History

Prior to joining Proficio, Meghan served as a Director on the Family Office Management Team at TwinFocus Capital Partners, LLC, where she worked exclusively with ultra-high-net-worth families to implement sophisticated multigenerational wealth, tax, estate, philanthropic, and investment planning strategies. She partnered closely with clients to coordinate complex financial matters and help ensure the seamless execution of their long-term family objectives.
Prior to this role, Meghan was an Investment Consultant with Commonwealth Financial where she designed and managed investment portfolios tailored to clients’ risk tolerances, financial goals, and evolving needs. Meghan began her career at Wellesley Asset Management, Inc., where she spent thirteen years developing extensive experience in wealth management, client service, and operations. She ultimately served as the Vice President, Client Service, overseeing all aspects of the firm’s client service experience and operational functions.