As Vice President, NewEdge Wealth Operations, Margaret is responsible for developing and maintaining custodial relationships, working closely with advisors and client service teams to deliver a seamless and efficient client experience. With over 20 years of experience in the industry, she brings a wealth of knowledge to her role. Prior to joining NewEdge, Margaret held various roles in financial services and operations, most recently serving as a Transfer Agency Officer in State Street’s private equity sector, where she supported high net worth investors.
Margaret holds a Bachelor of Science in Finance from La Roche College. A Pittsburgh native, she enjoys traveling and spending quality time with her grandchildren outside of work.