Marie is an Assistant Vice President on our Client Operations team, based in Philadelphia but supporting advisors in both the Philadelphia and Potomac offices.

Marie has over 15 years of experience in the wealth management industry, spending the last decade in back-office operations and most recently working as a client operations coordinator for myCIO Wealth Partners.

In her spare time, Marie enjoys spending time with her large family, cooking huge Sunday dinners, baking, and traveling.

Previous Experience

  • Client Operations Coordinator at myCIO Wealth Partners, LLC
  • Life Sales Development and Case Design Specialist at Underwriters Marketing Service
  • Junior Financial Advisor / Marketing Coordinator at Franklin Planning

Education & Credentials

  • Kaplan University