Mackenzie Meier, CFA, CPA

VP, Financial Planning & Analysis at New York Mortgage Trust

Mackenzie Meier, CFA, CPA has a diverse work experience spanning various finance and accounting roles. Mackenzie currently serves as the VP of Financial Planning & Analysis at New York Mortgage Trust, Inc. since May 2023. Previously, from May 2021 to May 2023, they worked as a Principal of Financial Planning & Analysis at Blue Owl Capital. Prior to that, they held the role of VP Corporate Finance at Owl Rock Capital from March 2020 to May 2021.

Before their stint at Owl Rock Capital, Mackenzie worked at TP ICAP from January 2016 to March 2019 in the Management Information Division. Mackenzie also gained valuable experience at PwC, where they held multiple roles, including Transaction Services - Valuation Senior Associate from July 2014 to December 2015 and Transaction Services - Valuation Associate from September 2012 to June 2014. Mackenzie had previously interned at PricewaterhouseCoopers as a Transaction Services Intern from June 2011 to August 2011.

In addition to their finance roles, Mackenzie also worked as a Tutor at Wake Forest University from January 2009 to May 2011 and as an Audit Intern at PricewaterhouseCoopers from January 2011 to March 2011. Mackenzie started their career as a Corporate Debt Products Intern at Bank of America from June 2010 to August 2010.

Overall, Mackenzie Meier brings a wealth of experience in financial planning and analysis, corporate finance, transaction services, and valuation to their current role as VP of Financial Planning & Analysis at New York Mortgage Trust, Inc. Mackenzie'sacademic background includes receiving a CFA and CPA designation.

Mackenzie Meier, CFA, CPA completed a Bachelor of Science degree in Finance and Accounting from Wake Forest University, where they studied from 2007 to 2011. Mackenzie then pursued a Master of Science in Accounting with a concentration in Transaction Services from Wake Forest University from 2011 to 2012. Additionally, Mackenzie briefly attended The London School of Economics and Political Science (LSE) in 2009. As for certifications, Mackenzie is a Chartered Financial Analyst (CFA) Charterholder, obtained through the CFA Institute. Mackenzie is also a Certified Public Accountant (CPA), although the institution and the year of certification acquisition are unknown.

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Timeline

  • VP, Financial Planning & Analysis

    May, 2023 - present