Megan Russell

Chief Operating Officer, APMA®

Megan Marotta Russell is the Chief Operating Officer and an Investment Committee member for Marotta Wealth Management.

As Chief Operating Officer, Megan’s work alternates between high-level processes and day-to-day details. She is the primary designer of our internal workflows, oversees the technical side of Marotta Wealth Management as our head programmer, and is a regular contributor to our Marotta On Money articles. Her writings have been featured and quoted in several publications across the country.

She has specialized in almost every service at the firm and is the head of Marotta Wealth Management’s research and development. Right now, she is our lead tax specialist and is responsible for our customized Roth conversion recommendations.

Megan has worked with Marotta Wealth Management most of her life. After several summers of volunteer work, she officially began working for the firm part-time in 2005. After seven years of consulting and design work, she came on staff full time in 2012.

Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband and daughter. When she isn’t working, Megan is a collector of games. Some favorites include Pathfinder, Forbidden Desert, Ghooost!, Tokaido, Disney Villainous, and Tajemnicze Domostwo.

If you are interested in requesting articles for publication from Megan, you can fill out our Contact Form with the details.


Credentials

Accredited Portfolio Management Advisor℠

The APMA® program is a graduate-level designation program that provides hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including determining sell, hold, and buy decisions within a client’s portfolio.

For more information about this designation, see the College for Financial Planning website.


Specialties

 


Latest Articles

Q&A: How Does Your Investment Strategy Work?
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I recently received the following paraphrased questions from a prospective client and here were my replies.

#TBT Which Products Do You Buy and Which Do You Avoid?
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The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.

Q&A: What Should I Name My Donor Advised Fund?
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For better or for worse, you simply get to pick a name.

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Recent Best of Articles

Four Simple But Effective Conversion Target Calculations

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Doing some conversion is usually much better than doing no conversion at all. We offer these four simple but effective strategies to calculate a good-enough conversion target for this year.

New Parent Financial Checklist

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To help you get a good financial start as parents, here’s a financial checklist for new parents.

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