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Meredith M
Series 65
San Diego, CA
TritonPoint Partners, LLC
Meredith Mc Call is a financial advisor at TritonPoint Partners, LLC with two years of industry experience. She previously worked at Goldman Sachs PFM from 2019 to 2023 and United Capital Financial Advisers from 2010 to 2019. Meredith holds a Series 65 designation. TritonPoint Partners, LLC provides investment advisory services to individuals, trusts, retirement plans, and other business entities. The firm employs a long-term asset allocation strategy grounded in modern portfolio theory, combining public equities, fixed income, and private market alternatives, and uses a mix of in-house and third-party management along with regular portfolio reviews.
Megan H
CFP®, Series 66
San Diego, CA
TritonPoint Partners, LLC
Megan Hayden is a CFP® with seven years of industry experience, currently serving as a financial advisor at TritonPoint Partners, LLC. Her previous roles include positions at Goldman Sachs PFM and Morgan Stanley. She is also registered with The Leaders Group Inc. TritonPoint Partners, LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation-driven investment process combining public equity, fixed income, and private market alternatives, and utilizes both quantitative and fundamental analysis alongside third-party program selections.
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