Megan Bosco

Megan Bosco, CFA, CFP®

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Megan Bosco, CFA, joined Wealth Dimensions as a Financial Advisor in August 2016. Megan focuses on developing strong client relationships by delivering comprehensive financial planning services tailored to clients’ circumstances to help them achieve their goals. With more than 16 years of financial experience, Megan has worked with foundations and endowments and high-net-worth individuals.

Prior to joining Wealth Dimensions, Megan was the Director of Investments and Debt at Xavier University where she was responsible for the University’s investment, cash, and debt portfolios. She has also held positions at a Cincinnati-based family office and at the investment office of the University of Michigan where she focused primarily on portfolio management. Megan graduated from Georgetown University’s School of Foreign Service in Washington D.C. with a B.S.F.S. in International Economics. Megan is a CFA® charterholder and is a member of the CFA Institute and CFA Society of Cincinnati.

Megan and her husband, Nathan, reside in Mason, Ohio, with their three sons. Outside of work, Megan enjoys reading, travelling, and watching college football.

Awards & Recognition