Christopher Meredith

Biography

Chris Meredith is a senior visiting lecturer in the Finance Department at the Cornell SC Johnson College of Business. His teaching portfolio has included Applied Portfolio Management, Equity Investment Research and Analysis, the Investment Immersion, and Natural Language Processing for Business.

He also serves as chief investment officer for Tax-Smart Strategies at J.P. Morgan Asset Management, where he provides investment leadership in tax-smart capabilities across active and index separately managed accounts (SMAs) and exchange-traded fund (ETF) model portfolios. Meredith leads cross-functional teams and partners with technology and quantitative groups at J.P. Morgan and 55ip to expand investment offerings on the tax management platform and drive scalability.

Previously, Meredith was chief investment officer at O’Shaughnessy Asset Management (OSAM), a quantitative equity asset manager and direct indexing group. He oversaw all investment functions, including portfolio management, investment strategy research, tax-management capabilities, trading operations and technology development.

Before joining OSAM, Meredith was a senior research analyst on the Systematic Equity Team at Bear Stearns Asset Management. Earlier in his career, he served as a director of technology at Oracle and spent eight years as a technology professional before earning his MBA from Cornell.

Meredith holds a Bachelor of Arts from Colgate University, an MBA from Cornell University, and a Master of Arts in financial mathematics from Columbia University. He is also a Chartered Financial Analyst. He lives in Chappaqua, New York, with his wife and three children.

Recent Courses

• NBA 5120 - Applied Portfolio Management
• NBA 4120/NBA 5220 - Equity Investment Research and Analysis
• BANA 5210 - Natural Language Processing in Finance
• NBA 5121 - Seminar in Equity Research - Cayuga Fund

Academic Degrees

• MA Columbia University, 2007
• MBA Cornell University, 2005