Margaret Bernier
FUND ACCOUNTANT

Maggie’s responsibilities include all aspects of fund administration such as fund accounting, NAV preparation and client relations. She regularly performs various statistical and quantitative analysis including peer group analysis, relative performance analyses as well as compilation and analysis of risk/return profiles for Sandalwood funds and managers.

She began her career at AXA Financial working in customer relations. Before joining Sandalwood in 2004, Maggie managed a reconciliation team at Mellon Financial where she performed a wide array of accounting and reconciliation duties.

Maggie received a BA in Mathematics from Manhattan College in 1997.

Email: mb@sandalwoodsecurities.com