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ACE Academy 2023

Speaker & Session Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Women in Wealth Panel: Planning for HNW Clients

Megan Ekleberry

Presented by
Megan Ekleberry

Vice President, Territory Sales, American Century


Session date and time 
May 1, 2023
12:00 - 1:20 p.m.     

Invitation Only
Hosted by Investments & Wealth Foundation    

Women in Wealth is an educational program series and a community for women practitioners to learn from peers and subject matter experts. Programs are developed by women for women. The theme of the annual Women in Wealth ACE Academy lunch program is Planning for HNW Clients. Join subject matter experts and your peers for an interactive program featuring thought leaders from featured firms, followed by table dialogue.
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ACE Academy 2023
April 30-May 3, 2023
San Diego, CA 


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Speaker Bio

Megan Ekleberry
Vice President, Territory Sales, American Century


Megan Ekleberry is vice president of territory sales at American Century Investments. She is the wealth management wholesaler dedicated to growing and deepening relationships with financial advisors in New Jersey. Ekleberry joined American Century in 2017 and entered the financial services industry in 2005. Before joining American Century, Ekleberry was a vice president, territory sales with Hartford Funds where she was responsible for all aspects of business development in Ohio. She also has held positions with PGIM and Mainstay/New York Life. She has a proven history of success in driving sales across a diversified set of investment vehicles including mutual funds, exchanged-traded funds, separately managed accounts and collective investment trusts. Ekleberry was co-founder of the Pittsburgh Chapter of Women in Pensions Network. She earned her BS in business administration from the University of North Carolina, AIF Designation® and is series 7 and 66 licensed.

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