Marshall Green

Marshall Green is a Director at Merit Advisors, where he leads the firm’s business development efforts.

He joined Merit in 2025 after more than 15 years in institutional equity sales. Most recently, Marshall served as a Vice President in the investment banking division at UBS, managing relationships with institutional investors and senior executives at publicly traded companies. Earlier in his career, he worked at a boutique oil and gas investment bank in Chicago and began his career trading commodity futures at the Chicago Board of Trade.

Marshall earned a Bachelor of Arts in Political Science from Auburn University.

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Rewards of Merit

Explore our case studies to see how Merit helps energy companies unlock trapped value.

Maximizing Energy Storage Tax Credits & Incentives

Power & Infrastructure
Case Study

This energy infrastructure provider switched to Merit after a prior advisor fell short in capturing available incentives.

Saving $100 Million for Utility-Scale Projects Across Texas

Power & Infrastructure
Case Study

Merit coordinated 12 abatements across six utility-scale power projects, securing critical tax savings while meeting tight deadlines.

Protecting At-Risk Property  Tax Abatements

Power & Infrastructure
Case Study

Merit preserved critical abatements after our client’s prior advisor made an error that jeopardized significant savings.