Meredith is a partner, portfolio manager and head of Brown Advisory’s San Francisco office. With more than 20 years of investment experience, Meredith works closely with individuals, families, and nonprofits to help them develop and implement thoughtful investment solutions that address often-complex financial circumstances. She is motivated by the opportunity to collaborate with clients to articulate, plan for, and realize highly personalized financial goals and to help clients thrive over the long term—incorporating philanthropic, estate, and tax planning objectives along with investment solutions.

Prior to rejoining Brown Advisory in 2019, Meredith served as a senior investment advisor at Litman Gregory Asset Management, where she provided investment advice to families and nonprofits, and co-chaired the firm’s investment committee. She served as a portfolio manager at Brown Advisory in Baltimore before relocating to San Francisco in 2013. Earlier in her career, Meredith worked in the Private Wealth Management division at Goldman Sachs as a financial analyst.


  • University of Maryland, MBA
  • Vanderbilt University, BS (magna cum laude)

Community Involvement

  • Board Co-Chair and Chair of the Finance Advisory Committee, College of Marin Foundation
  • Member, Professional Advisors Council, Marin Community Foundation
  • Former Board member, St. Agnes Hospital Foundation
  • Former member, Professional Advisors Council, The San Francisco Foundation


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