Marguerite Breslow

After 22 years as our Office Manager, Marguerite now serves in a part-time role as a Wealth Management Assistant, working exclusively with our Wealth Management team. She plays an important role in supporting the delivery of high-quality financial and investment services by maintaining strong compliance standards and attention to detail. Marguerite works closely with Jim to help develop and implement strategies designed to preserve and grow client wealth. She also partners directly with clients to gather information and assist with the smooth setup of their accounts, helping to ensure a seamless and positive client experience. 

Working part-time allows Marguerite to remain closely connected to the clients and team she values, while also enjoying the flexibility retirement provides. In her free time, she and her husband, Pete—who is also semi-retired—enjoy traveling and spending time pursuing shared personal interests.