Marjorie is a Client Advisor at 1919 Investment Counsel. In her role, she works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is on understanding each client’s unique goals in order to develop and implement tailored solutions to meet their long-term wealth and investment objectives. Marjorie is a member of the Third-Party Advisory Group.

Before joining the firm, Marjorie worked at TD Ameritrade and Pershing Advisor Solutions providing custody solutions to financial advisor firms. Marjorie began her career at Scudder Stevens & Clark, servicing individual and institutional clients. During her ten years, she held several client relationship positions in their financial intermediary, retirement, and mutual fund divisions.

In her spare time, Marjorie enjoys spending time with her husband and three children, skiing, and watching soccer.  She looks forward to visiting her extended family in Boston each summer.

Marjorie received an M.B.A from Simmons Graduate School of Management and a B.A. in Financial Economics from St. Anselm College. Marjorie is a CFP® professional.