Meg O'Connor Zwick
Chief Client Engagement Officer
Meg is responsible for delivering our brand promise of providing exceptional service to over 500,000 individual clients as well as funds with over $14 billion in custody. In her role, she supports strategic organizational growth, helps to maximize client acquisition, while building new and expanding existing client relationships.
Meg has over 25 years of experience in the financial services industry with a strong background in securities, operations, and client services. Prior to joining Millennium Trust, she was a senior project analyst for William Blair & Company’s investment management business and held senior management positions with IAC Securities and Stein Roe Mutual Funds.
She holds a bachelor’s degree in accounting from Miami University of Ohio.