Megan Ahmed

Energizer
DISC Type : I

Chief Investment Officer at Private Family Office

Los Angeles, California, United States

Overview

Megan Ahmed is a seasoned investment strategist with over 15 years of experience, now serving as Chief Investment Officer for her family office. An alumna of NYU Stern and the National University of Singapore, she specializes in global asset allocation, sustainable investing, and cross-generational wealth preservation after a long tenure at Bank of America Merrill Lynch.

She implements proprietary AI-driven macro models for gold trading and global asset allocation.

Personality Overview

Enthusiastic

Informal

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are always positive and upbeat, so take their promises with a pinch of salt. They are friendly, approachable and love to make new connections.

Topics They Care About

Sustainable Investing
A core part of her role involves overseeing the family's sustainable investment strategies and ESG mandates.
AI in Finance
Actively implements AI-driven macro models for sophisticated gold trading and managing global asset allocation.
Wealth Preservation
Focuses on multi-generational wealth strategies, integrating capital preservation with sustainable growth for her family office.

Media Appearances

Megan has no verified media appearances

Work History

Chief Investment Officer at Private Family Office
Executive Director, Private Wealth Management at Bank of America Merrill Lynch
Vice President, Investment Advisory Group at Bank of America Merrill Lynch
Associate, Capital Markets Strategy at Bank of America Merrill Lynch

Education

2008 - 2010
MBA from NYU Stern School of Business
2004 - 2008
BBA from National University of Singapore

More Information

Social Presence :

Prographics :

Exp : N/A Location : Los Angeles, California, United States Job Level : Leadership Designation : Chief Investment Officer at Private Family Office
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Insights For Selling To Megan

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Be friendly and entertaining in your conversation
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid cutting into their flow
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Megan is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Megan

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Megan move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Megan take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Megan

Personality Compatibility


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