Marguerite is the Chief Operating Officer of Wilmington Trust Emerald Family Office & Advisory®, where she leads a platform of strategic advisory services tailored for executives, entrepreneurs and their families. As National Director of Family Legacy Strategies, she oversees a national team of wealth planners, accountants and legacy advisers, delivering personalized estate, succession and legacy planning solutions to high-net-worth clients.
Before joining Wilmington Trust, Marguerite was an associate at PricewaterhouseCoopers in Philadelphia. She holds a JD and LL.M. in Taxation from Villanova University and dual bachelor’s degrees from the University of Maryland.
Recognized by the American Bankers Association as a 40 Under 40 in Wealth Management honoree (Class of 2021), Marguerite is also an adjunct professor at Drexel University’s Klein School of Law. She serves on the executive committee of the ADL’s Greater Philadelphia regional board and co-chairs its DEIB committee.
Her leadership extends to roles with WOMEN’S WAY and the Philadelphia Bar Association, where she has served as liaison to the Board of Governors and co-chaired the tax committee. She has been quoted and written for outlets including InvestmentNews, Bloomberg Law, U.S. News & World Report, Yahoo! Finance and more.
Website: www.wilmingtontrust.com | LinkedIn
