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Marc Cosico, CIMA®
Wealth Management Advisor
Marc Cosico serves as a Wealth Advisor at FirstSun Advisors, where he works with individuals, families, and institutions to develop personalized investment and wealth management strategies. He partners closely with clients to help them navigate retirement planning, portfolio management, and other complex financial decisions, delivering solutions aligned with their long-term goals and objectives.
Marc brings more than 20 years of experience in the financial services industry. Prior to joining FirstSun Advisors, he held wealth management and relationship management roles with Mariner, Shuster Advisory Group, and U.S. Bank. He also spent more than a decade with The TCW Group, where he served as Vice President of Client Relations and Product Services. Throughout his career, Marc has developed extensive expertise in investment management, retirement plan consulting, and client relationship management.
Marc holds the Certified Investment Management Analyst (CIMA®) designation and maintains his Series 65 license. He earned a Bachelor of Arts degree in Economics from the University of California, Irvine, and an MBA in Finance from the Olin Business School at Washington University in St. Louis.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.