Team

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.