Marion Rockwood, CFA

Associate Portfolio Manager

Marion joined The de Burlo Group in 2012 and serves as Associate Portfolio Manager. She oversees the environmental, social, and governance (ESG) research team, which evaluates current and potential portfolio investments. The team also ensures that each investment adheres to our clients’ needs and values. Marion is a graduate of Oberlin College, where she earned a Bachelor of Arts degree in Economics, Environmental Studies, and Anthropology, and of Boston University, where she earned a Master of Business Administration degree. Marion is a former co-president of the Boston Chapter of Building a Sustainable Investment Community (BASIC), a sustainable, responsible and impact (SRI) investing professionals’ group. She holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.