Meredith (“Merrie”) is a Managing Director and Portfolio Manager at 1919 Investment Counsel and the Director of the firm’s Baltimore, MD office. She has more than 30 years of experience in financial services, working with individuals, families, foundations, endowments and institutional clients with complex financial needs. Her primary responsibility is managing investment portfolio construction and monitoring her clients’ investments. Merrie is a member of the firm’s Executive Committee responsible for developing and leading the firm’s strategic vision. In addition, she Chairs the Global Equity Committee and serves on the Asset Allocation Committee. Prior to joining Legg Mason Trust (a predecessor of 1919 Investment Counsel), she was a Vice President and Portfolio Manager at Mercantile-Safe Deposit & Trust Company, now PNC. Merrie entered the financial services industry in 1986.
Merrie serves as the Board Chair of the National Aquarium Foundation and is a member of the Board of Trustees for Stevenson University.
Merrie received her B.S. degrees from Springfield College and Villa Julie College (now Stevenson University) and her M.B.A. from Johns Hopkins University – Carey Business School. She is a member of the Chartered Financial Analyst (CFA) Institute and the Baltimore Security Analysts Society. In her free time she enjoys travel, art and music festivals, and gardening.