Meredith is a partner, portfolio manager and head of Brown Advisory's San Francisco office. With more than 25 years of investment experience, Meredith works closely with clients to help them develop and implement thoughtful investment solutions that address often-complex financial circumstances. Meredith manages all aspects of client investment portfolios including asset allocation and manager selection, with experience in both public and private markets.
Meredith joined Brown Advisory in 2007 and served as a portfolio manager in Baltimore before relocating to San Francisco in 2013. Prior to rejoining the firm, Meredith served as a senior investment advisor at Litman Gregory Asset Management. Earlier in her career, Meredith worked in the Private Wealth Management division at Goldman Sachs as a financial analyst.
Education
- University of Maryland, MBA
- Vanderbilt University, BS
Community Involvement
- Board and Committee Chair, Finance Advisory Committee, College of Marin Foundation
- Member, Professional Advisors Council, Marin Community Foundation
- Former Member, Professional Advisors Council, The San Francisco Foundation
- Former Board Member, St. Agnes Hospital Foundation