Megan Gorman
Megan Gorman has been coloring outside the lines from an early age. In 2015, she founded Chequers Financial Management, an independent Registered Investment Advisory firm in San Francisco. She’s a rare female owner in an industry where executive ranks are overwhelmingly male. Chequers is a boutique high net worth tax and financial planning firm committed to ensuring that tax strategy serves as the cornerstone of the financial planning process.) Prior to founding Chequers, Gorman was Vice-President – Counseling at Ayco, A Goldman Sachs Company, where she spent 11 years; and Vice-President/Senior Director at BNY Mellon Wealth Management. In the fall of 2017, Gorman launched The Wealth Intersection. Gorman’s unique approach to discussing financial topics from a broader perspective is designed to engage and challenge readers, helping people gain insights into both their relationship with money and into specific money management issues.
www.thewealthintersection.com
