James Meek
Managing Director | Wealth Management | Financial Advisor | Institutional Consulting Director at Graystone Consulting, a business of Morgan Stanley.
- Role
- Institutional Consulting Director, Financial Advisor, Cima at Graystone Consulting
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
About James Meek
Mr. Meek is based out of Graystone Consulting\'s Baltimore, Maryland office and has over 20 years of investment experience with Graystone Consulting. Mr. Meek has experience with foundations, endowments, associations, defined contribution plans, corporations, public pensions and affluent families on a direct management and consulting basis. Mr. Meek has earned the Certified Investment Management Analyst® (CIMA®) designation which is awarded by the Investment Management Consultants Association (IMCA) in conjunction with the Wharton School.Mr. Meek is a senior member with the J.K. Meek Group at Graystone Consulting and oversees all organizational issues on the team relating to resource allocation. In addition, he serves as the team\'s Investment Committee Chair. Mr. Meek has authored several investment articles for regional and national publications such as the Association Management Magazine and the American Podiatric Medical Association Journal, and presented at the American Society of Association Executives (ASAE) Annual Meeting. Mr. Meek has also appeared on AM talk radio as the co-host of \"Investment Insights\" and on Fox Morning News as a guest Financial Analyst.
Experience
Institutional Consulting Director, Financial Advisor, Cima
May 1990 — Present · Baltimore, MD
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Education
University of Maryland
Bachelors
University of Baltimore
MBA
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