B.A. in Psychology, University of Illinois at Chicago
Enjoys running, camping, crafting and live music
Megan L. Messer
As Director of Client Operations, Megan L. Messer supervises the client operations team in the daily matters involved in carrying out consultant and client requests, including account openings and maintenance, funds transfers and portfolio changes. Megan also provides a vision for the team within the framework of the firm’s strategic goals.
Prior to joining Altair, Megan was the Director of Client Service in the operations department at Fiducient Advisors. She was responsible for the client service associates for the firm’s institutional and private wealth departments. In addition, Megan led firm-wide initiatives by working alongside other firm operational leaders.
Megan graduated from University of Illinois at Chicago with bachelor’s degree in psychology. In addition, she has taken courses in the CERTIFIED FINANCIAL PLANNER ™ program.
Outside of Altair, Megan volunteers at the animal shelter, One Tail at a Time.
Megan is originally from south central Illinois, and now resides in Chicago’s West Town neighborhood with her husband and their rescue dog, June.