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.

Board of Directors

Board of Directors

Board of Directors

Board of Directors

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

Advisors

Advisors

Advisors

Advisors

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

Our Mission

Our Mission

Our Mission

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.

Marstone is a leading digital wealth management platform dedicated to enhancing financial literacy and inclusion.

Advisory services offered through Marstone LLC. Marstone LLC is an SEC registered investment adviser.  Registration does not imply a certain level of skill or training.  The content is developed from sources believed to be providing accurate information.  The information is not intended to as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security or as specific investment advice for an individual’s situation.  Please consider your objectives before investing. Past performance does not guarantee future results. Investing involves risk, and there is the potential for loss with any investment, including the loss of principal.


Marstone Inc. is a financial technology firm and is an affiliate of Marstone LLC.  Any articles, awards, endorsements, or testimonials included on this website are related to Marstone Inc. and not related directly to advisory services offered through Marstone LLC. 

© 2024 Marstone, Inc. All Rights Reserved. Marstone and the Marstone logo are trademarks of Marstone, Inc. Patent Pending

Marstone is a leading digital wealth management platform dedicated to enhancing financial literacy and inclusion.

Advisory services offered through Marstone LLC. Marstone LLC is an SEC registered investment adviser.  Registration does not imply a certain level of skill or training.  The content is developed from sources believed to be providing accurate information.  The information is not intended to as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security or as specific investment advice for an individual’s situation.  Please consider your objectives before investing. Past performance does not guarantee future results. Investing involves risk, and there is the potential for loss with any investment, including the loss of principal.


Marstone Inc. is a financial technology firm and is an affiliate of Marstone LLC.  Any articles, awards, endorsements, or testimonials included on this website are related to Marstone Inc. and not related directly to advisory services offered through Marstone LLC. 

Marstone is a leading digital wealth management platform dedicated to enhancing financial literacy and inclusion.

Advisory services offered through Marstone LLC. Marstone LLC is an SEC registered investment adviser.  Registration does not imply a certain level of skill or training.  The content is developed from sources believed to be providing accurate information.  The information is not intended to as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security or as specific investment advice for an individual’s situation.  Please consider your objectives before investing. Past performance does not guarantee future results. Investing involves risk, and there is the potential for loss with any investment, including the loss of principal.


Marstone Inc. is a financial technology firm and is an affiliate of Marstone LLC.  Any articles, awards, endorsements, or testimonials included on this website are related to Marstone Inc. and not related directly to advisory services offered through Marstone LLC. 

Marstone is a leading digital wealth management platform dedicated to enhancing financial literacy and inclusion.

Advisory services offered through Marstone LLC. Marstone LLC is an SEC registered investment adviser.  Registration does not imply a certain level of skill or training.  The content is developed from sources believed to be providing accurate information.  The information is not intended to as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security or as specific investment advice for an individual’s situation.  Please consider your objectives before investing. Past performance does not guarantee future results. Investing involves risk, and there is the potential for loss with any investment, including the loss of principal.


Marstone Inc. is a financial technology firm and is an affiliate of Marstone LLC.  Any articles, awards, endorsements, or testimonials included on this website are related to Marstone Inc. and not related directly to advisory services offered through Marstone LLC.