Meg Sheil-Puopolo

Meg Sheil-Puopolo is a Partner at Verdence Capital Advisors in Baltimore, MD, where she leads client relationships, focusing on strategic financial planning, investment management, and estate planning for high-net-worth individuals and families. She leverages deep expertise in private wealth advisory, helping clients set and achieve long-term financial goals through tailored advice and comprehensive portfolio strategies.

Meg specializes in multi-asset portfolio construction, with a focus on equities, fixed income, alternative investments, and complex estate planning needs. Her role involves advising clients on asset allocation, risk management, and cross-generational wealth transfer, spanning sectors such as public and private markets investments, retirement solutions, and family governance.

With over 24 years of industry experience, Meg previously served as Vice President, Financial Consultant at Fidelity Investments for nearly two decades before joining Verdence, where she advanced to Partner after serving as Director and Private Wealth Advisor. She holds a Bachelor of Arts in Biology from Indiana University and is recognized for her commitment to building enduring client relationships and advancing sophisticated investment strategies within the wealth management sector.