As a Registered Portfolio Administrator, Margie provides administrative, operational, and trading support for a number of managed accounts. Margie also works closely with several of BLBB’s financial advisors to meet a wide variety of client needs. Margie is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Registered Representative (Series 7).
Prior to joining BLBB Advisors in 2008, Margie was a Vice President with Walnut Asset Management, LLC and a Registered Administrative Assistant with Rutherford, Brown & Catherwood, LLC (Walnut’s affiliated broker-dealer), positions she held for eighteen years. Prior to 1990, Margie worked for W.H. Newbold’s Son & Co, Inc. and Paine Webber Jackson & Curtis, Inc. Before joining the financial services industry, Margie spent four years as a fourth grade teacher.
Margie is a graduate of Shippensburg State University with an M.A. in Elementary Education and a graduate of Cedar Crest College with a B.A. in Elementary Education and Psychology.