The People Behind Your Portfolio

Experienced Advisors.
Genuine Partners.

Our team of 60+ financial professionals brings deep expertise across every discipline — and a shared commitment to your financial well-being.

Leadership

Founding & Senior Partners

Richard Hale

Richard Hale, CFP®

Co-Founder & Managing Partner

35 years in wealth management. Former Chief Investment Strategist at Goldman Sachs Private Wealth. Specializes in multi-generational estate planning.

CFP®CFAJD
Sandra Ortiz

Sandra Ortiz, CFA

Co-Founder & Chief Investment Officer

27 years in portfolio management. Led fixed-income strategy at PIMCO before co-founding Meridian. Expert in alternatives and risk-adjusted returns.

CFAMBA — Wharton

Advisory Team

Meet Your Advisors

Marcus Webb

Marcus Webb

Senior Wealth Advisor
Retirement & Tax Planning
Elena Vasquez

Elena Vasquez, CFP®

Wealth Advisor
Estate & Legacy Planning
James Thornton

James Thornton, CFA

Portfolio Manager
Alternatives & Real Assets
Priya Mehta

Priya Mehta, CFP®

Wealth Advisor
Business Owner Planning
David Chen

David Chen

Tax Strategist
Tax Optimization & Roth Strategy
Claire Fontaine

Claire Fontaine

Client Relations Director
Onboarding & Client Experience

Life at Meridian

Why Our Team Stays

🎓

Continuous Learning

Annual education stipends, CFA/CFP support, and weekly internal knowledge-sharing sessions.

🤝

Collaborative Culture

Every advisor has access to our full investment committee and research team — no siloes.

⚖️

Work-Life Balance

Flexible scheduling, remote-friendly policies, and generous PTO ensure sustainable performance.

🌱

Growth Path

Clear career ladder from associate advisor to partner with transparent benchmarks and timelines.