Our Team

Marc Lowlicht, CEO, CFP®, MSFP

  • Over 25 years experience in the Financial Planning industry. Mr. Lowlicht received his B.A. degree in Finance from The George Washington University in 1989, his CFP® in 1999, and a M.S. in Financial Planning in 2005. 
  • Mr. Lowlicht has been quoted in numerous business publications including Forbes and Worth Magazine as well as being a featured guest on Fox Business News. Marc has also been a regular contributor to Forbes' Intelligent Investor Panel.

CARMEN D MORRONE SR VP OF TAX INVESTMENT STRATEGIES

  • Carmen brings a extensive knowledge and experience to Opes Private Wealth Management with over 25 years in Financial Services. 
  • Mr. Morrone's expertise is on advanced tax-reduction and tax efficient investment strategies in all areas of Wealth Management. Carmen has been advising CPA's, Real Estate professionals and accredited investors with real estate investment opportunities utilizing the Delaware Statutory Trust (DST) for their 1031 exchange.
  • In addition, Mr. Morrone provides expert knowledge and due diligence on tax preferential income strategies and private equity offerings.

Peter B. Cooper, LUTCF, Account Executive

  • Peter Cooper has over 20 years experience and acts as Opes Private Wealth Management's Insurance and benefits expert .

Donna Platt, Executive Assistant

  • Donna has over 30 years of extensive experience on Wall Street and acts as the client contact point for all administrative needs.     

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In addition, we maintain on retainer a CPA and an Attorney to review and advise on complicated tax and legal strategies pertaining to your financial plan. 

 

In addition, we encourage you to go to http://brokercheck.finra.org/ to check the credentials and regulatory history of our team.