Marjie Paddock, AIF®, IACCP®
Marjie Paddock AIF®, IACCP® is a Director of Compliance at Cresset. Marjie began working in the financial services industry in 1999 and has held a variety of positions in branch offices at three previous firms: UBS, Merrill Lynch and HighTower. Over time, Marjie focused on Compliance which provides her an opportunity to help enable business growth and manage risk. She first joined Cresset in August of 2018 as a consultant and, later, was pleased to solidify her relationship with Cresset as an employee.
Marjie received her B.A. in Economics from Reed College. She is an Investment Advisor Representative of Cresset Asset Management. Marjie holds the Investment Adviser Certified Compliance Professional® (IACCP®) demonstrating the completion of a comprehensive program that formalizes and standardizes the knowledge, skills and ethical commitment of investment advisory compliance professionals. Marjie also holds the Accredited Investment Fiduciary designation representing a thorough knowledge of and ability to apply fiduciary Practices.
In her free time, Marjie enjoys fixing up her 1890s farmhouse, gardening and sewing. She and her husband also take pleasure in visiting with their six grown children, two grandchildren and extended families.