Maggie Davis

Manager, Client Integration & Operations

Biography

Maggie provides ongoing operational support to the Client Services team and works closely with families and their advisors as they onboard and begin their relationship with Willow Street. She oversees and implements an array of activities focused on providing a consistently exceptional experience to Willow Street client families.

Prior to joining Willow Street, Maggie worked for a Jackson-based family office where she managed a variety of properties, art collections, events, and processes. Previously, she spent nearly ten years at the National Museum of Wildlife Art in a variety of positions, including Supervisor of Visitor Services. Maggie earned a BA in Communication Studies and Public Relations from Carroll College.

Maggie is a Jackson native. When she is not in the office, Maggie enjoys spending time with her family and friends and traveling across the US and abroad.

Contact Information

Education

BA, Carroll College

Our People

Filters

Betty Andrikopoulos

Executive Managing Director

Matt Bahr

Director, Client Services
Willy Bemiss

Willy Bemiss

Relationship Manager

Alex Burtnett

Manager, Client Integration & Operations

Nate Bybee

Managing Director, Financial & Internal Control

Betsy Cabradilla

Managing Director, Client Integration & Operations

Christine Cameron

Relationship Manager
Tyler Case

Tyler Case

Relationship Manager

Maggie Davis

Manager, Client Integration & Operations

Rob Fiamengo

Relationship Manager

Caedran Flynn

Associate Director, Client Strategy

John Morgan Gates

Manager, Accounting

Anthony Gulla

Manager, Accounting

Melanie Hall

Relationship Manager

Phillip Harrington, Jr.

Chairman & CEO

George Hein

Associate Director, Client Services

Gracie Helms

Relationship Manager

Morgan Hill

Associate Director, Client Services

Michael Hodges

Director, Client Services

Barbara Hoeft

Independent Director

Payson Houfek

Director, Client Services

Layne Hutcheson

Associate Director, Client Services

Lisa Jennings

Office Manager

Luette Keegan

Vice President, Operations

Gina Kyle

Associate Director, Client Services

Stewart McIver

Managing Director, Finance & Operations

Amanda Mohnk

Managing Director, Client Services

Kea Molnar

Managing Director, Client Strategy

Claire O'Connell

Associate Director, Client Strategy

Tricia Overdyke

Executive Managing Director & COO

Janet Palermo

Manager, Accounting

Zach Pearson

Relationship Manager

Erin Rosenberg

Relationship Manager

Laurent Roux

Independent Director

Audra Schultheis

Manager, Client Integration
Megan Smith

Megan Smith

Relationship Manager

Shannon Stec

Relationship Manager

Abby Steinmann

Relationship Manager

Kelsey Tobin

Associate, Client Integration & Operations

Becky VanDuyne

Manager, Accounting

Rachel VanDuyne

Business Intelligence Analyst
Abegail Vetter

Abegail Vetter

Associate, Client Integration & Operations

Katie Warren

Associate Director, Accounting

Emmy Watsabaugh

Associate, Client Strategy

Scott Weaver

General Counsel & Chief Fiduciary Officer