Megan Roach, Cfa
About Megan Roach, Cfa
Megan Roach, CFA, serves as a Senior Portfolio Manager at Russell Investments, where she has worked since 2018. She has extensive experience in investment management, having held various roles within the company since 2004, and holds an MBA and a Bachelor's degree in Finance from Washington State University.
Work at Russell Investments
Megan Roach has held multiple positions at Russell Investments since joining the firm in 2004. She currently serves as a Senior Portfolio Manager, a role she has occupied since 2018 in the Greater Seattle Area. Prior to this position, she worked as a Portfolio Manager from 2015 to 2018 and as a Senior Research Analyst from 2004 to 2013. Additionally, she was the Head of Manager Research for US Small Cap from 2013 to 2015. Her extensive experience at Russell Investments spans over 15 years, reflecting her deep involvement in various aspects of portfolio management and research.
Education and Expertise
Megan Roach earned her Master of Business Administration (M.B.A.) with a focus on Investment Management from Washington State University, completing her studies from 2002 to 2004. Prior to her graduate studies, she obtained a Bachelor's degree in Finance from the Washington State University - College of Business and Economics, where she studied from 1998 to 2002. Her educational background provides a solid foundation for her expertise in portfolio management and investment analysis.
Background
Megan Roach has a long-standing career in the investment management industry, primarily with Russell Investments. Her professional journey began in 2004, and she has progressively taken on more responsibilities within the organization. Her roles have included research and portfolio management, showcasing her versatility and commitment to the field. Megan's work has been concentrated in the Seattle area, where she has developed a strong professional network.
Achievements
Throughout her career at Russell Investments, Megan Roach has demonstrated significant contributions in various roles. As a Senior Portfolio Manager, she oversees investment strategies and portfolio performance. Her previous positions, including Head of Manager Research and Senior Research Analyst, highlight her analytical skills and leadership in managing investment portfolios. Megan's tenure at Russell Investments reflects her dedication to advancing investment management practices.