Managers

Meridian Growth Fund

Brian Schaub and Chad Meade have worked together as co-portfolio managers for over 8 years. Throughout their partnership, they have maintained a consistent investment philosophy predicated on their strong belief in compounding absolute and relative returns for clients by prioritizing risk over reward.

  • Conduct in-depth, fundamental research
  • Prioritize risk over return
  • Invest with a long-term, business owner investment horizon

Chad Meade

Portfolio Manager
Chad is a Portfolio Manager for the Meridian Growth and Meridian Small Cap Growth Funds at ArrowMark Asset Management, LLC. He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (July 2006 – May 2013) and the Janus Venture Fund (July 2010 – May 2013). Chad has 17 years of total experience in the financial industry and focused on small and mid-capitalization stocks in the health care and industrials sectors as an equity research analyst at Janus from 2001 to 2011. Prior to starting with Janus in August 2001, he was a financial analyst for Goldman Sachs’ global investment research team. Chad graduated summa cum laude from Virginia Tech with a bachelor’s degree in Finance and was a member of the Omicron Delta Kappa Honor Society.

Brian Schaub, CFA

Portfolio Manager
Brian is a Portfolio Manager for the Meridian Growth and Meridian Small Cap Growth Funds at ArrowMark Colorado Holdings, LLC.  He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (July 2006 – May 2013) and the Janus Venture Fund (July 2010 – May 2013).  Brian has 16 years of total financial industry experience. During his time as an equity research analyst at Janus from 2000 to 2011, he focused on small and mid-capitalization stocks in the communications sector.  Brian graduated cum laude from Williams College with a bachelor’s degree in Economics and won the Arthur B. Graves, Class of 1858, Essay Prize in Economics for his work on Dell Computer.  He also holds the Chartered Financial Analyst designation.