Tad Fergusson, CFA

Managing Principal

Mr. Fergusson is a private markets consultant and has 24 years’ of industry experience. Mr. Fergusson joined the firm in 2019 as part of the merger between Meketa and Pension Consulting Alliance (PCA) and serves as the lead or co-lead consultant for a number of full service private equity retainer clients. Mr. Fergusson provides the full spectrum of services from investment policy and guideline development, preparing strategic and structural reviews, conducting partnership due diligence and selection, as well as overseeing performance reporting and manager monitoring. In addition, Mr. Fergusson conducts research on a spectrum of topics pertaining to the private equity asset class and is a member of the firm’s Private Markets Research Committee.

Prior to joining PCA in 1996, Mr. Fergusson provided administration services to 401(k) pension plans as a Defined Contributions Analyst with the firm Milliman & Robertson Inc.

Mr. Fergusson received his Bachelor of Science in Economics and Master of Business Administration in Finance from the University of Oregon. He holds the Chartered Financial Analyst designation and a member of the CFA Society of Portland.

 
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