Margaret Tao, Compliance Manager & Senior Paralegal

As Compliance Manager and Senior Paralegal, Margaret manages our firm’s compliance-related functions, including preparing and submitting all the firm’s regulatory filings, maintaining and monitoring the code of ethics, renewing insurance policies, and assisting in the review and drafting of legal documents. By defending our firm’s high ethical standards, Margaret continues to play a key role in expanding Pacific Current Group’s vision.

Before joining our team, Margaret worked with Russell Investments for 27 years, most recently as a compliance officer, where she performed global regulatory filings and educated investment associates about their compliance responsibilities. Previously, she supported Russell’s mutual funds as a paralegal.

Margaret graduated from the University of Washington with a BA in Business Administration. She tries to spend as much time as possible with her family and friends and enjoys skiing, hiking and traveling.

47° 16’ 30.108” N, 122° 28’ 5.602” W