Megan Beach is a skilled Relationship Manager with significant experience in the wealth management sector. Currently serving at Corient since June 2021, Megan contributes to one of the largest integrated fee-only RIAs in the United States, leveraging a broad knowledge base in planning, investing, lending, and money management. Prior experience includes a similar role at KORE Private Wealth, membership services at the Money Management Institute, and internships at UBS and Jennison Associates LLC, where expertise in wealth management and marketing was developed. Megan holds a degree from Fairfield University and graduated from St. Anthony's High School.
This person is not in the org chart
This person is not in any teams
This person is not in any offices