Meghan Bergman

Managing Director, Head of Wealth Strategy

With work experience over 15 years, Meghan is nowadays working at Lenox Wealth Advisors that is located in None as a Managing Director, Head of Wealth Strategy. Meghan received his education at the University of Colorado Boulder. Meghan is located in New York, New York. To contact Meghan, you can search for their phone or email or receive exhaustive info by requesting access to Meghan Bergman's further details on SoftwareOfficial.
Name variants:
Meghan Bergman
Last updated Jun 07, 2024

Contact Information

Last Update
Jul 11, 2022
Email
mb**@lenoxadvisors.com
Location
New York, NY

Workplace

Lenox Wealth Advisors
Managing Director, Head of Wealth Strategy

New York, NY

Industry

Investment Management

Work History

Managing Director, Head of Wealth Strategy

New York
from Aug 2018

Managing Director, Head of Asset Management

90 Park Ave, New York, NY 10016
Mar 2017 — Jul 2018

Senior Vice President Asset Management

90 Park Ave, New York, NY 10016
Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advoca...
Oct 1, 2006 — Mar 2017

Internal Wholesaler

2003 — 2006

Occupations

Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Asset Managment
Retirement Planning
Risk Management
Asset Management

FAQs about Meghan Bergman

What is the profession of Meghan Bergman?

This professional's job is Managing Director, Head of Wealth Strategy

What are the profession of Meghan Bergman?

These person's professions are Executive and Chief Executive Officer

Where does Meghan Bergman live?

Meghan Bergman currently lives in New York, New York.

What is Meghan Bergman's email?

The expert's email is mb**@lenoxadvisors.com.

How many companies did Meghan Bergman work at?

The professional worked at four jobs.

Where has Meghan Bergman studied?

Meghan studied at the University of Colorado Boulder.

What is the industry that Meghan Bergman worked in?

This person works in Financial Services industry.

Are there any professional skills, that Meghan Bergman has?

This professional has the following skills: Asset Managment, Retirement Planning, Risk Management, and Asset Management.
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