Charles A. Meyer, Jr., CFA - President, Managing PartnerPresident, Managing Partner

Charles A. Meyer, Jr., CFA

Chad Meyer joined the firm in 2013 as President and Chief Marketing Officer. In addition to his role as Managing Partner, Chad works closely with the firm’s analysts and portfolio managers as a member of the Investment Committee.

Meyer is a 23-year veteran of the investment industry, having started his career with Brown Brothers Harriman & Co. in New York City. He then served as a Managing Director at both Legg Mason and Stifel, Nicolaus & Co., where he led a team in both firms’ Institutional Equity Sales Departments. Meyer has also acquired, grown and sold two Maryland-based private companies.

Meyer received a BA from Washington & Lee University and an MBA in Finance from NYU’s Stern School of Business. He successfully completed the Chartered Financial Analyst program in 1998.

Chad lives in Baltimore County with his wife and their three children.

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