Mackenzie serves as a Portfolio Manager responsible for client relationship management, asset allocations, investment planning, strategy, and research. Prior to joining InterOcean Capital, Mackenzie was a Trader and Research Analyst with TrustCore. She also previously worked in Institutional Equity Trading for Wedbush Securities and Avondale Partners. Mackenzie earned a Bachelor of Music from the University of Oklahoma. She is a CFA charterholder and member of the CFA Society of Nashville.
8 Years Investment Experience
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