Thomas P. Meehan, President
Tom is the founder and President of Edgemoor and is chair of the firm’s Investment Selection Committee. Tom provides asset allocation advice, is the principal portfolio manager for Edgemoor and is the investment manager of an equity mutual fund. Before establishing Edgemoor in 1999, Tom was president of the Washington law firm Sherman, Meehan, Curtin & Ain, P.C., which he co- founded in 1968, and served as portfolio manager for the firm’s retirement plan. Tom holds a BA degree from Middlebury College and an LLB with Honors from Duke University Law School, where he served on the Duke Law Journal and was elected to the Order of the Coif. After graduating from Duke, Tom was a Ford Foundation Prettyman Fellow at Georgetown University Law Center.
Timothy C. Coughlin, CFP® - Managing Director
Tim manages business development activities and is a member of Edgemoor’s Investment Selection Committee. Tim develops and manages client relationships and provides asset allocation advice and financial planning services. Before joining Edgemoor in 2004, Tim was a banker for forty years, most recently President of Riggs National Corporation and CEO of Riggs Investment Advisors, Inc. which managed assets of over $1 billion. Tim is Chairman of WETA Public Television and Radio, a Trustee of the Washington National Cathedral, and a Director of the Economic Club of Washington. He is also the former Treasurer of the Kennedy Center and Chairman of Boys and Girls Clubs of Greater Washington. He holds a BA from Brown University and an MBA from the New York University Leonard N. Stern School of Business, and he served in the United States Marine Corps Reserves.
R. Jordan Smyth, Jr., CFA - Managing Director
Jordan manages business development activities and is a member of Edgemoor’s Investment Selection Committee. Jordan develops and manages client relationships, provides asset allocation advice and wealth management planning, conducts equities research and serves as co-manager of an equity mutual fund. Before joining Edgemoor in 2003, Jordan worked for nine years in investment banking, most recently as a Director in the mergers and acquisitions advisory group at Wachovia Securities. Jordan serves as chairman of the board of the Alzheimer’s Association National Capital Area Chapter and previously served as a member of the board of the North Carolina Outward Bound School and as a member of the Phillips Academy Alumni Council. He holds an MBA from Harvard’s Graduate School of Business Administration and was a Morehead Scholar at the University of North Carolina, where he received a BA in English with Highest Honors and was elected to Phi Beta Kappa.
Paul P. Meehan, CFA - Managing Director
Paul manages Edgemoor’s trading operations, is the firm’s Chief Compliance Officer and is a member of Edgemoor’s Investment Selection Committee. Paul conducts research on equities and income investments, serves as co-manager of an equity mutual fund and is also Edgemoor’s comptroller. Before joining Edgemoor in 2002, he practiced law for five years with the federal government. Paul serves as Chairman of the Board of the Brookmont Community Church and is a member of the Board of the Conduit Road Fire Board and the Glen Echo Fire Department Foundation. He holds a JD, with Honors, from the Georgetown University Law Center and a BA in Government, with Honors and Distinction in All Subjects, from Cornell University, where he was elected to Phi Beta Kappa.
Gay S. Truscott, CFP® - Senior Vice President
Gay manages business development activities and provides relationship and portfolio management, financial planning services and fixed income research. Before joining Edgemoor in January 2011, Gay worked as a Principal at Allied Capital Corporation, a $3 billion publicly-traded private investment fund. During her 15 years at Allied Capital, Gay held positions in investment and portfolio management, business development and shareholder relations. Prior to Allied Capital, Gay worked for The Chase Manhattan Bank in New York. Gay currently serves on the Investment Subcommittee of the Washington National Cathedral and has served on the Alumni Council of Cornell University and on the Alumnae Board of the National Cathedral School for Girls. Gay holds a B.A. in Government and Economics from Cornell University’s College of Arts & Sciences and is a Certified Financial Planner®.
Christine J. Potts, Vice President
Chris manages Edgemoor’s client service activities and assists in trading and portfolio reporting. Before joining Edgemoor in 2005, Chris was employed in the investment advisory industry for 17 years, during which time she traded equity and fixed income securities, monitored markets for portfolio managers, managed research budgets and assisted in all aspects of operations. Most recently, Chris worked for 8 years as a Vice President and Head Equity Trader with Riggs Investment Advisors.
Sara R. Parker, Vice President
Sally manages Edgemoor’s accounting activities and assists in compliance and portfolio reporting. Before joining Edgemoor in 2007, Sally worked as Director of Administration for an investment advisory firm and as Office Manager and Tax Specialist for a CPA. Sally also worked as Vice President and Senior Credit Officer in the real estate division of American Security Bank. She holds a degree in Business Administration from George Washington University.
Anne B. Baker, Executive Assistant
Anne manages Edgemoor’s administrative activities and serves as an assistant to Edgemoor’s senior staff. Before joining Edgemoor in 2008, Anne worked in administrative roles for FF Development LP and Eaton Vance Management. She holds a degree in English and a minor in Secondary Education from Villanova University.
Edgemoor professionals have earned the CFA (Chartered Financial Analyst) and the CFP (Certified Financial Planner) designations, two of the most prestigious and rigorous certifications in the investment management industry. Both designations represent the highest level of competency, ethics and professionalism in their respective fields. Their requirements include the following:
CFA – Chartered Financial Analyst Designation: The Chartered Financial Analyst designation is a graduate-level investment credential awarded by the CFA Institute. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis, as well as a commitment to the highest ethical standards. To earn the CFA charter, a candidate must:
- Pass three sequential, annual six-hour examinations;
- Have at least four years of qualified professional investment experience;
- Be accepted as a member of the CFA Institute and complete an annual Professional Conduct Statement.
CFP® – Certified Financial Planner: Certified Financial Planners are licensed by the CFP Board of Standards to use the CFP mark. CFP certification requirements include:
- Completion of a comprehensive, personal financial planning curriculum approved by CFP Board (including courses in financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance);
- Pass the 10 hour CFP Certification Exam;
- Have at least three years of full-time personal financial planning experience;
- Hold a bachelor’s degree from an accredited college or university;
- Complete 30 hours of continuing education (CE) every two years that is accepted by CFP Board.