Peggy Rogers, CPWA®
Advisor
773.644.3586
progers@capitalstrategies.net
As an Advisor based in the Chicago area at Capital Strategies, Peggy utilizes the firm’s tax counsel and senior analysts to work with high-net-worth families and their financial planners and attorneys to support estate transfer and preservation strategies using specialized life insurance solutions. Peggy also helps the firm with strategic business initiatives.
Prior to joining Capital Strategies, Peggy served as Managing Director and Chief Operating Officer of Valuation Advisory at Stout. Before joining Stout, Peggy spent two decades at DWS Group, Deutsche Bank’s global asset management business where she served as Chief Operating Officer of Liquid Real Assets and Liquid Americas. She also served as a Board Member of DWS Trust Company.
She received a B.A. in Economics from Vanderbilt University and an M.B.A. in Econometrics and Strategic Management from the University of Chicago Booth School of Business.
Peggy serves on the Children’s Service Board of Ann & Robert H. Lurie Children’s Hospital of Chicago and is a member of the Chicago Estate Planning Council and Greater North Shore Estate Planning Council.
Peggy enjoys walking, running, reading, listening to podcasts, planning family travel, and spending time with family and friends. She and her husband, David, live in Wilmette, Illinois, with their three children.
File #5284139