Margaret Hart

Client Service Manager

Education

BS in Liberal Arts and Professional Studies from Dowling College

Accreditations

Previous Experience
  • Retirement Brokerage Services with Fidelity Investments
  • Chase Investments
  • UBS
  • RBC
  • Morgan Stanley
Bio

Margaret is the Client Services Manager at Curi Capital, helping to support and implement the wealth management team’s full-service and holistic approach for the firm’s clients. She also aids the team as a North Carolina Notary Public.

Prior to her role with Curi Capital, she worked in the Retirement Brokerage Services department with Fidelity Investments, following time spent in New York with Chase Investments, UBS, RBC, and Morgan Stanley.

She earned a BS in Liberal Arts and Professional Studies from Dowling College. Outside of Curi RMB Capital, Margaret is an Artisan Soap Maker and owns a small business.