Marjorie is a client service associate based in one of our New York City offices. In this role, she is responsible for the day-to-day servicing of client accounts, including new client onboarding, account maintenance, and overall advisor team support.
Currently residing in Manhattan, Marjorie is a huge dog lover and enjoys collecting house plants and traveling.
Education & Credentials
- BA, Lafayette College, Film & Media Studies, minor in Art
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.