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Maggie Rhodes, CTFA

Principal, Relationship Advisor | Philanthropic Strategy

Maggie Rhodes, CTFA, is a prominent client-facing investment professional with more than 12 years of experience, specializing in providing personalized solutions for ultra-high net worth individuals, family offices, and foundations.

She is known for her expertise in relationship management, family governance, investment allocation, tax, estate, and charitable planning. Her skills include leading teams, training & development, strategic problem-solving, and more.

Maggie Rhodes holds a Bachelor of Science in Business Administration and Marketing from Elon University's Martha and Spencer Love School of Business. She also studied Chartered Advisor in Philanthropy at The American College of Financial Services and Certified Trust and Financial Advisor at Cannon Financial Institute.

With a background that includes roles at prominent firms such as Brown Advisory and Investment Counselors of Maryland, LLC, Maggie has built a strong foundation in the investment and financial planning industry.

Outside of work, she enjoys sailing, volunteering with charitable organizations, and surrounding herself with individuals who challenge and inspire her.

Maggie Rhodes, CTFA
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Location

New York, New York, United States