SAVP, Wealth Compliance and CCO, CWB Wealth Management
“Always leave things better than you found them … especially people.”
A go-to expert on all things compliance, Marcy has an uncanny ability to make complex rules more comprehensible for colleagues and clients alike. She brings more than 25 years of asset management and compliance experience to the CWB Wealth team, helping to ensure that the firm complies with all regulatory requirements with the goal of helping clients achievement their financial goals.
Prior to joining CWB Wealth in 2023, Marcy held increasingly senior roles in portfolio and investment fund administration, regulatory reporting and compliance for bank-owned, insurer-owned and independent asset managers. She holds a B.A. in Economics.