Trusted Relationships. Thoughtful Guidance. Lasting Impact.

Serving institutions and individuals with the experience and care that complex wealth deserves.

Customized Private Wealth Management to your goals

As a Private Wealth Advisor, I am focused on the needs of ultra-high-net-worth families, CEO founders, entrepreneurs, family business owners. PE partners, and executives. Offering holistic financial planning, private investments, tax and estate strategies, trust services, and exit planning, my goal is to help you manage your financial landscape thoughtfully.

Megan Portacci

Managing Director–Wealth Management

Private Wealth Advisor

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.

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
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Financial Planning Top 40 Financial Advisors Under 40, 2025The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in 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

Credentials

  • Private Wealth Advisor

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

Email Me

Recognized as an industry leader

Solutions for the life you’ve achieved

Backed by the global resources of UBS, Megan serves individuals and successful families. She brings clients comprehensive wealth planning, investment management, and family office services that help them achieve peace of mind for generations. Megan’s background is institutional and she prides herself on bringing a sophisticated perspective to clients' most complex financial challenges. She helps them make informed investment decisions within the context of comprehensive, multi-generational wealth management strategies.

Three generations on beach

From success to succession

Business Owner in entryway

Advice for business owners & entrepreneurs

Father and daughter hiking in fields

Navigating opportunities across your enterprise

Three generations in apple orchard

Turn possibilities into a plan

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Thought leadership

Insights

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