Client Development Coordinator
Patty serves as Client Development Coordinator and is the initial contact for most prospective clients. She takes pleasure in speaking with people from all over the country discussing the services of McGill Advisors and explaining how this might be the firm needed to handle the management of their portfolio. Originally from the state of Vermont, she is a graduate of Skidmore College with a degree in math and economics. Her granddaughters, traveling, movies, theater, music, reading and embroidery are her passions. And she truly enjoys working at McGill Advisors.