Margie leads the team’s administrative and internal operations, overseeing process optimization and the execution of key organizational initiatives. She ensures the firm’s internal functions run efficiently and align with its strategic objectives.

Before joining Witness Investment, Margie spent over two decades with the wealth management team at BNY Mellon. There, she excelled at adapting to evolving business needs and led numerous project management and special initiatives that enhanced operational performance and client service.

Margie brings a wealth of experience in financial administration, organizational leadership, compliance and project execution to her role, supporting Witness Investment’s continued growth and operational excellence.