Tad works closely with clients to develop customized private market portfolios positioned to meet their specific objectives. Having joined the industry in 1995, he has substantial private markets consulting experience working with sophisticated institutional investors, including investment policy development, portfolio construction, and due diligence on more than 100 private market opportunities.
Tad Fergusson, CFA
Managing Principal / Private Markets Consultant
Portland
Joined Meketa in 2019
Previous roles:
- Pension Consulting Alliance, Managing Director
- Milliman & Robertson, Defined Contribution Analyst
- Morely Capital Management, Intern
Other responsibilities at Meketa:
- Private Markets Research Committee
- BS, University of Oregon
- MBA, University of Oregon
- CFA® charterholder, CFA Institute
Outside of work, Tad spends much of his time enjoying the outdoors with his wife, primarily running and hiking, and supporting his two boys in their life endeavors as they are now both off in college.