About Mackenzie
Mackenzie is dedicated to client relationship management, asset allocations, investment planning, strategy, and research.
Prior to joining The Colony Group, which ultimately merged with Focus Partners Wealth, Mackenzie worked at InterOcean Capital as a Portfolio Manager, at Avondale Partners and Wedbush Securities in institutional equity trading, and at TrustCore in research and trading.
Outside of the office, she enjoys trying new restaurants and cheering on the Oklahoma Sooners.
Education and Professional Milestones
- University of Oklahoma - Bachelor’s Degree
- Member of the CFA® Society of Nashville
Mackenzie is dedicated to client relationship management, asset allocations, investment planning, strategy, and research.
Prior to joining The Colony Group, which ultimately merged with Focus Partners Wealth, Mackenzie worked at InterOcean Capital as a Portfolio Manager, at Avondale Partners and Wedbush Securities in institutional equity trading, and at TrustCore in research and trading.
Outside of the office, she enjoys trying new restaurants and cheering on the Oklahoma Sooners.
Education and Professional Milestones
- University of Oklahoma - Bachelor’s Degree
- Member of the CFA® Society of Nashville