Enterprising Investor
Practical analysis for investment professionals

Meredith Birdsall, CFA

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Biography

Meredith Birdsall, CFA, is a senior vice president and client portfolio manager for the Amundi US Fixed Income team. In that capacity, she meets with prospects and clients to discuss the firm’s economic and market outlook, as well as Amundi US’s fixed-income strategies. She has been involved in the investment industry for over 30 years. Before joining Amundi US in 2007, Birdsall was a fixed-income product engineer and portfolio manager at State Street Global Advisors (SSGA) specializing in credit products, including high yield and investment grade debt. Her prior roles included consulting to endowments and other institutional investors at Hirtle, Callaghan & Co and managing the firm’s private equity and hedge fund programs. She was also a vice president in corporate finance and mergers and acquisitions at Drexel Burnham Lambert, focusing on structuring financings for leveraged acquisitions and leveraged buyouts. Birdsall received both her bachelor’s and MBA degrees from Harvard University and is a CFA® charterholder.

Author's Posts
Return to Tradition? Three Reasons to Consider a Bond Allocation

As the Fed nears its terminal rate, bonds may reassume their traditional role as a portfolio “diversifier.”



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