Inspired to help demystify finance and make financial literacy and inclusion possible and accessible for all, Margaret founded Marstone, an enterprise-ready tech platform for financial institutions.
Marstone offers a flexible wealth management solution that enables financial organizations to efficiently and affordably reach, acquire, and retain more clients through its core-agnostic offering that meets client needs as their financial position matures.
Prior to starting Marstone, Margaret was a top quintile financial advisor for 10 years in the Global Wealth Management Group at Merrill Lynch, split between New York and San Francisco. A graduate of Brown University, Margaret is an active leader in the alumni and major development efforts at both Brown University and Phillips Exeter Academy. She’s a member of the Milken FinTech Advisory Committee, and a former trustee of Sonoma Academy, in Santa Rosa, California.