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Aaron Lally, CFA, CAIA

Aaron Lally, CFA, CAIA

Corporate Action Specialist

location of Aaron Lally, CFA, CAIAMiami, Florida, United States

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  • Timeline

  • About me

    Managing Principal at Meketa Investment Group

  • Education

    • Boston College

      2004 - 2008
      BA Economics

      Activities and Societies: Omicron Delta Epsilon International Economics Honor Society, Boston College Investment Club, Intramural sports

    • Tuck Business Bridge Program

      2008 - 2008
      Bridge Program Financial Accounting, Managerial Economics, Corporate Finance, Spreadsheet Modeling

      Activities and Societies: Participated on team project analyzing market segmentation, strategic plan, and financial statement valuation of Southwest Airlines to a panel of LEK Consultants and Tuck Faculty Four-week rigorous program concentrating on mix of course and case work

  • Experience

    • JPMorganChase

      Sept 2008 - Feb 2011
      Corporate Action Specialist

      Monitored 1,700 JPM mutual funds and verified corporate actions were correctly incorporated into pricing of securities for end-of-day settlement and NAV delivery. In this role I built and customized models to calculate the expected market value appreciation or depreciation upon completion of the merger/spinoff/acquisition/stock split and its impact on each fund that held the security.

    • Westfield Capital Management

      Jan 2011 - Feb 2013
      Compliance Associate

      Integral contributor to a robust compliance program for a $15 billion AUM institutional money management firm servicing pension funds, Taft Hartley plans sovereign wealth funds, endowments, foundations and sub-advised mutual funds.

    • Meketa Investment Group

      Aug 2013 - now

      I work with large pension funds, endowments and other institutional investors assisting them with Investment Policy Statement development, asset allocation, and investment manager due diligence. In this role I am responsible for continuously monitoring clients investments in nearly all public and private asset classes.

      • Managing Principal

        May 2019 - now

      • Consultant

        Sept 2015 - now

      • Investment Analyst

        Aug 2013 - Aug 2015

  • Licenses & Certifications

    • 10-Year Professional Learning Milestone

      CFA Institute
      Dec 2023
      View certificate certificate

    • Chartered Alternative Investment Analyst (CAIA) Charterholder

      CAIA Association

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute