Senior Client Services Associate

Marlene is dedicated to making clients and co-workers smile by assisting them in any possible way. Initially assisting the investment operations department, Marlene has become fully engaged in the client services department.

Greatest Professional Satisfaction

Providing exceptional fiduciary services to my clients.

Greatest Personal Satisfaction

Raising four wonderful children and providing the best summer camp experience for hundreds of campers (pre-K through 6th grade) and staff  (including professional teachers, counselors & counselors-in-training).