Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Associate
Chicago
Client and Corporate Services
Megan is an Associate in the Chicago office. She is a member of the Shared Services team where she specializes as an Operations Analyst.
Prior to joining Cerity Partners, Megan worked at JP Morgan Funds providing operational and client service support to their retail and institutional account management teams. Megan began her career at E*trade Advisor Services where she worked with Registered Investment Advisors on non qualified and qualified account transfers.
Senior Associate
Principal
Principal & Head of Digital Marketing
Partner
Principal & Director of Human Resources
Senior Principal
Partner & Chief Operating Officer for Client Service & Development
Partner & Chief Technology Officer
Principal & Director of Training
Partner & Head of Operations
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
