Megan Bauman

About Megan

 

Megan Bauman is a wealth advisor associate in Private Wealth Management at William Blair. Before assuming this role in 2024, she spent nearly a decade with William Blair Investment Management (WBIM), most recently as a Senior Analyst on the WBIM strategy team focusing her time on overall business strategy and growth initiatives for the division. Prior to this role, she was a member of Global Research team with WBIM covering and recommending ideas in the technology, media, and telecommunications sectors for the global mutual fund portfolios. Megan also spent time as an equity Research Associate with William Blair’s sell-side research group with a focus on restaurants, leisure, and lifestyle brands. Megan began her career working in litigation consulting as a forensic accountant/analyst at Davis & Hosfield Consulting, LLC.

Megan, a lifelong Chicago resident, lives on the Northshore with her husband and three young daughters. She is a fitness enthusiast and teaches Pilates on the weekend. Megan is currently a member of the Winnetka Firefighters Pension Board. She is a vibrant member of the community and contributed significantly to the JPA auxiliary board.

Megan is a registered CPA in Illinois. She received a B.S. in both accounting and finance from The Leeds School of Business at the University of Colorado.