Meketa, an investment consulting and advisory firm, has expanded its employee ownership team to 13 new shareholders. Among them are Lisa Bacon, Sarah Bernstein, Colin Bebee, Gustavo Bikkesbakker, Brandon Colón, Aaron Lally and Ryan Lobdell.
BOSTON, May 6, 2019 – Meketa Investment Group (Meketa), a global investment consulting and advisory firm, is pleased to announce it has expanded its employee ownership to include 13 new shareholders. Lisa Bacon, Sarah Bernstein, Colin Bebee, Gustavo Bikkesbakker, Brandon Colón, Aaron Lally, Ryan Lobdell, Rita McCusker, Paola Nealon, Ethan Samson, David Sancewich, Brad Walker and Eric White, have joined the firm’s ownership group. Allan Emkin, Kay Ceserani, Judy Chambers, Tad Fergusson, Christy Fields and Neil Rue, who joined Meketa earlier this year as part of the firm’s combination with Pension Consulting Alliance (PCA), were also named as shareholders in conjunction with the formal completion of the merger in March. Today’s announcement brings the total number of Meketa shareholders to 57. As a firm that is entirely employee-owned, these new shareholders will continue Meketa’s tradition of extending ownership to the firm’s best and brightest.
“We are very pleased to expand our employee ownership group to include these talented and accomplished individuals,” said Stephen McCourt, Co-CEO, Meketa. “At Meketa, we recognize the hard work, talent, and dedication that these men and women have shown throughout their careers and believe that as shareholders, they will help continue to strengthen the leadership at Meketa for years to come.”
“Each of these individuals, whether at Meketa or PCA, has been a long-time valued contributor, and their appointment as a shareholder is well-earned and much deserved,” said Peter Woolley, Co-CEO, Meketa. “Having such a large number join our ownership group is evidence of our firm’s very deep team of senior professionals and of our continued commitment to remaining a fully employee-owned, full service investment and advisory firm.”
New Meketa Shareholders
Lisa Bacon, CAIA, works in the Private Markets Group specializing in real assets. She is a member of the firm’s ESG Investment and Private Markets Research Committees. Ms. Bacon received her Master of Science in Finance with honors from Pace University’s Lubin School of Business, a Master of Public Policy from the University of California at Berkeley, and her Bachelor of Arts, cum laude, from Duke University.
Sarah Bernstein, PhD, serves as a consultant and is a member of the firm’s ESG Investment and Corporate Responsibility Committees. She joined the firm as part of the combination of Meketa and PCA. Ms. Bernstein received a Doctor of Philosophy in Economics from the New School for Social Research and her bachelor’s degree in Politics from the University of California.
Colin Bebee, CFA, who joined Meketa from PCA, serves as a consultant to public funds. He is a member of the firm’s Strategic Asset Allocation & Risk Management Committee. Mr. Bebee received a bachelor’s degree, magna cum laude, in Economics and Finance from Linfield College.
Gustavo Bikkesbakker is a consultant and oversees the operations of Meketa’s Miami office and the firm’s private markets efforts in Latin America. He is a member of the firm’s ESG Investment and Corporate Responsibility Committees. Mr. Bikkesbakker received an MS in Finance from the Carroll Graduate School of Management at Boston College, an MBA from the Arthur D. Little School of Management, and an Analista de Sistemas degree from the Fundación BankBoston School of Information Science in Buenos Aires, Argentina.
Brandon Colón serves as a consultant and Deputy Director of Marketable Alternatives. He is also a member of the firm’s Marketing Committee. Mr. Colón received a bachelor’s degree in Psychology from Bates College and is currently an MBA candidate at the Yale School of Management.
Aaron Lally, CFA, CAIA, CIPM, serves as a consultant on non-profits, public funds and multi-employer clients. He is a member of the firm’s Emerging & Diverse Managers and Marketing Committees. Mr. Lally received a bachelor’s degree in Economics from Boston College.
Ryan Lobdell, CAIA, is a consultant and serves public funds, foundations and 529 College Savings plans. He joined the firm from PCA. He is a member of the firm’s Strategic Asset Allocation & Risk Management Committee. Mr. Lobdell received his bachelor’s degree in Finance with a minor in Economics from Linfield College.
Rita McCusker is the Director of Client Service and is responsible for coordinating and leading firm-wide business development and client service as a member of the firm’s management team. She is also the Chair of the firm’s Marketing Committee. Ms. McCusker received her MBA from Boston University and a bachelor’s degree in Finance and Accounting from Tulane University.
Paola Nealon serves as a consultant for public and private funds, in addition to Taft‑Hartley plans. She is a member of the firm’s Global Macroeconomic/Tactical Asset Allocation Committee. Ms. Nealon received her MBA from the Thunderbird School of Global Management at Arizona State University with a major in Global Finance and her bachelor’s degree in Spanish with a Minor in Economics from Colgate University.
Ethan Samson serves as a private markets consultant as well as private markets counsel. He joined the firm from PCA. He is a member of the firm’s Compliance Committee. Mr. Samson received his bachelor’s degree from Hobart College and his Juris Doctor, cum laude, from Lewis & Clark Law School.
David Sancewich serves as a consultant to public funds and Taft-Hartley clients. He joined the firm from PCA. He is a member of the firm’s Marketable Securities Investment and Marketing Committees. Mr. Sancewich received an MBA and a bachelor’s degree in Finance and Business from Washington State University.
Brad Walker serves as the Manager of IT Operations and is responsible for overseeing Meketa’s overall technology infrastructure and IT support function. Mr. Walker received a Master’s degree in Computer Information Systems with a concentration in Project Management from Boston University. He received his Bachelor of Science degree in Computer Information Systems from Western Governors University.
Eric White, CFA, serves as a consultant and serves public pension, defined contribution, and 529 College Savings plans. He joined the firm from PCA. He is a member of the firm’s Global Macroeconomic/Tactical Asset Allocation, Defined Contribution, and Profit Sharing Plan Committees. Mr. White received his Master of Arts in Economics from the University of San Francisco and his bachelor’s degree in Economics from the University of Oregon.
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 $1.8 trillion, including over $100 billion in private markets and real estate assets. For more information, please visit www.meketagroup.com.