Meredith Farber, CFA

Vice President

By necessity and circumstance, Meredith has held jobs since she was 15 years old, which has nurtured her work ethic and tenacity over the years. While a sophomore at Penn State, Meredith was offered a position at Merrill Lynch after cold-calling advisors in the area to ask for a summer internship. A self-professed data wonk, Meredith is able to compile, analyze, and collate large amounts of information to present concise, actionable insights. This skill is tremendously valuable as she works with the firm’s teams to help our clients gain a more holistic view and deeper understanding of their very complex financial lives.

As a proud CFA charterholder, Meredith has always been intrigued by investments and their practical purpose. Based on client-specific objectives and constraints, she advises on the construction and implementation of fully diversified, multi-asset portfolios, utilizing both strategic and tactical asset allocation strategies. She uses her analytical capabilities to conduct investment manager due diligence, evaluate subsequent risk/return metrics, and monitor and adjust portfolio exposures as needed amid evolving market conditions. And just in case you think she is spending all her time in front of her computer, Meredith loves to travel, cook with friends, and spend time outdoors with her dog.


Discover how we can help you create true wealth.