Member	01/01/2012
Fiduciary Trust International LLC Fiduciary Trust International LLC Investment ManagersFinance FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles.	Portfolio Manager-Equities	01/09/2025

All active positions of Marc N. Balcer

Former positions of Marc N. Balcer

Companies	Position	End
Bluefin Investment Management Bluefin Investment Management Investment ManagersFinance Bluefin Investment Management employs a long/short equity investment strategy that focuses on investments in high growth, small-cap and mid-cap companies. The firm invests primarily in the electronic technology, healthcare technology, technology services, commercial services and retail sectors. They invest mainly in the US but also in Asia and the Middle East. Bluefin Investment Management maintains a medium turnover rate.	Founder	01/12/2013
Redstone Investment Management LP Redstone Investment Management LP Investment ManagersFinance Redstone Investment Management is an aggressive growth manager. The firm invests long/short mainly in US stocks in the technology, health technology and industrial services sector across all market-caps. They maintain a high turnover rate	Analyst-Equity	31/01/2007
MORGAN STANLEY	Corporate Officer/Principal	01/01/2002

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Linked companies

Private companies	5
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
Fiduciary Trust International LLC Fiduciary Trust International LLC Investment ManagersFinance FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles.	Finance
Redstone Investment Management LP Redstone Investment Management LP Investment ManagersFinance Redstone Investment Management is an aggressive growth manager. The firm invests long/short mainly in US stocks in the technology, health technology and industrial services sector across all market-caps. They maintain a high turnover rate	Finance
Bluefin Investment Management Bluefin Investment Management Investment ManagersFinance Bluefin Investment Management employs a long/short equity investment strategy that focuses on investments in high growth, small-cap and mid-cap companies. The firm invests primarily in the electronic technology, healthcare technology, technology services, commercial services and retail sectors. They invest mainly in the US but also in Asia and the Middle East. Bluefin Investment Management maintains a medium turnover rate.	Finance
The Woodlynde School Corp. The Woodlynde School Corp. Other Consumer ServicesConsumer Services Operates primary and secondary schools	Consumer Services