Creating & Preserving Wealth for Generations

Margie works with clients on portfolio analysis and asset allocation design. Margie also plays an important role in her team’s client communication program. She has extensive experience working with both sponsors and participants in retirement plans, particularly 401k profit sharing plans. Margie has been serving the corporate investment community for over 20 years in the commercial banking and benefits areas. She earned her Bachelors Degree from Smith College and holds an MBA from Boston College.