Dan Johnson serves as Partner and Consulting Director and works alongside investment consultants to provide all aspects of the firm’s consulting services. He has served as the primary consultant for various institutional plans including defined benefit, defined contribution, and private foundation investment portfolios. Dan also has direct oversite responsibility for twelve consultants.

Dan has 16 years of institutional investment experience. Prior to joining AndCo, he worked at a national consulting firm where his responsibilities included preparing asset allocation models, conducting manager searches, producing performance reports, and developing investment policies for institutional clients. Dan is a speaker at various conferences including the Florida Public Pension Trustees Association (FPPTA), Georgia Association of Public Pension Trustees (GAPPT), and the Florida Department of Management Services Bureau of Local Retirement Systems Conference.

Bachelor of Science, Administration, University of Florida

Master of Business Administration, University of North Florida

Aaron Lally joined Meketa Investment Group in 2013 and has been in the investment industry since 2008.  A Consultant based in the firm’s Florida office, Mr. Lally works with non‑profits, public pension funds, and multi‑employer clients primarily located across the southeastern United States.  His work includes investment policy development, asset allocation studies, performance measurement and manager selection/due‑diligence.  He also serves as a member of the firm’s Endowment & Foundation Committee.  In addition, he conducts investment research and contributes to the firm’s marketing and business development efforts.

Prior to joining the firm, Mr. Lally spent three years at JP Morgan Chase and two years at Westfield Capital Management.  Mr. Lally earned an undergraduate degree in Economics from Boston College.  Mr. Lally holds the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation, and the Certificate in Performance Measurement designation (CIPM).

Mr. Lally is a frequent speaker at the Florida Public Pension Trustees Association (FPPTA) and is a member of the Texas Association of Public Employee Retirement Systems (TEXPERS).

Beth Bowen is a Consultant who works primarily with ACG’s institutional clients. She works on all aspects of the client relationship, including plan design and investment policy development, investment manager review and due diligence, and ongoing portfolio analysis and performance evaluation. Beth has over 15 years of experience in the financial services arena, where she has worked as an Investment Advisor Analyst for the Investment Management Consulting group at A.G. Edwards & Sons, as Vice President of Operations at Meramec Valley Bank, and as a Bank Examiner for the Missouri Division of Finance. Beth earned her Bachelor of Arts degree in Finance from Truman State University and her MBA from Webster University. She is a holder of the Charter Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.

Frank Wan is a senior investment  consultant responsible for marketing, investment research, and client service. Mr. Wan is chair of the investment committee and his research has been published by Forbes and Investor Business Daily. Prior to joining BCA in 2006, Frank worked as an equity analyst at KCM Asset Management, a market neutral hedge fund. Mr. Wan received his undergraduate degree from  Stetson University and MBA from Rollins College. Mr. Wan is a frequent speaker at various conferences, including Florida Public Pension Trustees Association and Florida Government Finance Officers Association.