About Meridian Equity Advisors
Building wealth through disciplined equity investing since 2008
Our Story
Founded in 2008 in Tampa, Florida, Meridian Equity Advisors was established with a clear mission: to provide institutional-quality equity investment management to sophisticated investors seeking long-term wealth creation.
What began as a boutique investment firm has grown into a respected regional player, managing $3.1 billion in assets across three strategically located offices. Our growth reflects not just our investment performance, but our unwavering commitment to client service and fiduciary responsibility.
As an equity-focused investment management firm, we serve institutional investors, high-net-worth individuals, and family offices who share our belief in the power of equity ownership to build lasting wealth. Our approach combines rigorous fundamental analysis with a deep understanding of market dynamics, always guided by our commitment to transparency and client-first thinking.
Our Core Values
Fiduciary Responsibility
We always act in our clients' best interests, putting their financial success ahead of our own.
Transparency
Clear communication about our strategies, performance, and fees builds trust and long-term relationships.
Research Excellence
Our investment decisions are grounded in thorough fundamental analysis and market research.
Long-term Focus
We invest with a multi-year horizon, focusing on sustainable business models and enduring competitive advantages.
Leadership Team
Sarah Chen
Chief Executive Officer
Sarah brings over 20 years of investment management experience to Meridian, having previously served as Vice President at Blackstone Group where she managed institutional client relationships and strategic initiatives.
She holds an MBA from Harvard Business School and a Bachelor's degree in Economics from MIT. Sarah is known for her strategic vision and commitment to building lasting client partnerships.
Michael Rodriguez
Chief Investment Officer
Michael leads Meridian's investment committee and portfolio management activities. With 18 years of equity research and portfolio management experience, he previously served as Senior Analyst at Fidelity Investments.
His expertise spans multiple sectors, with particular strength in technology and healthcare investments. Michael's analytical rigor and market insight drive our investment decision-making process.
Jennifer Park
Senior Portfolio Manager
Jennifer manages several of our key institutional portfolios and oversees risk management processes. She brings 15 years of institutional portfolio management experience from her previous role as Director at State Street Global Advisors.
Her expertise in ESG integration and quantitative analysis helps ensure our portfolios meet the evolving needs of institutional investors.
Alex Morgan
Chief Information Security Officer
Alex oversees cybersecurity and risk management for all of Meridian's technology systems and client data. With 12 years of experience in financial services cybersecurity, Alex previously served as Security Architect at JPMorgan Chase.
Alex ensures our technology infrastructure meets the highest security standards while enabling efficient operations across our three office locations.
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Discover how our equity investment expertise can help achieve your financial objectives.