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Chequers Financial Management
Chequers Financial Management was established in 2016 by tax attorney Megan Gorman. Her prior experience at Goldman Sachs Ayco and BNY Mellon forms the basis...
Chequers Financial Management
Chequers Financial Management was established in 2016 by tax attorney Megan Gorman. Her prior experience at Goldman Sachs Ayco and BNY Mellon forms the basis for the firm's focus on high-net-worth clients. The firm pursues a fund-of-funds posture alongside venture capital exposure. It maintains a geographic footprint concentrated in North America. Confirmed holdings include a board seat at Swaay Media Inc. Services extend to discretionary mandates and advisory arrangements for families and executives. The team includes three named partners. Megan Gorman also serves on boards including Miracles for Kids and the National Endowment for Financial Education. The firm participates in events such as the Citywire RIA Park City Summit. Governance centers on a founder-led structure with direct partner ownership. This setup allows integrated delivery of tax, estate and investment functions without external fund vehicles.
General information
Firm type
Multi Family Office
Year founded
2016
Location
Region
North America
Country
United States
City
San Francisco
Principals
Megan Gorman
Founder and Managing Partner
Edward J. Kearney
Managing Partner and Owner
Nicole A. Tanenbaum
Partner and Chief Investment Strategist
Sector focus
Frequently asked questions
Who runs investment decisions at Chequers Financial Management?
Megan Gorman serves as Founder and Managing Partner. Edward J. Kearney acts as Managing Partner and Owner. Nicole A. Tanenbaum holds the role of Partner and Chief Investment Strategist.
Is Chequers Financial Management structured as a single family office or multi-family office?
It operates as a multi-family office. The firm serves multiple entrepreneurs, executives and families rather than one lineage.
Does Chequers Financial Management participate in fund commitments or only direct deals?
The firm shows an indicated fund-of-funds posture. It also holds direct positions such as a board seat at Swaay Media Inc.
Where does the underlying wealth come from at Chequers Financial Management?
Founder Megan Gorman built her wealth through senior roles at Goldman Sachs Ayco and BNY Mellon before launching the firm in 2016.
What investment stages does Chequers Financial Management typically target?
The firm maintains exposure to venture capital and fund-of-funds vehicles. Specific stage preferences are not publicly detailed beyond general North American allocations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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