Megan A.
Chief Investment Officer @Private Family Office
Signup · Get unlimited contacts
WORK HISTORY
Chief Investment Officer @Private Family Office
Los Angeles, CA, US
Oversee multi-generational wealth strategies, integrating capital preservation with sustainable growth.Lead cross-border structuring for tax optimization and estate planning.Implement AI-driven macro models for gold trading and global asset allocation.Supervise global governance, philanthropy, and ESG mandates for the family.
EDUCATION
NYU Stern School of Business
MBA, Finance & International Economics
National University of Singapore
BBA, Financial Economics
ABOUT MEGAN A.
I am a seasoned investment strategist with over 15 years of experience across institutional asset management, capital markets, and family office advisory. My career began at Bank of America Merrill Lynch in New York, where I advanced through a series of investment and advisory roles. Since 2019, I have served as the Chief Investment Officer of my family office in Los Angeles, overseeing cross-generational wealth preservation, global asset allocation, and sustainable investment strategies.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.