Daniel R. Dynan, CFA, CAIA

Principal

Mr. Dynan joined Meketa Investment Group in 2009 and has been in the financial services industry since 2003. A Principal of the firm, Mr. Dynan serves as a consultant on various defined benefit, annuity, health & welfare, and endowment funds, with Taft-Hartley, public, corporate, and non-profit plan sponsors. His consulting work includes investment policy design and asset allocation modeling, in addition to the analysis of investment manager and total fund performance. Mr. Dynan is also responsible for the firm’s research into alternative-beta strategies related to quality, stability, and income.

Mr. Dynan is a member of the Massachusetts Association of Contributory Retirement Systems and the Florida Public Pension Fund Trustee Association.  He has been a guest speaker at a number of industry events, including the IFEBP Trustees School, the Opal Public Funds East Conference, the Mid Atlantic Plan Sponsors Annual Trustee Educational Conference, the Florida Public Pension Fund Trustee School, and the CFA Society of San Diego.

Prior to joining Meketa Investment Group, Mr. Dynan held positions at Merrill Lynch & Co. and Bear, Stearns & Co., where he was responsible for the development of asset allocation and wealth preservation strategies for high net worth individuals.

He received his undergraduate degree in Economics from the College of the Holy Cross.  Mr. Dynan holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and the CFA Institute.  Mr. Dynan also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association®.

 
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