Bio
Peggy Rogers, CPWA®,is a seasoned financial executive with deep expertise in operational leadership, business integration, and valuation—core areas that support estate and financial planning needs for individuals and institutions. She is an Advisor at Capital Strategies, where she helps businesses and individuals address legacy planning issues, using insurance as a possible tool. Before working in the insurance industry, Peggy worked as Chief Operating Officer of Valuation Advisory at Stout. At Stout, she led efforts to streamline and scale the firm’s largest business unit, overseeing the integration of two valuation firms and supporting clients through complex asset appraisals and business transitions.
Previously, Peggy spent over 20 years at DWS Group (formerly Deutsche Asset Management), where she managed global investment operations for over $200 billion in assets. She played a central role in launching and structuring investment products—including mutual funds, trust vehicles, and sovereign wealth mandates—tailored to meet regulatory, tax, and legacy planning requirements across multiple jurisdictions.
Peggy has a B.A. in Economics from Vanderbilt University and an M.B.A. in Econometrics and Strategy from the University of Chicago Booth School of Business.
