Maggie Traverso brings more than 15 years of experience in financial planning and investment management to Riverview Trust Company. A Certified Financial Planner and Accredited Fiduciary Investment Manager, she manages client portfolios and leads Riverview’s Investment Committee, contributing to the firm’s investment philosophy. Maggie is known for her problem-solving skills and passion for helping clients navigate their unique financial needs.
She graduated magna cum laude from Willamette University with a degree in Spanish and minors in economics and politics, and is a member of Phi Beta Kappa. Maggie also holds an Executive Certificate in Financial Planning from the University of Portland and is an honor graduate of Cannon Financial Institute’s Investment Management School.
Active in her community, Maggie is a member of the Southwest Washington Estate Planning Council and the Financial Planning Association of Oregon and Southwest Washington, and serves on the board and finance committee of the Children’s Center. Outside of work, she enjoys skiing, sports, and spending time outdoors with her husband, Joe, and their young daughter, Ellie.