
Meghan McCarthy Brookman
Wealth Management Summer Analyst

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About me
Vice President - Trading & Managed Solutions
Education

Boston College
2013 - 2017Bachelor of Arts (BA) CommunicationsActivities and Societies: The Bostonians of Boston College, A Cappella Group

Ridgewood High School
2009 - 2013
Experience

Morgan Stanley
Jun 2015 - Aug 2015Wealth Management Summer AnalystInvestment Product Marketing

Morgan Stanley
Jun 2016 - Aug 2016Wealth Management Summer AnalystOffice of the Chief Operating Officer

Morgan Stanley
Jul 2017 - nowCOO - Trading & Managed Solutions Product and Business Development for Managed Advisory Portfolio Solutions (MAPS)Women in Wealth Leadership Team Product and Business Development for Managed Advisory Portfolio Solutions (MAPS) within Consulting GroupWomen in Wealth Leadership Team Rotation 1: Wealth Management Investment Resources - ChartBookRotation 2: Corporate Solutons - Executive Financial Services Rotation 3: Consulting Group - Managed Advisory Portfolio Solutions (MAPS)
Vice President
Jan 2023 - nowCOO - WM Trading & Managed Solutions
Jun 2022 - Jan 2023Assistant Vice President, Portfolio Solutions Product and Business Development
Jan 2021 - Jun 2022Associate - Portfolio Solutions Product and Business Development
Aug 2019 - Jan 2021Rotational Analyst Morgan Stanley Wealth Management
Jul 2017 - Jul 2019
Licenses & Certifications

Series 63
FINRA
Series 7
FINRA
Volunteer Experience
Junior Board Development Chair
Issued by Change for Kids on Jun 2019
Associated with Meghan McCarthy BrookmanJunior Board Member
Issued by Change for Kids on Aug 2018
Associated with Meghan McCarthy Brookman
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