MG

Megan Gorman

Megan Gorman is the Managing Partner at Chequers Financial Management since March 2015. Gorman serves as a Board Trustee for the National Endowment for Financial Education since January 2021 and has contributed as a Senior Contributor at Forbes from March 2018 to January 2024. Past roles include Advisory Council Member at Rutgers Law School from October 2019 to October 2022 and Adjunct Professor at Golden Gate University, School of Law for a brief period in early 2021. Prior experience includes Senior Director at BNY Mellon and Vice President at The Ayco Company, L.P., A Goldman Sachs Company. Academic qualifications include a JD from Rutgers Law School and a BA in History from Bryn Mawr College, with additional studies at the University of London.

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San Francisco, United States

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National Endowment for Financial Education

The National Endowment for Financial Education (NEFE) champions effective financial education. We are the independent, centralizing voice providing leadership, research and collaboration to advance financial well-being. As one of the first organizations to wholly dedicate its efforts on improving the effectiveness of financial education, we continue our legacy of strengthening action-oriented research agendas, mobilizing intermediaries, and creating better solutions for researchers, educators, practitioners and policymakers.


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