Margot Wummer

Margot Wummer is an accomplished finance professional with diverse experience in client management and investment services. Currently serving as a Prime Brokerage Relationship Manager and Executive Director at Morgan Stanley, Margot has previously held roles as a Client Service Manager and an Investment Specialist at Vanguard. Earlier career positions include Financial Representative at Northwestern Mutual and Assistant Manager at Karakung Swim Club, along with an internship at Community Energy. Margot holds a Bachelor of Arts in Economics from Washington & Jefferson College, completed in 2014, and has a foundational education from Germantown Academy.