Hi! I’m Marie, a financial advisor with progressive values

I started this journey with a prestigious internship in asset management at TCW after studying Applied Mathematics at UCLA. It lasted 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. 

The experience left me with a deep skillset, and a deeper longing to change an industry saturated in privilege, misogyny, and self-interest.

I don’t blindly take orders that I know will harm more than it will help. I’m not the planner who will identify the accountant that will help you pay zero taxes. I won’t help profit off of war or political instability for personal self-interest. I believe that healthcare and education should not be tied to a profit motive, and that deregulation has harmed more than it’s helped. 

If you don’t like my politics, you won’t understand my economics. My investing considers collective well-being in tandem with personal profit. I can show you how to balance market returns with the privilege of being shareholders.

I’m outspoken and opinionated. I’m a fiduciary for my clients, but also consider myself a friend and fiduciary of our planet, social justice, and good governance. 

So here I am, working to change our reality in the way that I know best — redefining wealth management.