Associate — Institutional Services
(646) 845-0715
Mackenzie joined Wolfe Trahan & Co. as an Associate on the Institutional Services team in November 2008. He focuses on U.S. institutional account coverage and on expanding the firm’s client base. Prior to joining Wolfe Trahan, Mackenzie worked at UBS Financial Services Inc. for two years in the Private Wealth Management division. At UBS, Mackenzie worked as part of a team that managed investment portfolios for high net worth individuals and families. He was primarily involved with client communication and the development and execution of the team’s investment strategies. Mackenzie also spent time on the design of the UBS platform for stock option execution and restricted stock sales.
Mackenzie graduated from Georgetown University’s undergraduate McDonough School of Business with a Bachelor of Science degree. He currently lives in Manhattan.