Marshall Clark

Marshall has spent the last 11 years focused on recruiting high-net-worth (HNW) individuals for fintech, asset management, and wealth management firms. As founding VP Marketing at CrowdStreet, he built the marketing practice from zero to one: designed the data, software, marketing, and sales system that delivered the B2C commercial real estate investment platform's first $1B in capital under management. As VP Marketing at Cadre, he built on this consumer-focused HNW approach, helping the NYC-based asset manager rapidly raise $200M for their first Opportunity Zone fund and expand and automate their B2C marketing and investment/sales programs. As President at Capstacked, he developed an AI-assisted platform approach to accelerate recruitment of high-net-worth individuals for consumer-focused finance clients, designing and building custom software, data, marketing, and sales enablement systems to successfully recruit and convert high-value individuals for B2C finance clients. Unusual for someone with his seniority, he's developed and maintained hands-on expertise across the full marketing stack - enabling rapid and efficient growth scaling with minimal team size.