BOSTON–(BUSINESS WIRE)–Meketa Investment Group (Meketa), a global investment consulting and
advisory firm, is pleased to announce it has expanded its employee
ownership to include 13 new shareholders. Lisa Bacon, Sarah Bernstein,
Colin Bebee, Gustavo Bikkesbakker, Brandon Colón, Aaron Lally, Ryan
Lobdell, Rita McCusker, Paola Nealon, Ethan Samson, David Sancewich,
Brad Walker and Eric White, have joined the firm’s ownership group.
Allan Emkin, Kay Ceserani, Judy Chambers, Tad Fergusson, Christy Fields
and Neil Rue, who joined Meketa earlier this year as part of the firm’s
combination with Pension Consulting Alliance (PCA), were also named as
shareholders in conjunction with the formal completion of the merger in
March. Today’s announcement brings the total number of Meketa
shareholders to 57. As a firm that is entirely employee-owned, these new
shareholders will continue Meketa’s tradition of extending ownership to
the firm’s best and brightest.
“We are very pleased to expand our employee ownership group to include
these talented and accomplished individuals,” said Stephen McCourt,
Co-CEO, Meketa. “At Meketa, we recognize the hard work, talent, and
dedication that these men and women have shown throughout their careers
and believe that as shareholders, they will help continue to strengthen
the leadership at Meketa for years to come.”
“Each of these individuals, whether at Meketa or PCA, has been a
long-time valued contributor, and their appointment as a shareholder is
well-earned and much deserved,” said Peter Woolley, Co-CEO, Meketa.
“Having such a large number join our ownership group is evidence of our
firm’s very deep team of senior professionals and of our continued
commitment to remaining a fully employee-owned, full service investment
and advisory firm.”
New Meketa Shareholders
Lisa Bacon, CAIA, works in the Private Markets Group specializing in
real assets. She is a member of the firm’s ESG Investment and Private
Markets Research Committees. Ms. Bacon received her Master of Science in
Finance with honors from Pace University’s Lubin School of Business, a
Master of Public Policy from the University of California at Berkeley,
and her Bachelor of Arts, cum laude, from Duke University.
Sarah Bernstein, PhD, serves as a consultant and is a member of the
firm’s ESG Investment and Corporate Responsibility Committees. She
joined the firm as part of the combination of Meketa and PCA. Ms.
Bernstein received a Doctor of Philosophy in Economics from the New
School for Social Research and her bachelor’s degree in Politics from
the University of California.
Colin Bebee, CFA, who joined Meketa from PCA, serves as a consultant to
public funds. He is a member of the firm’s Strategic Asset Allocation &
Risk Management Committee. Mr. Bebee received a bachelor’s degree, magna
cum laude, in Economics and Finance from Linfield College.
Gustavo Bikkesbakker is a consultant and oversees the operations of
Meketa’s Miami office and the firm’s private markets efforts in Latin
America. He is a member of the firm’s ESG Investment and Corporate
Responsibility Committees. Mr. Bikkesbakker received an MS in Finance
from the Carroll Graduate School of Management at Boston College, an MBA
from the Arthur D. Little School of Management, and an Analista de
Sistemas degree from the Fundación BankBoston School of Information
Science in Buenos Aires, Argentina.
Brandon Colón serves as a consultant and Deputy Director of Marketable
Alternatives. He is also a member of the firm’s Marketing Committee. Mr.
Colón received a bachelor’s degree in Psychology from Bates College and
is currently an MBA candidate at the Yale School of Management.
Aaron Lally, CFA, CAIA, CIPM, serves as a consultant on non-profits,
public funds and multi-employer clients. He is a member of the firm’s
Emerging & Diverse Managers and Marketing Committees. Mr. Lally received
a bachelor’s degree in Economics from Boston College.
Ryan Lobdell, CAIA, is a consultant and serves public funds, foundations
and 529 College Savings plans. He joined the firm from PCA. He is a
member of the firm’s Strategic Asset Allocation & Risk Management
Committee. Mr. Lobdell received his bachelor’s degree in Finance with a
minor in Economics from Linfield College.
Rita McCusker is the Director of Client Service and is responsible for
coordinating and leading firm-wide business development and client
service as a member of the firm’s management team. She is also the Chair
of the firm’s Marketing Committee. Ms. McCusker received her MBA from
Boston University and a bachelor’s degree in Finance and Accounting from
Tulane University.
Paola Nealon serves as a consultant for public and private funds, in
addition to Taft-Hartley plans. She is a member of the firm’s Global
Macroeconomic/Tactical Asset Allocation Committee. Ms. Nealon received
her MBA from the Thunderbird School of Global Management at Arizona
State University with a major in Global Finance and her bachelor’s
degree in Spanish with a Minor in Economics from Colgate University.
Ethan Samson serves as a private markets consultant as well as private
markets counsel. He joined the firm from PCA. He is a member of the
firm’s Compliance Committee. Mr. Samson received his bachelor’s degree
from Hobart College and his Juris Doctor, cum laude, from
Lewis & Clark Law School.
David Sancewich serves as a consultant to public funds and Taft-Hartley
clients. He joined the firm from PCA. He is a member of the firm’s
Marketable Securities Investment and Marketing Committees. Mr. Sancewich
received an MBA and a bachelor’s degree in Finance and Business from
Washington State University.
Brad Walker serves as the Manager of IT Operations and is responsible
for overseeing Meketa’s overall technology infrastructure and IT support
function. Mr. Walker received a Master’s degree in Computer Information
Systems with a concentration in Project Management from Boston
University. He received his Bachelor of Science degree in Computer
Information Systems from Western Governors University.
Eric White, CFA, serves as a consultant and serves public pension,
defined contribution, and 529 College Savings plans. He joined the firm
from PCA. He is a member of the firm’s Global Macroeconomic/Tactical
Asset Allocation, Defined Contribution, and Profit Sharing Plan
Committees. Mr. White received his Master of Arts in Economics from the
University of San Francisco and his bachelor’s degree in Economics from
the University of Oregon.
About Meketa
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 $1.8 trillion, including over $100
billion in private markets and real estate assets. For more information,
please visit www.meketagroup.com.
Contacts
Caroline Collins
BackBay Communications
617-963-0065
[email protected]
