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.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article