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Margaret Towle

Managing Director, Merrill Lynch Wealth Management


Dr. Margaret M. Towle, CAIA, CIMA®, CPWA®, is Managing Director-Wealth Management/Senior Portfolio Manager and Global Institutional Consulting at Merrill Lynch. Margaret has over 30 years’ experience in the industry as an asset manager and investment advisor. Her area of specialty is advising ultra high-net worth families and foundations & endowments on; impact investments, Outsourced CIO services, asset allocation strategies, and non-traditional investments.

Margaret is a member of the Bank of America Impact Investing Council and Oxford Impact Investing Advisory Council. She is a board member of the non-profit association of Plantagon, a sustainable urban agriculture company based in Sweden and a founding board member of the Center for Women and Democracy at the University of Washington. She is an angel investor in 100 Women in Hedge Funds and a member of the investment committee of the YWCA Seattle. She is Editor-in-Chief of the “Journal of Investment Consulting.”

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, University of Oxford (England) Impact Investment Programme, and post-graduate studies in quantitative methods at the University of Michigan- Ann Arbor. Margaret has published in the areas of finance and economics and has appeared on CNBC and Bloomberg.

* Chartered Alternative Investment Analyst (CAIASM) is a professional designation offered by the CAIA Association. Investment Management Consultants Association, (IMCA®), is the owner of the certification marks CPWA®, Certified Private Wealth Advisor, CIMA® and Certified Investment Management Analyst®.