Richard J. O’Neill, CFA, CAIA

Principal / Consultant

Boston

Richard enjoys working with clients to help set and achieve their goals.  At Meketa, he is able to bring together his passion for the markets and economics with his desire to help clients navigate a fast changing world and, therefore, invests a lot of time in better understanding both.  He joined the financial services industry in 2001 with the majority of his tenure at Meketa.

  • Investment consulting
  • Joined Meketa in 2008

    Previous roles:

    • Mellon Private Wealth, Portfolio Officer
    • The Rockwater Group, Portfolio Analyst
    • Sovereign Bank, Financial Relationship Specialist
    • Fleet Bank, Senior Investment Representative

    Other responsibilities at Meketa:

    • Global Macroeconomic/Tactical Asset Allocation Committee, Chair
    • BA, Boston College
    • CFA® Charterholder
    • CAIA Charterholder

    When not at work, Richard enjoys cheering on his two children in their various activities, playing tennis, and chess. He also coaches little league and is actively involved in church.