Margot works closely with our clients, advising on a wide variety of topics that range from portfolio questions and quarterly reporting to budgeting and planning. She has a special knack for listening, asking the right questions and finding the best resources to resolve ongoing client needs. Margot applies her nearly two decades of experience, bringing depth and wisdom to solving everyday concerns. She is skilled in our portfolio accounting and reporting system and is a liaison to our custodian, Fidelity.

Before joining Avalon, Margot worked at Baldwin Brothers, an investment advisory firm outside of Boston, for 15 years where she also worked closely with clients, managed partnerships and supervised compliance.