Kathleen Neelon, CFA

Investment Analyst


Kathleen is committed to providing exceptional service to her clients developing an in-depth understanding of their investment goals leveraging her many years in the financial services industry.

  • Investment consulting
  • Joined Meketa in 2022

    Previous roles:

    • Prime Buchholz, Investment Analyst
    • Argent Wealth Management, Client Service Associate
    • Russell Mellon Analytics, Client Service Officer
    • State Street Bank, Master Trust Client Service Manager

    Other responsibilities at Meketa:

    • Endowment & Foundation Practice Group
    • BSBA, University of Denver
    • MBA, F.W. Olin Graduate School of Business at Babson College
    • CFA® charterholder, CFA Institute
    • Member, CFA Society Boston

    Outside the office, Kathleen spends most of her time with her three children. She enjoys playing tennis, golf, and attending fitness classes.

    Why Meketa?

    Because Meketa is a collaborative environment where employees work as a team, or independently, to come up with creative solutions to handle the complex needs of our clients in an ever-changing investment environment.