Meredith has almost 20 years of experience in the finance and real estate industry. She is currently a Banker in the Dallas office of J.P. Morgan Private Bank where she serves as an advisor to wealthy families. Meredith began her career working in the real estate principal investing groups at both Morgan Stanley and Goldman Sachs. After several years working in Madrid, Spain for Santander Investment, she served as head of Business Development for Matador Capital, a Latin American hedge fund based in Dallas. Prior to joining J.P. Morgan, Meredith worked as a Wealth Planner for UBS Texas Private Wealth. She has achieved the designation of Certified Financial PlannerTM and is licensed by the Texas Department of Insurance as a General Lines Agent. A native of Arkansas, Meredith graduated from the University of Texas at Austin with a BBA in Business Honors and Finance. She currently lives in Dallas with her two children, Sabrina and Nico.
