Margaret oversees all aspects of operations and provides support to Certis’ Investment Research and Client Service functions. Margaret’s primary responsibilities are comprehensive financial tracking and reporting, and in service of this, she creatively restructured the firm’s financial tracking and reporting systems. Margaret directs efforts to continually improve and customize Certis’ capabilities to best serve clients’ needs.
Margaret graduated from Claremont McKenna College with dual degrees in economics and organismal biology. She played varsity soccer and golf all four years at Claremont, and in her senior year, won the Division III golf National Championship both individually and as a team. As an ocean-loving, avid diver she is also a fully rated SCUBA instructor.