Jared Pratt, Cfa, Caia
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Jared Pratt, Cfa, Caia Email & Phone Number

SVP, Consultant at Meketa Investment Group at Meketa Investment Group
Location: Albuquerque-Santa Fe Metropolitan Area, United States, United States 8 work roles 1 school
1 work email found @meketagroup.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Role
SVP, Consultant at Meketa Investment Group
Location
Albuquerque-Santa Fe Metropolitan Area, United States, United States
Company size

Who is Jared Pratt, Cfa, Caia? Overview

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Quick answer

Jared Pratt, Cfa, Caia is listed as SVP, Consultant at Meketa Investment Group at Meketa Investment Group, a company with 205 employees, based in Albuquerque-Santa Fe Metropolitan Area, United States, United States. AeroLeads shows a work email signal at meketagroup.com and a matched LinkedIn profile for Jared Pratt, Cfa, Caia.

Jared Pratt, Cfa, Caia previously worked as SVP, Consultant at Meketa Investment Group and SVP, Sr. Investment Analyst at Meketa Investment Group. Jared Pratt, Cfa, Caia holds B.B.A., Finance, Summa Cum Laude from The University Of New Mexico - Robert O. Anderson School Of Management.

Company email context

Email format at Meketa Investment Group

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*@meketagroup.com
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AeroLeads found 1 current-domain work email signal for Jared Pratt, Cfa, Caia. Compare company email patterns before reaching out.

Profile bio

About Jared Pratt, Cfa, Caia

Financial professional with nearly two decades of experience at two global, multi-asset investment management firms and a full service institutional investment consultant. Top-level partner to senior investment and product personnel by positioning a wide range of complex investment strategies to enhance portfolio outcomes.

Listed skills include Alternative Investments, Wealth Management, Portfolio Management, Series 63, and 11 others.

Current workplace

Jared Pratt, Cfa, Caia's current company

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Meketa Investment Group
Meketa Investment Group
SVP, Consultant at Meketa Investment Group
westwood, massachusetts, united states
Website
Employees
205
AeroLeads page
8 roles

Jared Pratt, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Client Portfolio Manager

Current

Albuquerque-Santa Fe Metropolitan Area

Nov 2023 - Present

Vice President

Greater San Diego Area

- Delivered asset allocation, portfolio construction, and product positioning insights to financial advisors and external wholesalers, in person or over the phone- Created portfolio proposals, factor compositions, stress test hypotheticals, and other analytics using advanced software- Collaborated on primary firm initiative to implement and rollout.

Mar 2017 - Sep 2019

Assistant Vice President

Greater San Diego Area

- Guided team of four analysts through two direct manager transitions and 50% increase in volume of Sales requests, serving as unofficial team leader to achieve consistent output and meet deadlines, within compliance guidelines- Improved data analysis and pipeline tracking in collaboration with IT to enhance advisor targeting and inform management.

Mar 2015 - Feb 2017

Senior Product Analyst

Greater San Diego Area

- Analyzed financial advisors’ full mutual fund/ETF/SMA models, partnering with Sales members to articulate and discuss asset allocation, diversification, and competitive positioning points with financial advisors- Team achieved 100% increase in demand YOY for competitive analytics/advisor talking points from the 125+ member Sales team

Mar 2014 - Feb 2015

Product Analyst

Greater Chicago Area

- Developed and enhanced competitive analytics for Sales and Product teams- Contributed ideas and content to marketing and sales campaigns for Nuveen’s 100+ mutual fund and SMA products

Jul 2012 - Feb 2014

Research Communications Associate

Santa Fe, New Mexico Area

- Managed over 20 external firm relationships to grow/retain assets with research teams that oversaw recommended lists and firm models- Analyzed and communicated the process, performance, positioning, and outlook of 16 products across multiple asset classes- Presented to selection committees of institutional investors, 529 plans, and HNWI for finals.

Mar 2007 - Jun 2012
Team & coworkers

Colleagues at Meketa Investment Group

Other employees you can reach at meketagroup.com. View company contacts for 205 employees →

1 education record

Jared Pratt, Cfa, Caia education

FAQ

Frequently asked questions about Jared Pratt, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Jared Pratt, Cfa, Caia work for?

Jared Pratt, Cfa, Caia works for Meketa Investment Group.

What is Jared Pratt, Cfa, Caia's role at Meketa Investment Group?

Jared Pratt, Cfa, Caia is listed as SVP, Consultant at Meketa Investment Group at Meketa Investment Group.

What is Jared Pratt, Cfa, Caia's email address?

AeroLeads has found 1 work email signal at @meketagroup.com for Jared Pratt, Cfa, Caia at Meketa Investment Group.

Where is Jared Pratt, Cfa, Caia based?

Jared Pratt, Cfa, Caia is based in Albuquerque-Santa Fe Metropolitan Area, United States, United States while working with Meketa Investment Group.

What companies has Jared Pratt, Cfa, Caia worked for?

Jared Pratt, Cfa, Caia has worked for Meketa Investment Group, Meketa Capital, Nuveen, Nuveen Investments, and Thornburg Investment Management.

Who are Jared Pratt, Cfa, Caia's colleagues at Meketa Investment Group?

Jared Pratt, Cfa, Caia's colleagues at Meketa Investment Group include Shawn Bowen, Luke Riela, Cfa, Colin Hill, Teresa Barros, and Laroy Brantley.

How can I contact Jared Pratt, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Jared Pratt, Cfa, Caia at Meketa Investment Group, including work email, phone, and LinkedIn data when available.

What schools did Jared Pratt, Cfa, Caia attend?

Jared Pratt, Cfa, Caia holds B.B.A., Finance, Summa Cum Laude from The University Of New Mexico - Robert O. Anderson School Of Management.

What skills is Jared Pratt, Cfa, Caia known for?

Jared Pratt, Cfa, Caia is listed with skills including Alternative Investments, Wealth Management, Portfolio Management, Series 63, Investment Strategies, Investments, Asset Management, and Investment Management.

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