Ms. Civiello, a CFA® charterholder, is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments and foundations. She seeks to align each client’s investment strategy with their financial planning objectives by taking into consideration time horizon, risk tolerance, income requirements, taxes, and other unique factors. She also coordinates with family members, outside advisors and with other members of the clients’ professional team.
She has over 12 years of industry experience. Prior to joining F.L.Putnam, Meghan held progressive positions in institutional equity research and strategy at firms including H.M. Payson & Co., Westfield Capital Management, and Cambridge Associates.
Meghan lives in Portland, Maine with her husband and rescue dog.
Joined F.L.Putnam in 2019