919-851-8200 ext. 220
Meredith is our Portfolio Operations Administrator. She works behind the scenes, assisting our advisors with portfolio accounting, performance reporting, and data integrations. She works closely with our trading and operations teams to ensure our clients’ portfolios are accurately represented. Meredith has a passion for solving problems and for pushing our operations processes for continuous improvement. She works with our team to manage client data, including in-depth data analysis across our data platforms to ensure account information and performance tracking are accurate.
Meredith was born and raised in Raleigh. She graduated in May 2020 from North Carolina State University with a degree in Business Management with a concentration in Finance.
Some of her favorite hobbies include playing and watching football, reading finance books, playing piano, board games, and taking long walks around Lake Johnson.