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James Meredith
Managing Director at R W Baird
Experienced finance executive with 46 years of experience in investments and financial planning.
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Location
Pittsburgh, Pennsylvania, United States, US
Skills
- Investments
- Portfolio Management
- Financial Planning
- Banking
- Finance
- Show all
Bio
Generated by
Topline AI
James Meredith is a seasoned finance professional with 46 years of experience in investments, portfolio management, and financial planning. He has held executive positions at R W Baird and Hefren-Tillotson, and holds an MBA and CPA certification from the University of Dayton.
Credentials
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CPA Personal Financial Specialist (PFS)
AICPA
Experience
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R W Baird
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Greater Pittsburgh Region
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Managing Director
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Oct 1977 - Present
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Greater Pittsburgh Region
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Hefren-Tillotson
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Hefren-Tillotson, Inc.
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Executive Vice President
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Oct 1977 - May 2023
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Hefren-Tillotson, Inc.
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Education
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University of Dayton
Master of Business Administration (MBA), Finance -
University of Dayton
Bachelor of Science, Accounting
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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