Richard enjoys working with clients to help set and achieve their goals. At Meketa, he is able to bring together his passion for the markets and economics with his desire to help clients navigate a fast changing world and, therefore, invests a lot of time in better understanding both. He joined the financial services industry in 2001 with the majority of his tenure at Meketa.
Richard J. O’Neill, CFA, CAIA
Managing Principal / Consultant
Boston
Joined Meketa in 2008
Previous roles:
- Mellon Private Wealth, Portfolio Officer
- The Rockwater Group, Portfolio Analyst
- Sovereign Bank, Financial Relationship Specialist
- Fleet Bank, Senior Investment Representative
Other responsibilities at Meketa:
- Global Macroeconomic Investment Committee, Chair
- BA, Boston College
- CFA® charterholder, CFA Institute
- CAIA charterholder
When not at work, Richard enjoys cheering on his two children in their various activities, playing tennis, and chess.