Marc Odo, CFA, CFP, CAIA serves as Director of Applied Research and is responsible for working with Zephyr clients to ensure Zephyr’s products answer their manager search and selection, reporting, research and asset allocation needs. Marc has spent his career in the financial space and therefore has extensive industry-specific experience along with valuable research and Zephyr software knowledge. Prior to joining Zephyr, Marc was a portfolio manager with Accessor Capital Management, a mutual fund company based in Seattle that utilizes institutional money managers to sub-advise their mandates. Preceding that, Marc was with Pacific Portfolio Consulting, a RIA catering to high net worth individuals and ERISA plans. In both positions, Marc was the resident Zephyr expert. Marc graduated from the University of Washington in 1996. He was awarded his CFA charter in 2003, his CFP license in 2008 and the CAIA designation in 2009. Marc joined Zephyr in 2003.