Aimee Marcus bio headshot
Aimee Marcus Registered Client Service Advisor Registered Series 7 and Series 63

Aimee graduated from the University of Buffalo in 1994 with a B.S. in Accounting. Her degree took her to Neuberger Berman in New York City as a Fund Accountant through 1997.

From there she moved to J.P. Morgan and was promoted to Vice President within the Asset Management division. Aimee worked closely with most areas of the bank as part of the internal team focused on servicing the firm’s institutional insurance relationships. It was there that she realized a passion and interest in working directly with clients. Aimee was the face of the bank when dealing with client requests, questions, and other time-sensitive issues.

Aimee transitioned personally and professionally from the city up to Westchester County, NY with her husband Matt. There they reside with their two children, Tyler and Zoe, as well as their dog. In 2014 her career path led her to Webster Bank, an affiliate of LPL Financial where she served as a Client Service Advisor working with several Financial Advisors throughout Westchester and lower Fairfield County in CT. Aimee joined Tempus Advisors in 2018 as lead Client Service Advisor. She works directly with clients to satisfy most of their servicing and operational requests “to help meet their needs and attain their goals.”

She serves on the Board of Trustees for Congregation B’nai Yisrael. For her congregation she chairs a holiday event which donates gifts to Hope’s Door, a shelter for battered women, and to the Cottage School, a school for teens who can’t function in foster care. Both children help with these efforts.

“My goal,” she said, “is to make it easy for clients to accomplish a task that needs to be done, even when its solution isn’t obvious to them.”