Maggie serves as a Director at Cresset. In this role, she collaborates with clients to help them meet their financial goals by providing personalized investment advice and comprehensive wealth strategies.
Prior to Cresset, Maggie was a Director on the Partner Advisory team at CH Investment Partners. Before that, she spent three years with J.P. Morgan’s Private Bank in Dallas. At J.P. Morgan, Maggie helped provide investment management, lending, and banking services to ultra-high-net-worth clients.
Maggie graduated from the University of Florida with a bachelor’s degree in finance and a master’s degree in international business. She is a member of the Junior League of Dallas and is actively involved with Habitat for Humanity.