Maria joined Delegate in October 2024 in the role of Advisory Associate. Maria joins our Advisory Team, monitoring and fulfilling client needs, long-term projects, and requests on a daily basis.
Maria comes to Delegate bringing with her six years of experience in wealth management field. As a Senior Registered Client Service Associate at Stifel, she attended to daily client service requests from onboarding and trading, to reporting and planning. Maria enjoys getting to know clients and their families, executing their investment goals and attending to their various needs.
Maria was born and raised in Moscow, Russia. She played tennis growing up and received a full scholarship to study at East Carolina University, where she earned her BS in Business Administration, Finance and Management.
College is where Maria met her husband, Jackson. They have recently become new parents and are enjoying parenthood together. They also have a dog whose name is Bogey. In their free time, you can find them spending time with their son and/or friends and family or playing pickle ball.