Margie Carpenter

Prior to joining MAI, Ms. Carpenter held several positions in the financial advisory industry, including portfolio management, mutual fund analysis and marketing, and asset class research.
Her research has been published in the Journal of Financial Planning and she has spoken at industry association (FPA and NAPFA) meetings.
Ms. Carpenter earned her BA from Bates College and her MBA form Emory University’s Goizueta School of Business.
In addition, she is a Certified Financial Planner.
She is a member of the Financial Planning Association and serves on Hathaway Brown School’s Professional Advisory Committee.