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Marilyn SchajaVice President, Financial Advisor

  • 3 Dakota Drive
    #310
    Lake Success, NY 11042

Marilyn became part of CAPTRUST in 2018 when FCE Group merged with CAPTRUST. She serves as a vice president, financial advisor, and has been involved in the financial industry since 1983. She is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.

Prior to joining FCE Group in 2012, she was a senior vice president at the Permal Group, a fund of funds advisor. Marilyn also spent ten years at Ivy Asset Management as a director of client development, and 17 years at Donaldson, Lufkin, and Jenrette where she was a senior vice president. 

EDUCATION 

  • Bachelor of Science degree in economics from the State University of New York at Binghamton
  • Master of Business Administration degree in finance from the Stern School of Business at New York University

MEMBERSHIPS

  • Treasurer of the Board of Directors and the Chairman of the Finance Committee of the Fairways Community

 

Personal Profile

Hometown:
Manhasset, New York
Favorite Book or Movie:
The Art of Hearing Heartbeat | Lion
Ideal Dinner Guest:
My dad, Katie Couric, and Jimmy Fallon
Words to Live By:
Be kind whenever possible. It is always possible.
Qualities I Admire in People:
Honesty, compassion, and strong moral compass