Marcus Capital, LLC

Prior to forming Marcus Capital in 2004, Dan worked at Bear Stearns as a managing director and has over 25 years of investment experience. He earned his Bachelors of Business Degree in Economics from the University of Wisconsin-Madison. In addition to forming Marcus Capital, Dan is a founding partner of Spark Ventures, a non-profit charitable organization. Dan has been involved with various charities including 10 years as a Child Life Specialist at Children's Memorial Hospital, Chicago and two years at The Night Ministry, working to serve homeless and runaway youth.

Prior to joining Marcus Capital in 2007, Lisa worked at American National Bank & Trust Company as a Commercial Banking Officer and at CNA Insurance Companies as a Financial Analyst and Cash Manager. Lisa earned her Bachelors of Business Degrees in Finance, Investment and Banking and Risk Management and Insurance from the University of Wisconsin-Madison and is a CERTIFIED FINANCIAL PLANNER ^TM certificate holder. Lisa's primary responsibilities include account management, financial planning and regulatory compliance.