Michelle Mauceri

Client Coordinator


Michelle is no stranger to assisting clients and giving them an exceptional experience.  She has more than 10 years’ experience in the industry including affiliations with Reuters, Thompson Global and Oppenheimer Inc.  Michelle uses her past experiences to work closely and effectively with clients.  She responds to a wide range of service requests in a prompt, responsible and professional manner. 

Other responsibilities include providing support in asset transfers, portfolio analysis and performance reporting and new account processing. 

Michelle enjoys spending time with family and has a passion for fitness and nutrition.  She holds a BBA degree from Maryland Towson State University.