Megan serves as an Assistant Vice President, Client Service in our New York office, helping advisors with day-to-day management of client relationships and supporting the broader team.
She previously worked as an administrative assistant for a private family office in New York and as a freelance bookkeeper for various businesses. A native of Ohio and graduate of the Cleveland Institute of Art, she now resides in New York City and enjoys the arts in her spare time.
Previous Experience
- Administrative Assistant, Private Family Office
- Bookkeeper, Freelance
Education & Credentials
- BFA, Cleveland Institute of Art, Ceramics
- Certificate in Financial Planning, New York University
- Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
