Margaret Franklin
President, BNY Mellon Wealth Management, Advisory Services
Margaret joined BNY Mellon Wealth Management in 2016 and has more than 20 years of investment and wealth management experience. Previously, she was president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto, Canada. 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 oversight, recruiting and personnel management.
Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners in Toronto, 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 was recognized by the CFA Institute in Toronto with the Alfred “Pete” C. Morley Distinguished Service Award. She has served as Board Chair 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 Administration 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.
Laura Knox Clingerman
Head of Director Services, Harbour Financial Services Limited
Laura joined Harbour Financial Services Limited, a fund administration company licensed by the Bermuda Monetary Authority, in 2015. Her role is to serve entities as non-executive director and to strengthen procedures through which governance and oversight are delivered.
Laura started her funds career in the Cayman Islands, where she was, most recently, Associate Director and Independent Consultant at DMS Offshore Investment Services Ltd. Laura audited investment funds and private equity vehicles with Deloitte’s Chicago office, and spent seven years working with two Cayman Islands fund administrators beginning in 2004.
Laura qualified as a Chartered Accountant with Grant Thornton and holds a Bachelor’s degree in Business Administration from the University of Prince Edward in Canada. A member of Chartered Professional Accountants Bermuda, Chartered Professional Accountants Canada, the Bermuda Business Development Agency’s Asset Management Industry Focus Group, and Chair of AIMA Bermuda’s Events Committee, Laura joined 100WF in 2013 and is Co-Chair of the Bermuda Education Committee.
