Maggie Nugent
Principal, Relationship Advisor | Philanthropic Strategy
- Role
- Principal, Relationship Advisor, Multigenerational Families, Endowments & Foundations at Brown Advisory
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Maggie Nugent
Client-facing investment professional - with 19+ years experience - who uses analytical, big-picture strategy and personalized, client-centric solutions for ultra-high net worth individuals, family offices and foundations. Some of the areas of focus include, relationship management, family governance, investment allocation, tax, estate, and charitable planning.|| SKILLS I’M KNOWN FOR || Leading Teams Training & Development Relationship Management Philanthropic Strategy Family Governance Cross-functional Collaboration Strategic Problem Solving Identifying Opportunities Succession Planning New Business Development Advisory Outside the office, you can find me sailing, planning my next adventure, volunteering with charitable organizations, and constantly surrounding myself with people who push and challenge me.
Experience
Principal, Relationship Advisor, Multigenerational Families, Endowments & Foundations
Dec 2016 — Present · New York, NY, US
Education
The American College of Financial Services
Chartered Advisor in Philanthropy
2019 — 2020
Cannon Financial Institute
Certified Trust and Financial Advisor
2017 — 2019
Elon University - Martha and Spencer Love School of Business
Bachelor of Science (B.S.), Business Administration and Marketing
2002 — 2006
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