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