Operations

Meaghan L. Joseph

our-team-bio-meaghan-l-joseph

Meaghan L. Joseph

Operations Assistant

Education:

University of Connecticut
BS, Economics

Ms. Joseph joined Bradley, Foster & Sargent as an Operations Assistant in October, 2018. Her responsibilities include preforming account reconciliations, opening and closing accounts, calculating account performance, asset allocation compliance testing, preforming billing functions, and assisting with other operational and administrative functions. Ms. Joseph joins us from Northwestern Mutual Wealth Management Co., where she had over 5 years of experience as an Associate Wealth Management Advisor.

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