Megan Steinbach
Megan Steinbach

Megan Steinbach Senior Private Banker

Joined Northern Trust

2017

Education

  • B.A. in Accounting from Southern Methodist University.

Credentials

  • Certified Wealth Strategist (CWS®)
  • FINRA Series 7 and 63 investment licenses
  • Group 1 Insurance license

Expertise

As a Senior Private Banker, Megan partners with high net worth individuals, families and family offices to develop customized lending solutions that will enable them to achieve their strategic goals. In addition she provides advisory services for clients depository and cash management needs.

Experience

Prior to joining Northern Trust, Megan spent 12 years with Frost Bank where she completed formal credit training, was a commercial relationship manager and a high net worth and family office specialist.

Community Involvement

Megan is active in numerous charitable and civic organizations. She is currently the on the board of the Genesis Women’s Shelter Women’s Alliance and Dallas Children’s Advocacy Center. She has previously served in board member roles for the Irma Rangel Young Women’s Leadership School Alliance, Alpha Chi Couture Board Member and Young Professionals of the Dallas Regional Chamber. Additionally, she has co-chaired major philanthropic events for ChildCareGroup, Dallas Children's Advocacy Center and Contact Crisis Line. She is a graduate of Leadership Dallas Class of 2015.