Inspired to create an investment platform to help demystify finance for investors and enable institutions to better engage and retain clients, Margaret founded Marstone, a digital wealth platform available for white-label to existing financial institutions. For retail investors, the Marstone platform puts users at ease with their financial lives by offering holistic account analysis, personalized portfolio creation, and unparalleled user experience. For institutions, the Marstone platform augments client acquisition, enhances asset retention and improves operational productivity while avoiding disintermediating the advisor or institution from the client relationship.
Prior to starting Marstone, Margaret was a top quintile financial advisor for ten years in the Global Wealth Management Group at Merrill Lynch, split between New York and San Francisco. Margaret, along with the Marstone ensemble of designers, technologists and wealth management professionals, has developed a new breed of financial tools and investment solutions that are intuitive, useful and broadly relevant. Marstone is fully integrated with Pershing, a BNY Mellon company, and is a proud IBM Business Partner.
Margaret is a graduate of Brown University, a former trustee of Sonoma Academy in Santa Rosa, California, and an active leader in the alumni and major development efforts at Brown University and Phillips Exeter Academy.