General Info

Meghan is the Managing Director and Principal of the Robertson Stephens Westport office. She brings nearly two decades of experience in financial services and wealth management to the team, as well as a background in client service. Working alongside Bill, Meghan focuses on providing clients with high-touch service and thoughtful advice. Prior to Robertson Stephens, Meghan was Managing Director and Partner at The Thrush Group of Hightower Advisors. Previously, Meghan was a Financial Advisor at Merrill Lynch. Meghan started her career as a Client Associate at UBS then Merrill Lynch, working closely with clients to assist them in a various aspects of their financial lives. She leverages this experience in her role as a financial advisor. Meghan earned her Bachelor of the Arts degree in English from Villanova University, with minors in Politial Science and Business. She holds the Certified Financial Planner® (CFP®) and Chartered Retirement Planning Counselor® (CRPC®) designations. Meghan currently resides in New Canaan, CT with her husband, James, children, and dog, George.