Margaret Franklin

Margaret Franklin is president of BNY Mellon Wealth Management, Advisory Services. Margaret joined the firm in 2016 and has more than 20 years of investment and wealth management experience. Prior to joining the firm, Margaret held multiple senior management positions, most recently as president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto. During her six-year tenure Margaret had direct oversight of all aspects of the private wealth business, including strategy and positioning, regulatory, financial statements, client oversights, recruiting and personnel management.

Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners, a boutique private client investment management firm founded in 2002. Margaret began her career in the institutional business and has worked with pension plans, endowments, foundations and government agencies at State Street Global Advisors, Mercer and Barclays Global Investors. Margaret is a highly regarded leader in the investment professional community in Toronto and was recognized by the CFA Institute with the Alfred “Pete” C. Morley Distinguished Service Award. She has served in the past as board chairman with the CFA Institute Board of Governors and is a former president of the Toronto CFA Society Board. Currently she is a member of the Michael Garron Hospital Foundation Board.

Margaret earned a Bachelor of Arts in Economics from McMaster University in Ontario and is a frequent speaker to professional groups and the media. She is a CFA charterholder, and a member of the Toronto CFA Society.