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Meagan McDonald

Meagan McDonald

Portfolio Analyst at Salem Investment Counselors Inc.

Raleigh, NC , United States

About

Meagan McDonald is a Portfolio Analyst at Salem Investment Counselors Inc., based in Raleigh, NC. In this role, she is responsible for constructing and monitoring customized investment portfolios, executing asset allocation strategies, and performing ongoing risk assessments for clients. Meagan's work supports Salem Investment Counselors' fiduciary approach to wealth management, retirement planning, and financial advising, with a strong emphasis on both capital growth and preservation.

Her investment focus spans a diverse range of sectors, including healthcare, technology, manufacturing, and real estate, reflecting Salem Investment Counselors’ multi-industry clientele. Meagan leverages her expertise in these areas to assess market trends and identify strategic opportunities aligned with clients’ financial objectives and risk profiles.

Prior to joining Salem Investment Counselors in 2022, Meagan served as a Client Services Coordinator at Manning & Napier and as a Summer Clerk at Harter Secrest & Emery LLP. She holds a Bachelor of Science in Finance and an MBA in Business Administration and Management from St. John Fisher College/University, equipping her with a strong foundation in financial analysis and client service. Her career is marked by a commitment to rigorous investment management and tailored solutions for clients in multiple asset classes and industries.

Career History

OrganizationRoleDate RangeDetails
Salem Investment CounselorsPortfolio AnalystFeb 2022 to Present
Manning & NapierClient Services CoordinatorFeb 2021 to Feb 2022
Harter Secrest & Emery LLPSummer ClerkJun 2017 to Jun 2019

Education

St. John Fisher College

Bachelor of Science - BS, Finance, General

2017 2019

St. John Fisher University

Master of Business Administration - MBA, Business Administration and Management, General

2019 Present

Others at Salem Investment Counselors Inc. (3)

NameRoleLocation
Joseph McCaffrey
Joseph McCaffrey
Chief Investment OfficerChapel Hill, NC , United States
Cfa® Cfp®
Cfa® Cfp®
Chief Investment OfficerChapel Hill, NC , United States
James Welsh
James Welsh
AnalystWinston-Salem, NC , United States

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