Meet our leadership.
Meet our highly experienced team, combining extensive knowledge in financial technology, investment management, and client service. With decades of collective experience, the team includes industry veterans who have held significant roles in leading financial institutions. Their expertise spans areas such as digital advisory solutions, portfolio management, and regulatory compliance, ensuring that clients receive sophisticated and reliable financial guidance. The team's commitment to innovation and excellence is reflected in their ability to deliver cutting-edge solutions that cater to the evolving needs of investors and financial professionals alike.
Margaret J. Hartigan
CHIEF EXECUTIVE OFFICER AND FOUNDER
Inspired to demystify finance for everyone, Margaret founded Marstone. Formerly a top-quintile financial advisor for 10 years in the Global Wealth Management Group at Merrill Lynch, she 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 serves on the NPX Charitable Board.
Robert Stone
CHIEF CREATIVE OFFICER AND CO-FOUNDER
Knowing that meaningful products and successful companies are built through exceptional user experiences and constant innovation, Robert teamed with Margaret to create a new kind of financial services firm. A co-founder of Stone Yamashita Partners, he has been a creative director for more than 30 years and is a graduate of the Art Center College of Design.
Christopher D. LaVine
CHIEF FINANCIAL OFFICER | CHIEF STRATEGY OFFICER AND CO-FOUNDER
With a focus on transformation through collaboration, Chris brings his experiences from over a decade in investment management and financial technology industry where he managed individual and institutional accounts at A.R. Schmeidler & Co., a $1.5 billion investment management company, along with other stints in banking and research. He holds a Bachelor of Science in Business Administration from the University of Richmond and received his MBA from the Darden School of Business at the University of Virginia. Chris is also a CFA Charterholder.
Jon Stockdill
CHIEF TECHNOLOGY OFFICER
Jon has a proven track-record of building and developing high performing, cross-regional teams in the consulting and business solutions sectors. With extensive background in front-end, back-end, and sysadmin, Jon was previously the CTO and co-founder of Kenzan, a software engineering and professional services company providing a broad suite of customized services including Platforms as a Service, Application Development, Cloud Virtualization and Consulting / Education. Jon has a Bachelor’s degree in Mathematics from Warren Wilson College, and a Post-Baccalaureate Certificate from Hunter College for Spatial Data Analysis and Mapping Science.
Nisha Cordero
CHIEF PEOPLE OFFICER & GENERAL COUNSEL
Growing a diverse, inclusive and collaborative team while bringing keen sense for business strategy and guidance, Nisha offers over twenty years of experience in the areas of legal practice, human resources, and management. Prior to Marstone, Nisha practiced as an attorney in the areas of commercial litigation, employment law counseling, and chancery court proceedings, and she co-founded and managed operations for an online retail business. She also served as Board President, Committee Chair and Member of the YWCA of Bergen County. Nisha holds a Bachelor of Science in Industrial Labor Relations from Cornell University and earned her J.D. from American University, Washington College of Law.
Zafar Iqbal
VICE PRESIDENT, PRODUCT DEVELOPMENT
Zafar has built high performing product cultures in organizations ranging from early-stage start-ups to Fortune 100 banks. Zafar led teams at DriveWealth, Capital One and E*TRADE where he transformed the product development process and launched new products incorporating modern principles including Design Thinking, Lean Start-up and Agile Development. Zafar holds a Bachelor’s of Science in Accounting from Syracuse University and an MBA from the Ross School at the University of Michigan.
ANTON V. SCHUTZ
Chairman and CEO, Mendon Venture Partners
BEN CHATRAW
Founder and Managing Partner, South Rose Capital
CARLOS IAFIGLIOLA
SEVP, COO, Amerant Bancorp
KRISTEN DICKEY
Former Managing Director, BlackRock
MARGARET J. HARTIGAN
CEO and Founder, Marstone Inc.
PETER KRAUS
Chairman and CEO, Aperture Investors
Former Chairman and CEO, AllianceBernstein
TONY SCAVUZZO
Managing Principal, Castle Creek Capital
KATHERINE CALVERT
Chief Marketing Officer, Khoros
THOMAS E. FREEMAN
Former Executive Vice President, SunTrust
JOHN LIFTIN
Former General Counsel and Managing Director, The D.E. Shaw Group
SETH MASTERS
Former CIO, AllianceBernstein - Bernstein Private Wealth Management
ALLISON NETZER
Chief Marketing and Strategy Officer, NYMBUS
KELSEY WEAVER
Founder, Empact Innovation and Former Publisher, Bank Director
Our mission is to enhance financial literacy, deepen financial inclusion, and humanize finance for all by enabling organizations to easily offer digital wealth services to their clients.
Marstone is the leading, independent provider of digital wealth solutions designed to improve your bottom line and help meet your customers where they are. Our enterprise-ready platform is the proven way for financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances.