Jeffrey P. Marsico

Executive Vice President
Email address: jmarsico@kafafiangroup.com
Extension Number: 120

Mr. Marsico is Executive Vice President of The Kafafian Group, Inc. His specialties are building client-specific performance measurement models and facilitating the development of client strategies, which includes mergers & acquisitions and operations consulting engagements. He is a member of the firm's profitability implementation team that has achieved a 100% success rate in building tailored performance measurement models. As part of the strategic consulting team, he has analyzed and facilitated strategy development for dozens of community financial institutions resulting in documented strategic plans to guide client employees and improve performance. He has negotiated, analyzed, and advised Boards of Directors regarding bank mergers and acquisitions resulting in whole institution and branch sale transactions with values in excess of $500 million, including the only reverse merger-conversion where the converting thrift acquired a commercial bank.

Mr. Marsico has over fourteen years of financial industry experience, including: IT and Trust operations with Northeastern Bank of Pennsylvania (now PNC Bank, NA); retail branch management and strategic planning with First Maryland Bancorp (now M&T Bank); and financial institution mergers & acquisitions, consulting, and capital formation with Tucker Anthony Sutro Capital Markets (now RBC Capital Markets). He served seven years as a Military Intelligence Analyst in the United States Navy, earning three Navy Achievement Medals, the Kuwait Liberation Medal, the Southwest Asia Service Medal, the Combat Action Ribbon, Sea Service Ribbon, and other various commendations.

He received his bachelor’s degree in Professional Studies/Business Administration from the University of Hawaii and his MBA from Lebanon Valley College. Professional education includes the AMIfs Institute, NASD Series 6 and 7, and the U.S. Navy systems administrator designation from the University of West Florida. He is a member of AMIfs and participates on various charitable committees.