Natalie E. McMahon

Director – Client Relations

Ms. McMahon serves as liaison between the firm and its clients. She is a first responder to our clients’ needs and ensures that their wishes are attended to in a timely fashion. She is responsible for scheduling portfolio reviews and assisting the team in providing our clients with innovative solutions. Along with maintaining client relations, Ms. McMahon is involved in all of the day-to-day aspects of the firm including account administration, assisting with wealth management services, branding, and communicating with the firm’s partnering institutions. Ms. McMahon is a graduate of the University of California, Santa Barbara with a BA in Economics and Mathematics.