Margo is a Client Relationship Manager at the firm. In this role, Margo works closely with clients, Trustees, tax preparers and Investment Advisors to provide support and maintain excellent client service. Margo is responsible for the administration of client accounts.
Margo joined our Client Service team as a Client Relationship Manager in 2018. Prior to this role, she worked in shareholder services, operations and tax. Previously, Margo worked at Northeast Investors Growth Fund and Northeast Investors Trust as an IRA Specialist. Margo is pursuing the Certified Trust and Fiduciary Advisor (CTFA) designation.
Margo lives in Plymouth, Massachusetts with her family. She has been with Northeast since 1998
Suffolk University, B.A. – 1993