Expertise

Head of Municipal Bond Research, Portfolio Manager, member of the Fixed Income Investment Strategy Team and Manager Research Committee

Experience

Meredith joined the organization in 2022 with 10 years of experience in the asset management industry. Prior to joining, Meredith most recently served as a municipal bond investment analyst with Ivy Investment Management Co., where she was responsible for credit research on municipal bonds in various sectors across the United States. Meredith began her career as Regional Sales Specialist with Ivy Distributors, Inc., focused on promoting investment strategies to financial professionals.

Education

BSBA in Finance/Accounting & Political Science, Rockhurst University

MBA in Finance, Rockhurst University

Chartered Financial Analyst® charterholder

Certified Investment Management Analyst®

Accredited Asset Management Specialist®

Professional / Civic Affiliations

CFA Institute, Member

CFA Society Kansas City, Member