Guided by her commitment to the firm and its stakeholders, Marcy’s service leadership approach centers around listening and communicating. She engages with clients, employees, market participants, communities and alumni to create meaningful connections and forge new paths for the firm — always focused on helping it achieve its growth goals.
An assurance partner for the first 20 years of her career, providing audit and advisory services to registered fund entities and fund service providers nationwide, Marcy now serves as Cohen & Co’s partner in charge of markets and industries. She is a member of the executive leadership team and board, and is integral to the firm’s strategic imperative of being a premium provider to its clients.
In her enterprise-wide role, Marcy focuses on a broad range of firm stakeholders — including clients and their industries, and the local communities in which we live and work. She spearheads strategic growth initiatives, including business development and marketing/branding, M&A and client experience matters. Marcy also works closely with the firm’s service line leaders on operational priorities that impact growth and overall client value, experience and satisfaction.
Marcy enjoys reading, hiking and spending time “up north” enjoying the great outdoors of Northern Wisconsin. She, her husband and their two children live in Delafield, Wisconsin.