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Megan Caldarelli

Associate

Chicago

Client and Corporate Services

Biography

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.

Education

  • B.S. in Nutrition with a minor in Spanish and Business from Ohio State University

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By clicking “Schedule Now”, 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.