Asset Allocation and Rebalancing
Meketa Investment Group
Mr. 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).