MARSHALL SERWITZ
Co-Founder

In 1969, Marshall assumed leadership of his family business. With the sale of the business in 1976, he experienced the challenges of transitioning from illiquid wealth to liquid wealth. Marshall was particularly frustrated by the marketing-driven, superficial services of “wealth management” offerings and the unprofessional manner in which services were provided by institutional “servicing” staff who themselves had no experience or appreciation of affluence. No less disturbing were the poor investment results. In 1989, Marshall approached Bob Sullivan to establish Sullivan & Serwitz with two overriding objectives: to create wealth continuity among generations and promote stewardship of a family’s resources.

CURRICULUM VITAE

Education:
New York University, School of Commerce
Degree: Bachelor of Science – Finance
1969

Publications:
Commentary® (monthly financial periodical), editor and publisher 1989-Present
San Mateo Times, guest columnist 1990-1996

Teaching and Lecture Activities:
Continuing education seminars for accountants, attorneys, bankers, and other professionals
Customized presentations developed for organizations such as the California Society of Certified Public Accountants, Tri Valley Business and Estate Planning Council, United Airlines, Minnesota Mining & Manufacturing (3M), U.S. General Accounting Office (GAO), and Palo Alto Police Department.
Educational programs for non-profit community service organizations
Specific to the medical community: 
Published Articles: 
o San Francisco Medicine, San Francisco Medical Society
o Bulletin, News and Comment for the Medical Community, San Mateo County Medical Association
o Sonoma County Physician, The Magazine of the Sonoma County Medical Association
o NCMS Briefs, The Official Publication of the Napa County Medical Society
Continuing Education:
o San Mateo County Medical Association
o Sonoma County Medical Association
o 44th Annual Meeting of the California Society of Plastic Surgeons
o Community Hospital of the Monterey Peninsula
o Alexion Brothers Hospital
o Private and group lectures provided to physicians and surgeons, since 1989

Professional Associations:
Financial Planning Association: Member 2004-Present

Achievement Summary:
At age 22, assumed control of $6 million (sales) manufacturing business which was sold seven years later grossing $15 million; pre-tax margins went from 3% to 10% during that period
Co-founded Sullivan & Serwitz, a Multi-Family Office
Listed – Who’s Who in Finance and Industry 2000-2001

Professional Experience:
Co-Founder, Sullivan & Serwitz, Los Altos, CA 1989-Present
Founder, Child Development Research Institute (CDRI), Palo Alto, CA 1982-1988
Executive Vice President, Columbia Corrugated Container Corp., Syosset, NY 1969-1979