Megan Payton

Megan Payton currently holds the position of Vice President at Rockefeller Global Family Office within the Capital Crest Partners team. Prior to joining Rockefeller, she served as Vice President at U.S. Trust. Throughout her tenure at the bank, Megan navigated through diverse roles and eventually assumed the responsibilities of a Private Client Manager.

In her current role, Megan brings a wealth of relationship management experience. With a strong background in banking and specialized credit and lending, she employs an integrated approach to optimize the use of available resources. Megan’s expertise extends to providing comprehensive support, ensuring that clients receive personalized solutions aligned with their unique needs and financial objectives.

A native of Charlotte, N.C., Megan is a graduate of the University of North Carolina at Charlotte, holding a bachelor’s degree in Psychology with a minor in Communications. She and her husband are proud parents of two children. In her leisure time, Megan enjoys outdoor activities, swimming, working out, and biking.