As director of Client and Advisor Experience, Megan is focused on strategic initiatives that ensure HBKS® advisors have the resources they need to deliver on the firm’s commitment to helping clients achieve their financial goals. She assists in many areas, including hiring, training, human resources and marketing.
Prior to joining HBKS®, Megan spent 12 years at Vanguard in a variety of leadership positions in both operations and client facing roles, primarily working with institutions and high net worth investors. She was on the team that helped develop and launch Vanguard’s newest technology-driven advice offering. In 2014 she relocated to the Pittsburgh area to be closer to family and joined TIAA as Director of Wealth Management, leading a team of investment and financial planning professionals providing comprehensive retirement planning and investment advice to affluent clients.
Megan earned her B.A. in English from Cornell University and an Executive M.B.A. from Villanova University.