Meredith joined PFM in 2011 as a member of the Fixed-Income Portfolio Management Team. In her current capacity as a portfolio manager, Meredith is directly responsible for the management of a significant number of fixed income separate accounts. Her responsibilities include the development and execution of investment strategies for portfolios focusing on longer term investments. Meredith also makes significant contributions to PFM’s strategy process as the portfolio management team’s federal agency and supra sovereign sector specialist.
In addition to her work on the trading desk, she is a central figure in the development and execution of escrow transactions implemented by PFM’s Structured Products Group. She is an active member of the PFM Women’s Network, and the analyst hiring committee.
Prior to joining PFM, Meredith worked at JP Morgan Chase & Co. where she completed the Corporate Development Analyst Program.
Meredith serves on several community related councils, and is the currently a CFA level three candidate.