Prior to joining Havener Capital in 2021, Marilyn was a Senior Product Strategist at Muzinich & Co., a $35 Billion dollar credit manager in New York City. Marilyn also served as the Director of Research/Market Strategist for an oCIO firm outside Boston, Nu Paradigm Investment Partners, working closely with clients to provide solutions and solve portfolio challenges. She also has vast experience as a manager research analyst, having worked at Willis Towers Watson and Evaluation Associates (now, Mercer) working on global research teams to perform manager due diligence, investment manager selection and analysis.
Marilyn is a graduate of Quinnipiac University with a Bachelor of Science in Finance (minor in economics), cum laude. She was the President of the Economics and Finance club, and the first portfolio manager of the student run endowment fund. Marilyn holds the FINRA Series 66 and also passed the FINRA Series 7 exam.
She resides in coastal Connecticut with her husband and two children and her Cavapoo, Daisy. Marilyn is an avid boater and lives for the summertime with her family, navigating the waters of Long Island Sound. Aside from spending time with her family, Marilyn loves culinary arts and can often be found cooking for a crowd and entertaining.