Daniel R. Dynan, CFA, CAIA

Managing Principal / Consultant


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.

  • Investment consulting
  • Joined Meketa in 2009

    Previous roles:

    • Merill Lynch, Financial Advisor
    • Bear Stearns, Associate

    Other responsibilities at Meketa:

    • Consulting Leadership Committee
    • Pension Practice Group
    • BA, The College of the Holy Cross
    • CFA® charterholder, CFA Institute
    • CAIA Charterholder

    Dan is passionate about Boston sports, playing golf, and coaching basketball, soccer, and lacrosse for his kids.