Mr. Meader currently serves as the founder and Managing Partner for Trinity Advisory Group, LP, an investment advisory and private equity investment firm. For the past 9 years, Trinity Advisory Group, LP (formerly Trinity Advisors, LP) has invested in and focused on providing middle market companies with sound strategic and business consulting and making direct private equity investments. The firm focuses on small-cap private equity and currently has 6 companies in its portfolio.
Prior to starting Trinity Advisory Group, LP, Mr. Meader served as an Executive Vice President for Tara Capital Partners, LP a hedge fund focused on investing and trading in retail and restaurant oriented public securities. While at Tara Capital Partners, Mr. Meader was involved in both the investment management of the equity portfolio, and fund raising.
From 1989 to 1997, Mr. Meader worked for Sowell & Co. (or its affiliates), a mid-sized leveraged buyout firm based in Dallas, Texas. While there, he served in various capacities, including interim Chief Financial Officer and Director of three different portfolio investments.
Mr. Meader began his career at InterFirst Bank of Dallas (now Bank of America) and joined the Corporate Banking Group in 1984. From 1987 to 1989, Mr. Meader worked for ABQ Capital Markets, the High Yield Debt investment subsidiary of ABQ Bank, a federally chartered Savings & Loan based in Albuquerque NM. Mr. Meader co-managed a portfolio of High Yield bonds and preferred stocks, building the portfolio of over 30 different securities. While at ABQ, Mr. Meader was instrumental in developing credit underwriting standards and portfolio monitoring tools for the investments.
Mr. Meader is a graduate of Southern Methodist University (cum laude). He received his Chartered Financial Analyst (CFA) designation in 1991 and became a Certified Public Accountant (CPA) in 1998.
Mr. Meader currently serves as a member of the Board of Governors of the CFA Institute. Prior to being elected to this position, he served as the Chair of the President's Council, also an elected position. Mr. Meader also serves on the Board of Directors for the CFA DFW Society, Inovar Packaging Group LLC, Star Safety & Trading (Chair) and Wayne Trademark Printing and Packaging (Chair).