Meg Patricia Sheil-Puopolo
Portfolio Manager-Equities at Verdence Capital Advisors LLC
Profile
Ms. Meg P.
Sheil-Puopolo is a Director & Private Wealth Advisor at Verdence Capital Advisors LLC.
She provides financial planning, investment management and estate planning services.
Prior to joining Verdence, she spent 18 years at Fidelity, where she most recently served as Vice President, Financial Consultant, bringing with her a wealth of experience serving high net worth individuals, families and business owners.
She earned her BA in Biology from Indiana University Bloomington.
Meg Patricia Sheil-Puopolo active positions
| Companies | Position | Start |
|---|---|---|
Verdence Capital Advisors LLC
 Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Portfolio Manager-Equities | 2019-03-31 |
Training of Meg Patricia Sheil-Puopolo
| Indiana University | Undergraduate Degree |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Verdence Capital Advisors LLC
Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Finance |
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