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Cynthia Gates, VP, Director of Operations

Cynthia is responsible for many of the firm’s business processes and workflows including portfolio reporting, data integrity, new adviser training, and client billing. She coordinates communication between our financial professionals and portfolio managers to ensure efficient account management. Cynthia addresses operational issues and strives to improve the day-to-day functions of the firm.

She began her career in financial operations in 2000, working as Project Coordinator at the Executive Offices of Community Banks, NA in Pennsylvania. After leaving Pennsylvania in 2002, she joined Capstone Consulting Group as Primary Securities Assistant and Operations Manager. In 2007, she joined Trademark.

Cynthia enjoys fishing, traveling, and drawing. She has a particular passion for military history and enjoys researching American warfare.