Margaret Reid is a Vice President and Senior Portfolio Manager at The Private Bank at Union Bank. She manages investment portfolios on behalf of high-net-worth clients, trusts, foundations, and non-profit organizations. Reid joined Union Bank in 2013 and began her career in the investment industry in 2000 at Piper Jaffray. Prior to her current role at The Private Bank, Reid served as an Assistant Portfolio Manager during her seven years at Allianz Global Investors on their U.S. Large Cap Growth team. Margaret leverages her years of experience with a focus on providing investment management solutions tailored specifically to her clients’ goals.
Reid has a Bachelor of Arts from California State University, Sacramento and has been a CFA® charterholder since 2012. She is an active member of the CFA Society of San Francisco, having previously co-chaired their Women’s Initiative Network (WIN). She currently serves on the CFA Society of San Francisco’s Board of Directors.