Alan D. Spatrick, CFA

Managing Principal / Consultant / Chief Compliance Officer

Boston

Alan has long been a dedicated Meketa employee and has helped build the firm from its very early days. He brings decades of investment experience to his work serving clients. Alan believes strongly in the importance of education; a key element of his work with clients is his focus on providing investment education, helping clients prepare for an uncertain future.  Internally, he creates the compliance training programs for Meketa’s staff.

  • Investment consulting
  • Joined Meketa in 1980

    Other responsibilities at Meketa:

    • Compliance Committee, Chair
    • Board of Directors
    • Investment Policy Committee
    • Private Markets Policy Committee
    • BA, Brandeis University
    • CFA® Charterholder
    • Member and previous consultant for curriculum, CFA Institute

    Alan was the past Board Chair of the Coolidge Corner Theatre Foundation. He is deeply engaged with movies, baseball, and traveling internationally and in the U.S. with his wife, Kaj.