Marjorie is a Client Advisor at 1919 Investment Counsel, LLC, partnering with the Portfolio Management team to provide clients with investment and financial planning solutions. She draws on over 20 years of experience in the securities industry.
Before joining 1919 Investment Counsel, 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 retirement and mutual fund divisions.
Marjorie received an MBA from Simmons Graduate School of Management and a B.A. in Financial Economics from St. Anselm College.
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.