Brian Dana, Meketa Investment Group
Brian Dana is a Managing Principal and Director of OCIO Services with Meketa Investment Group.
As Director of OCIO Services, Brian serves as the leader of the OCIO department for Meketa and is responsible for coordinating the efficient and timely delivery of OCIO services to Meketa’s clients. In working with other senior leaders and the firm’s co-CEOs, Brian collaborates across Meketa’s internal staff to facilitate the development and delivery of OCIO services. As a consultant, Brian also serves in a senior leadership role working with clients and formalizing firm strategy. This includes collaboration with and leading teams in providing advice to clients across Meketa’s client base. As a research consultant, Brian works directly with the Public Markets investment team to perform manager due diligence by sourcing and evaluating the capabilities of marketable alternative strategies (e.g., hedge funds, commodities, risk parity, GTAA).
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 non discretionary and discretionary capacities. Meketa’s collective client assets under advisement represent approximately $1.8 trillion as of September 30, 2023
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2024 | Privacy Policy | California Privacy Policy