Marjorie Van Doren

Director of Finance & Client Services

Marjorie formerly served as Finance Manager of a $1B crypto family office where she managed the on-boarding of a new portfolio management system and was responsible for the tracking of the family's liquidity, philanthropic endeavors and year-end tax papers. She also served as the Manager of Family Office Services for a new launch family office, where she designed and implemented the operational infrastructure for the family's Trusts, Foundations and Investment Partnerships.

Marjorie started her career with 12+ years of public and private accounting experience, with a focus on tax and partnership accounting.

Marjorie earned a B.A. in Business Management Economics with a concentration in Accounting from U.C. Santa Cruz.