Dan works closely with his clients to develop custom investment portfolios to help them navigate complex markets. His work includes investment policy and plan design, asset allocation, investment manager selection, and performance monitoring. He approaches this work in a number of ways, including developing custom education on a variety of investment topics.
Daniel R. Dynan, CFA, CAIA
Managing Principal / Consultant
Boston
Joined Meketa in 2009 and recently celebrated 15 years with Meketa. Read more about it here.
Previous roles:
- Merill Lynch, Financial Advisor
- Bear Stearns, Associate
Other responsibilities at Meketa:
- Consulting Leadership Committee
- Pension Practice Group
- BA, The College of the Holy Cross
- CFA® charterholder, CFA Institute
- CAIA charterholder
Dan is passionate about Boston sports, playing golf, and coaching basketball and lacrosse for his kids. He is the Treasurer and a Board Member for the Walpole Youth Girls Lacrosse organization.