Sign in

You're signed outSign in or to get full access.

MA

Megan Anderson

Managing Director, Chief Client Officer at Winslow Capital Management, LLC

Minneapolis, MN , United States

About

Megan Anderson is the Senior Managing Director and Chief Client Officer at Winslow Capital Management, LLC, based in Minneapolis, where she leads the firm’s institutional client relationships and consultant relations. She plays a pivotal role in communicating Winslow’s investment strategies, outlook, and portfolio positioning to clients and consultants across all geographies, and serves on the firm’s Executive and Management Committees.

Megan’s expertise spans investment banking, financial services, and equity markets, with notable specialization in institutional equities and energy sector research from her previous roles, including Managing Director, Head of Corporate Access at KeyBanc Capital Markets, and director and energy sector specialist at ITG. Her career has centered on high-level client engagement and facilitating access to public equity markets and alternative investments.

She holds a B.S. in Business from Wake Forest University and is known for her deep knowledge of alternative investments, equity research sales, and investment banking. Megan’s sustained focus on institutional clients and her leadership in both equity and energy sectors have established her as a respected figure in the investment management industry.

Career History

OrganizationRoleDate RangeDetails
WINSLOW CAPITALManaging Director, Chief Client OfficerJun 2016 to Present
As Chief Client Officer, I lead the client and investor experience at Winslow Capital as well as new business development. I focus my expertise on managing institutional client relationships and consu...
KeyBanc Capital MarketsManaging Director, Corporate AccessApr 2014 to Jun 2016
Responsible for managing a team of four that partners across equity research, trading, and investment banking to provide companies with an exceptional platform for telling their story to potential inv...
Investment Technology Group, Inc.Director, Institutional Equity SalesNov 2011 to Mar 2014
Hired to spearhead research coverage for all Midwest clients and run the region. Quickly learned niche and detailed research product to penetrate existing and cultivate new clients. Increased vote r...
Banc of America SecuritiesVP Institutional Equity SalesApr 2006 to Oct 2011
Recruited by Head of Equity Sales at Bank of America to lead and grow middle market sales in the Midwest. Rapidly learned to navigate a large firm and built rapport with colleagues across product lin...
KeyBanc Capital MarketsVP Institutional Equity SalesJun 2001 to Apr 2006
Quickly promoted after three years and given new responsibility co-covering the Southeast and Texas. Through excellent teamwork and communication, exceeded revenue goals by increasing territory size ...

Education

Wake Forest University

BS, Business

1998 2001

Skills & Expertise

Alternative Investments
Investment Banking
Institutional
Securities
Valuation
Financial Analysis
Trading
Portfolio Management
Institutional Sales
Series 63
Equities
Hedge Funds
Investments
Derivatives
Bloomberg
Financial Modeling
Equity Research
Fixed Income
Asset Management
Capital Markets
Series 7
Mutual Funds
Series 24

Others at Winslow Capital Management, LLC (18)

NameRoleLocation
J
Jeff Wieneke
CFO, Managing DirectorEden Prairie, MN , United States
J
Jill Fuller
Managing Director, Chief Risk OfficerLong Lake, MN , United States
J
Joshua Fuller
Managing Director, Information Technology and Chief Information Security Officer (CISO)Minneapolis, MN , United States
Kelly Flynn
Kelly Flynn
Senior Managing Director, Portfolio ManagerBoston, MA , United States
L
Laura Hawkins
Managing Director, Chief Creative Officer and CROMinneapolis, MN , United States
M
Mitch Kaiser
Managing DirectorMinneapolis, MN , United States
Neela Datta
Neela Datta
Sector PM and AnalystNew York, NY , United States
Roger Mendel
Roger Mendel
Managing Director, Sector Portfolio Manager and AnalystEdwards, CO , United States
Stephanie Simon
Stephanie Simon
Managing DirectorMinneapolis, MN , United States
Stephan Petersen
Stephan Petersen
Managing Director, Portfolio ManagerMinneapolis, MN , United States
Showing 1-10 of 18 team members

Similar Fund Managers

NameRoleFundLocation
B
Bryce Doty
Sr. Portfolio Manager and Sr. VPSit Investment Associates Inc.Inver Grove Heights, MN , United States
D
Deepak Chaulagai
Senior Equity AnalystSit Investment Associates Inc.Lakeville, MN , United States
J
Jeremy Gogos
Quantitative AnalystSecurian Asset Management, Inc.Saint Paul, MN , United States
John Leiviska
John Leiviska
Portfolio ManagerSecurian Asset Management, Inc.Saint Paul, MN , United States
A
Andrew Flis
Portfolio ManagerPeregrine Capital Management LLCSaint Paul, MN , United States
Brian Donohue
Brian Donohue
Portfolio ManagerPeregrine Capital Management LLCMinnetonka, MN , United States