Marge MacLennan

Marge MacLennan is Principal and Chief Financial Officer at Cannell & Spears, a New York-based investment advisory firm where she has served since 2007. In her role, she is responsible for ensuring high-quality client service across transfers, custom reporting, and overall client relationship management. Her remit includes overseeing firm operations and contributing to financial oversight and compliance within the investment advisory practice.

Marge’s investment expertise lies in managing diversified portfolios for high-net-worth individuals and institutional investors, with a particular focus on multi-asset class strategies and client-tailored solutions. She supports the firm's approach to comprehensive wealth management, though public sources do not specify coverage of narrowly defined sectors or industries.

Before joining Cannell & Spears, Marge held positions as an accountant at Benzak Investments and as a database analyst at Victory Capital Management, developing strong financial operations and analytical experience. She holds an MBA in Finance and a Bachelor of Science in Marketing from the University of Connecticut, empowering her with broad credentials in finance and business administration.