Megan joins Summit Trail Advisors as a Partner with over 10 years of experience in providing holistic wealth management advice to individuals and families, as well as foundations and endowments to help them achieve the goals and objectives most important to them.
As an integral part of one of Barclays’ largest wealth management teams, Megan has a track record of providing best-in-class, unbiased solutions for her clients. With the ability to pick from the best of the industry (whether for advice, execution or technology) she will be able to deliver this solution in its purest form at Summit Trail.
Prior to joining Summit Trail, Megan and her team managed in excess of $1 billion of client assets at Barclays Wealth and Investment Management. Megan joined Barclays as part of the acquisition of Lehman Brothers Private Investment Management Business. Prior to her time at Lehman Brothers, Megan worked in the wealth management division of UBS.
B.S., Marketing, International Business, The University of Maryland
MBA, Finance and Global Business, New York University Stern School of Business