Chris Persico has over 30 years of experience as a finance and investment professional. He earned progressive positions with MNC Financial, Alex Brown & Sons, and Morgan Stanley prior to establishing his own wealth management and investment advisory firm in 2001. He holds the professional accreditations of the Series 7, 63, and 65 Securities Registrations. Chris’ passion lies within the intricate relationships that develop while working in partnership with families and businesses towards their financial success.
He takes pride in his philanthropic and charitable endeavors and has dedicated many years of service to local and national organizations, providing his time and financial expertise. He is a Board Member (Emeritus) of the Alzheimer’s Association after dedicating years of service on local and national initiatives. He served as President, Treasurer, and Director of Finance for The Chartwell Golf and Country Club, where he was also a founding member of The Chartwell Foundation, an organization that provides grants to various organizations in his local community.
Chris is a native Marylander and a long term resident of Severna Park. He enjoys sharing free time with family and friends boating on the Chesapeake Bay, playing golf, or traveling to new destinations. He graduated from Calvert Hall College HS and attended Roanoke College in Virginia where he earned a B.S. in Business Administration in addition to serving as the Chairman of both the Academic Integrity and Judicial Board of Directors.
Marianne was raised in Severna Park, MD and graduated from Severna Park High School. She earned a Bachelor of Science in Business Administration and Marketing from the School Of Management at Boston University. She launched her professional career with Allnet Communications as a Telecommunications Specialist where she was responsible for providing communications and long-distance solutions to commercial accounts in the Washington DC, Northern Virginia, and Atlanta regions. Marianne retired from her sales and consulting positions to fully manage the administration side of her family’s packaging and paper manufacturing businesses for nearly 25 years. In 2017 she joined PERSICO Capital, where she now enjoys interacting with clients and managing the administrative and marketing functions of the firm.
Marianne has been an active member of the Junior League of Annapolis for over 25 years and served in many leadership roles and multiple terms as a member of the Board of Directors. When not volunteering within the community or her sons’ schools, she enjoys spending time with her family and friends boating, bike riding, and taking long walks with her dog Bugsy.