Miranda is a strategic addition to our team and brings a wealth of experience and knowledge to our company. She leads our investment committee and provides investment support for our relationship managers. Her expert ability to analyze complex financial information and apply the results serves our clients’ portfolios exceptionally well.
Miranda, who has more than a decade of experience in the financial industry, previously served as chief operating officer of Lirio and president of its Finworx division. Finworx is a behavioral finance and engagement platform that helps advisors by identifying risk tolerance, biases and decision-making patterns. As president, Miranda managed a team of research analysts, played a key role on the executive team and facilitated client relationships. She also previously served as managing director of public funds for Quintium Advisors LLC.
She earned a bachelor’s degree in business administration from the University of Tennessee and a Master of Business Administration (MBA) from Columbia Business School with a focus on finance and economics. She is a chartered financial analyst (CFA), tnAchieves mentor and member of the CFA Society of East Tennessee.
Miranda is based in the Knoxville office. She and her husband, Adam, who is completing post-doctoral work in organic chemistry, have twin girls, Chloe and Leah. She enjoys gardening, baking, backpacking and international travel.