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Expanding Investor Access to Private Markets Investing

Large institutional investors have long understood the potential advantages of the private markets. Now, individual investors can too. Primark Capital leverages the knowledge and experience of Meketa Investment Group to provide individual investors access to institutional expertise in private equity investment opportunities.

Robust Resources and Rigorous Analysis Seek to Generate
Top-Quartile Returns

Our firm leverages the breadth, depth and expertise of Meketa Investment Group, a global public and private markets investments, consulting, and fiduciary management (OCIO) firm to source, diligence and manage the private equity investments for Primark’s funds.

MEKETA INVESTMENT GROUP AT-A-GLANCE

$140B+

PRIVATE
INVESTMENTS
UNDER
ADVISEMENT

$80B+

PRIVATE EQUITY
INVESTMENTS UNDER
ADVISEMENT

150+

INVESTMENT
PROFESSIONALS
IN 7 GLOBAL
OFFICES

750+

INVESTMENT
OPPORTUNITIES
REVIEWED
ANNUALLY

350+

MANAGERS
REVIEWED
ANNUALLY

As of December 31, 2023

OUR TEAM

Delivering Institutional Expertise for Individual Investors

Private equity investments are complex, with high barriers to entry, limited liquidity options and other unique risks. Successful implementation requires deep relationships, specialized skills, robust resources and experienced management.

Michael Bell

Founder & CEO

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.

Stephen McCourt, CFA

Co-CEO,
Meketa Investment Group

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.

Peter Woolley, CFA, CLU, ChFC

Co-CEO
Meketa Investment Group

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.

John Haggerty, CFA

Dir. Private Market Investments,
Meketa Investment Group

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.

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

Steven Hartt, CAIA

Private Markets Consultant,
Meketa Investment Group

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®.

Ethan Samson, JD

Private Markets Consultant,
Meketa Investment Group

Managing Principal/Private Markets Consultant, Meketa Investment Group
Ethan is a private markets consultant and also serves as private markets counsel. He joined the firm in 2019 as part of the merger between Meketa and Pension Consulting Alliance (PCA), where he was the firm’s General Counsel. Prior to joining PCA, Samson was lead counsel for Echo Health Ventures, the venture investment team of Cambia Health Solutions, and also served as lead counsel for several Cambia portfolio companies. Before that, Ethan practiced corporate law at Stoel Rives LLP, advising both public and private companies on a variety of transactional and securities matters, including M&A, equity and debt financings, and compliance.

Ethan holds a Bachelor of Arts in Urban Studies from Hobart College and a Juris Doctor, cum laude, from Lewis & Clark Law School. He is admitted to practice law in Oregon.

Amy Hsiang, CFA, CAIA

Dir. of Public Markets Manager Research,
Meketa Investment Group

Managing Principal/Director of Public Markets Manager Research, Meketa Investment Group
Amy joined Meketa Investment Group in 2021 and has over 20 years of financial market experience, including 17 years focused on research and investment management. She leads the firm’s public markets manager research team and is the chair of the firm’s Marketable Securities Investment Committee, the firm’s governing body of marketable strategies. Prior to Meketa, Amy served as the Head of Fixed Income and Alternative Credit Research at RVK, Inc. for over 10 years. Before that, she worked at PIMCO where she partnered with Pension, Foundation, and Endowment clients.

Amy holds a Bachelor of Arts in Economics from the University of Chicago, with honors, and a Master of Business Administration from Harvard Business School. She holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of the CFA Institute, as well as the CFA Portland Society. She also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association

Amy holds a Bachelor of Science in Business Administration from Appalachian State University, with a focus on finance, risk management and insurance, as well as FINRA Series 7, 63, and 65 licenses.

Tyler Bain

Managing Director

MANAGING DIRECTOR
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.

Julian Lane

Managing Director

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.

Paul Napolitano

Managing Director

Managing Director
Paul has over 25 years of experience in the financial services industry. Prior to Primark, he was the Divisional Vice President and Regional Director for the Institutional Channel at Jackson National where he grew that division to over $2.5 billion in sales, making it one of the largest and most productive in the industry. He also served as external wholesaler and Regional Vice President at Jackson after starting his career at Cambridge Associates.

Paul holds a Bachelor of Arts in Business Administration and Management from Babson College as well as FINRA Series 6, 7, 26, 63, and Life licenses.

Jason Fox

Managing Director

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.

Matt Barley

Managing Director

Managing Director
Matt has more than 14 years of experience in real estate finance and sales. His prior experience includes Director of Advisor Sales at TIFIN, where he led the go-to-market sales for Magnifi by Tifin, a conversational, AI-based investment management software. Before that, he was the Regional Director for a large asset management platform, responsible for generating investment flows within the Rocky Mountain region.

Matt holds a Bachelor of Science degree in business administration from the University of Colorado – Boulder, with an emphasis in Marketing.

Casey Ross

Associate - Analyst

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.

Marcie McVeigh

Chief Financial Officer,
Primark Capital
Director, Pine Advisor Solutions

Chief Financial Officer, Primark Capital
Director, Pine Solutions

Marcie McVeigh has over 20 years of experience in the financial services and asset management industry. In her current role at PINE, she serves as the Principal Financial Officer/Treasurer for a variety of 1940 Act registered products, including interval funds, ETFs, open and closed-end funds, including the Primark Interval Fund (PMPEX).

Prior to joining PINE, Marcie held positions at Brown Brothers Harriman, American Century Investments and State Street Bank, where she focused on investment company financial and regulatory reporting, service provider oversight, audit oversight, expense budgeting/processing, and compliance testing for various registered mutual fund clients.

Marcie holds a Bachelor of Science degree in Business Administration from the University of Kansas.

Elizabeth Anth

Chief Compliance Officer, Primark Capital

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.

There is no assurance that you will be able to tender your shares when or in the amount that you desire. Although the Fund will offer quarterly liquidity through a quarterly repurchase process, an investor may not be able to sell or otherwise liquidate all their shares tendered during a quarterly repurchase offer.

The Shares are speculative and illiquid securities involving substantial risk of loss. An investment in the Fund is appropriate only for those investors who do not require a liquid investment, for whom an investment in the Fund does not constitute a complete investment program, and who fully understand and are capable of assuming the risks of an investment in the Fund.

Before investing, carefully read the prospectus here.
Distributor: Foreside Financial Services, LLC.