Our Experts
World-Class Talent, Your Service
MeyerTrust's team includes former Goldman Sachs portfolio managers, Fidelity retirement specialists, Big Four tax partners, and MIT-trained quantitative researchers — all working to help you build wealth.
Talk to an AdvisorMeet the team
Decades of combined experience from the world's leading financial institutions.
Dr. Sarah Chen, CFA
Chief Investment Officer
Former Goldman Sachs portfolio manager. PhD in Financial Economics from Wharton. Specializes in macro strategy and multi-asset allocation.
Marcus Webb, CFP®
Head of Retirement Planning
Former Fidelity retirement specialist. Author of "The Retirement Blueprint." Certified Financial Planner with expertise in tax-efficient withdrawal strategies.
Priya Nair, CPA, CFP®
Director of Tax Strategy
Former Big Four tax partner. Specializes in tax-loss harvesting, Roth conversion strategies, and estate tax minimization for high-net-worth clients.
James Okafor, CFA
Head of Equity Research
Former Morgan Stanley equity analyst covering technology and healthcare. Publishes daily market commentary and earnings analysis for MeyerTrust clients.
Elena Vasquez, CFP®
Senior Wealth Advisor
Specializes in comprehensive financial planning for families and business owners. Expert in concentrated stock positions, equity compensation, and generational wealth transfer.
David Kim, PhD
Head of Quantitative Research
Former Renaissance Technologies quant researcher. Leads MeyerTrust's algorithmic trading and portfolio optimization research. PhD in Applied Mathematics from MIT.
Professional credentials explained
The gold standard in investment analysis and portfolio management.
Comprehensive financial planning expertise including retirement, tax, and estate planning.
Expert-level knowledge in accounting, tax law, and financial reporting.
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