Meaghan Montgomery

Associate

Family Office Management Team

Meaghan is a valued member of the Family Office Management Team where she is responsible for servicing the needs of multigenerational families by providing guidance and administrative support. Meaghan employes a highly interactive, collaborative approach with client families and their outside advisors, as well as across the firm’s business units.

Meaghan has spent the past decade in the financial services industry with various firms from large to small. Most recently, Meaghan served as an Associate at UBS Financial Services in Boston providing support to a team of advisors. Over her career, she has mastered many skills inclusive of overall relationship management, client onboarding, account opening, and overall project management.

Meaghan graduated from St. Norbert College with a Bachelor of Arts degree. She also received a Graduate Certificate in Business Fundamentals from Suffolk University in 2022.