Jeff Marshall - Email & Phone Number

Managing Director at Ctc | Mycfo

Jeff Marshall is based out of Portland, Oregon Metropolitan Area and works at Ctc | Mycfo as Managing Director.

Jeff Marshall's Contact Information

Jeff Marshall's Work email

j*****@ctcmyc***.com

Valid

Latest update

October 27, 2025

Location

Portland, Oregon Metropolitan Area

Jeff's current employer

Ctc | Mycfo

Description

Working with high net worth families, BMO Wealth strategically integrates family wealth planning needs with long-term financial goals and...

Website

ctcmycfo.com

HQ Location

Chicago, IL, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Ctc | Mycfo

Frequent questions about Jeff Marshall

What company is Jeff Marshall working for?

Jeff Marshall works for Ctc | Mycfo.

What is Jeff Marshall's function at Ctc | Mycfo?

Jeff Marshall is Managing Director at Ctc | Mycfo.

Where is Jeff Marshall based?

Jeff Marshall is based out of Portland, Oregon Metropolitan Area.

What is Jeff Marshall's work email address?

Jeff Marshall's professional email address is j*****@ctcmyc***.com

Who are Jeff Marshall's co-workers?

Jeff Marshall's colleagues are Shannon Kennedy, George Coologeorgen, Sandy Ostrowski, Joel Schoenmeyer, Travis Borton, Kristy Pennock, Joseph Knecht, James Futrell, Andy Holstine, Bo Jo, Todd Tweedy, Ken Millman, Michael Papciak, Cheryl Holland, Andrew Peterson, Leslie Grant, Shelley Forsythe, Jon Finney, Scott Wickizer, Jesse Streeter, Brook Kramer, Hannah Chan, Doug Sullivan, Robert Schur, Charles Denson, Carrie Goff, Garb Mechigian, Don Dabisch, Jesse Segreto, Mark Dold, Rob Hauswirth, Lynne Dorsey, Randy Pierson, Patrick Parisi, Meeta Yadava.

Jeff's co-workers

Shannon Kennedy

Global President

George Coologeorgen

Vice President - Capital Advisory Services

Sandy Ostrowski

Administrative Services Coordinator

Joel Schoenmeyer

Senior Director, Family Wealth Strategies

Travis Borton

Director, Investment Advisory Services

Kristy Pennock

Director, Strategic Initiatives

Director, Investment Advisory Services

Ken Millman

Senior Director of Portfolio Management

Michael Papciak

Director, Investment Advisory Services

Cheryl Holland

Director, Investment Advisory Services

Andrew Peterson

Investment Reporting Team Lead

Leslie Grant

Director

Shelley Forsythe

Director, Family Enterprise Planning

Jon Finney

Director, Research

Scott Wickizer

Director, Hedge Fund Research

Jesse Streeter

Team Lead

Brook Kramer

Head of Philanthropy and Impact

Hannah Chan

Director, Operational Due Diligence

Doug Sullivan

Managing Director

Robert Schur

Director, Fiduciary Advisory Services

Director, Client Operations

Mark Dold

Director, Capital Advisory Services - Global Family Office

Director - Fiduciary Advisory Services

Patrick Parisi

Sr Director of Portfolio Management

Meeta Yadava

Managing Director

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