Lisa M. Rubin

Managing Principal / Director of Marketing


Lisa leads the firm’s marketing efforts, request for proposal (RFP), and new business presentation process along with various other internal marketing functions.  She enjoys introducing the firm to potential new clients and building relationships, both internal and external, through the RFP process.

Joined Meketa in 2010

Previous roles:

  • Evergreen Investments, Associate Director, Consultant Relations
  • Keystone Investment Management, Assistant Vice President, Senior Marketing Associate, Institutional Sales & Marketing

Other responsibilities at Meketa:

  • Compliance Committee
  • BSBA, Bryant University

Lisa is always eager to help people with big and small tasks. She spends time with her husband and kids, playing board games, traveling, or volunteering in her kids’ activities.

Why Meketa?

It is a pleasure to work with talented and impressive people that truly enjoy working with clients to achieve their future investment goals.