Meredith Shuey Etherington, MBA
Senior Advisor

Meredith joined Litman Gregory in 2013 and provides investment management and advisory services to high-net-worth individuals, families, nonprofit endowments and foundations. Prior to LGAM, Meredith served as Portfolio Manager with Brown Advisory, where she focused on strategic investment and wealth management solutions, and as a financial analyst at Goldman Sachs.


  • Nonprofit Foundations & Endowments
  • Individuals & Families

Achievements & Credentials

  • Vanderbilt University (B.S., Human & Organization Development, B.S., Fine Arts, magna cum laude)
  • Robert H. Smith School of Business, University of Maryland (MBA)
  • St. Agnes Hospital Foundation, Finance Committee
  • College of Marin, Financial Advisory Committee
  • The San Francisco Foundation, Professional Advisors Council

Personal Obsessions

  • Spending time with my husband and two boys
  • Tinkering in my garden
  • Helping others achieve financial wellness

Contact | Connect on LinkedIn

Let's discuss your financial plan.