Margaret Werner

Senior Client Associate, Associate

Margaret Werner is a Senior Client Associate in the Rockefeller Global Family Office. She helps support the Greenwich office in providing clients with investment advisory and family office services. Margaret graduated Cum Laude from Amherst College with a BA in French and Psychology. She is also an alumna of Girls Who Invest, an organization dedicated to increasing the presence of women in the financial sector. Margaret is a racquet sports enthusiast who captained the Amherst women’s squash team during the 2020-21 season. She holds the FINRA SIE, Series 7, and Series 66 licenses.