Michael J. Marrone, II, an operations veteran with global, hands-on experience with both small and large firms in the investment management industry, has joined Central Florida-based Destiny Wealth Partners as its operations manager. In this role, Michael will be supporting the growth trajectory, and expanding capabilities and service offerings, of a nationally recognized independent firm that serves various clients including the complex needs of high-net-worth and ultra-high-net-worth clients.
“I am thrilled to welcome Michael,” said Thomas Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Wealth Partners, an independent RIA that conducts business as Ruggie Wealth Management, Destiny Family Office, and KCG Investment Advisory Services (Savannah). Destiny Wealth Partners currently has approximately $1 Billion in Assets Under Management and Advisement.
“Michael has earned a reputation for his exceptional leadership and strategic thinking, with a focus on client service and support. He recognizes the importance of consistently delivering an exceptional client experience and therefore continually innovates in the areas of people, systems, and processes. Culturally, he is a great fit for our organization and the clients we serve,” said Ruggie.
Marrone comes to the firm with more than 20 years of experience, most recently working with RIAs that served high-net-worth and ultra-high-net-worth clients, as well as institutions and foundations, helping them scale their operations and systems. He has served on the boards of private investment projects in the UAE, Spain, and Norway.
Marrone enjoys spending time with his family, boating, skiing, and participating in activities that promote health & fitness.