Meg Halloran

Meg Halloran is a Senior Portfolio Manager at Carnegie Capital Asset Management LLC, where she is responsible for managing portfolios for high net worth individuals, foundations, and retirement plans. Her role emphasizes individualized portfolio construction to meet specific client objectives, leveraging her expertise in equity portfolio management and client advisory services in the Cleveland, Ohio area.

With over 25 years of experience in the investment management sector, Meg previously served as Partner and Portfolio Manager at Midwest Investment Management LLC, where she was a member of the Investment Committee and focused on portfolio strategy for private and institutional clients. Her broader industry background also includes work as an Institutional Pension Plan Relationship Manager at KeyBank, further demonstrating her depth in retirement plan servicing and institutional asset management.

Meg holds an MBA from the Weatherhead School of Management at Case Western Reserve University and a B.S. in Business from the University of Dayton. Her primary areas of expertise include equity strategies, asset allocation, and wealth management, with a consistent focus on serving individuals as well as nonprofit and retirement entities.