Profil
Ms. Margaret Rowley is a Partner & Market Leader at Cerity Partners LLC.
She is on the Board of Directors at Cerity Partners LLC.
She has more than twenty-five years of experience in managing client relationships and providing comprehensive wealth management to wealthy individuals, multi-generational families, business owners, and executives.
She formerly led the firm’s Wealth Management practice.
Prior to joining Cerity Partners, she was a Managing Director and Client Advisor at J.P.
Morgan.
In this role, she was responsible for managing client relationships to ensure the seamless delivery of investment management, private banking, trust and wealth advisory services.
She focused on understanding clients’ current and future needs and successfully marshaling the firm’s resources.
She joined J.P.
Morgan Private Banking in 1991 (then First National Bank of Chicago) as a Private Banker and was promoted to Client Advisor in 2001.
Postes actifs de Margaret Rowley
Sociétés | Poste | Début |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Directeur/Membre du Conseil | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 1 |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |