Marc Pasquale

Marc
A.
Pasquale
Principal,
Eagle River Advisors

Marc Pasquale brings over 15 years of experience in accounting, tax, insurance, and financial planning. He began his career in the audit and tax department of Ernst and Young LLP, Mr. Pasquale then moved to Sagemark Consulting where he was a Financial Planner focused on the structuring and implementation of sophisticated wealth preservation transactions. Mr. Pasquale went on to found Oak Venture Advisors, LLC, which specialized in insurance and estate planning transactions for a high net worth client base.

Mr. Pasquale holds a BS degree in accounting from the University of Notre Dame. He is also a registered Certified Public Accountant.

Articles
Buying Life Insurance to Fund Estate Taxes
Jonathan G. Blattmachr & Marc A. Pasquale discuss the planning steps that should be considered when using life insurance as a tool to pay estate taxes
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