Deeply rooted in your financial goals

Megan Portacci

Account Vice President

With a consultative approach, Megan provides investment planning and comprehensive wealth management services to professionals and families. She is a founding member of Highbridge Wealth Management, a seven-member multi-generational team. Megan and her partners currently customize advice and solutions to manage and allocate approximately $1.6 billion in capital globally. 


Prior to joining UBS, Megan spent over ten years on Wall Street. She launched her career as an investment banker in J.P. Morgan’s global investment bank. Later, she led Investor Relations for a publicly traded financial services company. With a background steeped in diverse markets across multiple asset classes, she recognizes the importance of capital preservation and downside risk reduction.

Megan is a recognized industry leader

This year, Megan and her team have been named to Forbes inaugural “Best in State Wealth Management Team”.

The Forbes rating is awarded annually in January and based on information from March of the prior year to March of the award year.

The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice.

For more information on third party rating methodologies, please visit ubs.com/us/en/designationdisclosures.

Education
Megan earned her Bachelor’s degree in Finance from the University of Texas at Austin where she was a member of the Women’s Rowing team.

Outside of UBS
Megan and her husband, Adam, live in Dallas with their daughters.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • BBA in Finance, with Honors, University of Texas at Austin

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning
Business succession
Family Offices
Corporate executives
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0346

Email Me

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mother measuring height

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Wealth, from your point of view

Business transition and succession planning

Business transition and succession planning

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights