Page 35 - Investment Advisor November 2022

Executive Leadership

Lindsay Hans product offering (Wealth Management-as-a-Service) and push
The Northeast division executive for Merrill a new goals-based financial planning platform (Maps) into
Lynch Wealth Management, Lindsay Hans is in beta testing — with the goal of increasing financial wellness
charge of a key region that includes 15 markets and inclusion, according to Marstone.
— such as New York, Connecticut, Rhode Island, Through the firm’s relationships with banks, community
New Hampshire, Maine and Massachusetts. In this role, Hans banks, credit unions and other financial institutions. Hartigan
leads over 3,600 employees, and manages over $2.8 billion in has worked to form partnerships that ensure low minimum-
revenue and about $471 billion in assets and liabilities. Earlier, investment requirements and give tools to individuals so they
she was head of the Mid-Atlantic division from 2017 to 2021. can “get back on their feet after a historically challenging
Hans is “highly respected at the firm and across the industry time.” In addition, she ensures that Marstone prioritizes inclu-
for her ability to drive business results, partner with local leaders sivity; half of the firm’s senior leaders are women, and women
and advisors, commitment to advancing diversity and inclusion, and people of color hold other leadership positions.
and giving back to the community,” the firm says, adding that she
is one the most senior female leaders at MLWM. In addition, she Kim Jenson
is a member of Bank of America’s Global Diversity and Inclusion As COO for Raymond James’ Private Client
Council, chair of Merrill’s Diversity & Inclusion Council, and Group, Kim Jenson leads major business ini-
the national executive Sponsor of MLWM’s Women’s Exchange, tiatives, such as the firm’s newly enhanced
a 7,000-member grassroots organization for female employees. private wealth focus, which highlights the key
products, services and support the firm offers its advisors
Margaret J. Hartigan and their high-net-worth clients. This encompasses expert
The founder and CEO of digital wealth man- resources in estate and charitable planning, intergenerational
agement and robo-advice platform Marstone wealth strategies, custom investment management solutions,
Inc., Margaret Hartigan has helped the firm cash management and lending, and risk mitigation strategies,
grow its client base by 100%, roll out a new the firm says.

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