Meridian Blog

Just a few years ago, Meridian’s year-end meeting was a lunch with four people. Now, founding partners Nathan Gilbert and Sarah Yakel are eternally grateful for all the clients who took a chance on them so many years ago, as they celebrate their December meeting with 9 employees at the table. The

If you own shares of a publicly traded company or fund, you have likely received a proxy statement and/or proxy card whether you know it or not. They are often mailed in the form of thick envelopes that look intimidating and can be quite confusing. I would suspect that most individual investors

Following up on my founding partner, Sarah Yakel’s blog from last week, I wanted to take the opportunity to reflect and be thankful for Meridian’s 10 years of existence as well. In true partnership fashion, we did a blind draw to figure out who would cover what topic! We are both extremely