Carl Marks Advisory Group 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 employees' phone numbers or email addresses

Carl Marks Advisory Group Global Highlights

Location
Employees

North America
79

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  • United States Of America
    79

Carl Marks Advisory Group's Leadership

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    B. S.
    Cfo
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    K. B.
    Chief Operating Officer
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    D. R.
    Chief Compliance Officer
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    R. S.
    Chief Finance Officer
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    T. K.
    Vice President And Controller
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    C. R.
    Partner
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    D. C.
    Partner
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    D. R.
    Partner
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Carl Marks Advisory Group Employee Metrics

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

Contact profiles from Carl Marks Advisory Group

Name
Title
Contact Info
Location
Last Update
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    A. D.
    Analyst
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    Oct 18, 2024
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    M. C.
    Admin
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    Oct 22, 2024
  • Stylized image of a person
    M. C.
    Administrative
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    Oct 23, 2024
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    M. L.
    Analyst
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    UNITED STATES
    Jul 03, 2025
  • Stylized image of a person
    N. W.
    Credit Hedge Fund Analyst
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    Oct 16, 2024
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    N. M.
    Administrative Assistant
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    United StatesNew York
    Feb 07, 2025
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    M. C.
    Board Chair Of Carl Marks & Co And Partner Of Cma
    Phone icon
    United StatesNew York
    Jan 30, 2026

Frequently Asked Questions

What is Carl Marks Advisory Group known for?

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Carl Marks Advisory Group 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 . Explore Carl Marks Advisory Group's company overview page for more information.

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

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Carl Marks Advisory Group 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 email formats with LeadIQ.

How many employees does Carl Marks Advisory Group have currently?

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Carl Marks Advisory Group has approximately 36 employees as of March 2026. These team members are located across 1 continents, including North America.

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

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

  • Cfo: B. S.
  • Chief Operating Officer: K. B.
  • Chief Compliance Officer: D. R.
  • Chief Finance Officer: R. S.
  • Vice President And Controller: T. K.

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