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347.331.0648 Fax: 347.331.06.47
5C Capital Management, LLC
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CRAIG R. MARSON, JD, CPA

CRAIG R. MARSON, JD, CPA

Principal
Director of Financial Planning

Tel: (347) 331-0648

For more than three decades, Craig has provided investment, planning and strategic business consulting services to individuals and their related entities.

Since 1997, his advisory roles have included portfolio analysis, investment counsel and multigenerational plan design.  He has provided litigation support and analysis in complex trust and conservatorship, fiduciary responsibility, divorce and business valuation cases.  He also served as Compliance Officer for two firms.

Craig was previously a tax manager for a wealth management concern located in New York City.  He was responsible for the tax compliance, estate planning, research and projections for a prominent family within New York’s investment and philanthropic community.  Prior to this, Craig was a member of a corporate tax department where he was responsible for consolidated corporate compliance, budgeting and various Federal and State and Local Audits.  He began his career with two Big Six accounting firms and was responsible for a wide variety of corporate and compliance issues for corporate and individual clients.

Craig is a New York State licensed Attorney and CPA.  He received his undergraduate degree in accounting from SUNY Albany and his JD from St. John’s University.  He previously served on the SUNY Albany Dean’s Advisory Board and is a member of various professional organizations. Craig is a fitness enthusiast and avid golfer.

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Recent Posts

  • January 2021 5C’s Capital Markets Outlook
  • How we construct resilient portfolios for our clients
  • “What’s working and what’s not” Michael Sanders, our Chief Investment Officer, discusses the performance of different sectors amidst this year’s volatility.
  • MICHAEL SANDERS, OUR CHIEF INVESTMENT OFFICER, DISCUSSES THE REBOUND AND TRENDS IN THE U.S. HOUSING MARKET.
  • March 2020 Capital Markets Update

New York Office: 4 Westchester Park Drive, Suite 330, White Plains, NY 10604 I 347.331.0648 I Fax: 347.331.0647

New Jersey Office: 50 Tice Boulevard, Suite A32 Woodcliff Lake, NJ 07677 I 201.474.0987

Note to All Readers: The information contained herein reflects the views of 5C Capital Management, LLC and sources believed by 5C Capital Management, LLC to be reliable. No representation or warranty is made concerning the accuracy of any data compiled herein. There is no guarantee that any projection, forecast or opinion in these materials will be experienced by any client. Past performance is neither indicative of, nor a guarantee of future results. The views expressed herein may change at any time. These materials are provided for information purposes only and may not be construed as investment, legal, tax, accounting, planning and or consulting advice. The information contained herein does not evaluate or make recommendations regarding your specific investment objectives, financial situation and circumstance. When evaluating this material for purposes of making any assessment concerning 5C Capital Management, LLC, consider discussing your specific situation with other professionals prior to making any decision. Any information contained herein may not be construed as 5C Capital Management, LLC sales and or marketing materials and is not an offer or solicitation for the purchase or sale of any financial instrument, product, planning or consulting services sponsored or provided by 5C Capital Management, LLC or any representative of 5C Capital Management, LLC. Any references to specific securities, asset class, planning and consulting considerations are presented solely for illustrative purposes and are not to be considered recommendations by 5C Capital Management, LLC. 5C Capital Management, LLC may have positions in and or may affect transactions in, markets, industry sectors and companies described herein.

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