Charter Awards Ceremony 

Please join the CFA Society San Antonio in honoring the newest CFA Charterholders! This will be a very special occasion as the individuals who have studied hard, passed the tests and worked successfully to earn their charters get the recognition they deserve. Daniel S. Meader, CFA will be speaking.

Daniel S. Meader, CFA, is founder and managing partner of Trinity Private Equity Group, LP, a private equity investment and financial advisory firm formed in 1999. Trinity Private Equity Group (formerly Trinity Advisory Group, LP) makes direct private equity investments and provides financial consulting services to middle market companies. The firm focuses on small to mid-cap private equity and direct investing in real estate and currently manages a $300 million portfolio of assets across 20+ investments.

Prior to starting Trinity, Mr. Meader served as an executive vice president for Tara Capital Partners, LP, a hedge fund focused on investing and trading in retail and restaurant-oriented public securities. He also spent nine years participating in private equity investments at Sowell & Co. in Dallas, Texas. Mr. Meader began his career at InterFirst Bank of Dallas (now Bank of America), and joined the Corporate Banking Group in 1984. He then worked for ABQ Capital Markets and co-managed a portfolio of high-yield bonds and preferred stocks. While at ABQ, Mr. Meader was instrumental in developing credit underwriting standards and portfolio monitoring tools for investments.

He was elected to the CFA Institute Board of Governors in 2006, serving two consecutive terms over 7 years. While on the board, Mr. Meader was elected to serve as the Chairman of the Institute. In addition, Mr. Meader chaired several committees, including the Nominations Committee, Compensation Committee, External Relations and Volunteer Involvement Committee, and The Presidents Council at CFA Institute. In addition, he has served on the board of directors for the Dallas/Fort Worth CFA Society. Meader currently sits on the board of several Trinity portfolio company boards, and serves as Chairman for one Trinity control investment. A graduate of Southern Methodist University (cum laude), Mr. Meader received his CFA charter in 1991 and is a Certified Public Accountant (CPA).