VT Capital LLC

Ameriprise Financial Advisors in Westport, CT, is committed to helping clients achieve their financial goals through personalized advice and comprehensive financial planning. With a network of over 10,000 advisors, they provide tailored recommendations and regular meetings to ensure clients feel confident and in control of their financial futures. The firm emphasizes the importance of understanding individual needs, offering access to a range of advisors with diverse expertise and various certifications. Through one-on-one consultations, Ameriprise seeks to empower clients with the tools and insights necessary to navigate their financial journeys effectively. Generated from the website

Meghan is the Managing Director and Principal of the Robertson Stephens Westport office. She brings nearly two decades of experience in financial services and wealth management to the team, as well as a background in client service. Working alongside Bill, Meghan focuses on providing clients with high-touch service and thoughtful advice. Prior to Robertson Stephens, Meghan was Managing Director and Partner at The Thrush Group of Hightower Advisors. Previously, Meghan was a Financial Advisor at Merrill Lynch. Meghan started her career as a Client Associate at UBS then Merrill Lynch, working closely with clients to assist them in a various aspects of their financial lives. She leverages this experience in her role as a financial advisor. Meghan earned her Bachelor of the Arts degree in English from Villanova University, with minors in Politial Science and Business. She holds the Certified Financial Planner® (CFP®) and Chartered Retirement Planning Counselor® (CRPC®) designations. Meghan currently resides in New Canaan, CT with her husband, James, children, and dog, George.

Bill is the Managing Director and Principal of the Robertson Stephens Westport office. With over 15 years of experience in the financial services industry and a deep entrepreneurial background, Bill is committed to providing clients personalized service and thoughtful investment advice. He specializes in developing and managing of financial strategies for private business owners and their families. With a focus on long-term objectives and current needs, he, alongside Meghan, works with clients to create portfolios that balance their personal and business financial aspirations. Prior to Robertson Stephens, Bill was Managing Director and Partner at The Thrush Group of Hightower Advisors. Previously, Bill served as a Senior Financial Advisor and Senior Vice President of Wealth Management at Merrill Lynch, where he focused on asset management, tax-minimization strategies and advisory services for private businesses. He started a business during the ‘Dot.Boom’ called Syllogy Group and that business merged into Behrman Capital’s $100 million start-up eBusiness consultancy Groundswell. Bill began his career in his family’s commercial lithography firm Thrush Press; after Thrush Press merged with Laurel Printing, he moved on to become a marketing services firm. Bill earned his Bachelor of the Arts degree in Political Science from Syracuse University’s Maxwell School for Public Affairs and Citizenship. He currently lives in Westport, CT, with his wife, Kelley. Bill and Kelley have a son, Griffin, who is in the insurance industry, and a daughter Riley Wells, who is a pop singer. In his spare time, he enjoys playing paddle tennis and golf. “Go confidently in the direction of your dreams and live the life you have imagined”