Meredith Mann

Office Phone:

(206) 436-2500

Direct Phone:

(903) 658-2057


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Bio

Meredith Mann is Chief Operating Officer, Finance & Administration at Cascadia Capital and a member of the Firm’s Operating Committee. She is responsible for scaling finance, strategic planning, human resources, technology and operations functions to support a significantly larger firm with a broader footprint. Through the use of KPIs, standardized metrics and quantitative analysis, she brings greater rigor to our decision making process. Prior to taking on the CFO role, Meredith spent 10 years in the finance industry, most recently as a Vice President in the Business Services group at Cascadia. Prior to her work at Cascadia, Meredith was at the Bill and Melinda Gates Foundation supporting Global Health initiatives. Meredith started her career in various investment banking roles at the Royal Bank of Scotland and Mizuho Securities. Meredith holds a Bachelor of Business Administration in Finance with a minor in Accounting from The University of Texas and is registered with FINRA, holding the Series 79 and 63 licenses.

Education