By necessity and family circumstance, Meredith has had jobs since she was 15 years old which has nurtured her work ethic and fearlessness over the years. In fact, during sophomore year at Penn State, she participated in a program where she was tasked with cold-calling advisors at local brokerage firms to secure summer internships for fellow students. A self-professed data geek, Meredith can take huge amounts of information and compile, analyze and collate it to present concise, actionable insights. This skill is tremendously important and helpful as she works with KORE teams to help our clients gain better insight into their very complicated financial lives.
Proudly CFA certified, Meredith has always been fascinated by investments and their practical purpose. She uses her analytic skills to understand client-specific objectives and constraints to develop optimal strategic asset allocations. She does this by conducting investment manager due diligence, constructing portfolios via preferred investment strategies, analyzing the macro environment to make tactical asset allocation adjustments, evaluating subsequent risk/return metrics and monitor and manage portfolio exposures. And just in case you think she is spending all of her time in front of her computer, Meredith loves to travel, go for walks outside and hang out with her dog Lexie.