Aaron Lally

Aaron Lally is a Managing Principal and Consultant at Meketa Investment Group, one of the largest independent investment consulting firms in the United States. He joined Meketa in 2013 and has been active in the investment industry since 2008. Prior to Meketa, Lally held positions at JPMorgan Chase as a Pricing Analyst and Fund Accountant Specialist, and at Westfield Capital Management as a Compliance Associate. He holds a BA in Economics from Boston College and has earned three distinguished professional designations: the CFA charter, the CAIA charter, and the CIPM certification.

At Meketa, Lally works primarily with non-profit organizations, public pension funds, and multi-employer clients located across the southeastern United States. His day-to-day responsibilities include Investment Policy Statement development, asset allocation studies, performance measurement, and investment manager selection and due diligence. He is responsible for continuously monitoring client investments across nearly all public and private asset classes, giving him broad exposure to investment strategies spanning equities, fixed income, real assets, hedge funds, and private equity. He is also a member of Meketa's Endowment & Foundation Practice Group.

Beyond his institutional consulting role, Lally is recognized as a seed-stage angel investor. His deep knowledge of asset allocation, manager due diligence, and performance measurement across both public and private markets informs a disciplined investment approach. He is a frequent speaker at the Florida Public Pension Trustees Association (FPPTA), where he has presented on topics including asset allocation and rebalancing, and he became a shareholder at Meketa in 2019 as part of the firm's employee ownership expansion.

• Stage: Seed Round
• Approach: Lally's professional background in institutional investment consulting -- spanning asset allocation, manager due diligence, and performance measurement across public and private asset classes -- provides a rigorous, data-driven framework for evaluating early-stage opportunities. His experience working with pension funds, endowments, and multi-employer plans gives him a distinctive institutional perspective on risk management and portfolio construction that he brings to angel investing.
• Asset Class Expertise: Public equities, fixed income, real assets, hedge funds, private equity, and alternative investments (CAIA-credentialed).
• Geographic Focus: Southeastern United States (primary), with national institutional consulting reach.