MacKenzie Moorhouse

Client Associate

Leveraging three decades of industry experience, MacKenzie serves as a Client Associate supporting and helping to manage the firm’s North Carolina operations. In her role on the Client Services Team, she is tasked with daily account administration, management of custodial arrangements, and personalized, consistent support of valued client relationships. She currently serves on the Schwab Advisor Center Modernization Research Panel. Prior to joining the firm, MacKenzie held management roles in operational, compliance and sales functions at Legg Mason and several Norfolk-based brokers.

MacKenzie is a Hampton Roads native and studied Business Administration at University of Mary Washington. She is active with the Children’s Hospital of the King’s Daughters, serves on the Board of Western Branch Philanthropy and serves the United Way of South Hampton Roads as a member of the New Agency Certification Panel and Agency Funding Review Panel. Her passion for animals keeps her involved with local shelters and rescue organizations as well. Her personal interests include travel, cooking, entertaining and spending time with her husband, son and puppies.

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