Meghan M. O’Callaghan Senior Trust Advisor
Joined Northern Trust
Education
- Bachelor of Arts in Government, University of Notre Dame
- Juris Doctor, Marquette University Law School
Credentials
- Certified Trust and Fiduciary Advisor (CTFA)
- Member of the Wisconsin State Bar
Expertise
Meghan is a Senior Trust Advisor, responsible for providing holistic wealth management services to individuals, families, foundations and endowments. She has expertise in wealth transfer, estate planning, tax management and philanthropy. Meghan has more than 16 years of experience in wealth management, and an attorney with more than 20 years experience in trust administration and estate planning.
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, both irrevocable and revocable trusts as well as life insurance trusts. Prior to her U.S. Bank employment, Meghan practiced law privately for 16 years drafting estate plans as well as probating clients' estates.
Community Involvement
Meghan is a member of the Milwaukee Estate Planning Forum and the Catholic Professionals Forum of Metro Milwaukee. She also volunteers at St. Eugene Parish in Fox Point.