BS, Psychology, University of Southern California
MBA, Sustainable Mangement, Presidio Graduate School
Megan is committed to integrating her background in financial services with her professional experience in sustainability to use the power of business to solve social and environmental problems. She currently is working on ValuesAdvisor, a matchmaking platform for clients to find advisors who specialize in sustainable investing. She also works for EQIS Capital Management and helps provide middle-market clients with access to some of the same investment strategies high net worth investors have enjoyed for decades.
Megan previously was VP of Client and Partnership Development at HIP Investor, a global leader in impact investing. Her professional background working as a financial advisor and as a wholesaler allows her to work with clients and understand the internal challenges faced in the financial services industry. In 2015, she did a fellowship at Confluence Philanthropy, an international network of that helps move philanthropy in the direction of mission-aligned investing. Megan is passionate about helping individuals and organizations understand their financial options, align their money with their values, and creating financial products that best serve the needs of people.