Marguerite Robinson, CFP®

Private Advisor, Managing Director

Marguerite S. Robinson, CFP®, is a Senior Client Advisor and Managing Director in the Rockefeller Global Family Office based in New York City. Marguerite has more than 30 years of industry experience and provides client service and investment advice to high-net-worth families, trusts, endowments, and foundations on multi-asset class portfolios. Marguerite is a Certified Financial Planner™ professional and completed a certificate program in Financial Planning through New York University School of Continuing and Professional Studies. Marguerite holds a B.A. degree (Honors) from the New School University in New York and a Diploma in Marketing and Merchandising from UCLA Extension in California. Marguerite is a member of the Financial Planning Association® (FPA®) of New York. Marguerite holds her FINRA Series 7 and Series 63 licenses. Marguerite currently serves on the Investment Committee of the Woodstock Foundation.