Megan is an Associate in the Cleveland office.  She acts as liaison between our clients and the account custodians, is responsible for moving clients’ assets as requested, prepares client paperwork, maintains existing accounts, researches and resolves client issues, executes client trades daily, and prepares monthly invoices to clients.

Prior to joining HPM Partners, Megan Endersby worked for Spero-Smith as a Client Service Specialist.

Megan earned a Bachelor of Business Administration degree in Finance and International Business from Ohio University.