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Chief Investment Strategist at Wilmington Trust | Head of Portfolio Construction | CNBC Contributor | Develop & Deliver Market Commentary, Macroeconomic Views, and Positioning Strategies for Client Portfolios
Head of Investment Strategy & Portfolio Construction · Wilmington Trust
Meghan Shue — Head of Investment Strategy & Portfolio Construction · Wilmington Trust · New York City Metropolitan Area.
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About
As the Head of Investment Strategy at Wilmington Trust, I am responsible for helping manage the firm’s end-to-end asset allocation process, developing market research, and communicating the investment team’s market outlook and positioning to current and prospective clients. As a member of the firm’s Investment Committee, I am key in shaping our strategic and tactical asset allocation program. Additionally, I chair the Portfolio Management Committee, overseeing our portfolio construction process — including implementation of asset class views through a variety of proprietary, non-proprietary, passive, active, and factor-based solutions.
Prior to joining Wilmington Trust, I was an investment strategist at Bessemer Trust, where I helped manage the firm’s asset allocation process, performed asset class and market research, and created pertinent thought-leadership materials for clients.
As a regular CNBC contributor, I share my views on the latest macro- and micro-economic trends and the market impacts from those trends. I am honored to have been named to the American Banker’s Most Powerful Women in Banking: Next 2022 list.
I graduated from the University of Miami’s MBA program with a concentration in finance and am a proud alumnus of Princeton University, where I earned a bachelor’s degree in engineering with a concentration in Operations Research and Financial Engineering. While at Princeton, I also served as the captain of the Women’s Swimming and Diving Team. Athletics remains a passion of mine, and as a mom of two young children, I also remain active in their sports teams and other activities.
Experience
Head of Investment Strategy & Portfolio ConstructionCurrent
Jan 2020 – Present
Manages the end-to-end asset allocation process by developing and integrating market research and long-term economic views into the investment framework. Serves as a key member of the firm’s Investment Committee, responsible for communicating the team’s market outlook and positioning to internal analysts, portfolio managers, clients and media.