Brad Regier, CFA, CAIA

Managing Principal / Director of Business Management

San Diego

Brad’s work as Director of Business Management is driven by his deep interest in helping clients, and ultimately funding beneficiaries, to achieve their goals.

Joined Meketa in 2010

Previous roles:

  • HundredX, Director
  • Tuck School of Business at Dartmouth, Research Associate for Professor Kenneth R. French
  • Viewpoint Investment Partners, Senior Equity Analyst,
  • The Seidler Companies and Roth Capital Partners, Equity Research Analyst

Other responsibilities at Meketa:

  • Executive Committee
  • BA, Westmont College
  • MBA, Dartmouth College
  • CFA® Charterholder
  • CAIA Charterholder

While Brad’s professional life is relatively quiet, his personal life is all things loud: playing electric guitar in bands, using power tools for woodworking, blowing a whistle as a football coach, and trying to keep up with his four kids who have endless energy.

My goal each day...

is to help our company work together as a team so that we can collectively provide the best possible service to our clients.