Megan Mulloy, CFP^®

Megan is the Vice President of Operations at Syon Capital. In this role, she oversees day-to-day operations, manages the broader Operations and Family Office teams, and proactively develops new solutions to meet clients’ evolving needs.

Prior to joining Syon, Megan spent 15 years at First Republic Private Wealth Management in San Francisco. Most recently, she served as Head of Eagle Invest, leading investment product development and strategy for First Republic’s millennial client segment. Throughout her tenure, Megan also held advisory and client service roles, working closely on all aspects of high-net-worth client relationships. Her time at First Republic helped her develop a deep understanding of the firm’s client-centric approach, allowing her to craft tailored services and solutions that consistently delivered high levels of service.

Megan holds a Bachelor of Arts degree in Economics from Bucknell University. She is also a Certified Financial Planner^®.

Outside of work, she enjoys hiking with her golden retriever, practicing yoga, reading, and trying new restaurants in San Francisco.