Marstone was conceived and developed by an ensemble of experienced designers, technologists, and wealth-management practitioners. We have created a new breed of digital-wealth advisory solutions to meet the demands of today’s consumers, investors, and finance professionals.
Margaret HartiganChief Executive Officer
Inspired to create a financial services site that not only addresses the primary needs of investors but also enables them to recast their relationship with money and investments in a manner they never dreamed possible, Margaret conceived Marstone.
Prior to Marstone, Margaret was a top-quintile financial advisor for ten years in the Global Wealth Management Group at Merrill Lynch. Her practice was split between New York and San Francisco, and her clients comprised high net worth individuals and Fortune 1000 companies. Before she joined Merrill Lynch, Margaret was vice president of Strategic Relationships at MSI, Inc., a strategic consultancy whose clients included AT&T, T‑Mobile, and Florida Power & Light (FPL). Before MSI, she was a merchandising manager and early employee of myHomeKey.com, a San Francisco-based home services portal backed by KeySpan Corp., TXU Corp, and Bechtel Enterprises Holding, Inc.
Margaret is a graduate of Brown University, a former trustee of Sonoma Academy in Santa Rosa, California, and an active leader in the alumni and major development efforts at Brown University and Phillips Exeter Academy.
Robert StoneChief Creative Officer
Knowing that meaningful companies and products are built upon user-centered innovation, Robert teamed with Margaret to create a different kind of financial-services company—one that mirrors the relevance, the values, and the trusted experiences of other consumer brands we all know and use.
Robert has been a creative director and graphic designer in San Francisco for over thirty years. In 1994, he co-founded Stone Yamashita Partners, a design-focused consulting firm that helps leaders and their companies define and navigate strategic change. Robert has worked within a broad range of industries to design product, culture, leadership, innovation, and brand experiences, for both corporate and consumer audiences. His clients have included Apple, IBM, HP, Wells Fargo Bank, Bank of America, Four Seasons Hotels, The Coca-Cola Company, eBay, The Gap, Levi Strauss & Co., PBS, Human Rights Campaign, and the San Francisco AIDS Foundation. His work has received awards in a number of design publications and organizations, including Communication Arts magazine, Print magazine, and AIGA.
Robert received his BFA in graphic design from Art Center College of Design in Pasadena, California.
Burton J. EsrigChief Operating Officer
Burt combines 11 years of experience creating and managing entrepreneurial ventures with a more than 20-year Wall Street management track record. In the financial sector, Burt was a managing director in the Global Fixed Income divisions of PaineWebber, and then at UBS after it acquired PaineWebber. He managed the creation of the infrastructure used for the acquisition, pooling, securitization, and disposition of high-quality residential mortgage loans. Burt held a number of positions over his 18 years at PaineWebber/UBS, including global sales manager for Securitized Fixed Income Products, integration executive for the Fixed Income portion of the Kidder Peabody acquisition, international sales manager, chief operating officer of Global Fixed Income, and sales manager for US Government and Federal Agency Securities.
A graduate of Stony Brook University with a BS in Computer Science, Burt is also active in the community as a trustee of MJHS, a large non-acute focused health system in New York City. He also serves on the board of the Marine Corps Scholarship Foundation in New Jersey. An avid golfer, he works with the USGA and leading golf publications to advance the development of the sport.
Tim PorterVice President, Technology
For more than 20 years Tim has been a recognized technology innovator and thought leader, working across a variety of industries including financial services, competitive intelligence, corporate retail, and government. Most recently, Tim was with LPL Financial, the largest independent broker dealer in the U.S., leading several progressive investor, adviser, and back office solutions—including digital advice. Prior to LPL, Tim held leadership positions with numerous entrepreneurial companies that leveraged technology to disrupt traditional processes and ways of thinking for consumers and institutions, including Current Analysis and Claraview. He also worked on other ventures exploring pattern recognition, geo-analytics, and document management. As a consultant to start-ups, Fortune 500 companies, and government agencies, Tim’s focus was on utilizing large amounts of information to improve decision making and automation.
Tim is an avid sailor and has held a few positions with di erent sailing organi- zations. He has been a speaker at several universities, most recently providing lectures to MBA candidates at George Mason University. Most importantly, he is the proud father of four children.