Joined Curi Capital
November 2018
Education
- AB in Religion, Bowdoin College
- MBA, University of Virginia Darden School of Business
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- J.P. Morgan Private Bank, V.P., The Philanthropy Centre
Bio
Meg joined Curi Capital in 2018, bringing more than a decade of experience in philanthropic and wealth planning. Meg serves as the team’s philanthropy advisor, working closely with families to implement best practices in charitable giving, including entity selection, mission and vision development, governance, grantmaking, and succession planning.
Prior to joining Curi Capital, she held multiple roles at J.P. Morgan Private Bank, most recently serving as a philanthropy advisor in The Philanthropy Centre. In that role, Meg advised ultra-high-net-worth individuals and families on the design and execution of sophisticated philanthropic strategies and managed J.P. Morgan’s donor-advised fund.
Meg earned an A.B. in Religion with a minor in Gender and Women’s Studies from Bowdoin College and an MBA from the University of Virginia’s Darden School of Business. She is a CERTIFIED FINANCIAL PLANNER™ professional. Meg lives in Brooklyn, New York, with her husband and two children.