About

Megan Mason is a holistic Private Wealth Manager who draws on over a decade of entrepreneurial experience to provide bespoke, innovative solutions for her clients’ wealth management needs. Prior to joining Jefferies, Megan owned and founded multiple global IT businesses and worked as a Financial Advisor at Morgan Stanley. Megan has a particular interest in ESG investing and enjoys working with clients seeking to incorporate their environmental and social values into their investment plan. Megan is a graduate of Macalester College. 

Megan Mason is a holistic Private Wealth Manager who draws on over a decade of entrepreneurial experience to provide bespoke, innovative solutions for her clients’ wealth management needs.