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Megan Herrin serves as a Wealth Analyst on the Wealth Advisory team, responsible for overseeing client investment portfolios and ensuring investment strategies are employed to meet specific goals and objectives of each client relationship. She assists in creating and implementing reports, investment objectives, and strategy changes across client portfolios.
Prior to her current role, Ms. Herrin worked as a Senior Analyst in the Securities Division of Goldman Sachs. In that role, she managed institutional client portfolios by measuring liquidity risk on a daily basis. Ms. Herrin continued her career as an Account Executive with Athelas, a biotech startup in Silicon Valley, where she researched new opportunities, secured deals, and managed client accounts to develop Athelas programs.
Ms. Herrin is a graduate of Brigham Young University in Provo, Utah. She received a Bachelor of Science degree from BYU’s Marriott School of Management.
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