Emily is responsible for the design and implementation of the firm’s Operational Due Diligence (“ODD”) process across both public and private markets. She also works closely with the firm’s various research teams to help source, research, and monitor investment opportunities.
Emily Agnew, CFA
Senior Vice President / Manager of Operational Business Risk
Boston
Joined Meketa in 2018
Previous roles:
- Bank of America Merrill Lynch, Director, Business Consulting, Americas Prime Brokerage
- Cambridge Associates, Director, Business Risk Management
- UBS, Associate Director, Hedge Fund Credit Risk
- Fidelity Investments, Senior Credit Analyst
- Lincoln Financial Group, Corporate Planning and Development, Research Analyst
- Delaware Investments, Investment Accountant
- 1838 Investment Advisors, Sales Assistant
- PaineWebber, Sales Assistant
Other responsibilities at Meketa:
- Compliance Committee
- BS, Drexel University
- MBA, Drexel University
- CFA® Charterholder
When not at work, you can find Emily in Paris, visiting her family, practicing her French, and enjoying the beauty of her favorite city.