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About
Caroline Meekins is the Managing Partner at Austin Private Wealth, an independent, fee-only financial advisory firm based in Austin, TX. In her current leadership role, she oversees strategic initiatives, client portfolio management, and firm operations, focusing on delivering investment and financial planning services tailored to affluent individuals, families, and business owners. She ensures the firm’s client-centric approach is rooted in fiduciary responsibility and rigorous due diligence across all investment solutions.
Caroline brings a decade of experience as a Financial Analyst at Deutsche Bank prior to joining Austin Private Wealth in 2017. Her expertise spans global financial markets, with a particular emphasis on equities, fixed income, and alternative investments commonly utilized in private wealth management. At Austin Private Wealth, she guides clients through sophisticated investment strategies and asset allocation models, often leveraging her experience in quantitative analysis to identify unique opportunities and manage risk.
She holds an MSc in Applied Mathematics and Data Science from Humboldt-Universität zu Berlin, giving her advanced capabilities in financial modeling and analytics. Caroline is recognized for integrating mathematical rigor and data science into portfolio construction and wealth advisory, contributing to her reputation within the investment industry for excellence in both technical skills and client-focused advisory. Her notable achievements include leading the firm’s adoption of data-driven portfolio management practices and shaping its offerings around distinctive investment opportunities for targeted client segments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Austin Private Wealth | Managing Partner | Apr 2017 to Present | Achieving financial freedom starts with strengthening your unique qualities Austin Private Wealth is an independent, fee-only advisory firm that stands with you; we don’t just work with you on somethi... |
| Deutsche Bank | Financial Analyst | Jan 2006 to Jan 2016 | — |
Education
Humboldt-Universität zu Berlin
MSc, Applied Mathematics and Data Science
2001 — 2005
Others at Austin Private Wealth, LLC (6)
| Name | Role | Location |
|---|---|---|
K Kevin Weaver | Partner | Austin, TX , United States |
| Partner | Austin, TX , United States | |
| Investment Analyst | Austin, TX , United States | |
| Managing Partner | United States | |
| Managing Partner | Austin, TX , United States | |
K Kenneth Daly | Trading Specialist | Austin, TX , United States |
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