MARION ROCKWOOD, CFA Associate Portfolio Manager

Marion joined The de Burlo Group in September 2012 and serves as Associate Portfolio Manager. She analyzes investments from a social responsibility perspective, conducts equity research, places trades, and provides administrative and technical support to the operations team. Marion is a graduate of Oberlin College, where she earned her Bachelor of Arts degree in Economics, Environmental Studies, and Anthropology. Marion also currently serves as the co-president of the Boston Chapter of Building a Sustainable Investment Community (BASIC), a sustainable, responsible, and impact (SRI) investing professionals’ group. She holds the Chartered Financial Analyst® designation and is a member of the Boston Security Analysts Society and the CFA Institute.

Assisting indivuals, corporations & religious/non-profit organizations with financial investing,

 across New England, for the past 30 years!