Megan Kellerman, CFA®

Managing Director, Head of Investor Relations

Megan Kellerman, CFA®, serves as Managing Director, Head of Investor Relations for Cresset Partners. Megan leads the comprehensive investor relations approach including communication strategy and investor engagement.  She also builds external investor relationships and contributes to the firm’s growth plan and strategy.

Prior to Cresset, Megan was a Principal of Business Development for the Client Group at GCM Grosvenor in Chicago, where she had responsibility for business development and client relationships with pensions, endowments, foundations, family offices, and RIAs. Prior to that, she worked as a Client Relationship Manager for William Blair.

Megan earned a Bachelor of Science in Finance from The Pennsylvania State University and is a CFA® Charterholder. She also serves on the boards of directors of 100 Women in Finance, Chicago Chapter; and is former Co-President of The Guild of the Chicago Botanic Garden. Megan lives in Glencoe, Illinois, with her husband and two sons.

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