Director, Client Advisory
As director of client relations, Megan is a first point of contact for the firm to facilitate the ongoing management of Crestone’s relationships. In this role, Megan is responsible for fostering business development opportunities and growing business through existing and new connections.
Prior to joining Crestone, Megan was on the fundraising team at Rocky Mountain Institute (RMI) and worked closely with donors in RMI’s Innovators Circle and Solutions Council. Before joining RMI, Megan worked for a private family office in Chicago where she managed philanthropic activities.
Megan received her Bachelor of Arts in English from Santa Clara University.