BOSTON–(BUSINESS WIRE)–Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced it has expanded its employee ownership to include four new shareholders. Principals Alison Adams, William Duryea, Colin Hill, and Hayley Tran have joined the firm’s ownership group, bringing the total number of Meketa shareholders to 75.
“It is a pleasure to further expand our ownership team and to welcome these accomplished professionals as Meketa shareholders,” said Stephen McCourt, Managing Principal and Co-Chief Executive Officer, Meketa. “Each has proven to be a valuable contributor, serving our clients with the integrity, excellence and personal attention that have been the hallmarks of Meketa for 45 years.”
“Our sincere congratulations to Alison, Will, Colin and Hayley for their well-deserved appointment as shareholders,” said Peter Woolley, Managing Principal and Co-Chief Executive Officer, Meketa. “As a 100 percent employee-owned firm, adding to our ownership group on an annual basis demonstrates our commitment to fully invest in our employees, recognize their contributions, and create a thriving workforce that provides the highest level of service to our clients.”
New Meketa Shareholders
Alison Adams, PhD, serves as a research consultant, assisting clients in building programs through investment advice rooted in the capital markets, asset allocation modeling, and global macroeconomic research. She is a member of the firm’s Asset-Liability Risk Management, Defined Contribution, Global Macroeconomic Investment, and Strategic Asset Allocation / Risk Management committees. Ms. Adams received a bachelor’s degree from the University of Texas at Austin and a PhD, with specialization in History of National Finance and Economic Development of Latin America, Harvard University Faculty of Arts and Sciences.
William Duryea serves as an investment consultant, working to educate clients and help them navigate a variety of investment topics. His work includes developing asset allocation and investment policies, as well as providing oversight of client portfolios. He is a member of the firm’s Strategic Asset Allocation / Risk Management Committee. Mr. Duryea received a bachelor’s degree from Tufts University.
Colin Hill serves as a consultant, delivering customized real estate investment services. He has extensive experience analyzing funds, building investment portfolios, analyzing manager fees and performance, negotiating legal documents, and serving on fund advisory boards. He is a member of the firm’s Private Markets Research Committee. Mr. Hill received a bachelor’s degree and MBA from Quinnipiac University.
Hayley Tran, CFA, CAIA, serves as a consultant and Co-Head of Equity Manager Research, leading Meketa’s due diligence efforts on global, international, and emerging markets long-only equity managers. She partners with clients in considering allocations and manager selections in non-US public equities. She is a member of the firm’s Global Macroeconomic Investment and Marketable Securities Investment committees. Ms. Tran received a bachelor’s degree from Wellesley College.
Founded in 1978, Meketa is an employee-owned, full-service investment consulting and fiduciary management (OCIO) firm. As an independent fiduciary, the firm serves institutional investors in nondiscretionary and discretionary capacities. Meketa’s collective client assets under advisement represent approximately $1.6 trillion as of September 30, 2022. For more information, please visit www.meketa.com.