LeadIQ logo
Learn more at LeadIQ.com

Carl Marks Advisory Group LLC Employee Directory

Investment ManagementNew York, United States11-50 Employees

Founded in 1925, Carl Marks & Co. is one of the investment community’s most experienced merchant banks. Through four generations, family-owned and -operated Carl Marks has created value through clear thinking, creative advice, skillful execution and uncompromised integrity.

Today, Carl Marks is a platform for a range of investment and advisory businesses. Each business is distinct. The synergies among them enhance their professionals’ knowledge, perspective and deal flow, creating a whole greater than the sum of its parts. Its primary areas of operation are:
- Advisory Services (Carl Marks Advisors)
- Distressed Investments (Carl Marks Management Company)
- Private Equity (CM Equity Partners)
- Private Equity (Stone-Goff Partners)
- Real Estate (Carl Marks Real Estate Group)

In addition, Carl Marks continues to incubate promising investment managers across asset classes.

Find Carl Marks Advisory Group LLC employees' phone numbers or email addresses

Carl Marks Advisory Group LLC Global Highlights

Location
Employees

North America
85

Minus sign iconPlus sign icon
  • United States Of America
    85

Carl Marks Advisory Group LLC's Leadership

  • Stylized image of a person
    B. S.
    Cfo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Chief Finance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. K.
    Vice President And Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Board Chair Of Carl Marks & Co And Partner Of Cma
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. R.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Partner
    Phone icon
    Mobile Phone

Carl Marks Advisory Group LLC Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Banking
  • Business
  • Entrepreneurship
  • Human Resources
  • Other
  • Accounting

Contact profiles from Carl Marks Advisory Group LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. C.
    Board Chair Of Carl Marks & Co And Partner Of Cma
    Phone icon
    Mobile Phone
    United StatesNew York
    May 07, 2026
  • Stylized image of a person
    B. S.
    Cfo
    Phone icon
    Mobile Phone
    United StatesNew York
    May 07, 2026
  • Stylized image of a person
    C. R.
    Partner
    Phone icon
    Mobile Phone
    United StatesVirginia
    May 06, 2026
  • Stylized image of a person
    D. C.
    Partner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    D. R.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. R.
    Partner
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    D. W.
    Interim President
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. S.
    Gso Senior Managing Director
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    L. C.
    Immediate Past Co-President
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 03, 2026
  • Stylized image of a person
    R. R.
    General Partner
    Phone icon
    Mobile Phone
    United States
    Jul 28, 2024

Frequently Asked Questions

What is Carl Marks Advisory Group LLC known for?

Minus sign iconPlus sign iconCarl Marks Advisory Group LLC was founded in 1925 operates in the Investment Management industry. The company's main headquarters is located in 900 Third Avenue New York, New York 10022 United States; you can contact the main corporate office by phone at
+1-212-421-****
. Explore Carl Marks Advisory Group LLC's company overview page for more information.

What is Carl Marks Advisory Group LLC's most common email format?

Minus sign iconPlus sign iconCarl Marks Advisory Group LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carl Marks Advisory Group LLC email formats with LeadIQ.

How many employees does Carl Marks Advisory Group LLC have currently?

Minus sign iconPlus sign iconCarl Marks Advisory Group LLC has approximately 37 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Carl Marks Advisory Group LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Carl Marks Advisory Group LLC's key employees include:

  • Cfo: B. S.
  • Chief Compliance Officer: D. R.
  • Chief Finance Officer: R. S.
  • Vice President And Controller: T. K.
  • Board Chair Of Carl Marks & Co And Partner Of Cma: M. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.