Business Transition Planning
Sustainable Investing Solutions
2017 Outstanding Corporate Philanthropist
New Hampshire Public Radio, Trustee, (past Chair of the Board & Treasurer of the Board); Friends of Amani Children’s Home U.S.,Trustee and Treasurer; The Appalachian Mountain Club, Advisory Board Member; Endowment For Health, Investment Committee Member, (prior Board Trustee Treasurer & Chair of the Investment Committee).
Marshall has over 30 years’ experience advising clients, developing portfolio strategies and analyzing investment opportunities, which he brings to his role as President, Business Owner Services & Managing Director, Northern New England, at The Colony Group. He has authored numerous articles and frequently speaks on asset allocation strategy, risk management, and private foundation portfolio design.
Marshall was the founder of Harvest Capital Management prior to merging with The Colony Group in 2019. Previously, he was a principal of Taylor Investments, Inc. and had also served with the venture capital and investment banking firm Hambrecht & Quist and Merrill Lynch.
Marshall serves as Board of Trustees for New Hampshire Public Radio, and Trustee and Treasurer for Friends of Amani Children’s Home. He also serves on the Investment Committee as a member for the Endowment for Health Foundation and is part of the Advisory Board Member of the Appalachian Mountain Club in Boston. In the past, he was Chair of New Hampshire Public Radio, past Chair of the Hopkinton, NH School Board and the Concord Community Music School Board of Trustees, and Board Treasurer of New Hampshire Public Radio, the New Hampshire Humanities Council and The Endowment for Health Foundation.
Marshall earned his Master of Science in Management from the University of New Hampshire and his Bachelor of Arts from Hartwick College where he was the Student Senate President.
Outside of the office, Marshall enjoys family activities doing cool stuff like climbing mountains-especially in winter; attending theater and musical performances; skiing, sailing and playing bridge; reading anything and everything, and of course, the Patriots, Red Sox, Bruins and Celtics. He is married to Rachel, has two grown sons, both Eagle Scouts, who attended Harvard and Tufts.
This white paper examines the process of transitioning the ownership and management of a family or closely-held business. It discusses pre-transition planning, considers the challenges of intergenerational ownership transfers versus third-party sales, and proposes a framework for meeting family and business goals throughout the...
In this webinar, our advisors, Brian Presti and Marshall Rowe review how the role of a corporation is being re-defined, why corporate responsibility has moved from “nice to have” to “must-have,’ and why the COVID-19 crisis may accelerate these trends. This webinar addresses: The recent performance trends and record...