Experience 5 Years
Maggie is a member of our private wealth services team responsible for supporting our clients with the implementation of their long-term investment strategy, and assuring that all aspects of account management run smoothly.
Maggie started her investment career as a portfolio analyst at BNY Mellon Wealth Management responsible for account maintenance, preparing client-facing materials, and resolving client questions and issues. Most recently, she was a senior portfolio analyst, where she supported wealth managers in a client service and reporting capacity for over $1 billion in client assets.
Maggie received a BA in Economics from the University of Connecticut.
I am an avid runner and hope to one day complete my first marathon.
We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.Read Article
The nearly $18 trillion securitized assets market started 2023 strong, but rising interest rates and concerns about US banks have recently weakened this sector of the fixed income market. What’s next? We spoke with GW&K’s Senior Securitized Analyst Brendan Doucette to get his take.Read Article