Maggie is a private client relationship advisor at Brown Advisory. She serves as a trusted resource and thinking partner for clients and helps them translate their plans into concrete actions. She has more than 10 years of experience partnering with clients and focuses on multi-generational families, endowments, foundations and trust administration. Maggie also advises clients on their financial, estate and philanthropic plan, and provides comprehensive fiduciary administration for large and complex relationships. Prior to joining Brown Advisory Maggie worked as a portfolio associate at Investment Counselors of Maryland. Maggie is a Certified Trust and Financial Advisor, Charter Advisor in Philanthropy and a graduate of Elon University.
Education
- Elon University, BS
Community Involvement
- Invest In Girls, Inc. Fellowship Program Leader
- New York Junior League Committee Chair
- Daughters of the American Revolution, Secretary
- Phi Mu Alumni of New York
