Vice President - Operations
Margaret is the Vice President of Operations. She has over 30 years of experience in the financial services industry. She prides herself on developing strong customer relationships as well as maintaining professional relationships with various outside vendors including third-party money managers, broker dealers, and clearinghouses. She is responsible for compliance, staff training, and opening all new accounts.
She enjoys spending time outdoors, especially with her husband Mark and labradoodle Gracie, and of course, rooting for her hometown Buffalo Bills.