My work at Meira...

 

I am responsible for leading the Meira team in strategy and execution. I'm passionate about building organizations and connecting people. I'm committed personally to ensuring that not only the big picture is right, but that the details necessary to achieve that big picture goal are also in place. I enjoy working hard and cultivating meaningful and long-lasting relationships.

 

I'm also committed to building great cultures. Culture can mean a lot of things to different people. To me, it means creating an environment that is safe, that inspires people to be their best, and that allows people to pursue individual goals – while at the same time collaborating as part of a team effort and, ultimately, finding a place where they are fulfilled and can thrive.

 

… and beyond.

 

I've spent the better part of my career driving business development and growth within the financial services space. First at Morgan Stanley as a Financial Advisor, Sales Manager and eventually the number two member of a leadership team that ran one of Morgan Stanley’s flagship Complexes in San Francisco with over 150 financial advisors. Then at Sterne Agee (now Stifel), where I was privileged to lead an outstanding group of financial advisors and client associates as Western Regional Director and at BNY Mellon's Advisor Solutions where, as a Senior Business Development Officer, I mentored professionally managed, growth-oriented Financial Advisor Teams as they evaluated the business opportunity of becoming an independent registered investment advisor (RIA).  I also currently serve as an Independent Director on the board of Polygon Global Partners, LLP, an open-ended hedge fund and private equity manager based in London. I hold a BA and MA in Music (Conducting) from the University of California, Davis.

 

Giving back to the community has always been important to me and I've served and led a number of non-profit and community efforts over the years. I currently serve as the Chairman of the Albert McNeil Jubilee Singers and also serve on the Advisory Board of the African American Sacred Music Center at California State University, Dominguez Hills.

 

I'm also a sometime-professional musician as a conductor and singer. Over the years, I've had the privilege to conduct or perform with a number of ensembles (orchestras, wind ensembles, and choruses) in the San Francisco Bay Area including serving as Assistant Conductor of the San Francisco Symphony Chorus, a baritone in the San Francisco Opera Chorus and a countertenor in the Choir of Men and Boys at Grace Cathedral.


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Insights
Jorge Padilla, CFP®
Principal, Senior Client Advisor
May 25, 2022
Feeling Uncomfortable With the Investment Markets? Who is Driving Your Information Diet?
A few weeks ago, our team enjoyed an offsite meeting at a resort in Key Largo that included some fun activities to disconnect and also some focused work as a team. One of the particularities of the resort is their restrictive policy around cell phone usage in certain areas. On the way back, my wife and I started a dialogue about the impact the 24/7 connectivity that our smartphones and the internet are having in our lives. It was just a few decades ago that we were still consuming information at a slower pace, outside of the digital world. Are we better off as a society, as a result? Certainly, the ability to provide access to information and knowledge to a wider audience will generally lead to progress. At the same time, are we happier than older generations in this hyper-connected world? I will let you answer that question for yourself.
Vladimir Filipović, MBA
Client Service Associate
March 11, 2022
Cybersecurity | Staying Safe and Controlling the Controllable
Eye rolls and pitiful exhales—that was the initial response I got from my family and loved ones when discussing cyber security.
Rubina Hossain, CFP®
Client Advisor
March 7, 2022
My Personal College Planning Experience
In April 2018 the college decisions started rolling in. My daughter—first born—applied to 15 universities (she worked super hard in high school and was determined to go to school up North). She had been thinking about going to university since 5th grade. Now, looking back at that time, fifteen applications was way too many—too much work and each application costs $$. The good news is that she got into 10 schools!
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