Heather McMeekin
Vice President, Principal, Portfolio Manager at Mitchell Sinkler & Starr/pa
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Mitchell Sinkler & Starr | Vice President, Principal, Portfolio Manager | Jan 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 Investments | Portfolio Manager and Global Equity Analyst | Jan 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 PaineWebber | Assistant Vice President, Associate Equity Research Analyst | Jan 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 Incorporated | Sales and Investment Associate, Investment Services Group | Jan 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
Others at Mitchell Sinkler & Starr/pa (3)
| Name | Role | Location |
|---|---|---|
J James McConnel | Portfolio Manager | Wilmington, DE , United States |
P Peter Toscani | Vice President, Principal, Portfolio Manager | United States |
| Portfolio Manager | Philadelphia, PA , United States |
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