Megen A. Reilly

Megen is responsible for managing Almanack’s technology, compliance, logistics and the daily administrative and operational functions of the Firm. In addition, she is a constant resource for our advisor network where she leverages past experiences to streamline efficiencies to alleviate the operational burden for the adviser in addition to exploring potential opportunities for growth. Her vast skill set adds significant experience to the firm’s client advocacy initiatives.

With over 20 years of experience in the financial services industry, and after holding various positions throughout her career, Megen has developed the knowledge base and skill set to excel in her current position. Her hands-on approach to providing support, guidance and growth opportunities is one of the key components that sets Almanack apart from other firms. Megen prides herself in creating and growing personal relationships with each of the Almanack advisers, their staff, and their clients to better understand their needs and help them to achieve their goals.

Prior to joining Almanack, Ms. Reilly has spent more than two decades working for several Philadelphia based financial firms with top-producing advisers, supporting those advisers with her operational and compliance expertise and assisting in growing their business.

Ms. Reilly graduated with Honors from Harcum College with a concentration in Business Administration. In her spare time, she enjoys spending time with her dog, Flash, and her large close-knit family. She also enjoys traveling, home improvements and utilizing her creative side.

Megen joined Almanack in December of 2020.