Key Takeaways
- • Meketa Investment Group expanded its employee ownership by adding Florida-based Senior Vice President Shawn Bowen as a new shareholder, according to a Business Wire release.
- • Bowen, who joined Meketa in 2012, consults for public, corporate, Taft-Hartley, healthcare, operating pool, non-U.S. and other institutional plan sponsors.
- • The elevation reflects Meketa's growth across the Southeast U.S., where the firm has added several significant institutional client relationships since 2021, representing billions in assets under advisement.
- • Meketa reports approximately $2.5 trillion in client assets under advisement as of December 31, 2025.
Summary
Meketa Investment Group, a Boston-based, employee-owned investment consulting and fiduciary management (OCIO) firm founded in 1978, has expanded its employee ownership to include Shawn Bowen, a Senior Vice President based in Florida, according to a Business Wire announcement. The firm described the move as recognition of both Bowen's individual contributions and Meketa's sustained growth across the Southeast U.S.
Bowen serves as a consultant and advisor to a range of plan sponsors, including public, corporate and Taft-Hartley retirement plans, healthcare organizations, operating pools, non-U.S. clients and other institutional investors. His work covers investment policy design, asset allocation modeling, investment manager evaluation and selection, and ongoing due diligence of client portfolios invested in public and private markets. He also sits on Meketa's Pension Practice Group. Bowen began his investment career in 2010, joined Meketa in 2012, and holds a bachelor's degree in business management from Assumption College.
Peter Woolley, Managing Principal and Co-Chief Executive Officer, said the firm's growth as a consultant and advisor had been matched by the firm's own expansion. Steve McCourt, Managing Principal and Co-Chief Executive Officer, cited Bowen's progression from a 2012 new hire to shareholder as evidence of the firm's commitment to developing leaders internally. Aaron Lally, CFA, CAIA, CIPM, Managing Principal and Consultant, credited Bowen's expertise and client commitment with strengthening relationships and the firm's reputation in the region.
The announcement also points to Meketa's regional build-out. According to the release, the firm has added several significant institutional client relationships in the Southeast since 2021, representing billions in assets under advisement. Meketa states its client assets under advisement total approximately $2.5 trillion as of December 31, 2025. The release does not disclose the size of Bowen's ownership stake.
Bowen serves as a consultant and advisor to a range of plan sponsors, including public, corporate and Taft-Hartley retirement plans, healthcare organizations, operating pools, non-U.S. clients and other institutional investors. His work covers investment policy design, asset allocation modeling, investment manager evaluation and selection, and ongoing due diligence of client portfolios invested in public and private markets. He also sits on Meketa's Pension Practice Group. Bowen began his investment career in 2010, joined Meketa in 2012, and holds a bachelor's degree in business management from Assumption College.
Peter Woolley, Managing Principal and Co-Chief Executive Officer, said the firm's growth as a consultant and advisor had been matched by the firm's own expansion. Steve McCourt, Managing Principal and Co-Chief Executive Officer, cited Bowen's progression from a 2012 new hire to shareholder as evidence of the firm's commitment to developing leaders internally. Aaron Lally, CFA, CAIA, CIPM, Managing Principal and Consultant, credited Bowen's expertise and client commitment with strengthening relationships and the firm's reputation in the region.
The announcement also points to Meketa's regional build-out. According to the release, the firm has added several significant institutional client relationships in the Southeast since 2021, representing billions in assets under advisement. Meketa states its client assets under advisement total approximately $2.5 trillion as of December 31, 2025. The release does not disclose the size of Bowen's ownership stake.
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