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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Salem Investment Counselors | Portfolio Analyst | Feb 2022 to Present | — |
| Manning & Napier | Client Services Coordinator | Feb 2021 to Feb 2022 | — |
| Harter Secrest & Emery LLP | Summer Clerk | Jun 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)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Chapel Hill, NC , United States | |
| Chief Investment Officer | Chapel Hill, NC , United States | |
| Analyst | Winston-Salem, NC , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Head Equity Trader | Smith, Salley & Associates | United States | |
| Portfolio Manager, Equity Analyst | Smith, Salley & Associates | United States |