Marianne is a Senior Portfolio Manager at The Colony Group. She joined the firm in 2022 and is based in our Concord, NH office. As a Senior Portfolio Manager, Marianne works as part of a team that provides comprehensive wealth management solutions for clients. She also assists with initial and ongoing due diligence of investment managers for inclusion in client portfolios.
Marianne has over 24 years of experience in the financial industry. Before joining The Colony Group, she worked at Bar Harbor Wealth Management and Ledyard Financial Advisors providing investment management services for both family and institutional clients. Prior to that, she was with R.M. Davis, Inc. in Portland, Maine as well as GMO (Grantham, Mayo, Van Otterloo) and Investor’s Bank and Trust in Boston.
Marianne graduated cum laude from Tufts University with degrees in International Relations and Spanish. She received the Chartered Financial Analyst (CFA) designation in 2007.
Outside of the office, Marianne can be found either skiing with her family or watching their ski races during the winter or their soccer, baseball and softball games during the fall, spring and summer.