W. Brian Dana, CAIA

Managing Principal / Director of OCIO Services


Brian combines his two key areas of expertise, manager research and asset allocation, to seek out portfolio solutions to help clients reach their goals.  His unique perspective allows him to contribute as the leader of marketable alternatives and a key member of Meketa’s Investment Committee for its discretionary clients.

  • Fiduciary Management (OCIO)
  • Marketable alternatives
  • Public markets
  • Investment consulting
  • Joined Meketa in 2006

    Previous roles:

    • University of Florida Investment Corporation (UFICO), Analyst
    • Citigroup Global Markets, Associate

    Other responsibilities at Meketa:

    • Meketa Fiduciary Management Investment Committee
    • Marketable Securities Oversight Committee
    • Operational Due Diligence Committee
    • BA, Drury University
    • MS, University of Florida
    • CAIA Charterholder