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 and recently celebrated 15 years with Meketa. Read more about it here.

    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 and lacrosse for his kids.  He is the Treasurer and a Board Member for the Walpole Youth Girls Lacrosse organization.

    Why Meketa?

    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.