Prior to forming Heydorn Stone Capital Management LLC (formerly Heydorn Capital Management) in June 2001, Margaret was Vice President and Manager of Strategic Allocation Services, an investment division within the Private Bank of JPMorgan.  In addition to managing private client investment portfolios, she was responsible for managing the business.  From 1997 to 2001, she was also a member of the bank wide Investment Policy Committee responsible for setting, coordinating, and monitoring bank investment policy.

Over the sixteen years prior to joining JPMorgan Chase in 1990 (and it's predecessor banks Chase Manhattan Bank, Chemical Bank and Manufacturers Hanover Trust Company), she held various positions advising individual and institutional clients with their investments at Bankers Trust, Metropolitan Life and Morgan Guaranty Trust Company.  

Margaret holds a B.S. degree in Finance from St. John's University, is a Certified Financial Services Counselor from Northwestern University's National Graduate Trust School, and held Series 7 and Series 66 licenses while at JPMorgan Chase Bank.  Margaret attended New York University's School of Finance, Law and Taxation in Financial Planning, and is a CERTIFIED FINANCIAL PLANNER (CFP®) professional.

Margaret Heydorn

Margaret S. Heydorn, Founding Partner of Heydorn Stone Capital Management LLC.