Dan works closely with his clients to develop custom investment portfolios to help them navigate complex markets. His work includes investment policy and plan design, asset allocation, investment manager selection, and performance monitoring. He approaches this work in a number of ways, including developing custom education on a variety of investment topics.
Joined Meketa in 2009 and recently celebrated 15 years with Meketa. Read more about it here.
Previous roles:
Other responsibilities at Meketa:
Dan is passionate about Boston sports, playing golf, and coaching basketball and lacrosse for his kids. He is a Board Member for the Walpole Youth Basketball and Walpole Youth Girls Lacrosse organizations. Dan is proud to be a Civilian Board Member on the Professional Fire Fighters of Massachusetts Foundation Board of Directors, as well.
I continue to be impressed by the expertise of my colleagues every day. Among the things that makes Meketa great is we’re always trying to hire talented people, but more importantly, we’re putting people in positions to produce great work, and to seek to help our clients generate outstanding results.