Megan is a Client Service Associate responsible for assisting Performa’s clients with all aspects of account management including client onboarding, reporting and responding to ad-hoc requests from clients and their service providers.  In addition, she provides support to the firm’s relationship management, business development and operations teams.   Prior to joining Performa in 2013, she held various investment positions with Bermuda Investment Advisory Services Ltd and Colonial Pension Services Ltd.  Megan earned her Associates Degree in General Insurance and has a B.A.  degree in Business. Megan holds the Accredited Asset Management Specialist designation, was awarded the Claritas® Investment Certificate and successfully completed the Canadian Securities Course (CSC®).

megan works out of performa’s hamilton, bermuda office.

SANDI PRESCOTT

HEAD OF CLIENT SERVICE

DAVID KILBORN, CFA

CHIEF INVESTMENT OFFICER

WARREN MILLER

CLIENT RELATIONSHIP MANAGER