Background
Margaret O’Leary, CIMA®, Director, joined SCM in 2016 and has industry experience since 1993. Mimi is a Senior Client Strategist responsible for the East/Northeast territory. Prior to joining SCM, she was a managing director at Enspire Investments responsible for national coverage with a focus on New England. Prior to Enspire, she was a managing director at Cedar Capital. Mimi received her B.A. from Roanoke College, and her M.B.A. from the University of New Haven. She holds the Certified Investment Management Analyst® designation.
Area of Focus
- Client strategist
Previous Experience
- Enspire Investments
- Cedar Capital
Education
- B.A. from Roanoke College
- M.B.A. from the University of New Haven
Affiliations & Professional Licenses
- Certified Investment Management Analyst®
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