Mike began his professional career at KPMG Boston where he was a consultant to private equity companies, specifically tax exposure remediations and buy-side due diligence engagements. Most recently, Mike was an Associate at GW & Wade (a Wellesley, MA based RIA) where he worked in tandem with a senior partner managing over $700 million in client assets. He was responsible for developing custom portfolios, preparing 200+ annual tax filings for individuals, trusts, and businesses, building estate plan outlines, and counseling clients through each juncture of their professional and personal lives. He attended Boston College High School ('14), Providence College ('18), and received his JD from New England Law - Boston ('21).

We would like to welcome Mackenzie as the Branch Operations Manager at Oppenheimer Boston!

Mackenzie brings 5 years of experience in the industry. She spent the last year as a Registered Client Service Associate at Morgan Stanley. Prior to that, Mackenzie was a Registered Client Service Associate at Oppenheimer in the Boston office where she obtained her Series 7 and Series 66 licenses. Mackenzie graduated from Boston University in 2020, with a bachelor’s degree in business administration and a concentration in finance. While attending BU, she was also a member of the Division 1 women’s lacrosse team.

Mackenzie grew up in New Hampshire, and currently resides in Dorchester, MA. Outside of work, she enjoys coaching lacrosse, attending workout classes, reading at the beach, and walking her mini dachshund, Pickle.