Rebecca Meyer, Wealth Syzygy's founder, helps families and their trusted advisors align their wealth management with values.
Trained at the Bowen Center for the Study of the Family, she has more than 20 years’ experience as a respected investment professional.
Through her work, she creates a collaboration that invites families and their trusted advisors to fulfill their highest purpose as she guides them to reinvigorate their learning and governance practices and re-align their investments with their mission. This approach infuses meaning into the family’s decision making so they can successfully navigate generational transitions and create lasting social impact.
Prior to establishing her private practice, Rebecca spent 15 years in the Family Office industry, most recently as Managing Director at Pitcairn, where she worked closely with the firm's largest families and developed a curriculum for family learning. Rebecca is currently consulting at the Center for High Impact Philanthropy at the University of Pennsylvania, building a guidebook for social impact investors. She is also a Family Wealth Consultant for Legacy Capitals.
Rebecca earned her BA from the University of Pennsylvania and her MBA from the University of Maryland. She is a 21/64 Certified Advisor with expertise in multigenerational issues.