Meredith McDaniel

Meredith McDaniel, CFA, is a Senior Analyst and Portfolio Manager at Terry McDaniel & Company Investment Counsel in Austin, Texas. She has been with the firm since 1998, where her responsibilities include equity and fixed income research, portfolio construction, and direct management of client accounts, serving both individual and institutional investors.

Meredith's expertise spans U.S. and international equities, municipal and taxable bonds, and multi-asset portfolio strategies. She utilizes her extensive research background to focus on long-term, fundamental analysis across a range of sectors, drawing on her language skills and international education to provide additional insights for global investments.

She holds a B.A. in History with a minor in Chinese language from Georgetown University and pursued further studies at National Chengchi University, Chinese University of Hong Kong, and Peking University. Meredith is a member of the CFA Institute and the CFA Society of Austin, and her career is marked by longstanding commitment to investment research and client advisory in the asset management industry.