Meketa Investment Group added seven new shareholders to its ownership group. The shareholders include Principals Mary Bates, Susan Brumbaugh, Tim Filla, David Hetzer, Stephen MacLellan, John McCue and Hannah Schriner. The new additions bring the ownership group to 61.
Meketa Investment Group (Meketa), a global investment consulting and advisory firm, is pleased to announce it has expanded its employee ownership to include seven new shareholders. Principals Mary Bates, Susan Brumbaugh, Tim Filla, David Hetzer, Stephen MacLellan, John McCue, and Hannah Schriner have joined the firm’s ownership group bringing the total number of Meketa shareholders to 61.
“At Meketa, we greatly value our employees and their continued contributions to our firm,” said Stephen McCourt, Managing Principal and Co-Chief Executive Officer, Meketa. “It is a pleasure to recognize these accomplished individuals and acknowledge the time and effort they dedicate to our clients and to our firm.”
“We are very pleased to add these dedicated professionals to our employee ownership group,” said Peter Woolley, Managing Principal and Co-Chief Executive Officer, Meketa. “These individuals have proven themselves as valuable members of our staff and we look forward to their continued successes.”
New Meketa Shareholders
Mary Bates serves as a private markets consultant with a focus on private credit strategies. She joined the firm as part of the combination of Meketa and PCA. Ms. Bates received a bachelor’s degree in Business Administration with a concentration in Finance from Indiana University.
Susan Brumbaugh serves as the General Consulting Operations Manager and is responsible for overseeing the firm’s investment analytics and administrative teams. Ms. Brumbaugh received a bachelor’s degree in Finance and French from the University of Massachusetts, Dartmouth.
Tim Filla, CAIA, CSRIC, serves as a consultant to various defined benefit and health and welfare funds, public funds, and non-profits. He is a member of the Meketa Fiduciary Management Investment and Global Macroeconomic / Tactical Asset Allocation Committees. Mr. Filla received a bachelor’s degree from the University of Pennsylvania.
David Hetzer serves as a research consultant and leads the firm’s due diligence efforts on global, international, and emerging markets long only equity managers. He is member of the firm’s Global Macroeconomic / Tactical Asset Allocation Committee. Mr. Hetzer received a bachelor’s degree, cum laude, in Business Economics and Finance from the University of San Diego.
Stephen MacLellan, CFA, serves as a consultant to various multi-employer, public fund, and endowment clients. He is a member of the firm’s Profit Sharing Committee. Mr. MacLellan received a bachelor’s degree, summa cum laude, in Economics and Political Science from the University of Massachusetts, Amherst.
John McCue serves as the Investment Software & Support Manager and is responsible for overseeing all of the firm’s software development activities. Mr. McCue received a bachelor’s degree in Mechanical Engineering, with distinction, from Worcester Polytechnic Institute and a master’s degree from the University of Rhode Island.
Hannah Schriner serves as a consultant to discretionary and non-discretionary defined benefit and defined contribution plan sponsors. She is co-Chair of the firm’s Defined Contribution Committee and a member of the Meketa Fiduciary Management Investment Committee. Ms. Schriner received a bachelor’s degree in Finance from Eastern Washington University and a master of business administration from the University of Phoenix.
Founded in 1978, Meketa is an employee-owned, full service investment consulting and advisory 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 $1.4 trillion. For more information, please visit www.meketa.com.