Margaret Phillips

Professional Background

Margaret Phillips is a dedicated and trusted partner to an exclusive group of clients, including entrepreneurs, corporate leaders, private investors, multi-generational families, and various endowments and foundations. With her comprehensive financial planning expertise, Margaret supports her clients by offering tailored advice on every aspect of financial planning. She excels in the intricate and nuanced domain of strategic and tactical asset allocation across a vast array of global capital markets, including fixed income, equities, and alternative investments.

Her extensive knowledge enables her to provide clients with a broad spectrum of lending solutions. These solutions range from securities-based loans and residential mortgages to commercial real estate loans, capital call facilities, and private aviation loans, showcasing her versatility and competence in addressing diverse financial needs. Furthermore, Margaret integrates vital estate and financial planning techniques into her services, focusing on wealth transfer considerations, tax minimization strategies, and philanthropic aspirations to meet her clients' comprehensive financial goals.

Margaret maintains an acute awareness of contemporary investing trends, exemplified by her proficiency in Environmental, Social, and Governance (ESG) investing strategies. This capability positions her to guide clients thoughtfully as they navigate the growing emphasis on ethical and sustainable investing practices.

In her role as a Private Wealth Advisor at Goldman Sachs, Margaret is recognized for her significant contributions and commitment to client engagement. She serves on the National Private Wealth Management (PWM) Client Engagement Board, highlighting her leadership and strategic influence within the financial services industry.

Education and Achievements

Margaret has a strong educational background that underpins her expertise in finance and public policy. She holds a dual degree in Public Policy Studies and Political Science, with a minor in French, from Vanderbilt University, a prestigious institution known for fostering critical thinking and a global perspective among its graduates. In addition to her foundational studies at Vanderbilt, she expanded her international understanding of economics by studying International Economics at the London School of Economics and Political Science (LSE), one of the world’s leading social science universities.

Margaret’s commitment to education is reflected in her active roles within various alumni and nonprofit organizations. She is on the Executive Committees of both the Vanderbilt New York Alumni Chapter Board and the Hockaday School Alumni Board, demonstrating her dedication to fostering community and mentoring the next generation of leaders. Additionally, Margaret serves on the board of Youth Inc., a nonprofit organization focused on enhancing education for the youth.

Community Involvement

Beyond her professional responsibilities, Margaret is passionate about giving back to her community. She is an ambassador for Launch with GS, an initiative by Goldman Sachs that aims to invest $500 million in female-led companies and venture capital/private equity firms. This leadership role underscores her commitment to empowering women in business and driving change within the financial industry.

Margaret is also actively involved in various nonprofit organizations that tackle pressing societal issues, such as human trafficking and violence against women, poverty alleviation, and promoting youth education globally. Her work in these areas showcases her dedication to social responsibility and her belief in the importance of creating lasting change.

Notable Skills and Qualities

Margaret Phillips is distinguished not only by her technical skills in financial advising but also by her interpersonal qualities that foster strong client relationships. Her ability to communicate complex financial concepts in an accessible and relatable manner allows her clients to feel confident in their financial decisions. Margaret's unique blend of expertise, education, and commitment to community engagement makes her an invaluable asset to her clients and partners alike.

In summary, Margaret Phillips exemplifies the qualities of a dedicated financial advisor and community leader. With her robust educational foundation, comprehensive understanding of the financial landscape, and commitment to social impact, she stands out as a trusted partner for her clients. Margaret's ongoing work to promote diversity in business and enhance educational opportunities for youth underlines her belief that financial success can and should contribute to the greater good.