Dec 20, 2018
Meritage Anniversaries and Milestones
At Meritage we are fortunate to have a loyal and caring group of associates, now going back over our 27 years (and even longer linked back to our predecessor firm). Each year we recognize notable anniversaries. This year’s honorees included two new five year veterans and three seasoned team members whose combined years total 75! We also added two new members of the team this year, as noted below:
2018 marked 30 years of service at Meritage – and our predecessor firms – for Deb Eveans, CPA. Deb leads our client financial planning services, is our Chief Compliance Officer and Vice President of Finance. We appreciate and acknowledge her service for the positive impact it has had on our clients’ – and our firm’s – success and growth.
Sharon Divine, CFA is a Principal and Director of Quantitative Research at Meritage. She serves as the lead manager of the Meritage Small Cap Value Equity strategy. Sharon has dedicated 25 years to our firm and clients. Outside of her professional duties, Sharon is often a soundboard for brainstorming new ideas and initiatives, and a trusted colleague to our associates. Sharon, your contributions to the firm are numerous and we are grateful to have you as a part of our team.
We are pleased to acknowledge 20 years of employment for Leonard C. Mitchell, CFA, Principal and Portfolio Manager for the Meritage Growth Equity and Small Cap Growth Equity strategies. Len’s years of service have produced success for the firm and, most importantly, for the clients we serve. Thank you, Len!
Shelly Finley celebrated a five year employment anniversary with Meritage in 2018. Shelly serves as our Office Manager, coordinating administrative duties to help us run more efficiently. Having spent 25 years in the life and health insurance industry, Shelly serves as a valuable resource to our clients navigating health care and insurance decisions pre and post retirement. Congratulations and thank you for your years of service!
During her five years of service with Meritage, Lisa Davis has grown from welcoming our clients and partners at front desk reception and providing administrative assistance to our portfolio managers, to leading our firm’s communications initiatives. 2018 marked another personal and professional milestone as Lisa graduated Avila University with an MBA in Finance. We look forward to continuing to evolve our communications and marketing initiatives with her background in Commercial Graphics and business skills. Congratulations, Lisa!
Meritage welcomed two new associates in 2018: Rachel Bracciano, Reception and Client Communications Specialist, and Matt Swan, Operations Specialist. We are excited for the opportunity to grow our team. Rachel and Matt – thank you for joining the Meritage team and family, and for all your hard work learning our business and serving our clients this year.