Meketa Investment Group
Industry: Company
DescriptionFounded: 1978 Subsidiaries: Meketa Fiduciary Management, LLC, Meketa Investment Group Inc, Asset Management Arm
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Meketa Investment Group Employees
Employee
Years
Job
Industry
Crystal Stokey Crystal Stokey's Meketa Investment Group Experience August 2007 - December 2013
Job Office Manager at StepStone Group
Industry Investment Management
Experience
StepStone Group January 2014 - Present
Meketa Investment Group August 2007 - December 2013
Oceanside Police Department April 2007 - July 2007
Chili's 2005 - 2007
San Diego Public Defender 2005 - 2005
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Training, Leadership, Time Management, Editing, Administrative..., Team Leadership, Outlook, Telephone Skills, Office Administration, SharePoint, Management
Education
SDSU 2003 — 2005
Bachelor of Science (BS), Criminal Justice
Palomar College 2000 — 2003
Rancho Buena Vista High School 1996 — 2000
Diploma
University of California, San Diego
Human Resources Management and Services
StepStone Group January 2014 - Present
Meketa Investment Group August 2007 - December 2013
Oceanside Police Department April 2007 - July 2007
Chili's 2005 - 2007
San Diego Public Defender 2005 - 2005
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Training, Leadership, Time Management, Editing, Administrative..., Team Leadership, Outlook, Telephone Skills, Office Administration, SharePoint, Management
Education
SDSU 2003 — 2005
Bachelor of Science (BS), Criminal Justice
Palomar College 2000 — 2003
Rancho Buena Vista High School 1996 — 2000
Diploma
University of California, San Diego
Human Resources Management and Services
Nika Barbakadze Nika Barbakadze's Meketa Investment Group Experience February 2015 - Present
Job Investment Data Analyst at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group February 2015 - Present
Management Systems International March 2013 - July 2014
Management Systems International December 2012 - February 2013
HSBC Bank Georgia June 2010 - August 2010
Global Green USA January 2010 - February 2010
Progressive Maryland July 2009 - August 2009
Skills
Credit, Customer Service, Financial Analysis, Costpoint, Accounting, Microsoft Excel, Financial Reporting, Microsoft Word, Microsoft Office, Account Reconciliation, Accounts Payable, Auditing, Data Analysis, Forecasting
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
BS, Finance
University of Maryland College Park 2009 — 2012
BS, Finance
Frostburg State University 2008 — 2009
Meketa Investment Group February 2015 - Present
Management Systems International March 2013 - July 2014
Management Systems International December 2012 - February 2013
HSBC Bank Georgia June 2010 - August 2010
Global Green USA January 2010 - February 2010
Progressive Maryland July 2009 - August 2009
Skills
Credit, Customer Service, Financial Analysis, Costpoint, Accounting, Microsoft Excel, Financial Reporting, Microsoft Word, Microsoft Office, Account Reconciliation, Accounts Payable, Auditing, Data Analysis, Forecasting
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
BS, Finance
University of Maryland College Park 2009 — 2012
BS, Finance
Frostburg State University 2008 — 2009
Brandon Colon Brandon Colon's Meketa Investment Group Experience April 2015 - Present
Job Hedge Fund Research at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group April 2015 - Present
Balter Capital Management April 2013 - April 2015
Balter Liquid Alternatives, LLC April 2013 - April 2015
Cambridge Associates March 2011 - April 2013
Square 1 Bank June 2008 - August 2008
Education
Bates College 2004 — 2008
Bachelor of Arts, Psychology
Meketa Investment Group April 2015 - Present
Balter Capital Management April 2013 - April 2015
Balter Liquid Alternatives, LLC April 2013 - April 2015
Cambridge Associates March 2011 - April 2013
Square 1 Bank June 2008 - August 2008
Education
Bates College 2004 — 2008
Bachelor of Arts, Psychology
Wunnam Yakubu Wunnam Yakubu's Meketa Investment Group Experience June 2013 - Present
Job Investment Data Analyst at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group June 2013 - Present
Soledad Investment Management, LLC June 2012 - September 2012
Skills
Banking, Social Media, Sales, PowerPoint, Selling, Microsoft Excel, Matlab, Stata, Accounting, Financial Analysis, Financial Markets, Financial Services, Financial Management..., Customer Service, customer retention, Economics, Data Analysis, Customer Retention, Public Speaking
Education
University of California, San Diego 2011 — 2013
Bachelor of Arts (B.A.), Economics with Minor in Accounting
San Joaquin Delta College
Meketa Investment Group June 2013 - Present
Soledad Investment Management, LLC June 2012 - September 2012
Skills
Banking, Social Media, Sales, PowerPoint, Selling, Microsoft Excel, Matlab, Stata, Accounting, Financial Analysis, Financial Markets, Financial Services, Financial Management..., Customer Service, customer retention, Economics, Data Analysis, Customer Retention, Public Speaking
Education
University of California, San Diego 2011 — 2013
Bachelor of Arts (B.A.), Economics with Minor in Accounting
San Joaquin Delta College
Candace White Candace White's Meketa Investment Group Experience June 2012 - August 2012
Job Financial Services Office at Ernst & Young
Industry Financial Services
Experience
EY July 2014 - Present
Bentley University September 2012 - May 2014
Johnson & Johnson May 2013 - August 2013
Meketa Investment Group June 2012 - August 2012
Skills
Management, Leadership, Finance, Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science (BSc) Economics-Finance & Minor in Computer Information Systems
Plymouth North High School 2006 — 2010
EY July 2014 - Present
Bentley University September 2012 - May 2014
Johnson & Johnson May 2013 - August 2013
Meketa Investment Group June 2012 - August 2012
Skills
Management, Leadership, Finance, Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science (BSc) Economics-Finance & Minor in Computer Information Systems
Plymouth North High School 2006 — 2010
Shawn Bowen's Meketa Investment Group Experience January 2015 - Present
Job Associate, Investment Analyst at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group January 2015 - Present
Meketa Investment Group July 2014 - December 2014
Meketa Investment Group January 2012 - June 2014
Ullico, Inc. May 2010 - February 2011
Ullico, Inc. June 2009 - August 2009
Education
Assumption College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Meketa Investment Group January 2015 - Present
Meketa Investment Group July 2014 - December 2014
Meketa Investment Group January 2012 - June 2014
Ullico, Inc. May 2010 - February 2011
Ullico, Inc. June 2009 - August 2009
Education
Assumption College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Keith Roux's Meketa Investment Group Experience May 2007 - January 2008
Job Vice President Century Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Capital Management June 2014 - Present
Kellogg School of Management June 2013 - June 2014
Century Capital Management January 2011 - May 2013
One Village at a Time October 2009 - May 2013
The Boston Security Analysts Society June 2012 - April 2013
Silverwood Partners December 2009 - January 2011
Silverwood Partners February 2008 - December 2009
Meketa Investment Group May 2007 - January 2008
Skills
Private Equity, Financial Modeling, Financial Services, Financial Analysis, LBO, Investment Banking, Acquisitions, Mergers & Acquisitions, Growth Capital, Due Diligence, Investments, Venture Capital, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration, Finance and Management & Organizations
Bentley University
B.S. Summa Cum Laude, Economics and Finance
Royal Melbourne Institute of Technology
Program Abroad, Economics
Xaverian Brothers High School
Century Capital Management June 2014 - Present
Kellogg School of Management June 2013 - June 2014
Century Capital Management January 2011 - May 2013
One Village at a Time October 2009 - May 2013
The Boston Security Analysts Society June 2012 - April 2013
Silverwood Partners December 2009 - January 2011
Silverwood Partners February 2008 - December 2009
Meketa Investment Group May 2007 - January 2008
Skills
Private Equity, Financial Modeling, Financial Services, Financial Analysis, LBO, Investment Banking, Acquisitions, Mergers & Acquisitions, Growth Capital, Due Diligence, Investments, Venture Capital, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration, Finance and Management & Organizations
Bentley University
B.S. Summa Cum Laude, Economics and Finance
Royal Melbourne Institute of Technology
Program Abroad, Economics
Xaverian Brothers High School
Blaze Cass's Meketa Investment Group Experience September 2015 - Present
Job Private Markets Monitoring Manager at Meketa Investment Group
Industry Accounting
Experience
Meketa Investment Group September 2015 - Present
WithumSmith+Brown September 2013 - September 2015
LaBonne's Markets May 2013 - August 2013
Nardella & Taylor, LLP May 2012 - August 2012
LaBonne's Markets July 2007 - May 2012
Skills
Accounting, Microsoft Word, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Team Management, Auditing, Private Equity, Hedge Funds, English, Windows, Research, Outlook, Public Speaking, HTML, Budgets, Adobe, Time Management, Financial Analysis, Teamwork
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
Watertown High School 2005 — 2009
Meketa Investment Group September 2015 - Present
WithumSmith+Brown September 2013 - September 2015
LaBonne's Markets May 2013 - August 2013
Nardella & Taylor, LLP May 2012 - August 2012
LaBonne's Markets July 2007 - May 2012
Skills
Accounting, Microsoft Word, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Team Management, Auditing, Private Equity, Hedge Funds, English, Windows, Research, Outlook, Public Speaking, HTML, Budgets, Adobe, Time Management, Financial Analysis, Teamwork
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
Watertown High School 2005 — 2009
Donna Grady's Meketa Investment Group Experience 2003 - 2008
Job .
Industry Financial Services
Experience
Weichert, Realtors - Channing Real Estate November 2014 - Present
Meketa Investment Group 2003 - 2008
AEW Capital Management 1998 - 2001
HMH Investment Advisors 1992 - 1998
Editel / Boston 1985 - 1991
Skills
Financial Analysis, Journal Entries, General Ledger, GAAP, Financial Modeling, Tax Preparation, Account Reconciliation, Fixed Assets, Tax Returns, Tax, Financial Statements, Corporate Finance, Due Diligence, FASB, Finance, Leadership, Management, Revenue Recognition, SEC filings, Strategic Planning, Valuation
Education
Boston College - Carroll School of Management 1981 — 1985
BS, Accounting
Weichert, Realtors - Channing Real Estate November 2014 - Present
Meketa Investment Group 2003 - 2008
AEW Capital Management 1998 - 2001
HMH Investment Advisors 1992 - 1998
Editel / Boston 1985 - 1991
Skills
Financial Analysis, Journal Entries, General Ledger, GAAP, Financial Modeling, Tax Preparation, Account Reconciliation, Fixed Assets, Tax Returns, Tax, Financial Statements, Corporate Finance, Due Diligence, FASB, Finance, Leadership, Management, Revenue Recognition, SEC filings, Strategic Planning, Valuation
Education
Boston College - Carroll School of Management 1981 — 1985
BS, Accounting
Holly Heiserman's Meketa Investment Group Experience January 2015 - Present
Job
Industry Investment Management
Experience
Meketa Investment Group January 2015 - Present
Morgan Stanley July 2012 - September 2014
Standard Pacific Capital May 2010 - June 2012
Education
University of California, Berkeley 2006 — 2010
BA, Architecture
University of Cambridge 2008 — 2008
Meketa Investment Group January 2015 - Present
Morgan Stanley July 2012 - September 2014
Standard Pacific Capital May 2010 - June 2012
Education
University of California, Berkeley 2006 — 2010
BA, Architecture
University of Cambridge 2008 — 2008
Edmund Walsh Edmund Walsh's Meketa Investment Group Experience June 2011 - Present
Job Vice President at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group June 2011 - Present
State Street June 2010 - September 2011
Croesus Investments, LLC June 2009 - June 2010
Summer PUBLIC CONSULTING GROUP May 2009 - September 2009
Citizens Bank May 2008 - September 2008
United Way of Central Ohio September 2006 - June 2007
Brothers Bar & Grill March 2004 - May 2006
Skills
Financial Modeling, Bloomberg, Investments, Economics, Quantitative Analytics, Fixed Income, Portfolio Management, Financial Analysis, Equities, Capital Markets, Valuation
Education
Brandeis International Business School 2008 — 2010
Master of Arts, International Economics and Finance
The Ohio State University 2002 — 2007
Bachelor of Arts, Political Science
Meketa Investment Group June 2011 - Present
State Street June 2010 - September 2011
Croesus Investments, LLC June 2009 - June 2010
Summer PUBLIC CONSULTING GROUP May 2009 - September 2009
Citizens Bank May 2008 - September 2008
United Way of Central Ohio September 2006 - June 2007
Brothers Bar & Grill March 2004 - May 2006
Skills
Financial Modeling, Bloomberg, Investments, Economics, Quantitative Analytics, Fixed Income, Portfolio Management, Financial Analysis, Equities, Capital Markets, Valuation
Education
Brandeis International Business School 2008 — 2010
Master of Arts, International Economics and Finance
The Ohio State University 2002 — 2007
Bachelor of Arts, Political Science
Sean Ricketts Sean Ricketts's Meketa Investment Group Experience December 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
Meketa Investment Group December 2014 - Present
Fidelity Investments October 2013 - December 2014
State Street Global Operations June 2012 - November 2012
UBS Financial Services Inc. December 2011 - March 2012
MEGA International May 2011 - August 2011
Boston's Best Cruises June 2009 - August 2011
State Street Global Markets UK September 2010 - December 2010
Skills
Investments, Investment Valuation, Macroeconomics, Trading, Bloomberg, Microsoft Office, Investment Strategies, Financial Analysis
Education
Stonehill College 2008 — 2012
BSBA Finance, BA Political Science
Birkbeck, U. of London 2010 — 2011
Economics/Politics
Boston College High School 2004 — 2008
Meketa Investment Group December 2014 - Present
Fidelity Investments October 2013 - December 2014
State Street Global Operations June 2012 - November 2012
UBS Financial Services Inc. December 2011 - March 2012
MEGA International May 2011 - August 2011
Boston's Best Cruises June 2009 - August 2011
State Street Global Markets UK September 2010 - December 2010
Skills
Investments, Investment Valuation, Macroeconomics, Trading, Bloomberg, Microsoft Office, Investment Strategies, Financial Analysis
Education
Stonehill College 2008 — 2012
BSBA Finance, BA Political Science
Birkbeck, U. of London 2010 — 2011
Economics/Politics
Boston College High School 2004 — 2008
Craig Lee Burket Craig Lee Burket's Meketa Investment Group Experience April 2012 - March 2014
Job Software Developer and Lecturer in Physics, Software Engineering and Music Theory
Industry Computer Software
Experience
Whistling Frog Software September 2002 - Present
Charles River Chorale 2014 - Present
Omniversal Music/Education January 2015 - January 2015
Omniversal Music/Education December 2014 - December 2014
Omniversal Music/Education September 2014 - November 2014
Omniversal Music/Education June 2014 - August 2014
Franklin Ensemble June 2014 - July 2014
North Cambridge Family Opera October 2007 - April 2014
Meketa Investment Group April 2012 - March 2014
Omniversal Music/Education January 2014 - January 2014
Skills
C#, Winforms, Telerik, WCF, SQL, Microsoft SQL Server, TFS, SharePoint, XML, Software Development, Databases, Web Applications, .NET, JavaScript, Subversion, Unix, Perl, Oracle, Java, Software Engineering, CSS, Object Oriented Design, Web Services, HTML, C++, SOAP, WinForms, Content Management
Education
Training Course: Autonomy Essentials 2002 — 2002
Automated document categorization using Bayesian inference
Northeastern University 1994 — 1995
Artificial Intelligence engineering.
Harvard Extension School 1990 — 1993
Mathematics and Software Engineering
University of Massachusetts Boston 1983 — 1989
Certificate in Computer Science, Computer Science, Software Engineering
Boston University - Metropolitan College 1982 — 1982
Computer Programming
Tanglewood Music Center, Lenox, MA 1977 — 1979
Orchestral performance and chamber music
New England Conservatory of Music 1974 — 1978
Bachelor of Music with Honors, music performance, theory and history
Susquehanna University Youth Orchestra
Whistling Frog Software September 2002 - Present
Charles River Chorale 2014 - Present
Omniversal Music/Education January 2015 - January 2015
Omniversal Music/Education December 2014 - December 2014
Omniversal Music/Education September 2014 - November 2014
Omniversal Music/Education June 2014 - August 2014
Franklin Ensemble June 2014 - July 2014
North Cambridge Family Opera October 2007 - April 2014
Meketa Investment Group April 2012 - March 2014
Omniversal Music/Education January 2014 - January 2014
Skills
C#, Winforms, Telerik, WCF, SQL, Microsoft SQL Server, TFS, SharePoint, XML, Software Development, Databases, Web Applications, .NET, JavaScript, Subversion, Unix, Perl, Oracle, Java, Software Engineering, CSS, Object Oriented Design, Web Services, HTML, C++, SOAP, WinForms, Content Management
Education
Training Course: Autonomy Essentials 2002 — 2002
Automated document categorization using Bayesian inference
Northeastern University 1994 — 1995
Artificial Intelligence engineering.
Harvard Extension School 1990 — 1993
Mathematics and Software Engineering
University of Massachusetts Boston 1983 — 1989
Certificate in Computer Science, Computer Science, Software Engineering
Boston University - Metropolitan College 1982 — 1982
Computer Programming
Tanglewood Music Center, Lenox, MA 1977 — 1979
Orchestral performance and chamber music
New England Conservatory of Music 1974 — 1978
Bachelor of Music with Honors, music performance, theory and history
Susquehanna University Youth Orchestra
Jessica Couture Jessica Couture's Meketa Investment Group Experience July 2004 - April 2006
Job Executive Assistant at David Gooding, Inc.
Industry Executive Office
Experience
David Gooding, Inc. April 2013 - Present
INMAR Payroll Company 2001 - April 2013
Meketa Investment Group July 2004 - April 2006
John Hancock Life Insurance Company (U.S.A.) September 1999 - December 2001
Skills
Executive..., Administrative..., Microsoft Excel, PowerPoint, Outlook, Travel Arrangements, Lotus Notes, Microsoft Office, Event Planning, Customer Service
Education
University of Massachusetts, Amherst 1993 — 1995
David Gooding, Inc. April 2013 - Present
INMAR Payroll Company 2001 - April 2013
Meketa Investment Group July 2004 - April 2006
John Hancock Life Insurance Company (U.S.A.) September 1999 - December 2001
Skills
Executive..., Administrative..., Microsoft Excel, PowerPoint, Outlook, Travel Arrangements, Lotus Notes, Microsoft Office, Event Planning, Customer Service
Education
University of Massachusetts, Amherst 1993 — 1995
Denise M. Beighley Denise M. Beighley's Meketa Investment Group Experience August 2004 - May 2014
Job Bank Examiner at Massachusetts Division of Banks
Industry Financial Services
Experience
Massachusetts Division of Banks June 2015 - Present
Meketa Investment Group August 2004 - May 2014
BNY Mellon (Formerly Mellon Bank) December 2000 - July 2004
Avenue Capital Group (formerly Amroc Investments) June 2000 - October 2000
U.S. Army August 1991 - August 1997
Skills
Private Equity, Internal Audit, Accounting, Investments, Business Analysis, Leadership, Human Resources, Asset Management, Financial Services, Highly detail oriented, Trust Accounting, Organization, Problem Solving, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Military, Operations Management, Government, International Business, Bookkeeping, Customer Service, Economics, PowerPoint, Volunteer Management, Equitrak, Principia
Education
Utica College 2015 — 2015
Certificate, Online Financial Crimes Investigator, 4.0
Bentley University 1997 — 2000
Bachelor of Science (B.S.), Cum Laude, Economics-Finance, 3.5
U.S. Army Intelligence School 1996 — 1996
Diploma, Military Intelligence Analyst (96B)
U.S. Army Finance School 1991 — 1991
Diploma, Finance Specialist (73C)
Massachusetts Division of Banks June 2015 - Present
Meketa Investment Group August 2004 - May 2014
BNY Mellon (Formerly Mellon Bank) December 2000 - July 2004
Avenue Capital Group (formerly Amroc Investments) June 2000 - October 2000
U.S. Army August 1991 - August 1997
Skills
Private Equity, Internal Audit, Accounting, Investments, Business Analysis, Leadership, Human Resources, Asset Management, Financial Services, Highly detail oriented, Trust Accounting, Organization, Problem Solving, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Military, Operations Management, Government, International Business, Bookkeeping, Customer Service, Economics, PowerPoint, Volunteer Management, Equitrak, Principia
Education
Utica College 2015 — 2015
Certificate, Online Financial Crimes Investigator, 4.0
Bentley University 1997 — 2000
Bachelor of Science (B.S.), Cum Laude, Economics-Finance, 3.5
U.S. Army Intelligence School 1996 — 1996
Diploma, Military Intelligence Analyst (96B)
U.S. Army Finance School 1991 — 1991
Diploma, Finance Specialist (73C)
Edwin Constantino's Meketa Investment Group Experience July 2015 - Present
Job Senior Investment Associate at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group July 2015 - Present
Meketa Investment Group October 2013 - Present
Edwin Constantino M.D. LLC January 2013 - September 2013
Arsa Partners April 2012 - August 2012
MFS Investment Management July 2010 - December 2010
SanVision Technology Inc. June 2007 - August 2007
Education
Northeastern University 2008 — 2013
Bachelor of Science in International Business, Finance and Insurance, Spanish
Universidad Pontificia Comillas 2011 — 2012
Bachelor of Science (BS), International Business
The Pingry School 2004 — 2008
High School Diploma
Meketa Investment Group July 2015 - Present
Meketa Investment Group October 2013 - Present
Edwin Constantino M.D. LLC January 2013 - September 2013
Arsa Partners April 2012 - August 2012
MFS Investment Management July 2010 - December 2010
SanVision Technology Inc. June 2007 - August 2007
Education
Northeastern University 2008 — 2013
Bachelor of Science in International Business, Finance and Insurance, Spanish
Universidad Pontificia Comillas 2011 — 2012
Bachelor of Science (BS), International Business
The Pingry School 2004 — 2008
High School Diploma
Robert Hawkins, CFA's Meketa Investment Group Experience October 2008 - March 2010
Job MBA Candidate at MIT Sloan School of Management
Industry Oil & Energy
Experience
EnerNOC February 2015 - May 2015
EnerNOC June 2012 - February 2015
EnerNOC April 2011 - June 2012
EnerNOC March 2010 - April 2011
Meketa Investment Group October 2008 - March 2010
Skills
Financial Analysis, Venture Capital, Financial Modeling, Corporate Finance, Strategy, Forecasting
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
Williams College 2004 — 2008
BA, Economics
CFA Institute
CFA Charterholder
EnerNOC February 2015 - May 2015
EnerNOC June 2012 - February 2015
EnerNOC April 2011 - June 2012
EnerNOC March 2010 - April 2011
Meketa Investment Group October 2008 - March 2010
Skills
Financial Analysis, Venture Capital, Financial Modeling, Corporate Finance, Strategy, Forecasting
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
Williams College 2004 — 2008
BA, Economics
CFA Institute
CFA Charterholder
Isabel Depina Isabel Depina's Meketa Investment Group Experience August 2014 - Present
Job Marketing/Business Development at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group August 2014 - Present
Robert Half International June 2013 - November 2013
Arrowstreet Capital February 2012 - November 2012
Eaton Vance Management March 2006 - July 2009
Education
Fairfield University 2001 — 2005
BS, Business Administration/Management and Ethics
Meketa Investment Group August 2014 - Present
Robert Half International June 2013 - November 2013
Arrowstreet Capital February 2012 - November 2012
Eaton Vance Management March 2006 - July 2009
Education
Fairfield University 2001 — 2005
BS, Business Administration/Management and Ethics
Nick Erickson, CFA Nick Erickson, CFA's Meketa Investment Group Experience August 2013 - Present
Job Investment Analyst at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group August 2013 - Present
Brandes Investment Partners October 2011 - August 2013
Brandes Investment Partners June 2008 - October 2011
Brandes Investment Partners July 2002 - June 2008
Skills
Fixed Income, Equities, Portfolio Management, Financial Services, Investment Management, CRM, Trading, Finance, Analysis, Corporate Actions, Due Diligence, Bloomberg, Mutual Funds, Data Analysis, Alternative Investments, Asset Allocation, Investment Strategies
Education
University of California, San Diego 1997 — 2001
B.S., Management Science
Meketa Investment Group August 2013 - Present
Brandes Investment Partners October 2011 - August 2013
Brandes Investment Partners June 2008 - October 2011
Brandes Investment Partners July 2002 - June 2008
Skills
Fixed Income, Equities, Portfolio Management, Financial Services, Investment Management, CRM, Trading, Finance, Analysis, Corporate Actions, Due Diligence, Bloomberg, Mutual Funds, Data Analysis, Alternative Investments, Asset Allocation, Investment Strategies
Education
University of California, San Diego 1997 — 2001
B.S., Management Science
Gustavo Bikkesbakker's Meketa Investment Group Experience September 2011 - Present
Job Vice President
Industry Investment Management
Experience
Meketa Investment Group September 2011 - Present
EMC September 2005 - May 2011
Ernst Research and Management January 2003 - August 2005
EMC Computer Systems December 1998 - January 2002
PwC Consulting 1998 - 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2003
MSF, Finance
Hult International Business School
Lincoln School
Meketa Investment Group September 2011 - Present
EMC September 2005 - May 2011
Ernst Research and Management January 2003 - August 2005
EMC Computer Systems December 1998 - January 2002
PwC Consulting 1998 - 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2003
MSF, Finance
Hult International Business School
Lincoln School
Eric Stewart Eric Stewart's Meketa Investment Group Experience July 2000 - June 2007
Job Managing Director, Method Advisors
Industry Investment Management
Experience
Method Advisors 2007 - Present
Meketa Investment Group July 2000 - June 2007
Abt Associates June 1997 - June 2000
Education
Tufts University 1993 — 1997
BA, Economics
Method Advisors 2007 - Present
Meketa Investment Group July 2000 - June 2007
Abt Associates June 1997 - June 2000
Education
Tufts University 1993 — 1997
BA, Economics
Robert Blaney's Meketa Investment Group Experience June 2013 - December 2013
Job Development Intern at Meketa Investment Group
Industry Information Technology and Services
Experience
Meketa Investment Group June 2013 - December 2013
VA 2009 - 2012
US Army March 2006 - April 2007
Sookmyung Women's University February 2003 - August 2004
YBM ELS Shin-Chon September 2002 - January 2003
YBM e4u August 2001 - August 2002
YBM ELS Chongno August 1999 - July 2001
John Hancock Financial Services February 1999 - June 1999
EF Education First July 1998 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Public Speaking, English, Java, HTML, C, Windows, Time Management, SQL, Android Development, d3.js, jQuery, Chinese, reveal.js, Training, Teaching, Leadership
Education
Bentley University 2012 — 2014
MS, Information Technology
UMass Lowell 2007 — 2009
Bachelor of Science (BS), Information Technology
Grinnell College 1993 — 1997
Bachelor of Arts (B.A.), Chinese Studies
Meketa Investment Group June 2013 - December 2013
VA 2009 - 2012
US Army March 2006 - April 2007
Sookmyung Women's University February 2003 - August 2004
YBM ELS Shin-Chon September 2002 - January 2003
YBM e4u August 2001 - August 2002
YBM ELS Chongno August 1999 - July 2001
John Hancock Financial Services February 1999 - June 1999
EF Education First July 1998 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Public Speaking, English, Java, HTML, C, Windows, Time Management, SQL, Android Development, d3.js, jQuery, Chinese, reveal.js, Training, Teaching, Leadership
Education
Bentley University 2012 — 2014
MS, Information Technology
UMass Lowell 2007 — 2009
Bachelor of Science (BS), Information Technology
Grinnell College 1993 — 1997
Bachelor of Arts (B.A.), Chinese Studies
Pablo Mendez's Meketa Investment Group Experience September 2006 - July 2008
Job Associate Director Private Funds Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
Deutsche Bank July 2014 - June 2015
Deutsche Bank June 2013 - August 2013
State Street May 2010 - June 2012
Meketa Investment Group September 2006 - July 2008
State Street Corporation July 2005 - August 2006
Skills
Financial Modeling, Bloomberg, Corporate Finance, Valuation, Factset, Financial Analysis, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
MS, Finance
Boston University 2001 — 2005
BA, Economics
UBS Investment Bank July 2015 - Present
Deutsche Bank July 2014 - June 2015
Deutsche Bank June 2013 - August 2013
State Street May 2010 - June 2012
Meketa Investment Group September 2006 - July 2008
State Street Corporation July 2005 - August 2006
Skills
Financial Modeling, Bloomberg, Corporate Finance, Valuation, Factset, Financial Analysis, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
MS, Finance
Boston University 2001 — 2005
BA, Economics
W. Fran Peters, CFA, CAIA's Meketa Investment Group Experience September 2004 - December 2014
Job Vice President Client Relations at HarbourVest Partners
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners January 2015 - Present
Meketa Investment Group September 2004 - December 2014
ING January 2000 - August 2004
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
University of Massachusetts Boston 2001 — 2005
MBA, Finance
HarbourVest Partners January 2015 - Present
Meketa Investment Group September 2004 - December 2014
ING January 2000 - August 2004
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
University of Massachusetts Boston 2001 — 2005
MBA, Finance
Vladislav Grigorov, CFA's Meketa Investment Group Experience July 2014 - Present
Job Investment Analyst at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group July 2014 - Present
Meketa Investment Group July 2013 - June 2014
Meketa Investment Group May 2011 - June 2014
Skills
Bloomberg Terminal, Microsoft Excel, Access, FactSet, Investments, Analysis, Databases, Financial Analysis, Bloomberg, Economics, Time Management, Data Analysis, Fixed Income
Education
Bentley University 2007 — 2011
Bachelor of Science, Finanace
Malden High School 2003 — 2007
Meketa Investment Group July 2014 - Present
Meketa Investment Group July 2013 - June 2014
Meketa Investment Group May 2011 - June 2014
Skills
Bloomberg Terminal, Microsoft Excel, Access, FactSet, Investments, Analysis, Databases, Financial Analysis, Bloomberg, Economics, Time Management, Data Analysis, Fixed Income
Education
Bentley University 2007 — 2011
Bachelor of Science, Finanace
Malden High School 2003 — 2007
Paul Scleparis's Meketa Investment Group Experience July 2014 - Present
Job Research Analyst, Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group July 2014 - Present
Meketa Investment Group March 2013 - June 2014
Putnam Investments June 2012 - March 2013
Ameriprise Financial Services, Inc. April 2012 - June 2012
Skills
Bloomberg Terminal, Reuters, Data Analysis, Research, Client Service Oriented, Investments, Fixed Income, Equities, Access, Finance, Investment Strategies, Microsoft Excel, Financial Analysis, Portfolio Management, Asset Management
Education
Bentley University 2008 — 2012
Bachelor's, Economics and Finance
Meketa Investment Group July 2014 - Present
Meketa Investment Group March 2013 - June 2014
Putnam Investments June 2012 - March 2013
Ameriprise Financial Services, Inc. April 2012 - June 2012
Skills
Bloomberg Terminal, Reuters, Data Analysis, Research, Client Service Oriented, Investments, Fixed Income, Equities, Access, Finance, Investment Strategies, Microsoft Excel, Financial Analysis, Portfolio Management, Asset Management
Education
Bentley University 2008 — 2012
Bachelor's, Economics and Finance
Daniel Siliski Daniel Siliski's Meketa Investment Group Experience August 2014 - January 2015
Job Sr Analyst, Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management January 2015 - Present
Meketa Investment Group August 2014 - January 2015
FourWinds Capital Management September 2010 - July 2014
FourWinds Capital Management August 2008 - August 2010
MIT May 2007 - September 2007
Boston Scientific May 2006 - July 2007
Reznick Group October 2005 - May 2006
Skills
Commodity, Hedge Funds, Financial Modeling, Due Diligence, Alternative Investments, Private Equity, Valuation, Portfolio Management, Investments, Asset Managment, Derivatives, Financial Analysis, Emerging Markets, Trading, Bloomberg, Risk Management, Business Development, Global Macro, Asset Allocation, Asset Management, Capital Markets, Finance, Options, Business Strategy, Strategic Financial..., Energy, Securities, Financial Services, Financial Risk, Investment Management, Investment Strategies, Hedging, Fund Of Funds, Currency, Equities, Fixed Income, Financial Markets, Trading Systems, Financial Planning
Education
Emory University 2003 — 2008
BA, Mathematics, Economics
Acadian Asset Management January 2015 - Present
Meketa Investment Group August 2014 - January 2015
FourWinds Capital Management September 2010 - July 2014
FourWinds Capital Management August 2008 - August 2010
MIT May 2007 - September 2007
Boston Scientific May 2006 - July 2007
Reznick Group October 2005 - May 2006
Skills
Commodity, Hedge Funds, Financial Modeling, Due Diligence, Alternative Investments, Private Equity, Valuation, Portfolio Management, Investments, Asset Managment, Derivatives, Financial Analysis, Emerging Markets, Trading, Bloomberg, Risk Management, Business Development, Global Macro, Asset Allocation, Asset Management, Capital Markets, Finance, Options, Business Strategy, Strategic Financial..., Energy, Securities, Financial Services, Financial Risk, Investment Management, Investment Strategies, Hedging, Fund Of Funds, Currency, Equities, Fixed Income, Financial Markets, Trading Systems, Financial Planning
Education
Emory University 2003 — 2008
BA, Mathematics, Economics
Colleen Cabasal Colleen Cabasal's Meketa Investment Group Experience February 2012 - Present
Job Communications Specialist
Industry Financial Services
Experience
Meketa Investment Group February 2012 - Present
Janus Capital Group April 2008 - June 2011
Moody Aldrich Partners January 2006 - February 2008
Wellington Management June 2001 - August 2004
Skills
Management, Project Management, Investments, Marketing, Analysis, Competitive Analysis, Financial Services, New Business Development, Editing, Newsletters, Proposal Writing, Research, Investment Management, Marketing Communications, Business Development, Leadership, Strategy
Education
The University of Georgia
Bachelor of Business Administration, Finance
Meketa Investment Group February 2012 - Present
Janus Capital Group April 2008 - June 2011
Moody Aldrich Partners January 2006 - February 2008
Wellington Management June 2001 - August 2004
Skills
Management, Project Management, Investments, Marketing, Analysis, Competitive Analysis, Financial Services, New Business Development, Editing, Newsletters, Proposal Writing, Research, Investment Management, Marketing Communications, Business Development, Leadership, Strategy
Education
The University of Georgia
Bachelor of Business Administration, Finance
Alan Spatrick's Meketa Investment Group Experience 1980 - Present
Job Consulant at CFA Institute
Industry Financial Services
Experience
Meketa Investment Group 1980 - Present
CFA Institute 2014 - 2014
The Coolidge Corner Theatre 1989 - 1998
North Shore Economic Council 1979 - 1980
Skills
CFA, Chartered Financial..., Asset Allocation, Mutual Funds, Institutional..., Pension Funds, Alternative Investments, Investment Management, Hedge Funds, Investments, Investment Strategies, Fixed Income, Asset Management, Equities, Fund Of Funds, Private Equity, Portfolio Management, Valuation
Education
Brandeis University 1974 — 1978
Bachelor of Science (BS), Economics
Peabody High School 1971 — 1974
B.A., Economics
Meketa Investment Group 1980 - Present
CFA Institute 2014 - 2014
The Coolidge Corner Theatre 1989 - 1998
North Shore Economic Council 1979 - 1980
Skills
CFA, Chartered Financial..., Asset Allocation, Mutual Funds, Institutional..., Pension Funds, Alternative Investments, Investment Management, Hedge Funds, Investments, Investment Strategies, Fixed Income, Asset Management, Equities, Fund Of Funds, Private Equity, Portfolio Management, Valuation
Education
Brandeis University 1974 — 1978
Bachelor of Science (BS), Economics
Peabody High School 1971 — 1974
B.A., Economics
Ashley Mercer's Meketa Investment Group Experience November 2014 - Present
Job Receptionist/Administrative Assistant Private Markets at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group November 2014 - Present
Granite Telecommunications February 2013 - October 2014
Mercer May 2012 - February 2013
O.C. Tanner June 2011 - August 2011
The Lobster Trap May 2010 - August 2010
Skills
Leadership Development, Organizational..., Public Speaking, Leadership, Microsoft Office, PowerPoint, Research, Microsoft Excel, Data Analysis, Market Research, Employee Loyalty, Business Development, Account Management, Customer Service, Marketing, Cross-functional Team..., Microsoft Word, Outlook, Social Media, Social Networking, Management, Time Management, Sales, CRM, Teamwork, Team Leadership, Analysis, Training, Process Improvement, Executive Support, Customer Support
Education
Assumption College 2008 — 2012
Bachelor of Arts (BA), Marketing
Meketa Investment Group November 2014 - Present
Granite Telecommunications February 2013 - October 2014
Mercer May 2012 - February 2013
O.C. Tanner June 2011 - August 2011
The Lobster Trap May 2010 - August 2010
Skills
Leadership Development, Organizational..., Public Speaking, Leadership, Microsoft Office, PowerPoint, Research, Microsoft Excel, Data Analysis, Market Research, Employee Loyalty, Business Development, Account Management, Customer Service, Marketing, Cross-functional Team..., Microsoft Word, Outlook, Social Media, Social Networking, Management, Time Management, Sales, CRM, Teamwork, Team Leadership, Analysis, Training, Process Improvement, Executive Support, Customer Support
Education
Assumption College 2008 — 2012
Bachelor of Arts (BA), Marketing
Christopher Lafayette, CFA Christopher Lafayette, CFA's Meketa Investment Group Experience December 2005 - February 2007
Job Portfolio Manager at The Clark Estates Inc.
Industry Investment Management
Experience
The Clark Estates, Inc. July 2012 - Present
The Clark Estates, Inc. February 2007 - July 2012
Meketa Investment Group December 2005 - February 2007
Skills
Value Investing, Fundamental Analysis, Smart Beta, Enhanced Indexing, Quantitative Investing, Portfolio Management, Private Equity, Valuation, Financial Modeling, Asset Allocation, Investment Management, Investment Strategies, Equities, Alternative Investments, Asset Management
Education
Stonehill College 2001 — 2005
Bachelors of Science in Business Administration, Finance
Collège International de Cannes 2003 — 2003
French
The Clark Estates, Inc. July 2012 - Present
The Clark Estates, Inc. February 2007 - July 2012
Meketa Investment Group December 2005 - February 2007
Skills
Value Investing, Fundamental Analysis, Smart Beta, Enhanced Indexing, Quantitative Investing, Portfolio Management, Private Equity, Valuation, Financial Modeling, Asset Allocation, Investment Management, Investment Strategies, Equities, Alternative Investments, Asset Management
Education
Stonehill College 2001 — 2005
Bachelors of Science in Business Administration, Finance
Collège International de Cannes 2003 — 2003
French
john minahan john minahan's Meketa Investment Group Experience November 1992 - November 1994
Job Independent Investment Consultant
Industry Investment Management
Experience
John Minahan Consulting July 2015 - Present
MIT Sloan School of Management March 2010 - June 2015
NEPC, LLC February 2004 - June 2010
John Minahan Consulting June 1999 - January 2004
MetLife February 1997 - June 1999
NEPC, LLC November 1994 - February 1997
Meketa Investment Group November 1992 - November 1994
UMass Boston January 1987 - December 1992
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1988
Ph.D., applied economics
Boston College 1978 — 1981
BS, Economics
John Minahan Consulting July 2015 - Present
MIT Sloan School of Management March 2010 - June 2015
NEPC, LLC February 2004 - June 2010
John Minahan Consulting June 1999 - January 2004
MetLife February 1997 - June 1999
NEPC, LLC November 1994 - February 1997
Meketa Investment Group November 1992 - November 1994
UMass Boston January 1987 - December 1992
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1988
Ph.D., applied economics
Boston College 1978 — 1981
BS, Economics
Robert Leirmoe Robert Leirmoe's Meketa Investment Group Experience September 2015 - Present
Job Investment Analyst at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group September 2015 - Present
Leve Fri, Inc. August 2013 - Present
WheelerFrost - Wealth Managers June 2015 - September 2015
Brandes Investment Partners January 2001 - December 2011
Brandes Investment Partners December 1999 - December 2000
Brandes Investment Partners May 1996 - December 1999
Skills
Porfolio Management, UMA, SMA, and..., Model Traded and..., Contract and..., Consultative Sales..., Market Positioning, Investment Philosophy, Managing Accounts, Investments, Portfolio Management, Philosophy, SMA, Positioning, Mutual Funds, Wealth Management, Relationship Management, Asset Management, Asset Allocation, Securities, Equities, Investment Management, Alternative Investments, Separately Managed..., Investment Strategies, Financial Advisory, Trading, Fixed Income, Valuation, Equity Valuation, Financial Modeling, Financial Services, Investment Advisory, Investor Relations, Equity Research, Derivatives, Equity Trading, Options, Bloomberg, Value Investing, Retirement Planning, Bloomberg Terminal, Trading Systems, Emerging Markets, Capital Markets, Financial Markets, Series 65, Corporate Actions, Bonds, Institutional..., ETFs
Education
Point Loma Nazarene University 2004 — 2006
MBA
San Diego State University-California State University 1993 — 1994
BS, Finance
Grossmont College 1989 — 1992
AA, Business Administration
Meketa Investment Group September 2015 - Present
Leve Fri, Inc. August 2013 - Present
WheelerFrost - Wealth Managers June 2015 - September 2015
Brandes Investment Partners January 2001 - December 2011
Brandes Investment Partners December 1999 - December 2000
Brandes Investment Partners May 1996 - December 1999
Skills
Porfolio Management, UMA, SMA, and..., Model Traded and..., Contract and..., Consultative Sales..., Market Positioning, Investment Philosophy, Managing Accounts, Investments, Portfolio Management, Philosophy, SMA, Positioning, Mutual Funds, Wealth Management, Relationship Management, Asset Management, Asset Allocation, Securities, Equities, Investment Management, Alternative Investments, Separately Managed..., Investment Strategies, Financial Advisory, Trading, Fixed Income, Valuation, Equity Valuation, Financial Modeling, Financial Services, Investment Advisory, Investor Relations, Equity Research, Derivatives, Equity Trading, Options, Bloomberg, Value Investing, Retirement Planning, Bloomberg Terminal, Trading Systems, Emerging Markets, Capital Markets, Financial Markets, Series 65, Corporate Actions, Bonds, Institutional..., ETFs
Education
Point Loma Nazarene University 2004 — 2006
MBA
San Diego State University-California State University 1993 — 1994
BS, Finance
Grossmont College 1989 — 1992
AA, Business Administration
Luke Riela Luke Riela's Meketa Investment Group Experience February 2015 - Present
Job Private Markets Data Analyst at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group February 2015 - Present
Blackstone Gaming, LLC July 2014 - February 2015
RVK, Inc. October 2013 - May 2014
Coast to Coast Tax Service June 2013 - August 2013
The University of Portland August 2011 - May 2012
The University of Portland, The Beacon September 2010 - May 2011
LPL Financial June 2010 - July 2010
Los Poblanos Historic Inn & Organic Farm November 2008 - May 2010
Skills
Microsoft Office, Business News, Accounting, Finance, Typing, Oral & Written..., Collaboration, Data Analysis, Interviews, Databases, Microsoft Excel
Education
University of Portland 2010 — 2014
Master of Business Administration (M.B.A.), Finance, 3.6
Meketa Investment Group February 2015 - Present
Blackstone Gaming, LLC July 2014 - February 2015
RVK, Inc. October 2013 - May 2014
Coast to Coast Tax Service June 2013 - August 2013
The University of Portland August 2011 - May 2012
The University of Portland, The Beacon September 2010 - May 2011
LPL Financial June 2010 - July 2010
Los Poblanos Historic Inn & Organic Farm November 2008 - May 2010
Skills
Microsoft Office, Business News, Accounting, Finance, Typing, Oral & Written..., Collaboration, Data Analysis, Interviews, Databases, Microsoft Excel
Education
University of Portland 2010 — 2014
Master of Business Administration (M.B.A.), Finance, 3.6
Racheal Holt Racheal Holt's Meketa Investment Group Experience September 2012 - June 2014
Job Office Manager
Industry Human Resources
Experience
BlueSnap July 2015 - Present
Alexion Pharmaceuticals, Inc. April 2015 - June 2015
F-Squared Investments July 2014 - March 2015
Meketa Investment Group September 2012 - June 2014
Taj Boston Hotel July 2012 - September 2012
Doubletree Hotel September 2011 - July 2012
Hampton Inn & Suites by HILTON February 2011 - August 2011
The Shamrock Pub & Grille October 2010 - February 2011
Uno Chicago Grill April 2008 - October 2010
Skills
Microsoft Office, Microsoft Word, Concur, Outlook, Calendaring, Travel Management, Microsoft Excel, Customer Service, Taleo, Hotels, Paychex, ADP Payroll, Hospitality Management, Hospitality, Management, Front Office, Micros, Food & Beverage, Hospitality Industry, Payroll, OnQ, Hotel Management, Restaurants, Restaurant Management
Education
Valencia Community College 2008 — 2010
Hospitality Management, Hotel, Motel, and Restaurant Management, 3.5
Onondaga Community College 2006 — 2007
Hospitality Management, Restaurant/Food Services Management, 3.4
BlueSnap July 2015 - Present
Alexion Pharmaceuticals, Inc. April 2015 - June 2015
F-Squared Investments July 2014 - March 2015
Meketa Investment Group September 2012 - June 2014
Taj Boston Hotel July 2012 - September 2012
Doubletree Hotel September 2011 - July 2012
Hampton Inn & Suites by HILTON February 2011 - August 2011
The Shamrock Pub & Grille October 2010 - February 2011
Uno Chicago Grill April 2008 - October 2010
Skills
Microsoft Office, Microsoft Word, Concur, Outlook, Calendaring, Travel Management, Microsoft Excel, Customer Service, Taleo, Hotels, Paychex, ADP Payroll, Hospitality Management, Hospitality, Management, Front Office, Micros, Food & Beverage, Hospitality Industry, Payroll, OnQ, Hotel Management, Restaurants, Restaurant Management
Education
Valencia Community College 2008 — 2010
Hospitality Management, Hotel, Motel, and Restaurant Management, 3.5
Onondaga Community College 2006 — 2007
Hospitality Management, Restaurant/Food Services Management, 3.4
David Hetzer David Hetzer's Meketa Investment Group Experience June 2013 - Present
Job Investment Analyst at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group June 2013 - Present
Birch Street Systems May 2012 - May 2013
Meketa Investment Group February 2011 - May 2012
TVC Capital, LLC June 2010 - October 2010
The Griswold Co. June 2009 - September 2009
Education
University of San Diego 2006 — 2010
B.B.A., Economics, Finance, Minor: Spanish
Meketa Investment Group June 2013 - Present
Birch Street Systems May 2012 - May 2013
Meketa Investment Group February 2011 - May 2012
TVC Capital, LLC June 2010 - October 2010
The Griswold Co. June 2009 - September 2009
Education
University of San Diego 2006 — 2010
B.B.A., Economics, Finance, Minor: Spanish
Brian Boyden Brian Boyden's Meketa Investment Group Experience April 2005 - March 2006
Job Equity Research Analyst at Robeco Boston Partners
Industry Investment Management
Experience
Robeco Boston Partners May 2010 - Present
Eaton Vance March 2006 - May 2010
Meketa Investment Group April 2005 - March 2006
Pegasus Investments June 2004 - December 2004
The Boston Company Asset Management, LLC August 1999 - June 2004
Putnam Investments February 1996 - August 1999
Skills
Equities, Investments, Equity Research, Trading, Portfolio Management, Bloomberg, Hedge Funds, Investment Management, Mutual Funds, Options, Emerging Markets, Asset Allocation, Structured Finance, Mergers & Acquisitions, Alternative Investments, Chartered Financial..., Fixed Income, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2003
Masters of Science
Stonehill College 1994 — 1998
BA
Stonehill College 1994 — 1998
BS
Oliver Ames
Robeco Boston Partners May 2010 - Present
Eaton Vance March 2006 - May 2010
Meketa Investment Group April 2005 - March 2006
Pegasus Investments June 2004 - December 2004
The Boston Company Asset Management, LLC August 1999 - June 2004
Putnam Investments February 1996 - August 1999
Skills
Equities, Investments, Equity Research, Trading, Portfolio Management, Bloomberg, Hedge Funds, Investment Management, Mutual Funds, Options, Emerging Markets, Asset Allocation, Structured Finance, Mergers & Acquisitions, Alternative Investments, Chartered Financial..., Fixed Income, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2003
Masters of Science
Stonehill College 1994 — 1998
BA
Stonehill College 1994 — 1998
BS
Oliver Ames
John Mancuso's Meketa Investment Group Experience 2004 - 2006
Job Senior Vice President at Heitman
Industry Investment Management
Experience
Heitman July 2015 - Present
Russell Investments March 2014 - June 2015
Russell Investments May 2011 - March 2014
Russell Investments February 2006 - May 2011
Meketa Investment Group 2004 - 2006
Alcatel-Lucent July 2001 - August 2004
Skills
Asset Management, Investments, Alternative Investments, Private Equity, Due Diligence, Portfolio Management, Valuation, Financial Modeling, Equities, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
Boston College 1997 — 2001
Heitman July 2015 - Present
Russell Investments March 2014 - June 2015
Russell Investments May 2011 - March 2014
Russell Investments February 2006 - May 2011
Meketa Investment Group 2004 - 2006
Alcatel-Lucent July 2001 - August 2004
Skills
Asset Management, Investments, Alternative Investments, Private Equity, Due Diligence, Portfolio Management, Valuation, Financial Modeling, Equities, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
Boston College 1997 — 2001
Anabelle Desangles Skalleberg Anabelle Desangles Skalleberg's Meketa Investment Group Experience September 2011 - July 2012
Job Senior Associate at Pine Street Capital Partners
Industry Investment Management
Experience
Pine Street Capital Partners August 2012 - Present
Meketa Investment Group September 2011 - July 2012
Sovereign Bank August 2010 - August 2011
Sovereign Bank August 2009 - August 2010
Consilium Partners, LLC October 2008 - July 2009
Ocean Spray Cranberries June 2008 - August 2008
Burton Snowboards September 2007 - May 2008
Granth Thornton June 2005 - July 2007
Skills
Financial Modeling, Financial Analysis, Corporate Presentations, Forecasting, Financial Planning, Business Valuation, Corporate Finance, Mergers, Acquisition Analysis, Networking, Social Networking, Excel, PowerPoint, Investments, Mergers & Acquisitions, Strategic Financial..., Finance, Competitive Analysis, Due Diligence, Microsoft Excel, Business Planning, Business Strategy, Private Equity, Analysis, Portfolio Management, Strategy, Valuation, Investment Banking, Business Development, Market Analysis, Venture Capital, Credit, LBO, Leadership, Executive Management, Securities, DCF, Leveraged Finance, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Management/Finance/Entrepreneurship
Pontificia Universidad Católica Madre y Maestra 2002 — 2006
Bachelor, Economics
Pine Street Capital Partners August 2012 - Present
Meketa Investment Group September 2011 - July 2012
Sovereign Bank August 2010 - August 2011
Sovereign Bank August 2009 - August 2010
Consilium Partners, LLC October 2008 - July 2009
Ocean Spray Cranberries June 2008 - August 2008
Burton Snowboards September 2007 - May 2008
Granth Thornton June 2005 - July 2007
Skills
Financial Modeling, Financial Analysis, Corporate Presentations, Forecasting, Financial Planning, Business Valuation, Corporate Finance, Mergers, Acquisition Analysis, Networking, Social Networking, Excel, PowerPoint, Investments, Mergers & Acquisitions, Strategic Financial..., Finance, Competitive Analysis, Due Diligence, Microsoft Excel, Business Planning, Business Strategy, Private Equity, Analysis, Portfolio Management, Strategy, Valuation, Investment Banking, Business Development, Market Analysis, Venture Capital, Credit, LBO, Leadership, Executive Management, Securities, DCF, Leveraged Finance, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Management/Finance/Entrepreneurship
Pontificia Universidad Católica Madre y Maestra 2002 — 2006
Bachelor, Economics
Kei Greene, PMP®'s Meketa Investment Group Experience October 2008 - May 2010
Job Project Manager at eBay
Industry Management Consulting
Experience
Project Management Institute January 2015 - Present
eBay 2015 - 2015
eBay 2015 - 2015
Project Resources Group, Inc. October 2013 - November 2014
The Samuel Bronfman Foundation July 2013 - October 2013
IABC November 2012 - June 2013
United Nations January 2013 - April 2013
Generation Peace Academy July 2010 - June 2012
Meketa Investment Group October 2008 - May 2010
Punter Southall April 2008 - October 2008
Skills
Project Management, Collaborative Execution, Relationship Building, Communication, Evaluation, Event Planning, Strategic Communications, Program Budgeting, Training, Management, Program Management, Project Coordination, Community Outreach, Budgets, Process Improvement, Press Releases, Strategy
Education
Clark University 2006 — 2007
MBA, Management, 3.92
Clark University 2002 — 2006
Bachelor of Arts (B.A.), Management, 3.8
Project Management Institute January 2015 - Present
eBay 2015 - 2015
eBay 2015 - 2015
Project Resources Group, Inc. October 2013 - November 2014
The Samuel Bronfman Foundation July 2013 - October 2013
IABC November 2012 - June 2013
United Nations January 2013 - April 2013
Generation Peace Academy July 2010 - June 2012
Meketa Investment Group October 2008 - May 2010
Punter Southall April 2008 - October 2008
Skills
Project Management, Collaborative Execution, Relationship Building, Communication, Evaluation, Event Planning, Strategic Communications, Program Budgeting, Training, Management, Program Management, Project Coordination, Community Outreach, Budgets, Process Improvement, Press Releases, Strategy
Education
Clark University 2006 — 2007
MBA, Management, 3.92
Clark University 2002 — 2006
Bachelor of Arts (B.A.), Management, 3.8
Laura Wirick, CFA, CAIA Laura Wirick, CFA, CAIA's Meketa Investment Group Experience January 2011 - Present
Job Principal, Investment Consultant at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group January 2011 - Present
Meketa Investment Group July 2008 - December 2010
Dartmouth College August 2006 - June 2008
Cambridge Associates June 2003 - June 2006
Education
American University - Kogod School of Business
BSBA, Finance and International Marketing
Meketa Investment Group January 2011 - Present
Meketa Investment Group July 2008 - December 2010
Dartmouth College August 2006 - June 2008
Cambridge Associates June 2003 - June 2006
Education
American University - Kogod School of Business
BSBA, Finance and International Marketing
Daryl K. Zules's Meketa Investment Group Experience December 2011 - September 2012
Job Staff Attorney Public Defender Division at Committee for Public Counsel Services
Industry Law Practice
Experience
Committee for Public Counsel Services August 2014 - Present
Committee for Public Counsel Services September 2013 - March 2014
Carney & Bassil October 2012 - August 2013
Meketa Investment Group December 2011 - September 2012
New London Office of Public Defenders May 2009 - August 2009
Skills
Legal Writing, Legal Research, Courts, Criminal Defense, Legal Issues, Mediation, Motions, Appeals, Lexis, Hearings, Trials, Westlaw
Education
Boston University School of Law 2008 — 2011
J.D.
University of Connecticut 2004 — 2008
B.A., American Studies and Psychology
Committee for Public Counsel Services August 2014 - Present
Committee for Public Counsel Services September 2013 - March 2014
Carney & Bassil October 2012 - August 2013
Meketa Investment Group December 2011 - September 2012
New London Office of Public Defenders May 2009 - August 2009
Skills
Legal Writing, Legal Research, Courts, Criminal Defense, Legal Issues, Mediation, Motions, Appeals, Lexis, Hearings, Trials, Westlaw
Education
Boston University School of Law 2008 — 2011
J.D.
University of Connecticut 2004 — 2008
B.A., American Studies and Psychology
Alison Keogh's Meketa Investment Group Experience October 2008 - September 2010
Job Investment Strategies Analyst at Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management September 2013 - Present
Wellington Management April 2011 - September 2013
Meketa Investment Group October 2008 - September 2010
Meketa Investment Group February 2008 - September 2008
MJ's Express, Inc. September 2007 - February 2008
Skills
Bloomberg, Alternative Investments, Investment Management, Asset Allocation, Corporate Finance, Hedge Funds, Capital Markets, Macro Analysis, Monetary Policy, Political Economy, Public Speaking, Product Management, Competitive Analysis, Equities, Microsoft Excel, Bonds, Risk Analysis, Morningstar Direct, FactSet, Yield Book, Haver
Education
Boston College
Bachelor of Arts (BA), History
Harvard University 2011 — 2012
Graduate Extension Coursework, Finance
Braintree High School
Natixis Global Asset Management September 2013 - Present
Wellington Management April 2011 - September 2013
Meketa Investment Group October 2008 - September 2010
Meketa Investment Group February 2008 - September 2008
MJ's Express, Inc. September 2007 - February 2008
Skills
Bloomberg, Alternative Investments, Investment Management, Asset Allocation, Corporate Finance, Hedge Funds, Capital Markets, Macro Analysis, Monetary Policy, Political Economy, Public Speaking, Product Management, Competitive Analysis, Equities, Microsoft Excel, Bonds, Risk Analysis, Morningstar Direct, FactSet, Yield Book, Haver
Education
Boston College
Bachelor of Arts (BA), History
Harvard University 2011 — 2012
Graduate Extension Coursework, Finance
Braintree High School
Huong (Truong) Ogonowski's Meketa Investment Group Experience September 2004 - August 2005
Job Project Manager, Financial Software at eFront
Industry Information Technology and Services
Experience
eFront July 2014 - Present
Netage Solutions June 2013 - July 2014
SS&C Technologies January 2012 - June 2013
SS&C Technologies October 2007 - December 2011
Ashton Partners August 2006 - June 2007
State Street (The Private Edge Group) August 2005 - August 2006
Meketa Investment Group September 2004 - August 2005
Anchor Capital Advisors June 2002 - September 2004
Skills
Investments, Private Equity, Asset Management, Financial Analysis, Customer Relations, Key Account..., Software Project..., Asset Managment, Investor Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Bentley University 1998 — 2002
Bachelor of Science
eFront July 2014 - Present
Netage Solutions June 2013 - July 2014
SS&C Technologies January 2012 - June 2013
SS&C Technologies October 2007 - December 2011
Ashton Partners August 2006 - June 2007
State Street (The Private Edge Group) August 2005 - August 2006
Meketa Investment Group September 2004 - August 2005
Anchor Capital Advisors June 2002 - September 2004
Skills
Investments, Private Equity, Asset Management, Financial Analysis, Customer Relations, Key Account..., Software Project..., Asset Managment, Investor Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Bentley University 1998 — 2002
Bachelor of Science
Christopher Pompilio, CFA Christopher Pompilio, CFA's Meketa Investment Group Experience January 2013 - February 2014
Job Investment Director at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments July 2015 - Present
John Hancock Investments February 2014 - June 2015
Meketa Investment Group January 2013 - February 2014
Meketa Investment Group March 2010 - December 2012
Ten-Sixty Asset Management November 2007 - February 2010
ISO December 2001 - August 2007
Skills
Factset, Bloomberg, Excel, Evestment Alliance, Morningstar Direct, Microsoft Office, Chartered Financial...
Education
Fordham University - Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Dual Concentration in Finance & Accounting, Investment Management Specialization
State University of New York at Albany 1998 — 2001
Bachelor of Arts (B.A.), English
John Hancock Investments July 2015 - Present
John Hancock Investments February 2014 - June 2015
Meketa Investment Group January 2013 - February 2014
Meketa Investment Group March 2010 - December 2012
Ten-Sixty Asset Management November 2007 - February 2010
ISO December 2001 - August 2007
Skills
Factset, Bloomberg, Excel, Evestment Alliance, Morningstar Direct, Microsoft Office, Chartered Financial...
Education
Fordham University - Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Dual Concentration in Finance & Accounting, Investment Management Specialization
State University of New York at Albany 1998 — 2001
Bachelor of Arts (B.A.), English
Aneish Arora, CAIA's Meketa Investment Group Experience January 2015 - Present
Job Senior Vice President, Consultant at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group January 2015 - Present
Meketa Investment Group January 2012 - December 2014
Meketa Investment Group April 2006 - December 2011
Marshall Financial Group 2005 - 2006
Commerce Capital Markets, Inc. 2002 - 2005
Skills
Asset Allocation, Relationship Management, Investments, Mutual Funds, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Management, Strategy, Financial Services, Hedge Funds, Investment Management, Equities, Financial Advisory, Alternative Investments, Investment Strategies, Institutional..., Pension Funds, Investment Advisory, Bonds, Derivatives, Client Services, Finance, Pensions, Portfolio Optimization
Education
Temple University - Fox School of Business and Management 2001 — 2004
BA, Finance
Franklin & Marshall College 1998 — 2002
Economics
The Episcopal Academy 1994 — 1998
High school
Meketa Investment Group January 2015 - Present
Meketa Investment Group January 2012 - December 2014
Meketa Investment Group April 2006 - December 2011
Marshall Financial Group 2005 - 2006
Commerce Capital Markets, Inc. 2002 - 2005
Skills
Asset Allocation, Relationship Management, Investments, Mutual Funds, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Management, Strategy, Financial Services, Hedge Funds, Investment Management, Equities, Financial Advisory, Alternative Investments, Investment Strategies, Institutional..., Pension Funds, Investment Advisory, Bonds, Derivatives, Client Services, Finance, Pensions, Portfolio Optimization
Education
Temple University - Fox School of Business and Management 2001 — 2004
BA, Finance
Franklin & Marshall College 1998 — 2002
Economics
The Episcopal Academy 1994 — 1998
High school
John Haggerty, CFA's Meketa Investment Group Experience June 1996 - Present
Job Managing Principal, Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group June 1996 - Present
Skills
Alternative Investments, Hedge Funds, Asset Management, Investment Management, Private Equity, Business Analysis, Asset Allocation, Asset Managment, Investments, Portfolio Management, Investment Strategies
Education
Cornell University 1989 — 1992
BA, History
St. Mark's School 1985 — 1988
Meketa Investment Group June 1996 - Present
Skills
Alternative Investments, Hedge Funds, Asset Management, Investment Management, Private Equity, Business Analysis, Asset Allocation, Asset Managment, Investments, Portfolio Management, Investment Strategies
Education
Cornell University 1989 — 1992
BA, History
St. Mark's School 1985 — 1988
Nate Bishop Nate Bishop's Meketa Investment Group Experience May 2005 - May 2008
Job Principal, HarbourVest Partners
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners May 2008 - Present
Meketa Investment Group May 2005 - May 2008
The Baker Companies March 2004 - May 2005
Loomis, Sayles & Co. 1998 - 2004
Skills
Alternative Investments, Investments, Asset Managment, Due Diligence, Private Equity, Portfolio Management, Equities, Valuation, Mutual Funds, Venture Capital, Emerging Markets, Financial Analysis, Capital Markets, Investment Management, Financial Modeling, Hedge Funds, Investor Relations, Asset Allocation, Fund Of Funds, Investment Banking, Financial Structuring, Asset Management
Education
University of Rochester 1994 — 1998
Boston College High School 1990 — 1994
HarbourVest Partners May 2008 - Present
Meketa Investment Group May 2005 - May 2008
The Baker Companies March 2004 - May 2005
Loomis, Sayles & Co. 1998 - 2004
Skills
Alternative Investments, Investments, Asset Managment, Due Diligence, Private Equity, Portfolio Management, Equities, Valuation, Mutual Funds, Venture Capital, Emerging Markets, Financial Analysis, Capital Markets, Investment Management, Financial Modeling, Hedge Funds, Investor Relations, Asset Allocation, Fund Of Funds, Investment Banking, Financial Structuring, Asset Management
Education
University of Rochester 1994 — 1998
Boston College High School 1990 — 1994
Robbie Orenstein Robbie Orenstein's Meketa Investment Group Experience June 2010 - September 2010
Job Associate Director at Resolution Media
Industry Online Media
Experience
Resolution Media June 2014 - Present
PHD April 2013 - Present
Resolution Media April 2013 - June 2014
Carat July 2012 - April 2013
adMarketplace October 2010 - July 2012
Meketa Investment Group June 2010 - September 2010
InternCircle January 2010 - May 2010
Brandeis University September 2009 - December 2009
Skills
Stata, Google Analytics, PPC, SEM, Salesforce.com, Lead Generation, Digital Marketing, Online Advertising, kenshoo, DART Search, Web Analytics, Google Adwords, Social Media, Omniture, Mobile Advertising, Mobile Marketing, Marketing, Digital Strategy, Digital Media
Education
Brandeis University 2006 — 2010
B.A., Economics, Mathematics
University of Cape Town 2009 — 2009
Economics & Mathematics
Resolution Media June 2014 - Present
PHD April 2013 - Present
Resolution Media April 2013 - June 2014
Carat July 2012 - April 2013
adMarketplace October 2010 - July 2012
Meketa Investment Group June 2010 - September 2010
InternCircle January 2010 - May 2010
Brandeis University September 2009 - December 2009
Skills
Stata, Google Analytics, PPC, SEM, Salesforce.com, Lead Generation, Digital Marketing, Online Advertising, kenshoo, DART Search, Web Analytics, Google Adwords, Social Media, Omniture, Mobile Advertising, Mobile Marketing, Marketing, Digital Strategy, Digital Media
Education
Brandeis University 2006 — 2010
B.A., Economics, Mathematics
University of Cape Town 2009 — 2009
Economics & Mathematics
Jenny Malasi Jenny Malasi's Meketa Investment Group Experience January 2007 - January 2008
Job Hair Stylist at
Industry Cosmetics
Experience
Jennifer Malasi Hair Stylist September 2002 - Present
Beauty and Main August 2010 - August 2011
Beauty and Main August 2010 - August 2011
Meketa Investment Group January 2007 - January 2008
La Beaute Hair Design October 2005 - January 2008
La Beaute Hair Design August 2005 - January 2008
Lord & Taylor August 2004 - September 2005
T’Chelle’s Hair, Etc August 2003 - August 2004
Education
Massasoit Community College
Bridgewater State University 2000 — 2004
Criminal Justice and Corrections
Ailano School of Cosmetology 2002 — 2003
Ailano School of Cosmetology
License, Cosmetology
Bridgewater State University
Criminal Justice
Jennifer Malasi Hair Stylist September 2002 - Present
Beauty and Main August 2010 - August 2011
Beauty and Main August 2010 - August 2011
Meketa Investment Group January 2007 - January 2008
La Beaute Hair Design October 2005 - January 2008
La Beaute Hair Design August 2005 - January 2008
Lord & Taylor August 2004 - September 2005
T’Chelle’s Hair, Etc August 2003 - August 2004
Education
Massasoit Community College
Bridgewater State University 2000 — 2004
Criminal Justice and Corrections
Ailano School of Cosmetology 2002 — 2003
Ailano School of Cosmetology
License, Cosmetology
Bridgewater State University
Criminal Justice
Frank Benham Frank Benham's Meketa Investment Group Experience June 1999 - Present
Job Managing Principal at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group June 1999 - Present
State Street May 1998 - June 1999
Skills
Asset Allocation, Portfolio Management, Investments
Education
Bentley University 1995 — 1998
BS, Finance
Massachusetts Institute of Technology 1993 — 1995
Brooke High School 1989 — 1993
Meketa Investment Group June 1999 - Present
State Street May 1998 - June 1999
Skills
Asset Allocation, Portfolio Management, Investments
Education
Bentley University 1995 — 1998
BS, Finance
Massachusetts Institute of Technology 1993 — 1995
Brooke High School 1989 — 1993
Colleen Smiley's Meketa Investment Group Experience August 2011 - Present
Job Investment Analyst at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group August 2011 - Present
Brandes Investment Partners, L.P. June 2008 - August 2011
Girls on the Run San Diego January 2008 - December 2009
Brandes Investment Partners, L.P. May 2007 - June 2008
Standard Pacific Capital LLC October 2004 - February 2007
Harris Bretall Sullivan & Smith / MDT Advisors January 2004 - October 2004
Skills
Investments, Equities, Fixed Income, Customer Relations, Analysis, Research, Due Diligence, Data Analysis, Problem Solving, Excel, Portfolio Management, Microsoft Excel, Alternative Investments, Management, Customer Service, Investment Management, Financial Analysis, Asset Management, Investor Relations, Market Research, Hedge Funds, Valuation, Financial Modeling, Institutional..., Asset Allocation, Pension Funds, Investment Advisory, Capital Markets, Finance, Emerging Markets, Bonds, Investment Strategies, Securities, Value Investing, Performance Attribution, High Yield, Investment Banking, Financial Services
Education
University of San Diego 2009 — 2011
M.B.A., Finance
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science, Business Administration, Marketing Management & International Business Management
Meketa Investment Group August 2011 - Present
Brandes Investment Partners, L.P. June 2008 - August 2011
Girls on the Run San Diego January 2008 - December 2009
Brandes Investment Partners, L.P. May 2007 - June 2008
Standard Pacific Capital LLC October 2004 - February 2007
Harris Bretall Sullivan & Smith / MDT Advisors January 2004 - October 2004
Skills
Investments, Equities, Fixed Income, Customer Relations, Analysis, Research, Due Diligence, Data Analysis, Problem Solving, Excel, Portfolio Management, Microsoft Excel, Alternative Investments, Management, Customer Service, Investment Management, Financial Analysis, Asset Management, Investor Relations, Market Research, Hedge Funds, Valuation, Financial Modeling, Institutional..., Asset Allocation, Pension Funds, Investment Advisory, Capital Markets, Finance, Emerging Markets, Bonds, Investment Strategies, Securities, Value Investing, Performance Attribution, High Yield, Investment Banking, Financial Services
Education
University of San Diego 2009 — 2011
M.B.A., Finance
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science, Business Administration, Marketing Management & International Business Management
John Mccue's Meketa Investment Group Experience June 2010 - Present
Job Senior Software Engineer at Meketa Investment Group
Industry Computer Software
Experience
Meketa Investment Group June 2010 - Present
Booz Allen Hamilton January 2007 - June 2010
Booz Allen Hamilton February 2004 - January 2007
geoVue March 2002 - December 2003
Uniform Digital Mapping 1997 - 2002
Applied Science Associates 1991 - 1995
Skills
Project Management, Requirements Analysis, Software Project..., Software Development, Business Analysis, Process Improvement, System Architecture, Agile Methodologies, Program Management, SQL, C#, .NET, Design Patterns, Integration, Enterprise Architecture, WCF, SDLC, Databases, Microsoft SQL Server, SharePoint, Database Design, SSRS, LINQ, Visual Studio, T-SQL, Architecture, Information Technology, Web Services, Software Design, Software Engineering
Education
University of Rhode Island 1989 — 1991
MS, Mechanical Engineering
Worcester Polytechnic Institute 1985 — 1989
BS, Mechanical Engineering
Meketa Investment Group June 2010 - Present
Booz Allen Hamilton January 2007 - June 2010
Booz Allen Hamilton February 2004 - January 2007
geoVue March 2002 - December 2003
Uniform Digital Mapping 1997 - 2002
Applied Science Associates 1991 - 1995
Skills
Project Management, Requirements Analysis, Software Project..., Software Development, Business Analysis, Process Improvement, System Architecture, Agile Methodologies, Program Management, SQL, C#, .NET, Design Patterns, Integration, Enterprise Architecture, WCF, SDLC, Databases, Microsoft SQL Server, SharePoint, Database Design, SSRS, LINQ, Visual Studio, T-SQL, Architecture, Information Technology, Web Services, Software Design, Software Engineering
Education
University of Rhode Island 1989 — 1991
MS, Mechanical Engineering
Worcester Polytechnic Institute 1985 — 1989
BS, Mechanical Engineering
Nicole Morlé's Meketa Investment Group Experience October 2006 - July 2009
Job AVP, Senior RFP Writer at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management April 2011 - Present
Putnam Investments November 2009 - April 2011
Meketa Investment Group October 2006 - July 2009
Skills
Marketing, Equities
Education
Suffolk University - Sawyer School of Management
BA, Marketing, Finance
Acadian Asset Management April 2011 - Present
Putnam Investments November 2009 - April 2011
Meketa Investment Group October 2006 - July 2009
Skills
Marketing, Equities
Education
Suffolk University - Sawyer School of Management
BA, Marketing, Finance
Nick Guttilla's Meketa Investment Group Experience September 1992 - August 1995
Job Partner at Gunderson Dettmer, LLP
Industry Law Practice
Experience
Gunderson Dettmer, LLP December 2005 - Present
Nixon Peabody February 2003 - November 2005
Hutchins Wheeler & Dittmar, P.C. August 1999 - January 2003
Arthur Andersen August 1997 - July 1999
Meketa Investment Group September 1992 - August 1995
Education
Boston University School of Law 1999 — 2001
LL.M, Tax
Suffolk University Law School 1994 — 1997
JD, Law
Boston College 1988 — 1992
BS, Finance and Philosophy
Brophy College Preparatory 1984 — 1988
Chartered Financial Analyst
Gunderson Dettmer, LLP December 2005 - Present
Nixon Peabody February 2003 - November 2005
Hutchins Wheeler & Dittmar, P.C. August 1999 - January 2003
Arthur Andersen August 1997 - July 1999
Meketa Investment Group September 1992 - August 1995
Education
Boston University School of Law 1999 — 2001
LL.M, Tax
Suffolk University Law School 1994 — 1997
JD, Law
Boston College 1988 — 1992
BS, Finance and Philosophy
Brophy College Preparatory 1984 — 1988
Chartered Financial Analyst
Larry Witt, CFA's Meketa Investment Group Experience July 2012 - Present
Job Consultant at Meketa Investment Group
Industry Investment Management
Experience
CFA Society of San Diego January 2013 - Present
Meketa Investment Group July 2012 - Present
American Assets Investment Management January 2011 - July 2012
Morningstar July 2006 - January 2011
Brandes Investment Partners September 2002 - July 2004
Morgan Stanley August 2000 - September 2002
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA
San Diego State University-California State University
B.S. in Business Administration, Finance
CFA Society of San Diego January 2013 - Present
Meketa Investment Group July 2012 - Present
American Assets Investment Management January 2011 - July 2012
Morningstar July 2006 - January 2011
Brandes Investment Partners September 2002 - July 2004
Morgan Stanley August 2000 - September 2002
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA
San Diego State University-California State University
B.S. in Business Administration, Finance
Jeffrey Sung's Meketa Investment Group Experience 2004 - 2007
Job Investment professional
Industry Investment Management
Experience
Method Advisors July 2007 - August 2013
Meketa Investment Group 2004 - 2007
State Street Research 2003 - 2004
Wellington Management 1997 - 2003
US Army 1989 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Private Equity, Asset Management, Investment Management, Investments, Equities, Fixed Income, Investment Strategies, Portfolio Management, Mutual Funds, Series 7, Valuation, Venture Capital, Due Diligence, Institutional..., Securities, Fund Of Funds
Education
University of Virginia - Darden Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA)
Cornell University 1985 — 1989
BA, History
Method Advisors July 2007 - August 2013
Meketa Investment Group 2004 - 2007
State Street Research 2003 - 2004
Wellington Management 1997 - 2003
US Army 1989 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Private Equity, Asset Management, Investment Management, Investments, Equities, Fixed Income, Investment Strategies, Portfolio Management, Mutual Funds, Series 7, Valuation, Venture Capital, Due Diligence, Institutional..., Securities, Fund Of Funds
Education
University of Virginia - Darden Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA)
Cornell University 1985 — 1989
BA, History
D. Sean McDade, CFP®, CAIA's Meketa Investment Group Experience 2008 - 2008
Job Vice President at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management January 2015 - Present
Sail Loft Capital Management, LLC 2011 - January 2015
North American Management Corporation 2009 - 2011
Meketa Investment Group 2008 - 2008
Crosby Advisors (Fidelity Investments) 2007 - 2008
Fidelity Family Office Services (FFOS) 2005 - 2007
Fidelity Investments 1992 - 2002
Skills
Certified Financial..., Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Series 63, Investments, Asset Management, Securities, Equities, Hedge Funds, Fixed Income, Investment Management, Financial Planning, Risk Management, Investment Advisory
Education
Colby College 1983 — 1987
BA, Economics & History
London School of Economics and Political Science 1985 — 1986
General Course, Economic History
Boston University
Financial Planning Program
Natixis Global Asset Management January 2015 - Present
Sail Loft Capital Management, LLC 2011 - January 2015
North American Management Corporation 2009 - 2011
Meketa Investment Group 2008 - 2008
Crosby Advisors (Fidelity Investments) 2007 - 2008
Fidelity Family Office Services (FFOS) 2005 - 2007
Fidelity Investments 1992 - 2002
Skills
Certified Financial..., Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Series 63, Investments, Asset Management, Securities, Equities, Hedge Funds, Fixed Income, Investment Management, Financial Planning, Risk Management, Investment Advisory
Education
Colby College 1983 — 1987
BA, Economics & History
London School of Economics and Political Science 1985 — 1986
General Course, Economic History
Boston University
Financial Planning Program
Brian Dana's Meketa Investment Group Experience 2006 - Present
Job Sr. Vice President at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group 2006 - Present
University of Florida Investment Corporation 2005 - 2006
Citigroup Global Markets 2000 - 2004
Skills
Investments, Capital Markets, Equities, Alternative Investments, Portfolio Management, Asset Management, Private Equity, Venture Capital, Fund Of Funds, Hedge Funds, Asset Allocation, Fixed Income, Bloomberg, Due Diligence, Investment Management, Investment Banking
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
MS, Finance
Drury University 1995 — 2000
BA, Economics
Meketa Investment Group 2006 - Present
University of Florida Investment Corporation 2005 - 2006
Citigroup Global Markets 2000 - 2004
Skills
Investments, Capital Markets, Equities, Alternative Investments, Portfolio Management, Asset Management, Private Equity, Venture Capital, Fund Of Funds, Hedge Funds, Asset Allocation, Fixed Income, Bloomberg, Due Diligence, Investment Management, Investment Banking
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
MS, Finance
Drury University 1995 — 2000
BA, Economics
John Manley, CFA's Meketa Investment Group Experience January 2005 - April 2014
Job Senior Client Relationship Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2014 - Present
Meketa Investment Group January 2005 - April 2014
Kobren Insight Management 2001 - 2004
Brown Brothers Harriman 2000 - 2001
Skills
Alternative Investments, Fixed Income, Asset Management, Investments, Due Diligence, Private Equity, Valuation, Mutual Funds, Portfolio Management, Asset Allocation, Institutional..., Investment Management, Capital Markets, Investment Strategies, Hedge Funds
Education
Hamilton College 1996 — 2000
Bachelor of Arts (BA), Economics and Government
Noble and Greenough 1990 — 1995
William Blair & Company May 2014 - Present
Meketa Investment Group January 2005 - April 2014
Kobren Insight Management 2001 - 2004
Brown Brothers Harriman 2000 - 2001
Skills
Alternative Investments, Fixed Income, Asset Management, Investments, Due Diligence, Private Equity, Valuation, Mutual Funds, Portfolio Management, Asset Allocation, Institutional..., Investment Management, Capital Markets, Investment Strategies, Hedge Funds
Education
Hamilton College 1996 — 2000
Bachelor of Arts (BA), Economics and Government
Noble and Greenough 1990 — 1995
David Cassler's Meketa Investment Group Experience March 2007 - September 2012
Job Senior Client Reporting Associate at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management July 2015 - Present
Acadian Asset Management September 2012 - Present
Meketa Investment Group March 2007 - September 2012
Brown Brothers Harriman June 2005 - March 2007
Skills
Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Management, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Elmira College 2001 — 2005
Economics, Economics & Business Administration (Management)
Acadian Asset Management July 2015 - Present
Acadian Asset Management September 2012 - Present
Meketa Investment Group March 2007 - September 2012
Brown Brothers Harriman June 2005 - March 2007
Skills
Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Management, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Elmira College 2001 — 2005
Economics, Economics & Business Administration (Management)
Chris Tehranian's Meketa Investment Group Experience August 2007 - Present
Job Principal / Head of Infrastructure Research
Industry Financial Services
Experience
Meketa Investment Group August 2007 - Present
Gulf Power August 2005 - August 2007
Franklin Templeton Investments July 2004 - August 2005
Segal Advisors September 2002 - July 2004
Skills
Asset Managment, Financial Modeling, Portfolio Management, Investments, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Valuation, Alternative Investments, Project Finance, Asset Allocation, Strategic Partnerships, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2002
MSF, Finance
University of Florida - Warrington College Of Business 1997 — 2001
BS, Finance, International Economics
Meketa Investment Group August 2007 - Present
Gulf Power August 2005 - August 2007
Franklin Templeton Investments July 2004 - August 2005
Segal Advisors September 2002 - July 2004
Skills
Asset Managment, Financial Modeling, Portfolio Management, Investments, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Valuation, Alternative Investments, Project Finance, Asset Allocation, Strategic Partnerships, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2002
MSF, Finance
University of Florida - Warrington College Of Business 1997 — 2001
BS, Finance, International Economics
Gerard Khuu's Meketa Investment Group Experience 2001 - 2004
Job Investment Specialist at CareGroup, Inc
Industry Hospital & Health Care
Experience
CareGroup, Inc September 2006 - Present
State Street 2005 - 2006
Meketa Investment Group 2001 - 2004
Skills
Bloomberg, Microsoft Excel, Process Improvement, Financial Analysis
Education
Bentley University 1997 — 2001
Bachelor's Degree, Finance, General
CareGroup, Inc September 2006 - Present
State Street 2005 - 2006
Meketa Investment Group 2001 - 2004
Skills
Bloomberg, Microsoft Excel, Process Improvement, Financial Analysis
Education
Bentley University 1997 — 2001
Bachelor's Degree, Finance, General
Mary Leshchiner's Meketa Investment Group Experience January 2011 - Present
Job Marketing Coordinator at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group January 2011 - Present
NEPC June 2007 - August 2010
Fidelity Investments January 2006 - June 2007
Education
Brandeis University 2001 — 2005
Bachelors, Economics
Meketa Investment Group January 2011 - Present
NEPC June 2007 - August 2010
Fidelity Investments January 2006 - June 2007
Education
Brandeis University 2001 — 2005
Bachelors, Economics
Howard West's Meketa Investment Group Experience April 2007 - February 2011
Job Partner, Victory Realty Capital; Commercial Real Estate Broker, Mansard Commercial Properties
Industry Financial Services
Experience
Mansard Commercial Properties December 2014 - Present
Victory Realty Capital December 2014 - Present
Boston Capital Asset Management July 2013 - November 2014
The Wilder Companies February 2011 - July 2013
Meketa Investment Group April 2007 - February 2011
Skills
Financial Modeling, Commercial real estate..., Commercial real estate...
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2006
MBA, real estate concentration
Clemson University 1999 — 2002
B.S., Financial management, concentration in real estate
University of the West of England 1998 — 1998
Study Abroad, Studied microeconomics, geographic planning, literature and the computer industry
Mansard Commercial Properties December 2014 - Present
Victory Realty Capital December 2014 - Present
Boston Capital Asset Management July 2013 - November 2014
The Wilder Companies February 2011 - July 2013
Meketa Investment Group April 2007 - February 2011
Skills
Financial Modeling, Commercial real estate..., Commercial real estate...
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2006
MBA, real estate concentration
Clemson University 1999 — 2002
B.S., Financial management, concentration in real estate
University of the West of England 1998 — 1998
Study Abroad, Studied microeconomics, geographic planning, literature and the computer industry
Brad Regier's Meketa Investment Group Experience July 2015 - Present
Job Senior Vice President at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group July 2015 - Present
Goodsnitch, Inc. August 2014 - June 2015
Meketa Investment Group January 2010 - August 2014
Viewpoint Investment Partners 2000 - 2005
The Seidler Companies 1999 - 2000
Roth Capital Partners 1997 - 1999
Skills
Financial Modeling, Equity Research, Alternative Investments, Equities, Valuation, Investments, Private Equity, Project Management
Education
The Tuck School of Business at Dartmouth 2007 — 2009
MBA
Westmont College 1995 — 1997
B.A., Economics
Wheaton College 1993 — 1995
Meketa Investment Group July 2015 - Present
Goodsnitch, Inc. August 2014 - June 2015
Meketa Investment Group January 2010 - August 2014
Viewpoint Investment Partners 2000 - 2005
The Seidler Companies 1999 - 2000
Roth Capital Partners 1997 - 1999
Skills
Financial Modeling, Equity Research, Alternative Investments, Equities, Valuation, Investments, Private Equity, Project Management
Education
The Tuck School of Business at Dartmouth 2007 — 2009
MBA
Westmont College 1995 — 1997
B.A., Economics
Wheaton College 1993 — 1995
Daniel Dynan, CFA, CAIA's Meketa Investment Group Experience March 2009 - Present
Job Consultant at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group March 2009 - Present
Merrill Lynch September 2007 - February 2009
Bear Stearns July 2003 - September 2007
Skills
Investments, Process Improvement, Asset Allocation, Chartered Financial..., Mutual Funds, Alternative Investments, Financial Services, Hedge Funds
Education
College of the Holy Cross 1999 — 2003
BA, Economics
Meketa Investment Group March 2009 - Present
Merrill Lynch September 2007 - February 2009
Bear Stearns July 2003 - September 2007
Skills
Investments, Process Improvement, Asset Allocation, Chartered Financial..., Mutual Funds, Alternative Investments, Financial Services, Hedge Funds
Education
College of the Holy Cross 1999 — 2003
BA, Economics
Tracy Cullity's Meketa Investment Group Experience July 2011 - April 2013
Job Early Childhood
Industry Education Management
Experience
Nanny - care.com April 2013 - Present
Meketa Investment Group July 2011 - April 2013
Rivier College October 2010 - July 2011
YWCA July 2009 - October 2010
Staples May 2009 - July 2009
Best Fitness June 2008 - April 2009
Manchester Wolves Semi-Professional Football Team May 2007 - August 2007
Skills
Customer Service, Leadership
Education
Nichols College 2004 — 2008
BSBA, Sport Management
Nanny - care.com April 2013 - Present
Meketa Investment Group July 2011 - April 2013
Rivier College October 2010 - July 2011
YWCA July 2009 - October 2010
Staples May 2009 - July 2009
Best Fitness June 2008 - April 2009
Manchester Wolves Semi-Professional Football Team May 2007 - August 2007
Skills
Customer Service, Leadership
Education
Nichols College 2004 — 2008
BSBA, Sport Management
Joe Colombo, CFA's Meketa Investment Group Experience January 2013 - Present
Job Investment Data Analyst at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group January 2013 - Present
ISN Network July 2008 - January 2013
Skills
Investments, Securities, Asset Allocation, Accounting, Finance, Financial Planning, Mutual Funds, Equities, Financial Analysis, Retirement Planning, Portfolio Management, Sales
Education
San Diego State University-California State University
Bachelor’s Degree, Finance
Meketa Investment Group January 2013 - Present
ISN Network July 2008 - January 2013
Skills
Investments, Securities, Asset Allocation, Accounting, Finance, Financial Planning, Mutual Funds, Equities, Financial Analysis, Retirement Planning, Portfolio Management, Sales
Education
San Diego State University-California State University
Bachelor’s Degree, Finance
Ryan McGarry CAIA's Meketa Investment Group Experience 2007 - 2009
Job Investment Management Professional
Industry Investment Management
Experience
Vinebrook Partners 2010 - Present
Meketa Investment Group 2007 - 2009
Skills
Financial Analysis, Alternative Investments, Investments, Financial Modeling, Bloomberg, Management, Mutual Funds, Hedge Funds, Private Equity, Asset Management
Education
Bentley University 2003 — 2007
BS, Finance
Vinebrook Partners 2010 - Present
Meketa Investment Group 2007 - 2009
Skills
Financial Analysis, Alternative Investments, Investments, Financial Modeling, Bloomberg, Management, Mutual Funds, Hedge Funds, Private Equity, Asset Management
Education
Bentley University 2003 — 2007
BS, Finance
Clark Gee's Meketa Investment Group Experience 1991 - 2006
Job CIO at Horizon Marine
Industry Information Technology and Services
Experience
iBoatTrack August 2013 - Present
Horizon Marine September 2006 - Present
Meketa Investment Group 1991 - 2006
Thompson Financial Group 1989 - 1991
Bytex 1987 - 1989
D&B Technical Economic Services 1985 - 1987
Evans Products 1982 - 1983
Skills
Product Management, Program Management, Process Improvement, Microsoft Office, Portfolio Management, Strategic Planning, Project Management, Strategic Partnerships, Vendor Management, Leadership, Sales, Business Strategy, Start-ups
Education
Tulane University 1980 — 1985
BA, Economics
Tabor Academy 1976 — 1980
Graduate
iBoatTrack August 2013 - Present
Horizon Marine September 2006 - Present
Meketa Investment Group 1991 - 2006
Thompson Financial Group 1989 - 1991
Bytex 1987 - 1989
D&B Technical Economic Services 1985 - 1987
Evans Products 1982 - 1983
Skills
Product Management, Program Management, Process Improvement, Microsoft Office, Portfolio Management, Strategic Planning, Project Management, Strategic Partnerships, Vendor Management, Leadership, Sales, Business Strategy, Start-ups
Education
Tulane University 1980 — 1985
BA, Economics
Tabor Academy 1976 — 1980
Graduate
Stephen MacLellan, CFA's Meketa Investment Group Experience June 2013 - Present
Job Investment Analyst at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group June 2013 - Present
State Street Global Advisors April 2012 - June 2013
State Street Global Advisors June 2008 - April 2012
Regional Economic Models Inc October 2006 - May 2008
SSgA Capital Management June 2007 - September 2007
Skills
Economics, Data Analysis, Research, VBA, Microsoft Excel, Excel, Word, Python, Financial Statement..., Expense/Revenue Analysis, Product Development, Asset Allocation, Investment Management, Investments
Education
University of Massachusetts, Amherst 2005 — 2008
Bachelor's Degree, Economics, Political Science, International Relations
Meketa Investment Group June 2013 - Present
State Street Global Advisors April 2012 - June 2013
State Street Global Advisors June 2008 - April 2012
Regional Economic Models Inc October 2006 - May 2008
SSgA Capital Management June 2007 - September 2007
Skills
Economics, Data Analysis, Research, VBA, Microsoft Excel, Excel, Word, Python, Financial Statement..., Expense/Revenue Analysis, Product Development, Asset Allocation, Investment Management, Investments
Education
University of Massachusetts, Amherst 2005 — 2008
Bachelor's Degree, Economics, Political Science, International Relations
Chaunice Peebles's Meketa Investment Group Experience October 2013 - Present
Job Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group October 2013 - Present
MIT Investment Management Company September 2011 - August 2012
Skills
Market Research, Marketing, Editing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Finance, Economics, Public Speaking, Sales, Access, Adobe Acrobat, Communication, Alternative Investments, CRM, Business Development, SharePoint, French, Outlook, FileMaker, Spanish, Filemaker Pro, Leadership, Management
Education
Boston University 2007 — 2011
BA, International Relations, International Economics
Alvirne High School 2002 — 2006
Meketa Investment Group October 2013 - Present
MIT Investment Management Company September 2011 - August 2012
Skills
Market Research, Marketing, Editing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Finance, Economics, Public Speaking, Sales, Access, Adobe Acrobat, Communication, Alternative Investments, CRM, Business Development, SharePoint, French, Outlook, FileMaker, Spanish, Filemaker Pro, Leadership, Management
Education
Boston University 2007 — 2011
BA, International Relations, International Economics
Alvirne High School 2002 — 2006
Matthew Schenk's Meketa Investment Group Experience January 2010 - March 2012
Job Merchandise Planning Analyst at PETCO Animal Supplies, Inc.
Industry Retail
Experience
PETCO Animal Supplies, Inc. October 2014 - Present
PETCO Animal Supplies, Inc. November 2013 - October 2014
LPL Financial July 2013 - October 2013
Whole Foods Market June 2013 - October 2013
Schenk's Family Bakery, Inc. March 2012 - June 2013
Meketa Investment Group January 2010 - March 2012
Gabelli Asset Management June 2008 - August 2008
Philadelphia Stock Exchange June 2007 - August 2007
RuffaloCODY October 2006 - January 2007
Skills
Financial Modeling, Equities, Investments, Portfolio Management, Private Equity, Valuation, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Merchandise Planning
Education
Boston College 2005 — 2009
Finance, Business
American College of Thessaloniki 2008 — 2008
Business Administration
PETCO Animal Supplies, Inc. October 2014 - Present
PETCO Animal Supplies, Inc. November 2013 - October 2014
LPL Financial July 2013 - October 2013
Whole Foods Market June 2013 - October 2013
Schenk's Family Bakery, Inc. March 2012 - June 2013
Meketa Investment Group January 2010 - March 2012
Gabelli Asset Management June 2008 - August 2008
Philadelphia Stock Exchange June 2007 - August 2007
RuffaloCODY October 2006 - January 2007
Skills
Financial Modeling, Equities, Investments, Portfolio Management, Private Equity, Valuation, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Merchandise Planning
Education
Boston College 2005 — 2009
Finance, Business
American College of Thessaloniki 2008 — 2008
Business Administration
Heather Meade's Meketa Investment Group Experience June 2007 - July 2010
Job Petco Team Analyst at Central Garden and Pet
Industry Consumer Goods
Experience
Central Garden and Pet July 2010 - Present
Meketa Investment Group June 2007 - July 2010
Skills
Forecasting, Microsoft Excel, Process Improvement, Retail, Consumer Products, Inventory Management, Cross-functional Team..., Pricing, Sales, Competitive Analysis, Sales Operations, Management, Market Research, Customer Insight, POS Data Analysis, Category Insights, Planning Budgeting &..., Nielsen Data, Promotional Analysis, Budget Forecasts, Excel Dashboards, Data Analysis, Trade Show Planning, Pricing Analysis, Category Analysis, Consumer Insight, Consumer Package Goods, Analysis
Education
California State University San Marcos 2002 — 2007
B.S. in Business Administration, Management
Central Garden and Pet July 2010 - Present
Meketa Investment Group June 2007 - July 2010
Skills
Forecasting, Microsoft Excel, Process Improvement, Retail, Consumer Products, Inventory Management, Cross-functional Team..., Pricing, Sales, Competitive Analysis, Sales Operations, Management, Market Research, Customer Insight, POS Data Analysis, Category Insights, Planning Budgeting &..., Nielsen Data, Promotional Analysis, Budget Forecasts, Excel Dashboards, Data Analysis, Trade Show Planning, Pricing Analysis, Category Analysis, Consumer Insight, Consumer Package Goods, Analysis
Education
California State University San Marcos 2002 — 2007
B.S. in Business Administration, Management
Rob Mencunas's Meketa Investment Group Experience January 2007 - November 2012
Job IT Data Analayst at Polaris Medical Management, Inc.
Industry Health, Wellness and Fitness
Experience
Polaris Medical Management, Inc. November 2012 - Present
Meketa Investment Group January 2007 - November 2012
Meketa Investment Group January 2000 - November 2012
Meketa Investment Group January 2000 - November 2012
Meketa Investment Group January 2000 - November 2012
Putnam Investments January 1999 - January 2000
Skills
Portfolio Management, Financial Services, Equities, Investments, Leadership, Data Analysis, Fixed Income, Asset Managment, Strategy, Hedge Funds
Education
University of Rhode Island
Bachelor of Science, Human Development and Family Studies
Polaris Medical Management, Inc. November 2012 - Present
Meketa Investment Group January 2007 - November 2012
Meketa Investment Group January 2000 - November 2012
Meketa Investment Group January 2000 - November 2012
Meketa Investment Group January 2000 - November 2012
Putnam Investments January 1999 - January 2000
Skills
Portfolio Management, Financial Services, Equities, Investments, Leadership, Data Analysis, Fixed Income, Asset Managment, Strategy, Hedge Funds
Education
University of Rhode Island
Bachelor of Science, Human Development and Family Studies
Jeffrey Innis's Meketa Investment Group Experience July 2008 - July 2011
Job Sr. Staffing Manager at Accountemps
Industry Accounting
Experience
Accountemps March 2015 - Present
Accountemps May 2013 - March 2015
Baystate Financial Services March 2012 - April 2013
Meketa Investment Group July 2008 - July 2011
Skills
PeopleSoft, Recruiting, FINRA, Interviews, Fixed Income, Investments, Management, Finance, Mutual Funds, Securities, Sourcing, Temporary Placement, Cold Calling, Customer Service, Asset Management, Financial Analysis, Temporary Staffing
Education
Bryant University 2003 — 2008
Bachelors of Science, Finance
Accountemps March 2015 - Present
Accountemps May 2013 - March 2015
Baystate Financial Services March 2012 - April 2013
Meketa Investment Group July 2008 - July 2011
Skills
PeopleSoft, Recruiting, FINRA, Interviews, Fixed Income, Investments, Management, Finance, Mutual Funds, Securities, Sourcing, Temporary Placement, Cold Calling, Customer Service, Asset Management, Financial Analysis, Temporary Staffing
Education
Bryant University 2003 — 2008
Bachelors of Science, Finance
Steven Hartt's Meketa Investment Group Experience 2010 - Present
Job Principal at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group 2010 - Present
Amalgamated Bank 2004 - 2010
Citigroup 1991 - 2002
Skills
Alternative Investments, Private Equity, Hedge Funds
Education
Columbia University - Columbia Business School 1989 — 1991
mba, Finance
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, Finance
Meketa Investment Group 2010 - Present
Amalgamated Bank 2004 - 2010
Citigroup 1991 - 2002
Skills
Alternative Investments, Private Equity, Hedge Funds
Education
Columbia University - Columbia Business School 1989 — 1991
mba, Finance
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, Finance
Michael Porrazzo's Meketa Investment Group Experience August 2008 - Present
Job Sr. Technical Support Analyst at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group August 2008 - Present
Sovereign Bank January 2006 - August 2008
Sovereign Bank September 2000 - January 2006
Education
UMass Dartmouth
Meketa Investment Group August 2008 - Present
Sovereign Bank January 2006 - August 2008
Sovereign Bank September 2000 - January 2006
Education
UMass Dartmouth
Jia He, CFA's Meketa Investment Group Experience June 2010 - February 2015
Job Senior Associate at Monument Group
Industry Investment Management
Experience
Monument Group March 2015 - Present
Meketa Investment Group June 2010 - February 2015
Tufts University June 2009 - May 2010
Skills
Microsoft Office (Word,..., Adobe Photoshop, Stata, Alternative Investments, Financial Modeling, Data Analysis, Private Equity, Due Diligence, Venture Capital, Investments, PowerPoint, Microsoft Office, Microsoft Excel, Quantitative Analytics, Fund Accounting, Microsoft Word, Statistics, Economics, Market Research, Analytics, Equity Valuation, Asset Allocation
Education
Tufts University 2005 — 2009
Bachelor of Arts (B.A.), Quantitative Economics, International Relations, Major GPA: 3.83, cum Laude
Boston University 2009 — 2009
Summer Internship Program, Business Management, GPA: 4.0
Boston Latin School 2001 — 2005
Monument Group March 2015 - Present
Meketa Investment Group June 2010 - February 2015
Tufts University June 2009 - May 2010
Skills
Microsoft Office (Word,..., Adobe Photoshop, Stata, Alternative Investments, Financial Modeling, Data Analysis, Private Equity, Due Diligence, Venture Capital, Investments, PowerPoint, Microsoft Office, Microsoft Excel, Quantitative Analytics, Fund Accounting, Microsoft Word, Statistics, Economics, Market Research, Analytics, Equity Valuation, Asset Allocation
Education
Tufts University 2005 — 2009
Bachelor of Arts (B.A.), Quantitative Economics, International Relations, Major GPA: 3.83, cum Laude
Boston University 2009 — 2009
Summer Internship Program, Business Management, GPA: 4.0
Boston Latin School 2001 — 2005
Lou Buccini's Meketa Investment Group Experience February 2004 - Present
Job Chief Operating Officer at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group February 2004 - Present
State Street Bank April 1980 - September 2003
Skills
Operations Management, Client Service Oriented, Project Management, Finacial, Custodial Services
Education
University of Massachusetts Boston
Meketa Investment Group February 2004 - Present
State Street Bank April 1980 - September 2003
Skills
Operations Management, Client Service Oriented, Project Management, Finacial, Custodial Services
Education
University of Massachusetts Boston
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY