Meketa Investment Group Expands Employee Ownership Team
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BOSTON--(BUSINESS WIRE)-- Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced it has expanded its employee ownership to include 14 new shareholders. Principals Keith Beaudoin, Joshua Brough, Blaze Cass, Eric Cressman, Nick Erickson, Amy Hsiang, Ghiané Jones, Mark McKeown, Carol Patrick, Karen Reeves, Adam Toczylowski, Marybeth Van Winter, Hannah Webber, and Tammy Wood have joined the firm’s ownership group bringing the total number of Meketa shareholders to 72.
“As an independent, fully employee-owned firm, we are very pleased to further expand our ownership team to include these talented and dedicated professionals,” said Stephen McCourt, Managing Principal and Co-Chief Executive Officer, Meketa. “We look forward to their continued contributions, providing best-in-class service to our institutional investor clients.”
“Our people are Meketa’s greatest asset, and we seek to continually foster their personal growth and professional development, including through ownership in the firm,” said Peter Woolley, Managing Principal and Co-Chief Executive Officer, Meketa. “We are pleased to recognize the accomplishments of this group of new owners, and the value they bring to Meketa and to our clients, and welcome them as new shareholders in the firm.”
New Meketa Shareholders
Keith Beaudoin, CFA, CAIA, serves as a consultant on various defined benefit, defined contribution, annuity, and health & welfare funds, with Taft-Hartley, public fund and corporate plan sponsors. He is a member of the firm’s Defined Contribution Committee. Mr. Beaudoin received a bachelor’s degree from the University of Illinois.
Joshua Brough, CFA, serves as the Head of Equity Research and is responsible for covering US core equity managers. He is a member of the firm’s Marketable Securities Investment and ESG Investing Committees. Mr. Brough received a bachelor’s degree from the College of the Holy Cross and an MBA from the Tuck School of Business at Dartmouth.
Blaze Cass serves as a private markets consultant and specializes in investment monitoring and fee validation. Mr. Cass received a bachelor’s degree from Bryant University and a master’s degree from the University of Massachusetts – Amherst.
Eric Cressman serves as Director of Finance and Senior Compliance Officer and is responsible for oversight and management of the firm’s financial operations, compliance, and regulatory matters. He chairs the firm’s Compliance Committee. Mr. Cressman received a bachelor’s degree from Union College.
Nick Erickson, CFA, CAIA, serves as a consultant to various defined benefit and health & welfare funds, with Taft‑Hartley, non‑profit, and public plan sponsors. He is a member of the firm’s Defined Contribution and Global Macroeconomic Investment Committees. Mr. Erickson received a bachelor’s degree in Management Science from the University of California.
Amy Hsiang, CFA, CAIA, serves as Director of Public Markets Manager Research and is responsible for leading the firm’s public markets manager research team. She chairs the firm’s Marketable Securities Investment Committee and is a member of the Emerging & Diverse Manager and Executive Committees. Ms. Hsiang received a bachelor’s degree from the University of Chicago and an MBA from Harvard Business School.
Ghiané Jones serves as a consultant on various defined benefit and health & welfare funds, with Taft‑Hartley, non‑profit, and public plan sponsors. She is a member of the firm’s Diversity Leadership, Emerging & Diverse Manager, Endowment & Foundation, and Executive Committees. Ms. Jones received a bachelor’s degree in Economics from Hamilton College.
Mark McKeown, CFA, serves as Head of Fixed Income Research and leads the team responsible for performing manager research on domestic and non-US fixed income investment managers. He is a member of the firm’s Marketable Securities Investment Committee. Mr. McKeown received a bachelor’s degree in Finance from Providence College.
Carol Patrick serves as Finance Manager and is responsible overseeing the day-to-day operations of the finance team. She is a member of the firm’s Profit Sharing Plan Committee. Ms. Patrick received an accounting certificate from Curry College.
Karen Reeves serves as a real estate analyst and is responsible for monitoring private real estate investment opportunities, manager due diligence, and reporting. Ms. Reeves received a bachelor’s degree from Villanova University and a Master of Real Estate Development from Portland State University.
Adam Toczylowski, CFA, serves as a private markets consultant with a focus on real assets strategies. He is a member of the firm’s Private Markets Research Committee. Mr. Toczylowski received a bachelor’s degree from Boston College and a master’s degree from Northeastern University.
Marybeth Van Winter serves as Human Resources Manager and is responsible for planning, implementing, coordinating, and maintaining organizational programs, policies, and procedures. She is a member of the firm’s Profit Sharing Plan Committee. Ms. Van Winter received a bachelor’s degree in Business Administration from the University of Hartford. She has also earned the PHR and SHRM-CP certifications.
Hannah Webber serves as Business Manager and is responsible for managing the execution of corporate initiatives. She is a member of the firm’s Emerging & Diverse Manager and Technology Committees. Ms. Webber received a bachelor’s degree from Trinity College and an MBA from the Kellogg School of Management at Northwestern University.
Tammy Wood serves as Chief Marketing Officer and is responsible for developing and executing the firm’s marketing and business development strategy. She is a member of the firm’s Executive Committee. Ms. Wood received a bachelor’s degree from the University of Washington.
Founded in 1978, Meketa is an employee-owned, full service investment consulting and advisory firm. As an independent fiduciary, the firm serves institutional investors in non-discretionary and discretionary capacities. Meketa’s collective client assets under advisement represent approximately $1.5 trillion. For more information, please visit www.meketa.com.
Source: Meketa Investment Group
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