Megan Fontem

Manager, Client Relationships, Registered Principal & Investment Advisor Representative at Homestead Funds

Megan started in the investments industry in 2008 and joined Homestead Funds in 2010. She appreciates that this is a small company — like a family — which is how she views and treats shareholders. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative Exam), Series 26 (Investment Company Products/Variable Contracts Limited Principal Exam), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Investment Adviser Representative Exam) and Series 99 (Operations Professional Exam).

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  • Manager, Client Relationships, Registered Principal & Investment Advisor Representative

    Current role

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