Marc A. Traverso

Regional President, Senior Managing Director

Santa Rosa, CA

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Work Experience

  • Joined MAI in 2024, bringing 30 years of industry experience
  • Previously at Traverso Chambers Private Wealth Management, LLC where he was a Managing Director and Co-Founder
  • Prior to Traverso Chambers, he was the Vice President of Wealth Management at Morgan Stanley Smith Barney
  • Was a Senior Advisor and Consultant at Merrill Lynch
  • Previous Advisory Board Director for Summit State Bank

 

Life Outside of MAI 

  • Married with two children
  • Actively involved in the community and local organizations
  • Enjoys the outdoors, spending time with family and friends, and working to help navigate clients through their financial lives

 

Education

  • University of California, Irvine, BA in Economics
  • University of California, Irvine, Management Program, Graduate School of Management

We look forward to learning about your financial goals.

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