Easterly Asset Management Appoints Todd Marion as Senior Vice President Private Wealth, Mid-Atlantic

Marion brings significant expertise in managing multibillion-dollar territories and fostering robust relationships in the financial advisory community

BEVERLY, Mass.--(BUSINESS WIRE)--Easterly Asset Management (“Easterly”), home to investment teams providing investors with a portfolio of solutions across alternatives, active equity and active fixed income, today announced the appointment of Todd Marion as Senior Vice President, Mid-Atlantic. Marion will play a pivotal role in Easterly’s distribution strategy, focusing on building and maintaining relationships with new and existing clients across a variety of alternative investments across Delaware, Maryland, New Jersey, New York and Pennsylvania.

Marion joins Easterly from FS Investments, where he demonstrated exceptional strategic planning and execution, driving substantial growth and market penetration.

“Todd’s experience leading distribution strategy for mutual funds and private market offerings make him a valuable addition to our team,” said Darrell Crate, Founder and Managing Principal of Easterly. “His ability to cultivate strong client relationships is instrumental as we continue to fortify our presence across the Mid-Atlantic and the Northeast.”

Marion brings over three decades of financial services experience. He spent over 25 years at OppenheimerFunds showcasing leadership, managing multibillion-dollar territories and building sales divisions. More recently, he spent time as the Senior Vice President of Distribution at Arrow Funds, implementing new strategies in the New York Metro Region and helping to communicate the closing and restructuring of three existing funds.

“I am excited to leverage my network of financial advisors and bring solutions to private wealth clients that make their portfolios better,” said Marion. “I look forward to helping drive Easterly’s distribution strategy and enhancing the company’s market presence throughout the Mid-Atlantic.”

Marion holds FINRA Series 6, 7, 63, and 24 licenses, alongside a Chartered Retirement Planning Counselor designation. He has a bachelor’s degree in History from Denison University and previously served in the United States Marine Corps Reserves.

ABOUT EASTERLY

Easterly Asset Management and its Strategic Partners provide investors with a portfolio of solutions across alternatives, active equity and active fixed income. Easterly’s goal is to bring curated solutions to clients that make their portfolios better. In a world of asset manager consolidation, Easterly partners with trusted investment teams who have an established track record of delivering value to investors. Easterly enables high-performing managers to operate at scale by delivering best-in-class resources, risk management, operational support, infrastructure and an institutional and wealth distribution team. Easterly was founded in 2019 with a vision of bringing a portfolio of solutions across asset classes to private wealth and institutional investors. As of March 31, 2024, Easterly and its Strategic Partners manage over $60B of client assets. For more information, visit easterlyam.com.

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