INVESTING FOR A BETTER WORLD

"I want to change the world through finance and investing."

Margaret M. Towle, CIMA®, CPWA®, Financial Advisor, is former Managing Director-Wealth

Management/Senior Portfolio Manager and Global Institutional Consulting at Merrill Lynch.

Working out of the Bainbridge Island, Washington office, she offers investment advisory

services to ultra high-net-worth individual and institutional clients, including foundations &

endowments, retirement plans and family offices.

Margaret has over 30 years experience in the industry as an asset manager and advisor,

including her role as executive vice president and CIO at Northern Trust Global Advisors, where

she was responsible for managing assets in excess of $25 billion across all asset classes,

including alternative investments and as Director of Research at a multi-family office advisory

firm. Her areas of specialties include Outsourced CIO, Asset Allocation, Alternative Investments,

and Impact Investing.

Margaret was nominated and recognized as “Top 50 Women in Wealth Management” and is

the recipient of IMCA’s Stephen L. Kessler Writing Award. She is a founding board member of

the Center for Women and Democracy at the University of Washington, and an angel investor in

100 Women in Hedge Funds. She served on IMCA’s board of directors from 2009 to 2014 and is

Editor-in-Chief of the “Journal of Investment Consulting” and the “Investments & Wealth

Monitor” editorial advisory board. She is a member of the investment committee of the YWCA

Seattle/King/Snohomish. Margaret is Editor of Masters of Finance: Interviews with Some of the

Greatest Minds in Investing and Economics (2014) and has appeared on CNBC and Bloomberg.

Margaret earned BA, MA, and PhD degrees, with emphasis in political economy and public

finance, from the University of Washington-Seattle. She was a Kaufman Fellow at the Center for

Entrepreneurial Leadership and completed the Executive Education Program in Risk

Management at the Booth School of Business University of Chicago and completed

post-graduate studies in quantitative methods at the University of Michigan- Ann Arbor.