As the Team Leader for the Wealth Management Group in New York Margaux is responsible for overseeing a team of advisors who provide wealth management strategies for the bank’s high net worth clients. She ensures affluent and high net worth clients have access to professionals focused on deposit/banking services, investment management, private mortgage banking, trust services, and financial/retirement planning.
Based on her strong international expertise, she is responsible for evaluating the bank’s high net worth clients needs by providing her unique expertise in international estate, tax investment and financial planning. She works closely with clients to uncover their unique needs, and delivers advanced and fully integrated planning solutions.
Before joining Bank of the West, Margaux was the Managing director of Columbus Consulting Group a consulting firm specialized in assisting international person establishing in the United States. Prior to that, she held the position of “Notaire” in a private law practice in France.
Margaux earned a PhD in Wealth Management from Aix-en-Provence University, in France. She also graduated professional certificates from New York University. She holds Series SIE, 7 and 66 securities licenses.
She is a fluent French speaker.