Client and Corporate Services


Meaghan is a Principal in the Saratoga Springs office. She is a member of the Client Service and Development team, working closely with the firm’s leadership, including the Chief Operating Officer (CSD) and Chief Revenue Officer, on all areas of the firm’s growth strategy and business development efforts.

Prior to joining Cerity Partners, Meaghan was a Vice President at Goldman Sachs Ayco where she designed, implemented, and managed the firm’s personal wealth workplace offerings, including its retirement readiness program. She also led event support for plan sponsors providing financial planning resources to employees navigating corporate events.

During her time at Goldman Sachs Ayco, Meaghan worked closely with HR and compensation professionals in the Fortune 1000. She consulted on benefits and compensation planning, as well as industry trends.


  • BA in Business Economics, concentration in Financial Management from the State University of New York at Cortland
  • MBA from Clarkson University

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