Megan Siegal

Megan Siegal is a Partner at The Boston Family Office in Boston, Massachusetts, where she leads investment management and strategic advisory services for high-net-worth individuals and multi-generational family clients. Her key responsibilities include overseeing portfolio construction, risk management, and client relationships, with active involvement in firm-wide compliance as well as investment policy development.

Her specific investment focus areas include traditional asset classes such as U.S. equities, fixed income, and alternative investments, with specialized expertise in multi-generational wealth planning and custom portfolio solutions for family office clients. Megan has played a significant role in shaping the firm’s investment philosophy and adapting strategies to meet diverse client needs within the context of private wealth management and family office services.

Megan began her career at The Boston Family Office in 2009 as an Associate before advancing to Partner in 2017. She holds a Bachelor of Arts in Literature and History from Harvard University, providing her with a broad analytical perspective on global trends and economic cycles. Her contributions to the firm include driving innovation in client service delivery and fostering long-term relationships within the investment management industry in Boston.