Sign in
Heather McMeekin

Heather McMeekin

Vice President, Principal, Portfolio Manager at Mitchell Sinkler & Starr/pa

Newtown Square, PA , United States

About

Heather McMeekin is a Vice President, Principal, and Portfolio Manager at Mitchell Sinkler & Starr, based in Newtown Square, PA. She has been with the firm since January 2015 and is a member of the Compliance Committee, playing a key role in ensuring the firm’s adherence to regulatory standards and best practices. In her capacity as Portfolio Manager, she is responsible for developing and implementing investment strategies tailored to the needs of individual and institutional clients, with a focus on global equities and customized portfolio solutions.

Heather’s investment expertise spans global equity analysis and management, with a particular emphasis on identifying long-term growth opportunities across diverse sectors. Her approach is grounded in rigorous fundamental research and a commitment to aligning investment decisions with clients’ financial goals and risk profiles. She is known for her disciplined process and client-centric philosophy, which prioritizes transparency and fiduciary responsibility.

Prior to joining Mitchell Sinkler & Starr, Heather served as a Principal, Global Equity Analyst, and Portfolio Manager at Turner Investments, and as an Associate Equity Research Analyst at UBS Warburg PaineWebber. She began her career at Donaldson, Lufkin & Jenrette as a Sales and Investment Associate. Heather holds an MBA in Finance from New York University’s Leonard N. Stern School of Business and a BS in Management in Finance from Tulane University’s A.B. Freeman School of Business. She is a member of the CFA Institute, reflecting her dedication to the highest standards of professional excellence in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Mitchell Sinkler & StarrVice President, Principal, Portfolio ManagerJan 2015 to Present
* Mitchell Sinkler & Starr is a Philadelphia-based independent Registered Investment Advisor (RIA) founded in 1969 managing over $1 billion in assets. * The firm provides investment services to indivi...
Turner InvestmentsPortfolio Manager and Global Equity AnalystJan 2001 to Dec 2014
* Performed fundamental research, financial analysis and independent due diligence and recommended investments in domestic, international and long/short portfolios. * Conducted in-depth research by an...
UBS Warburg PaineWebberAssistant Vice President, Associate Equity Research AnalystJan 1998 to Jan 2001
* Assisted in writing company-specific and industry-oriented investment reports detailing trends. * Met with senior management teams to discuss strategies and financial performance updates. * Projecte...
Donaldson, Lufkin & Jenrette IncorporatedSales and Investment Associate, Investment Services GroupJan 1995 to Jan 1998
* Analyzed investment opportunities, international data and economic statistics to build portfolios for high net worth individual and mid-size institutional clients.

Education

New York University - Leonard N. Stern School of Business

Master of Business Administration (M.B.A.), Finance

2000 2002

Tulane University - A.B. Freeman School of Business

B.S. in Management, Finance

1991 1995

The Episcopal Academy

Skills & Expertise

Portfolio Management
Equities
Investments
Equity Research
Alternative Investments
Hedge Funds
Asset Allocation
Investment Management
Bloomberg
Fixed Income
Asset Management
Series 7
Investment Strategies
Valuation
Securities
Financial Modeling
Capital Markets
Mutual Funds
Healthcare
Healthcare Industry
Financial Planning
Financial Statements
Equity Valuation
Private Equity
Emerging Markets
Equity Capital Markets
Stock Trading
Diversification
Sustainable Investing
FactSet
Macro Analysis
Tactical Asset Allocation
Public Speaking
Sales
Business Development
Strategic Planning
Strategy
Marketing
Management
Leadership

Others at Mitchell Sinkler & Starr/pa (3)

NameRoleLocation
J
James McConnel
Portfolio ManagerWilmington, DE , United States
P
Peter Toscani
Vice President, Principal, Portfolio ManagerUnited States
Phillip Beckner
Phillip Beckner
Portfolio ManagerPhiladelphia, PA , United States

Similar Fund Managers

NameRoleFundLocation
Bruce Fenster
Bruce Fenster
PartnerMycio Wealth Partners, LLCLafayette Hill, PA , United States
Christopher Morello
Christopher Morello
PartnerMycio Wealth Partners, LLCPhiladelphia, PA , United States
Andrew Mehalko
Andrew Mehalko
Chief Investment OfficerFFT Wealth Management LLCWest Palm Beach, FL , United States
Katherine Walsh
Katherine Walsh
Senior AssociateFFT Wealth Management LLCBoston, MA , United States
G
Gregory Young
Chief Investment OfficerRTD Financial Advisors, Inc.Philadelphia, PA , United States
Aams® Aif®
Aams® Aif®
Associate Investment Research AnalystRTD Financial Advisors, Inc.Philadelphia, PA , United States