Emily Agnew, CFA

Senior Vice President / Manager of Operational Business Risk

Boston

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.

  • Marketable alternatives
  • Private markets
  • 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.