March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Founded in 1997, Meradia is the leading independent
consulting firm serving the investment management industry. Meradia’s team
drives operational efficiency by tackling its clients’ most difficult operations
and technology challenges. Earlier in his career, Scott had the dual role of
portfolio manager and director of operations for a rapidly-growing multi-family
office managing the assets of ultra-high net worth families. Upon the sale of
that firm to a top-five US financial institution, Scott founded Meradia to
leverage his front office and operational expertise. Meradia now drives
productivity and profitability for the industry’s top asset managers, OCIO,
wealth, trust and insurance companies. Scott earned his B.A. in Economics from
Villanova University, is a CFA charter-holder, published in CFA Institute
Magazine, and an industry speaker. An avid offshore sailor, hiker, and private
pilot – Scott is happiest adventuring with his family.
Check out the incredible speaker line-up to see who will be joining Scott.
Download The Latest Agenda