Meg focuses on relationship management and creating innovative business solutions for the firm’s alternative asset clients. In addition to managing institutional and individual client service groups, she plays a critical role in improving operations for existing processes and services, as well as in helping to design or customize solutions for unique custody situations, such as peer-to-peer lending.Meg has over 25 years of experience in the financial services industry with a strong background in securities, operations, and client services. Prior to joining Millennium Trust, she was a senior project analyst for William Blair & Company’s investment management business and held senior management positions with IAC Securities and Stein Roe Mutual Funds.She holds a bachelor’s degree in accounting from Miami University of Ohio.
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