Megan Ehrle, CFA
Head of Finance
Partner
Principal
Megan Ehrle, CFA, is Head of Finance at Balentine, where she leads the firm’s corporate accounting functions, including both internal and external financial reporting, budgeting, forecasting, and cash management. In this role, she closely partners with senior leadership to align the firm's financial infrastructure with its growth objectives.
Megan is passionate about building disciplined reporting and forecasting that allows an independent firm to scale with confidence. She brings structure to complex financial operations and translates numbers into decisions leadership can act on. Her background spans financial planning and analysis, cash management, valuation, trading operations, and investor relations.
Megan brings corporate finance experience across public and private companies to Balentine. Before joining the firm, Megan spent several years at RR Donnelley, a Fortune 500 printing company, where she delivered solutions to the corporate organization, the Premedia business unit, and investor relations. Prior to that, she worked at Citadel with the distressed bank debt and foreign currency trading desks and at Arthur Andersen in their Strategic Valuation Services practice.
Megan is a CFA® charterholder. She graduated magna cum laude from Drake University with a Bachelor of Science in Business Administration and minors in economics and mathematics. She earned a Master of Business Administration with concentrations in finance and accounting from the University of Chicago Booth School of Business.
MBA, University of Chicago
B.S.B.A., Drake University
Performance Waste & Site Solutions, Fractional Controller
R.R. Donnelley & Sons Company, FP&A and Investor Relations
Citadel Investment Group LLC, Foreign Currency & Distressed Bank Debt
Arthur Anderson LLP, Strategic Valuation Services
CFA Charterholder
Atlanta Economics Club
Peachtree Church
PTA
Why did you choose to come to work at Balentine?
Balentine’s people and culture are what drew me to working here. I thought it was especially telling that, after meeting individually with a diverse group of Balentine employees, I felt like I fit in with all of them. The common thread was Balentine’s culture and values, which I could see I shared.
What was your best business decision?
My best business decision was to pause my career for over a decade to raise my children and support my family and community. The experiences I gained during that time strengthened skills that are essential in business, including adaptability, emotional intelligence, stakeholder management, and communication. I returned to work with a broader perspective, stronger judgment, greater confidence, and a deeper appreciation for people and priorities.
What is the most exotic place you have ever been?
Circuit de Spa-Francorchamps, one of the most historic and recognizable circuits in motorsport, to watch the F1 Belgium Grand Prix.
What do you like to do in your down time away from work?
I enjoy cooking healthy meals for my family, going to my neighborhood book club, reading a hard copy of the weekend WSJ, taking walks while listening to my favorite podcasts, and fitness classes - barre, strength training, tabata, and yoga.
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