Meghan M. O’Callaghan
Meghan M. O’Callaghan

Meghan M. O’Callaghan Trust Advisor

Joined Northern Trust

2010

Education

  • Bachelor of Arts in Government from the University of Notre Dame
  • Juris Doctor from the Marquette University Law School

Credentials

  • Certified Trust and Fiduciary Advisor (CTFA)

Expertise

Meghan is a Trust Advisor, responsible for providing holistic wealth management services to individuals, families, foundations and endowments. Meghan has expertise in wealth transfer, estate planning, tax management and philanthropy. She has more than 16 years of experience in wealth management.

Experience

Meghan joined Northern Trust in 2010 after three years as a trust administrator at U.S. Bank. In her prior role, she managed a wide-ranging portfolio of personal trust clients, including investment agency accounts, foundations, guardianships, irrevocable and revocable trusts, and life insurance trusts. Prior to working at U.S. Bank, Meghan practiced law privately for 16 years, drafting estate plans as well as probating clients’ estates.

Community Involvement

Meghan is a member of the State Bar of Wisconsin, the Milwaukee Estate Planning Forum and the Catholic Professionals Forum of Metro Milwaukee.