“I like that the markets are always changing. No day is ever the same. There are so many factors that influence the stock market and company specific events that need to be assessed and analyzed on a daily basis”
Meg Halloran serves as Senior Portfolio Manager. Meg works with high net worth individuals, foundations and retirement plans to build an individualized portfolio to meet the client’s objectives.
Meg has over 25 years of industry experience. Prior to joining Carnegie in 2017, Meg was a Partner, Portfolio Manager and member of the Investment Committee at Midwest Investment Management for 17 years. Prior to that, Meg worked at Key Bank as an Institutional Pension Plan Relationship Manager working with corporations to service their retirement plans.
Meg currently is an Investment Committee Member for the Gesu Endowment and Scholarship Funds. She has previously served in several other capacities for Gesu Church and Gesu School. She earned her Bachelor of Science in Finance from the University of Dayton and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. Meg lives in University Heights with her husband and children.
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