Chevy Chase, MD Office
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Princeton Global Asset Management LLC
Team
Firm-wide stats for Princeton Global Asset Management LLC
About
Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals (including high net worth clients) as well as pension, retirement, foundation and endowment clients. The firm also offers held-away account management for workplace retirement plans via a third‑party platform and may allocate client assets to independent managers for municipal bond management and option overlay strategies.
PGAM employs a fundamentally driven investment process that incorporates global macro, currency and geopolitical analysis to construct customized U.S., international and global equity, fixed income and balanced portfolios, with international exposure often implemented through ADRs. Accounts are typically managed on a discretionary basis with regular monitoring and reporting, and the firm uses third‑party platforms (including Schwab’s Managed Account Marketplace and Pontera) to implement certain strategies and rebalancing for held‑away assets.
The firm’s senior investment and product professionals have long tenures at large institutional asset managers and several leaders hold the CFA designation, reflecting an institutional background within a multi‑team boutique. PGAM’s explicit use of third‑party technology to manage held‑away accounts, facilitation of estate‑planning documents through an external service, and the combination of individualized discretionary management with institutional consulting and independent manager allocations are features that set its operating model apart from many similarly sized multi‑team firms.
Expertise
Location
Chevy Chase MD
Advisors at this office
2
Advisors at this office
Michael M
Series 63, Series 65
Chevy Chase, MD
Princeton Global Asset Management LLC
Michael Marsh is a financial advisor at Princeton Global Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, Northern Trust, and Rockefeller & Co. Marsh serves on the board of Jesuit Volunteer Corps USA, advising on program growth. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm uses a fundamentally driven investment process with global macro and geopolitical analysis to build customized portfolios, often incorporating third-party platforms for held-away account management and independent manager allocations.
Matthew G
CFP®, CFA®, Series 65, Series 66
Chevy Chase, MD
Princeton Global Asset Management LLC
Matthew Gelfand is a CFP® and CFA® with 21 years of experience in the financial industry. He is currently with Princeton Global Asset Management LLC and has held prior roles at firms including Bank of America, Merrill, Rockefeller Financial, and Tricolor Capital Advisors. Gelfand serves on the investment and compensation committees of The Forward Association, a charitable organization, and is a member of the Board of Advisors for The Journal of Taxation of Investments, contributing scholarly articles. Princeton Global Asset Management provides discretionary investment supervision and financial planning to individuals, pension funds, foundations, and endowments. The firm uses a fundamentally driven investment approach incorporating global macro, currency, and geopolitical analysis to build customized portfolios, often employing third-party platforms to manage held-away accounts and implement institutional consulting alongside individualized management.
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