Key Account Highlights

Hightower/Dynasty 

Hightower is a collection of independent, like-minded advisors who share resources and collectively manage over $142B in client assets spread across ~ 140 RIAs across the states.  The Hightower partnership model modernized the RIA industry. Founded in 2008, their headquarters are in Chicago, with an investment research presence in New York City. 

Dynasty is headquartered in St. Petersburg, Florida (previously NYC).  Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. 53 partner firms accounting for approximately $85 billion in AUM on its platform and 300 Advisors
Dynasty has begun making minority equity investments in RIAs, through a new initiative - - the Minority Investment Capital Program
Dynasty launched an in-house investment bank to help wealth management firms that want to execute acquisitions, divestitures, capital raises and other transactions.

Allocator Interview Highlights

Brian Dana
Meketa Investment Group

Brian Dana is a Managing Principal and Director of OCIO Services with Meketa Investment Group. 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.

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).

2024 marks Brian’s 18th year with Meketa out of their Boston area offices. Prior to joining Meketa, Brian was an Analyst at the University of Florida’s Investment Corporation. He began his career at Citigroup Global Markets on the fixed income trading desk.

Brian earned an MS from the University of Florida and his BA in Economics from Drury University in Springfield, MO. Finally, Brian is a CAIA charter holder, and calls the greater Boston area home.