Alan Spatrick, CFA

Managing Principal/Compliance Officer

Mr. Spatrick joined Meketa Investment Group in 1980. Mr. Spatrick serves as the lead consultant on various defined benefit and health & welfare funds, with Taft Hartley, non profit, and corporate plan sponsors. His work for the firm includes investment policy design and asset allocation modeling, in addition to analysis of manager and fund performance. Mr. Spatrick is a member of the firm’s Private Equity Investment Committee, and the Investment Policy Committee.

Prior to joining Meketa Investment Group, Mr. Spatrick was employed by the North Shore Economic Council. Mr. Spatrick is a member of the Board of Directors of Congregation Sons of Israel in Peabody, Massachusetts. Previously, he served as the Treasurer and as Chairman of the Board of the Coolidge Corner Theater Foundation. Mr. Spatrick acts as a consultant to the CFA Institute, reviewing their curriculum. He is a member of the Boston Security Analysts Society, the CFA Institute, and the International Foundation of Employee Benefit Plans. In September 2002, Mr. Spatrick’s paper, “Endpoint Bias and the Generation of Expected Returns” was published in the Employee Benefits Journal.

He received an undergraduate degree from Brandeis University with a concentration in Economics and the Chartered Financial Analyst designation from the CFA Institute.

 
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