Marstone was conceived and developed by an ensemble of experienced designers, technologists, and wealth-management practitioners. We have created a new breed of digital-wealth advisory solutions to meet the demands of today’s consumers, investors, and finance professionals.
Margaret HartiganChief Executive Officer
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.
Robert StoneChief Creative Officer
Knowing that meaningful companies and products are built upon user-centered innovation, Robert teamed with Margaret to create a different kind of financial-services company—one that mirrors the relevance, the values, and the trusted experiences of other consumer brands we all know and use.
Robert has been a creative director and graphic designer in San Francisco for over thirty years. In 1994, he co-founded Stone Yamashita Partners, a design-focused consulting firm that helps leaders and their companies define and navigate strategic change. Robert has worked within a broad range of industries to design product, culture, leadership, innovation, and brand experiences, for both corporate and consumer audiences. His clients have included Apple, IBM, HP, Wells Fargo Bank, Bank of America, Four Seasons Hotels, The Coca-Cola Company, eBay, The Gap, Levi Strauss & Co., PBS, Human Rights Campaign, and the San Francisco AIDS Foundation. His work has received awards in a number of design publications and organizations, including Communication Arts magazine, Print magazine, and AIGA.
Robert received his BFA in graphic design from Art Center College of Design in Pasadena, California.
Tim PorterVice President, Technology
For more than 20 years Tim has been a recognized technology innovator and thought leader, working across a variety of industries including financial services, competitive intelligence, corporate retail, and government. Most recently, Tim was with LPL Financial, the largest independent broker dealer in the U.S., leading several progressive investor, adviser, and back office solutions—including digital advice. Prior to LPL, Tim held leadership positions with numerous entrepreneurial companies that leveraged technology to disrupt traditional processes and ways of thinking for consumers and institutions, including Current Analysis and Claraview. He also worked on other ventures exploring pattern recognition, geo-analytics, and document management. As a consultant to start-ups, Fortune 500 companies, and government agencies, Tim’s focus was on utilizing large amounts of information to improve decision making and automation.
Tim is an avid sailor and has held a few positions with di erent sailing organi- zations. He has been a speaker at several universities, most recently providing lectures to MBA candidates at George Mason University. Most importantly, he is the proud father of four children.