Killian Marsh
Student at The Leeds School of Business at The University of Colorado, Boulder
- Role
- Private Wealth Management Intern at Fulcrum Wealth Consulting Of Raymond James
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
About Killian Marsh
I’m an authentic leader and a fierce competitor who inspires the people around me to…
Experience
Private Wealth Management Intern
Fulcrum Wealth Consulting Of Raymond James
May 2025 — Present · CO, US
The mission of the Fulcrum Wealth Consulting Group of Raymond James is to serve, advise, and empower those going through significant life transitions. As part of the wealth management team, I work with multiple investment professionals who manage hundreds of millions of dollars in assets invested across all asset classes. I participate in business transition/exit planning with clients and investment professionals. I review cashflow and investment return hurdle planning scenarios and provide data gathering and input for asset allocation analysis.
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science - BS, Business and Entrepreneurship, Dean's List
Yarmouth High School
Magna Cum Laude diploma
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