Brian Dana
Managing Principal at Meketa Investment Group
- Role
- Director of Outsourced Chief Investment Officer Services at Meketa Investment Group
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Director of Outsourced Chief Investment Officer Services
Jan 2022 — Present · MA, US
Serve 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 our other senior leaders and our CEOs I collaborate across our internal staff to facilitate the development and delivery of OCIO services.Provide development of annual goals for the department and build processes to implement those goals. Provide the firm with a structural link between our investment engine, our back office/operations, manager research, capital markets research and client teams. Facilitate all communication between our OCIO Investment platform and our client teams.
Education
Drury University
BA, Economics
1995 — 2000
University of Florida - Warrington College of Business
MS, Finance
2005 — 2006
Skills
- Portfolio Management
- Equities
- Fund of Funds
- Asset Allocation
- Investment Management
- Bloomberg
- Capital Markets
- Asset Management
- Due Diligence
- Fixed Income
- Hedge Funds
- Investment Banking
- Investments
- Alternative Investments
- Private Equity
- Venture Capital
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