Marci Lauren Riddell

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Vice President, Partner

[email protected] | 607.334.3245


With over fifteen years’ experience in the financial services industry, Marci Lauren Riddell couldn’t be more excited about what she gets to do every day.

Marci moved back to Upstate NY after spending several years working in New York City with some of the largest alternative asset firms in the world; such as hedge fund S.A.C. Capital run by billionaire Steve Cohen. She spent time traveling the country for Optima Fund Management, serving as a representative for BNY Mellon instructing financial advisors how to sell and market fund of funds. She then established Elevation Marketing, a third party marketing and investor relations firm designed to coach and educate financial firms where she served as Co-Founder and Director.

It is because of those experiences, she has learned that regardless of the amount of money one has to invest, quality service is something everyone looks for and deserves.

Marci was born and raised in Oneonta. She attended Skidmore College in Saratoga Springs, NY earning a Bachelor’s degree in Cultural Anthropology and Sociology.

Marci is passionate about working with businesses, families and individuals, helping them find strategies to their financial needs, and knowing success is not found in a one-size-fits-all mentality. She believes in working with clients to establish a deep long-lasting relationship based on trust and communication, operating with an upfront, honest, and no nonsense approach.
Marci has been a volunteer for Meals on Wheels, Clear Path for Veterans, and the CNY Food Bank. She is an active member of the Chittenango Lions club. In her free time, she enjoys spending time with her fur babies, Gabbie and Gunner, and her five nephews.

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