Meghan is the Director of Marketing at Triumph Capital Management. She holds her series 65 registration and is responsible for overseeing client portfolios, investment research, customer relations, and generating collaborative marketing strategies.
The Series 65 is an exam and securities license required for individuals to act as investment advisers in the US. The Series 65 exam, known formally as the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics, and various topics important to the role of a financial adviser.
Mrs. Nalty-Roach graduated from Colorado State University with a focus in Finance, Real Estate, and English studies. After completing her degree, she spent six months living and working abroad in Italy.