Shade Tree Advisors LLC
Meghan Grayson has a solid background in operations and account management, currently serving in an operations role at Shade Tree Advisors LLC since November 2017. Prior experience includes positions as a Senior Account Associate and Account Associate at Ayco, a Goldman Sachs Company, from February 2014 to June 2017. Meghan Grayson holds a Bachelor's degree in Psychology from Siena College, where studies were completed from 2010 to 2013.
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Shade Tree Advisors LLC
Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.