Meghan Grainer

Director, Senior Client Relationship Manager, Geller Advisors

Meghan serves as Director, Senior Client Relationship Manager at Geller. She has over ten years of experience helping clients and families build, monitor, and execute their financial planning and investment objectives.

In her role, Meghan works closely with the relationship managers on several client relationships to ensure all service needs and requests are met and resolved. With expertise in conducting trading requests and initiatives for the team, her work also focuses on portfolio construction, comprehensive financial plans, as well as investment due diligence for high-net-worth clients.

Prior to joining Geller Advisors, Meghan worked with high-net-worth clients and families on asset allocation and retirement planning at Morgan Stanley. She also supported commodity and futures trading efforts. Earlier in her career, Meghan was an Account Analyst at KLS Investment where she successfully built and maintained client relationships by providing services in estate planning, portfolio construction, and investment manager research.

Meghan earned a Bachelor of Arts in Mathematics from College of The Holy Cross. She is also pursuing the Certified Financial Planner designation and holds a FINRA Series 3 license.