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Carol B
Series 63, Series 66
Lake Forest, IL
Buss Capital Management, LLC
Carol Buss is a financial advisor with Buss Capital Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She is also a licensed real estate broker in Illinois and receives referral fees for real estate business, dedicating minimal time to this activity annually. Prior to her current role, she has been unemployed since 2012. Buss Capital Management, LLC is a small advisory firm with two representatives managing approximately $29.6 million for about 45 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, businesses, and not-for-profit organizations, using a client-centered approach that combines fundamental and technical analysis with a core buy-and-hold strategy supplemented by tactical positions.
Hal M
Series 63, Series 65, Series 66
Lake Forest, IL
Buss Capital Management, LLC
Hal Marcus is a financial advisor at Buss Capital Management, LLC with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at CitiGroup from 2013 to present, Citigroup Global Markets from 2007 to 2015, and Tioga Capital Management from 1997 to 2004. Buss Capital Management is a small advisory firm serving individuals, businesses, and not-for-profit organizations with portfolio management, financial planning, and consulting services. The firm uses a client-centered approach to develop tailored investment allocations and offers both ongoing advisory accounts and limited consulting options.
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