MARION ROCKWOOD, CFA Associate Portfolio Manager

Marion joined 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 B.A. in Economics, Environmental Studies, and Anthropology. Marion also currently serves as the marketing co-chair 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 CFA Society Boston.

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

 across New England, for the past 30 years!