Meketa Investment Group said March 26 that seven principals were promoted to shareholder. They include: Timothy Atkinson, Christy Gahr, Molly LeStage, Richard O’Neill, Bradley Regier, Colleen Smiley and Larry Witt.
Meketa Investment Group, a global investment consulting firm, is pleased to announce it has expanded its employee ownership to include seven new shareholders. Principals Timothy Atkinson, Christy Gahr, Molly LeStage, Richard O’Neill, Bradley Regier, Colleen Smiley and Larry Witt have joined the firm’s ownership group bringing the total number of Meketa Investment Group shareholders to 38.
“Each of these individuals has devoted many years of service to Meketa and the financial services industry as a whole,” said Stephen McCourt, Managing Principal and Co-Chief Executive Officer, Meketa Investment Group. “In addition to their strong work ethics and knowledge of the global investment space, these men and women possess the quality characteristics that make Meketa a truly special organization. We are proud to have them represent our firm and congratulate them on joining our ownership team.”
“It is a pleasure to add these dedicated and talented team members to our employee ownership group,” said Peter Woolley, Managing Principal and Co-Chief Executive Officer, Meketa Investment Group. “Meketa takes great pride in recognizing the time and effort that our global team puts in on a daily basis to help our clients succeed. It is an honor to welcome these individuals as shareholders of Meketa and we look forward to their continued contributions to the firm.”
Timothy J. Atkinson’s responsibilities include investment research and client servicing. He performs due diligence on public, private, and alternative credit strategies, and helps clients create custom credit investment programs. Mr. Atkinson received a bachelor’s degree in Finance from Northeastern University.
Christy Gahr works in the Private Markets Group where she oversees the firm’s real estate investments, managing discretionary and non-discretionary mandates, as well as supporting the general consulting group. She is responsible for portfolio construction, including sourcing and due diligence of real estate opportunities, along with client service. Ms. Gahr received a bachelor’s degree in Finance from Northeastern University.
Molly LeStage works in the Private Markets Group where she focuses on providing client service, performing due diligence of private market funds, maintaining and establishing new relationships with private market firms, and reporting on private market funds. Ms. LeStage received a Master of Arts in Psychology from Rhode Island College and a Bachelor of Science degree in Economics and Psychology from St. Lawrence University.
Richard J. O’Neill, CFA, CAIA, serves as a consultant on various defined benefit, defined contribution, annuity, and health & welfare funds, with Taft-Hartley and corporate plan sponsors. He is also the chair of the firm’s Global Macroeconomic Investment Committee. Mr. O’Neill received his undergraduate degree with honors in Psychology and Philosophy from Boston College.
Bradley M. Regier, CFA, CAIA, manages general consulting investment operations and consults with a variety of clients. Mr. Regier received an MBA from the Tuck School of Business at Dartmouth and a bachelor’s degree in Business/Economics from Westmont College.
Colleen A. Smiley serves as the Assistant Director of Public Markets Manager Research. She has primary research responsibility for domestic and non-U.S. fixed income investment managers, and works with emerging managers to facilitate introductions to the firm’s research process and analysts. Ms. Smiley received an MBA from the University of San Diego with a concentration in Finance and holds an undergraduate degree in Business Administration with emphasis in Marketing and International Business from California Polytechnic State University, San Luis Obispo.
Larry Witt, CFA, serves as a lead consultant for Non-Profit, Public, and Taft-Hartley plan sponsors on a variety of plan types including endowments, foundations, defined benefit and health & welfare funds. Mr. Witt received an MBA, magna cum laude, from the University of Notre Dame, and a Bachelor of Science degree in Business Administration from San Diego State University.
About Meketa Investment Group
Founded in 1978, Meketa Investment Group is an employee-owned, full service investment consulting and advisory firm. As an independent fiduciary, the firm serves institutional investors in discretionary and non-discretionary roles. The firm consults on more than $600 billion in assets for over 160 clients. For more information, please visit www.meketagroup.com.