Marshall has over 30 years’ experience advising clients, developing portfolio strategies and analyzing investment opportunities, which he brings to his role as President, Business Owner Services & Managing Director, Northern New England, at The Colony Group. He is coauthor of Your Next Adventure:Planning For Life After The Sale Of Your Business and has authored numerous articles and frequently speaks on business transition strategies, as well as family asset allocation strategy, risk management and private foundation portfolio design.
Marshall was the founder of Harvest Capital Management prior to merging with The Colony Group in 2019. Previously, he was a principal of Taylor Investments, Inc. and had also served with the venture capital and investment banking firm Hambrecht & Quist and Merrill Lynch.
Marshall serves on the Board of Trustees for New Hampshire Public Radio, and as Trustee and Treasurer for the Friends of Amani Children’s Home. He also serves on the Investment Committee for the Endowment for Health Foundation and is a member of the Advisory Board for the Appalachian Mountain Club in Boston. In the past, he was Chair of New Hampshire Public Radio; Chair of the Hopkinton, NH School Board; the Concord Community Music School Board of Trustees; the Hopkinton NH Public Library Foundation; and Board Treasurer of New Hampshire Public Radio; the New Hampshire Humanities Council; and The Endowment for Health Foundation.