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Biography

Maggie is a Senior Associate in the Boston office, where she works with trading and wealth service teams to ensure that allocation, settlement, and trading reports are reconciled for client accounts. She has been in the financial services industry for over 30 years and brings a well-rounded perspective.  

Prior to joining Cerity Partners, Maggie had a similar role as a Senior Trading Specialist at Prio Wealth. Before Prio Wealth, she held positions as a Municipal Bond Trader at Columbia Threadneedle Investments and RBC Capital Markets. 

Education

  • B.A.  in Business from St. Anselm College  

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Learn about our Privacy Policy

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.