Rich Meagher

Portfolio Manager-Equities at

Liberty Wealth Advisors LLC

Finance

Consumer Services

Profile

Mr. Richard P.
Meagher, CFA MBA, is a Financial Advisor at Prime Capital Investment Advisors LLC and a Financial Advisor at Liberty Wealth Advisors LLC.
He is dedicated to providing clients with wealth planning and portfolio management services tailored to each client’s unique long-term financial goals.
Mr. Meagher spent 23 years at a leading international wealth management firm.
He served as a Managing Director and Multi-Asset Portfolio Manager and Strategist, managing $3.8 billion in assets across fixed income, equities, commodities, and alternatives.
Additionally, he led a team focused on constructing and implementing bespoke solutions for their clients.
He has been committed for years to advising clients on overall portfolio structure, long-term strategy, and investment policy in order to achieve their long-term financial goals.
He has worked internationally, spending time in London and Tokyo constructing and managing multi-asset portfolios including market neutral, target risk, and income.
Mr. Meagher graduated Cum Laude from Harvard University, where he played lacrosse, and then earned his MBA at Boston University.
He also holds a Chartered Financial Analyst (CFA) designation.

Rich Meagher active positions

Companies	Position	Start
Liberty Wealth Advisors LLC Liberty Wealth Advisors LLC Investment ManagersFinance LWA is a long-term, strategic investment manager that utilizes low-cost exchange traded funds (ETFs) and mutual funds to build tax-efficient, globally diversified portfolios. The firm’s model portfolios are designed by their investment committee, rather than by their individual financial advisors, to provide a consistent and customizable investment experience for their clients. They take a holistic approach that considers client’s needs, goals, risk tolerance, and time horizon to recommend a strategic asset allocation that’s right for their situation.	Portfolio Manager-Equities	2021-02-28
Prime Capital Investment Advisors LLC Prime Capital Investment Advisors LLC Investment ManagersFinance PCIA generally uses various methods of analysis, such as bottom-up and top-down investing, charting, cyclical, fundamental, modern portfolio theory, technical, and thematic. In such circumstances, the firm research potential equity investments using their proprietary analytical models. Their equity research is designed to identify both small and large-cap companies that consistently deliver above-average returns to shareholders, that favor a conservative capital structure, and that generate cash flow internally to fund growth.	Portfolio Manager-Equities	2022-11-30

All active positions of Rich Meagher

Former positions of Rich Meagher

Companies	Position	End
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.	Portfolio Manager-Equities	2019-08-31
Ernst & Young Capital Advisors LLC Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	1995-12-30

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Linked companies

Private companies	6
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ernst & Young Capital Advisors LLC Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Liberty Wealth Advisors LLC Liberty Wealth Advisors LLC Investment ManagersFinance LWA is a long-term, strategic investment manager that utilizes low-cost exchange traded funds (ETFs) and mutual funds to build tax-efficient, globally diversified portfolios. The firm’s model portfolios are designed by their investment committee, rather than by their individual financial advisors, to provide a consistent and customizable investment experience for their clients. They take a holistic approach that considers client’s needs, goals, risk tolerance, and time horizon to recommend a strategic asset allocation that’s right for their situation.	Finance
Prime Capital Investment Advisors LLC Prime Capital Investment Advisors LLC Investment ManagersFinance PCIA generally uses various methods of analysis, such as bottom-up and top-down investing, charting, cyclical, fundamental, modern portfolio theory, technical, and thematic. In such circumstances, the firm research potential equity investments using their proprietary analytical models. Their equity research is designed to identify both small and large-cap companies that consistently deliver above-average returns to shareholders, that favor a conservative capital structure, and that generate cash flow internally to fund growth.	Finance