Processing Your Payment

Please do not leave this page until complete. This can take a few moments.

Updated: August 7, 2020 / 2020 40 Under Forty Honorees

Megan Trask

 

Megan Trask

Age: 32

Company: Connecticut Wealth Management LLC

Title: Managing Advisor & Director of Investment Committee

No. of years with current company: 3

Town where I live: Granby

Town where I work: Farmington

College: University of Massachusetts, Amherst

Highest degree: Bachelor’s degree in finance

Megan Trask works with clients to determine their financial goals and develops plans to help reach them. Trask directs the Connecticut Wealth investment committee and is responsible for the development of the firm’s target portfolios, which are implemented across $1.3 billion of assets under management.

She gathers insights from an array of thought leaders, analyst research platforms and reporting tools. Trask also oversees the firm’s retirement plans and participant education programs, where she presents to audiences across a wide range of industries.

What’s been your biggest professional accomplishment so far in your career?

While I am proud of my promotion to director of the investment committee, my most meaningful accomplishment is more difficult to define by one single achievement. What I find most rewarding are the relationships and trust I have built with my clients.

How are you involved in the community?

When I left the hustle and bustle of south Boston for the quiet and rural Granby, I was apprehensive about the transition. However, I found a welcoming, engaged, and lively community where my husband and I plan to spend the rest of our days.

I have been very fortunate to find several remarkable organizations where I volunteer my time. I sit on the investment committee for the Village for Families & Children where we help develop investment policy and due diligence for the organization’s endowment. I am also a delivery angel with Healing Meals where we work to deliver healthy, organic meals to folks experiencing a health crisis.

What do you like to do outside of work?

You can frequently find me hiking McLean Game Refuge with my husband, our German shepherd, and our 2-month-old son. I am an avid snowboarder and yogi. We are also very fortunate to have a large circle of dear friends and family that keeps our social calendar very busy.

How did dealing with the coronavirus pandemic help you grow as a leader?

My work closely deals with the financial implications of the pandemic. Coaching clients through the most severe stock market decline in my career took stamina, empathy and conviction. I would spend 12 hours a day in my home office making these calls, pouring through research, joining webinars trying to get a handle on the situation — all while being 9 months pregnant! It has been a challenging time, but this experience has made me a better advisor and leader.

Four reasons why you deserve to be a 40 Under Forty:

I was named the youngest and first female director of our firm’s investment committee by enhancing the structure, communications and partnerships of the committee.

I have shared my expertise with a wide audience via several publications and NBC CT.

I work tirelessly every day to further my education in order to continue to be a resource in navigating financial decisions for clients and the community.

I worked with Healing Meals and Hartford HealthCare to organize our firm’s annual Think Pink Event to promote women’s health and healthy eating.

Fun Fact 

I completed a two-week trek through the Himalayas.

Return to HBJ's 2020 40 Under Forty landing page

Sign up for Enews

Most Recent

Most Recent

0 Comments

Order a PDF