About

FOUNDER & CEO

Michael has more than 25 years of broad experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well as the Founder and Chief Executive Officer of Primark. Prior to Primark, Michael built, and was the CEO for a $12B RIA managing more than 30 investment strategies and a $10B liquid alternative mutual fund complex that launched more than 50 alternative funds. Most recently he purchased, grew and sold a family office-backed $6B RIA. Also, he specialized as a corporate finance attorney for Latham & Watkins and was a CPA for KPMG.

Michael holds a Bachelor of Science in Commerce from the University of Virginia and a Juris Doctorate from West Virginia University.

Managing Principal/Co-Chief Executive Officer, Meketa Investment Group
Stephen McCourt joined Meketa Investment Group in 1994 and has over 25 years of investment experience. He is Managing Principal and Co-Chief Executive Officer of the firm and lead consultant for several institutional funds, with public, Taft-Hartley, endowment, and non-profit plan sponsors. Stephen’s consulting work includes investment policy design, strategic and tactical asset allocation modeling, asset-liability modeling, investment education, and investment manager analysis. In addition, he sits on our firm’s Board of Directors and is a member of our Private Markets Policy, Meketa’s Fiduciary Management (OCIO) Investment, and Diversity Leadership Committees.

Stephen holds a Master of Liberal Arts (ALM) in History, from Harvard University, and a Bachelor of Science in Economics and Political Science from the University of Vermont. He holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of the CFA Society of San Diego. He is also a member of the International Foundation of Employee Benefit Plans.

MManaging Principal/Co-Chief Executive Officer, Meketa Investment Group
Peter joined Meketa Investment Group in 1996 and has been in the industry for 34 years. He is a Managing Principal and Co-Chief Executive Officer of the firm, as well as a lead consultant for public and private pension plans and a member of the firm’s Investment Policy Committee and Private Markets Policy Committee. His areas of expertise include investment policy development, asset allocation, and alternative investments including, private equity, private real estate, and infrastructure. He works with several clients who have significant investments in alternative asset classes and is integral to the development and oversight of customized alternative investment programs.

Peter holds a Bachelor degree from Dartmouth College and a Master of Business Administration, with honors, from Boston College’s Carroll School of Management. He also holds the Chartered Financial Analyst® designation from the CFA Institute.

Managing Principal/Director of Private Market Investments, Meketa Investment Group
John Haggerty joined Meketa Investment Group in 1996 and has been in the financial services industry since 1993. He carries consulting, management, and research responsibilities. He chairs the firm’s Private Markets Policy and Research Committees, which has overseen the deployment of over $35 billion in client commitments since 2000. The Committees govern client portfolio management, commitment pacing, strategic policy, and approval of individual investments. Mr. Haggerty is also a member of the firm’s Private Equity, Private Debt, and Real Assets Teams. In addition, he founded the firm’s ESG Investing Committee and is a member of the Operational Due Diligence Committee.

Mr. Haggerty held previous positions at IBC/Financial Data and The Boston Company. He is a graduate of Cornell University.

Managing Principal/Private Markets Consultant, Meketa Investment Group
Steven joined Meketa Investment Group in 2010 and has been in the financial services industry for 35 years. A Managing Principal of the firm, he works in the Private Markets Group where he focuses on client service and marketing, as well as performing due diligence on private markets managers. He also leads Meketa’s private equity co-investment and secondary transaction research. Prior to Meketa, Steven was a Senior Vice President at Amalgamated Bank where he managed the discretionary portfolios of private equity, debt, and infrastructure funds, in addition to the development, marketing and management of a private equity fund of funds. Before that, he spent 11 years at Citigroup in financial advisory, marketing and investment positions.

Steven holds a Bachelor of Science, cum laude, from the University of Colorado, Boulder and a Masters of Business Administration from Columbia Business School. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association®.

MANAGING PRINCIPAL/DIRECTOR OF PRIVATE MARKETS CLIENT PARTNER STRATEGY

Ethan is a member of Maketa’s leadership team, where he directs the firm’s service offerings for the wealth management industry and leads private markets business development initiatives across Meketa’s institutional practice.

As a private markets consultant, Ethan advises public pensions, endowments, foundations, and labor union clients on their private market investments. He manages several of the firm’s strategic client relationships and brings a distinctive perspective informed by his prior experience as a transactional attorney and dedicated legal counsel to both a strategic investor and its portfolio companies.

Ethan serves on Meketa’s Private Markets Research Committee for both private equity and private real estate and co-leads the firm’s venture capital research efforts. He also serves on the investment committees for the Primark Meketa Private Equity Fund (PMPEX), the Meketa Infrastructure Fund (MIFAX), and Meketa’s institutional private equity co-investment fund.

Head of strategic investment development

Chris is a strategic leader dedicated to expanding access to private market investment opportunities. With a proven track record in asset management, product strategy, and business development, Chris focuses on creating client-focused solutions, building industry partnerships, and driving organizational success. His entrepreneurial spirit and strategic vision empower teams to align with corporate goals and implement holistic solutions that address market demands.

Chris has a BBA from Western Connecticut State University, an MBA from Babson College, is a CFA charterholder, member of the CFA institute, and holds FINRA Series 7, 24, and 63 licenses.

HEAD OF DISTRIBUTION & CLIENT SOLUTIONS
Tyler has more than 20 years of experience in the investment management and wealth management industries. Prior to Primark, Tyler was the Head of Distribution for a $6B RIA and a $1B alternative investment firm. Before that he was a distribution executive for a large RIA and broker-dealer within Prudential PLC’s North American insurance and distribution organization.

Tyler holds a Bachelor of Science in Business Administration from Regis University and an MBA from the University of Denver.

Managing Director
Julian has more than 15 years of experience in the investment management industry. Prior to Primark, he was a Senior Regional Vice President for Carillon Tower Adviser, where he covered the Private Wealth, RIA, independent and wire house channels. Carillon Tower Advisers (formerly Eagle Asset Management) is a subsidiary of Raymond James and is an asset advisor of five unique investment affiliates.

Julian holds a Bachelor of Science in Economics from Presbyterian College and a Masters of Business Administration from The University of South Florida. He is a Certified Investment Management Analyst® designee.

Managing Director
Jason has more than 13 years of experience in business development and financial services industry. His prior experience includes Vice President and Financial Consultant at Charles Schwab, where he was responsible for strategic partnership development, developing engaging and profitable relationships on the West Coast. Before that, he was the Vice President of Business Development at Global Financial Private Capital, a $6B RIA. He began his career in business development at Jackson National Life Distributors.

Jason holds Bachelor of Science degrees in Business Administration and Sports Management from Aquinas College and holds his FINRA Series 7, 63, 66, and 24 licenses.

Chief Compliance Officer, Primark Capital

Elizabeth has more than 23 years of experience in the financial investment industry. In her role at Primark, she serves as Chief Compliance Officer. Prior to Primark, Elizabeth served as a Compliance Director for Pine Advisor Solutions where she served as an outsourced CCO and consultant for Investment Advisors and Broker Dealers. Prior to Pine, Elizabeth served as Chief Compliance Officer for the James Alpha Advisors (now Easterly Funds), and James Alpha Management investment advisor programs as well as Chief Compliance Officer of FDX Capital LLC, a limited broker dealer.

Elizabeth holds a Bachelor of Science in Business Administration from University of Phoenix with emphases in Finance and Accounting and Master of Business Administration with emphasis in Finance and Accounting from Regis University. She also holds FINRA Series 6, 7, 14, 24, 26 and 66 registrations.

Head of client portfolio management

Christian is Head of Client Portfolio Management and has been in the financial services industry for more than 25 years. As a senior vice president of the firm, he is focused on investment education for Primark Capital clients.

Prior to joining the firm, Christian was a senior consultant with the investment consulting firm, NEPC. He also spent two decades with various asset management firms in lead and senior client portfolio manager and product specialist roles.

Christian received his undergraduate degree from Principia College and holds the Chartered Financial AnalystÒ designation. He is a member of the CFA Institute and the CFA Society Colorado, and has earned the Private Markets and Alternative Investments Certificate and the Certificate in ESG Investing from the CFA Institute.

SENIOR VICE PRESIDENT, BUSINESS DEVELOPMENT

Ty has more than 30 years of experience in the financial services industry. Previously, he was a Senior Vice President at Lazard Asset Management where he developed and maintained financial institution relationships with advisors in the RIA, Independent BD, Wirehouse, Insurance, Bank, and Retirement channels. At Lazard, Ty led business development efforts to secure new partnerships and opportunities, and executed sales and marketing strategies to expand industry presence and increase revenue. He has extensive experience in a variety of investment strategy vehicles, including sub-advisory, variable insurance trusts, collective investment trusts, separately managed accounts and 40 Act mutual funds. Prior to Lazard, Ty was Vice President of Sales at Robertson Stephens. He holds a bachelor’s degree from UCLA, is an Accredited Investment Fiduciary (AIF), and has FINRA Series 6,7, 63, 65, and 24 licenses.

SENIOR VICE PRESIDENT, MANAGER OF INTERMEDIATE MARKETING

Pete is the Manager of Intermediated Marketing for Primark Capital. With more than 40 years of marketing experience, he provides a combination of marketing strategy experience and expertise in developing effective marketing solutions to reach the RIA and financial advisor marketplace. His focus is on prospecting target markets, capturing market share, and helping to accelerate company revenue growth. Prior to Primark Capital, Pete was Vice President of Marketing for Axos Advisor Services and E*TRADE Advisor Services. He also previously served as a marketing manager at Curian Capital, Great-West and Invesco. He has a Bachelor’s of Science degree in Journalism from the University of Florida and has earned an Accredited Asset Management Specialist designation from the Institute for Wealth Management.

assistant vice president, business developmenT

Emory is Assistant Vice President of Business Development at Primark Capital and brings a strong background in advisor-facing education and relationship management. In this role, she is responsible for driving advisor engagement, building and supporting our opportunity pipeline, and ensuring consistent messaging around our private markets solutions. Her focus includes both proactive outbound business development and enhanced support for our existing clients. Previously, Emory was an Internal Wholesaler for Transamerica and a Sales Consultant for ALPS Financial Services. She is a Member of WE: Women in ETFs and holds her Series 7,63, Health, and Life Insurance licenses.

Marketing COMMUNICATIONS MANAGER

Amber Handby is Primark Capital’s Marketing Communications Manager based in Denver, where she specializes in digital marketing strategy, content development, and brand storytelling. She holds a degree in Digital Marketing from Metropolitan State University of Denver and brings a thoughtful, results-driven approach to creating clear, compliant, and engaging marketing communications. Previously, she worked as Marketing Automation Director for the Moore Agency, and also held marketing roles at Bang Marketing and Human Design.

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senior graphic designer

Mark’s role at Primark Capital involves all things visual, from designing brochures and annual reports to web sites and presentations. He draws on his more than 30 years of experience as a graphic designer to create compelling communications for the Primark Capital marketing team. Previously, he worked as a Senior Graphic Designer for Axos Advisor Services, E*TRADE Advisor Services, and the Trust Company of America. He has a BFA degree from the Rhode Island School of Design.

ASSOCIATE – ANALYST
As Associate – Analyst, Casey supports the business development team with all sales and portfolio management initiatives including investor acquisition, capital raise efforts, and sales efforts. He is responsible for research, database management, relationship management, and material coordination.

Prior to joining Primark, Casey worked as an Investor Services Apprentice at Charles Schwab, where he provided support and financial analysis to clients.

Casey holds a Bachelor of Arts degree from Dartmouth College and a Master of Business Administration with a concentration in Finance.

STRATEGIC DEVELOPMENT ANALYST

Wyatt Terry is a Strategic Development Analyst at Meketa Capital. In this role, he uses analytics, CRM/data, financial analytics, and cross‑functional project execution to support Meketa Capital’s business development efforts. He delivers market and client insights that drive product development, go-to-market execution, and sales effectiveness, with a focus on clean data, rigorous reporting, and cross-functional coordination.

Wyatt holds a BSBA degree in International Business from the University of Denver