Alexandra B. Wallace, CFA

Principal

Ms. Wallace joined Meketa Investment Group in 2008. A Principal of the firm, she serves as a consultant on various Taft Hartley defined benefit, defined contribution, annuity, and health and welfare funds. She also works with public retirement systems in both Illinois and Massachusetts. Ms. Wallace’s consulting work includes investment policy design, strategic asset allocation modeling, investment education, investment manager analysis, and fund performance analysis.

Ms. Wallace graduated from the University of Massachusetts Amherst with a bachelor’s degree in Economics and French, and a minor in Political Science. Prior to joining the firm, Ms. Wallace studied International Relations at the accredited University of Virginia’s Semester at Sea Program. She visited thirteen countries aboard the MV Explorer, where the Archbishop Desmond Tutu was lecturer and pastor. She also travelled to New Orleans to aid in reconstruction after Hurricane Katrina, in March of 2006.

She holds the Chartered Financial Analyst designation, and is currently enrolled in the CAIA Program as a Level II candidate. Ms. Wallace is a member of the CFA Institute, the Boston Security Analysts Society, and Women Investment Professionals (“WIP”) of Chicago. Ms. Wallace is also a member of the Boston Chapter of the Executive Women’s Golf Association.

 
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