Best Investors Account Sign in
Inactive

Megan P Schaefer-Curran

Captrust

Boston, MA

Claim This Profile
Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-02
  • MA RA
    APPROVED
    Since 2025-01-02

Branch Locations

255 State Street 6Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brown Advisory, Llc Baltimore MD 06/2012 11/2024
Capfinancial Partners Llc (Captrust) Raleigh MA 11/2024 Present
  • 06/2012 → 11/2024
    Brown Advisory, Llc
    Baltimore, MD
  • 11/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-21
S65 Uniform Investment Adviser Law Examination 2005-11-10
S63 Uniform Securities Agent State Law Examination 1999-07-16
  • S66 Uniform Combined State Law Examination
    2009-12-21
  • S65 Uniform Investment Adviser Law Examination
    2005-11-10
  • S63 Uniform Securities Agent State Law Examination
    1999-07-16
Other Names
  • Megan P Olfky
  • Megan P Olfky
  • Megan P Schaefer-Curran
  • Megan P Schaefer
  • Megan P Schaefer-Curran

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor