Megan Haugen is the Director of Operations for TrestleBridge Capital, LLC. She functions as the team’s operational and client service liaison between financial advisors and clients. She facilitates various operational functions, client support, account documentation, trade execution, and money transfers. Megan has been in the financial services industry since 2006 and has been with TrestleBridge Capital for over a decade. She graduated with a bachelor’s degree in finance from The University of Pittsburgh. In her down time, she enjoys spending time with her husband and two children, Annika and Pierce.