Megan Beach

Megan Beach Kore Private Wealth
Associate, Private Wealth Relationship Manager

Megan is a true team player. Since she was seven years old, Megan played lacrosse and continued to play all the way through college at Fairfield University where she was captain of the team. A member of the MAAC Woman’s Lacrosse All-Academic team, it was through playing sports that Megan was able to realize her true leadership skills.  

This serves Megan well at KORE where she is a Private Wealth Relationship Manger and part of our onboarding team. She gets great satisfaction in providing support to all parts the firm and many KORE clients. In short, she likes being able to help whenever and wherever possible to make everyone’s job easier and more efficient. So whether its client account onboarding, cash movement or overall account maintenance, Megan is there to help.
 

Kore Private Wealth, LLC
PORTAL ACCESS ACKNOWLEDGMENT

 

As a client of Kore Private Wealth, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

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