Megan Balkowitsch
Megan Balkowitsch

Megan Balkowitsch Investment Practice Lead

Joined Northern Trust

2016

Education

  • Bachelor of Science in Business Administration from the University of Wisconsin-Stout
  • Masters in Business Administration from St. Cloud State University

Credentials

  • Certified Private Wealth Advisor (CPWA)
  • Member of the Investments and Wealth Institute

Expertise

As Senior Portfolio Advisor and Investment Team Lead for Northern Trust’s Minnesota office, Megan is responsible for overseeing the delivery of investment solutions for all wealth management clients. Megan has expertise with equity, fixed income and alternative investments. She specializes in financial planning and tax management, with a focus on financial education. Megan has more than 16 years of experience in financial services, investment management and wealth management.

Experience

Prior to joining Northern Trust in 2016, Megan worked at U.S. Bank for 10 years, where she served as an Investment Portfolio Manager in its Private Wealth group.

Community Involvement

Megan serves on the Investment Committee at The Basilica Landmark, volunteers with the Minneapolis Crisis Nursery and Habitat for Humanity’s Brush with Kindness, and coaches youth sports.