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Benchmark Hires New Client Service Advisor
Marjorie brings extensive industry experience to Benchmark and will be overseeing client service and operations for the firm. She looks forward to fully integrating into the team and introducing herself to clients.
CINCINNATI, OHIO: – We are thrilled to announce that Marjorie Blair has joined Benchmark as our new Client Service Advisor, effective July 1st, 2024. She joins Benchmark with over 25+ years of experience at leading financial institutions such as Citicorp Investment Services, Charles Schwab, UBS Financial Services and Raymond James in New York, San Francisco, Sioux Falls and Cincinnati. Over her career, she has served in diverse roles including Client Services, Mutual Fund Sales, Compliance Officer, Trust Investment Management and Wealth Management.
Marjorie earned her Bachelor of Science Degree in Business Administration and a Minor in Economics at the State University of New York at Oswego. Her career has taken her throughout the country, but she has called Loveland home since 2005. She has one adult son, Tommy, who is a recent Ohio State University graduate.
Based in our Cincinnati office, Marjorie will contribute to our commitment to building strong relationships with clients and external partners. She will strive daily to provide exceptional client service by developing a deep understanding of our clients’ goals and objectives and collaborating with our team to implement wealth management solutions.
Marjorie actively gives back to the community, serving on the boards of local non-profit organizations and helping plan an annual race that raises funds for numerous local charities. She is also passionate about financial empowerment and education for women. In her free time, Marjorie enjoys hiking, exercise, travel, photography, and spending time with her son.
Please join us in welcoming Marjorie to the Benchmark team!
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