Tad Fergusson, CFA

Managing Principal / Private Markets Consultant

Portland

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.

  • Private markets
  • 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

    Outside of work, Tad spends much of his time supporting his two boys in their sporting events in addition to enjoying the outdoors.