Tuck Executive Education: “How CEO Marguerita Cheng TEE’22 Built a Thriving Wealth Management Firm”

February 5, 2025Today, Adam Sylvain interviewed featured Marguerita Cheng, CFP® Pro, in Tuck Executive Education at Dartmouth. Scroll down to read the article. And click here to learn more about Tuck.


Blue Ocean Global Wealth CEO Marguerita Cheng TEE’22, an alum of Tuck Executive Education, who has always considered herself a right- and left-brain person, with well-rounded interests and a bend toward pragmatism she inherited from her late father Paul S. Cheng.

As a young man, Paul Cheng fled mainland China and traveled to Taiwan where he served in the military before graduating from National Taiwan University and, eventually, immigrating to the U.S. The eldest of Cheng’s three daughters, Marguerita Cheng recalls a childhood memory that instilled the importance of planning from an early age.

“I was maybe 10 or 11 years old, and I remember my dad showing me a safe he had in the house,” recalls Cheng. “He made sure I could open it and access the insurance policies he had inside in case anything should happen to him.”

Cheng says when she shares that story, people often assume she was too young to receive such a stark lesson, but she always understood that in the context of her father’s life journey, planning was one way of showing love and caring for his family.

When it comes to building and managing teams, Cheng has always prioritized “human skills,” believing that anyone who demonstrates integrity and treats others with respect can learn the tools they need to be successful.

“I always implore other business leaders to hire for potential, not based on past experience,” she says.

Cheng also advises leaders to carve out space and give themselves freedom to assess where they are, experiment with new ideas, and abandon practices that are no longer working.

“Some of my best ideas come to me while I’m running,” says Cheng, who trains for multiple marathons each year. “Especially when I’m outside and able to unplug and take in what’s around me. It’s like moving meditation.”

Click here to read the article on exec.tuck.dartmouth.edu.