Brian combines his two key areas of expertise, manager research and asset allocation, to seek out portfolio solutions to help clients reach their goals. His unique perspective allows him to contribute as the leader of marketable alternatives and a key member of Meketa’s Investment Committee for its discretionary clients.
W. Brian Dana, CAIA
Managing Principal / Director of OCIO Services
Boston
Joined Meketa in 2006
Previous roles:
- University of Florida Investment Corporation (UFICO), Analyst
- Citigroup Global Markets, Associate
Other responsibilities at Meketa:
- Meketa Fiduciary Management Investment Committee
- Marketable Securities Oversight Committee
- Operational Due Diligence Committee
- BA, Drury University
- MS, University of Florida
- CAIA Charterholder