Marcie MacKenzie is a Wealth Advisor at Charter Trust Company. She was with the firm from 2003 to 2004 and re-joined the firm in 2015. She is based in our Peterborough, NH office.
Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord NH. Working confidentially with individuals, families and institutions to increase wealth through asset allocation, investment management, and charitable giving; and preserve, protect, and transfer wealth through estate planning and business succession strategies, education and philanthropy. The company manages over a billion dollars in client assets and acts as fiduciaries for clients in 43 states and 3 countries.
Ms. MacKenzie received her Bachelor of Arts degree from Northeastern University. She also received a Paralegal Certificate from Northeastern and is currently enrolled in the American Bankers Association National Trust School. Once completed she will be sitting for the CTFA exam.
Prior to joining Charter Trust, Ms. MacKenzie worked in the legal profession for many years. She was a litigation paralegal for the firm of Hamrock, Tocci and Cass in Boston and gained extensive trial experience. She also worked with the firm of Harmon & Seidman a national copyright infringement firm as a litigation paralegal.
An active member of the community, Ms. MacKenzie and her husband live in Jaffrey with their two children. When not working she can usually be found watching one of her children’s sporting events or volunteering at a variety of school events.