By preparing and reviewing client meeting materials, Nick aims to keep his clients aware of key developments in their investment portfolios. In addition, he makes himself available to perform ad hoc research and support consultants through performance reporting, investment policy reviews, and investment manager compliance procedures.
Nick Buckley, CPA
Associate / Investment Analyst
Portland
Joined Meketa in 2020
Previous roles:
- Nike via PRO Unlimited, Business Development Manager
- BDO Advisory, Valuations Associate
- Ernst & Young, Audit Associate
- BS/BA, Santa Clara University
- Certified Public Accountant, California (active)
Nick can usually be found playing tennis, attending live music and sporting events, and procuring the latest addition for his pen collection. You’ll also catch him appreciating every dog he’s lucky enough to cross paths with.