Meghan Ide serves as a Associate Wealth Advisor at Crusonia Wealth, where she partners closely with senior advisors to deliver thoughtful and customized solutions to clients. With a background in portfolio management, investment operations, and client service, Meghan brings a steady hand and a client-first mindset.
Prior to joining Crusonia Wealth, Meghan held roles at several respected firms, including Private Capital Management, Auric Capital Partners, Merrill Lynch Private Banking, Northern Trust, and William Blair & Company. She has worked across portfolio management, investment research, and client service, always with a focus on precision, responsiveness, and collaboration.
Meghan earned her degree in Finance from Lehigh University and is currently a CFA Level II candidate. Originally from the Chicago area, she now lives in Denver with her golden retriever, Finn. Outside of work, Meghan enjoys spending time with her family, skiing Colorado’s back bowls, and exploring new books.
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