Partner, Family Office Advisor

Megan is a Partner with more than 18 years of experience in the financial services industry. Megan has worked in wealth management for over 15 years in both client facing and support roles. Megan serves as Family Office Advisor at Pennington Partners & Co., and engages with our Operating Partner Families to build long-term relationships and provide the sophisticated level of service they expect when working with us.

Megan began her career in finance at a commercial mortgage firm and then spent seven years at Fortigent LLC, providing back office solutions to high-net worth clients and Registered Investment Advisors. Prior to joining Pennington Partners & Co., Megan spent the last 10 years at Bronfman E.L. Rothschild, an Independent RIA based in Rockville, MD with over $3.4bb in assets under management. Megan was responsible for managing 40 family relationships, which included managing all daily interactions, providing quarterly performance reports, asset allocation decisions, rebalancing, and family meetings. Megan also was responsible for co-leading performance reporting implementation across the firm.

Megan graduated from Allegheny College with a Bachelor of Arts in Religious Studies and holds a FINRA Series 65 License.