Megan Vacca
Partner, Advisor
Megan and her team work with a select group of entrepreneurs, professional investors, public company executives and other wealthy families to curate a comprehensive and personalized wealth management strategy that addresses their needs and priorities. This includes advice and guidance on investments, estate planning, philanthropic giving and multi-generational planning. Prior to joining Summit Trail, Megan was an Advisor at Barclays Wealth. She joined Barclays as part of the acquisition of Lehman Brothers Private Investment Management Business. Prior to her time at Lehman Brothers, Megan worked in the wealth management division of UBS.
Education:
Megan has a Bachelor of Science in Marketing, International Business from The University of Maryland and an MBA in Finance and Global Business from New York University Stern School of Business.