We are a full-service investment consulting firm, helping pension funds, endowments, foundations, and families make informed investment decisions for over 30 years.
About Us
Dahab Associates, Inc. was founded in 1986 on Long Island, NY, by Richard E. Dahab, CFA. The firm's foundation came from Rich's experience working on rocket guidance systems where he performed tracking error analysis on rocket trajectories. He also was co-inventor of the piezoelectric line of sight corrector, one of the precursors for modern image stabilization. Over 30 years later, Dahab Associates has grown to have offices in New York, Massachusetts, and Florida. We help a diverse range of over 80 clients, including public funds, Taft-Hartley funds, corporations, endowments, foundations, and wealthy families, with over $17 billion in assets under advisement.
Our Services
Asset Allocation Studies
Using a 64-core computer and a proprietary asset allocation simulator, we will run hundreds of thousands of potential allocations with your cashflow assumptions and needs. Our consultants will then walk you through their recommendations and determine allocations that best reflect what you need and want out of your portfolio.
Public Searches
When you need a new investment manager, custodian, or TPA, we'll put your search out for public bid (protecting the anonymity of private clients). We don't use only a small selection of pre-approved managers, so you get the full range of candidates. Our consultants will give you in-depth analysis of their strategies so that you can select the manager best suited to your needs.
All Institutional Plans
We can help you with all defined benefit, defined contribution, deferred compensation, OPEBs, health and welfare funds, family offices, endowments, and foundations. We'll help provide a complete picture of your investment portfolio's fees, investment strategies, and suitability.
Policy and Guideline Development
We will help you craft your investment restrictions and investment policy statement to make sure the documents reflect current regulatory restrictions and risk preferences. Our team will help ensure that your managers are complying with these guidelines.
Performance Analysis
We will provide you with a full analysis of your managers' performance, allocations, attributions, and how they are performing relative to their peers.
Trustee Education
There is a wide range of investment options available to instutitions. We'll help your trustees learn about strategies, risks, and potential rewards. Not only will we guide you toward strong choices, we'll also steer you away from potential pitfalls and high-risk strategies.
Massachusetts
31 Hayward Street, Suite 2A-211
Franklin, MA 02038
Florida
3800 South Ocean Drive
Hollywood, FL 33019
: 954.458.7561
Our Team
Consultants and Client Support
William E. Dahab, CFA
CEO
William Dahab serves as CEO at Dahab Associates. He was made CEO in September 2022 to oversee the day-to-day operation and administration of the firm. He continues to actively help work with all of his clients in his capacity as a consultant. Bill joined Dahab Associates in September 2009 as a member of the research team. In January 2013, he was made Director of Research, and in 2017 he was made a managing director and field consultant.
Bill received his AB degree in astrophysics from Princeton University, cum laude, in 2007. He received his CFA Charter in 2013, and is a member of CFAI.
Richard E. Dahab, CFA
Chairman
Richard E. Dahab, CFA, is the Chairman of Dahab Associates. He founded Dahab Associates in 1986 and served as CEO from 1986 to September 2022. He remains fully active with all of his clients in his current Chairman role, while taking a step back from the day-to-day executive operation of the firm. Prior to founding Dahab Associates in 1986, he was a vice president at Merrill Lynch running its investment consulting service in the Mid-Atlantic States and a principal at A.S. Hansen (now part of Mercer).
Rich earned an AB degree in astrophysics (cum laude) from Princeton University in 1973 and an MBA degree in finance from Fordham University in 1978. He received the designation of Chartered Financial Analyst in 1981.
David Lee, CFA
President
David Lee, CFA, joined Dahab Associates in 2002. He was made president of the firm in February 2013. David began his career in 1996 at Gruntal & Co. He has held analytical and sales positions at Morgan Stanley, Multex.com, and Spectra Securities Software.
David received a BS in biochemistry from the State University of New York at Stony Brook in 1995. He is a member of the CFA Institute. He received the designation of Chartered Financial Analyst (CFA) in 2000.
Gregory A. McNeillie
Vice-Chairman, Principal
Greg joined Dahab Associates in 1997. His prior ten years of investment experience encompassed positions at State Street Global Advisors, MIG Realty Advisors and seven years at the Hannah Group, where he was Vice President of Consulting Services. He was made vice-chairman in February 2013.
Greg has served as Chairman of the Florida Public Pension Trustees Association Associate Advisory Board and was editor of the organizational newsletter for five years. Greg received his B.S. degree in Business Administration from Bryant College.
Greg operates out of our Massachusetts office.
Steven Roth, CFA
Chief Investment Officer
Steven Roth joined Dahab Associates in December 2007 and brought with him seven years of investment experience. Steve began his career at American Fund Advisors as an analyst for the John Hancock Technology Mutual Fund. He has also held analyst positions at Kaufman Brothers and Global Securitization Services.
As CIO, Steve will provide guidance on investment management decisions for the firm, in addition to his role as consultant. Steve earned a BS in geology and an MBA in finance from Hofstra University. He received his CFA Charter in 2013, and is a member of CFAI and NYSSA.
Barry Bryant, CFA
Managing Director
Barry joined Dahab Associates in the summer of 2004. Prior to joining Dahab Associates, he spent 16 years on Wall Street as a specialty retail analyst for Goldman Sachs, Drexel Burnham Lambert, Prudential Securities and Ladenberg Thalmann before becoming director of research at Rodman and Renshaw, Inc.
Barry earned an AB degree in management science/accounting from Duke University in 1978 and an MBA in finance from Vanderbilt University in 1983. Barry received the designation of Chartered Financial Analyst (CFA) in 1987.
Seth Lynn, Jr.
Senior Consultant
Seth joined Dahab Associates in January, 2012. Until 2009 he was chairman of Byram Capital Management, a small-cap value equity manager he founded in 2002. Prior to that, he spent 15 years with, and ultimately became president and CEO of, Axe-Houghton, an active equity, bond, and international ADR manager of institutional and individual clients. Seth began his career with Bankers Trust Company where, at various times during his 9-year tenure, he served as a research analyst, fixed-income manager, active large-cap manager and head of index funds and investment technology.
Seth received his BA from Yale University in 1971, and his MBA in investment management from the Wharton School of the University of Pennsylvania in 1975. Over the years he has been asked to speak at numerous institutional investing conferences and has contributed to a number of books and articles on domestic and international investing, indexing, and investment technology.
Seth operates out of our Massachusetts office.
Thomas Donegan, CIPM
Managing Director, Principal
Tom Donegan joined Dahab Associates in 1997 as a financial analyst. Mr. Donegan rose through the organization to head the firm's client services, research, product development and performance analysis divisions. In 2012, Tom transitioned to becoming a full-time consultant.
Tom received a BA degree in psychology and economics from the State University of New York at Geneseo in 1991 and earned an MBA in finance from Adelphi University in 1996.
Suzanne Houlihan
Chief Compliance Officer, Human Resources
Suzanne joined Dahab Associates in June 2012 as a financial analyst. In 2014 she became in charge of the firm's marketing and RFP response process. In 2019 she became the firm's chief compliance officer and director of human resources. She was, from 1992-2000, part of firm management for Morgan Stanley. Suzanne received an A.B. in history from St. Anselm's College.
Tracey Lamentino
Financial Analyst
Tracey originally joined Dahab Associates in 1992 and rejoined in 2013 as a financial analyst. She took over the firm's marketing and RFP response process in 2019. Tracey earned her BS in Management from SUNY Binghamton in 1988.
Research and Operations Team
Kevin Condy, CFA, CAIA
Director of Research
Kevin joined Dahab Associates in March 2014 a financial analyst. He was made part of the research team in November 2015, and in January of 2020 was promoted to Director of Research. His department oversees meeting with investment managers, analyzing investment manager RFP submissions, and undertaking special research assignments. Kevin received his BA in finance from The College of New Jersey in 2012. He received his CFA Charter in 2017, and is a member of CFAI.
Harry Contos
Director of Operations
Harry joined Dahab Associates in 2013 a financial analyst. In 2019 he became the firm's Director of Operations, with oversight of the firm's production and financial analyst teams. Harry graduated from Fordham University in 2011 with a BA in economics.
Dale Classen
Senior Analyst, Head of Technology
Dale joined Dahab Associates in February 2006, and worked his way up through the firm in the production team and the financial analyst team. He was Director of Operations from 2012 through 2019. He is a member of the financial analyst team and in charge of the firm's IT and systems. Dale earned a BA in psychology at SUNY Stony Brook.
Christopher Mills, CFA
Senior Research Analyst
Chris Mills joined Dahab Associates in August 2005. His responsibilities include meeting with investment managers, analyzing investment manager RFP submissions, and undertaking special research assignments. Chris received a BS in finance from Siena College in 2003. He received his CFA Charter in 2019, and is a member of CFAI.
Daniel Maurer
Research Analyst
Dan Maurer became a member of Dahab Associates in April 2006. His responsibilities include meeting with investment managers, analyzing investment manager RFP submissions, and undertaking special research assignments. Dan holds a BS in economics from the Wharton School of Business and an MBA in finance from Hofstra University.
Christopher Sydorak
Research Analyst
Chris joined Dahab Associates in September 2015 as a financial analyst. He was made part of the research team in 2017. His responsibilities include meeting with investment managers, analyzing investment manager RFP submissions, and undertaking special research assignments. Chris graduated from Stony Brook University in 2015 with a BA in Economics.
Henry Du
Senior Financial Analyst
Henry Du joined Dahab Associates in March 1998. He is an important member of the team responsible for data processing, statistical calculation and performance report generation. Henry earned a BBA in finance and investment from Bernard M. Baruch College.
Kelley Condy
Financial Analyst
Kelley joined Dahab Associates in 2012 as a member of the production team, and became a financial analyst in 2013. She is a part of the team responsible for data processing, statistical calculation and performance report generation. Kelley earned her BS in business administration, with a concentration in finance, from University of Southern New Hampshire in 2021.
Georgina Matthew
Financial Analyst
Georgina joined Dahab Associates in 2019. She is a part of the team responsible for data processing, statistical calculation and performance report generation. Georgina graduated from Mercy College in 2012 with a BA in the Arts and a minor in literature.
Peter Hoffman
Financial Analyst
Peter joined Dahab Associates in 2021. He is part of the team responsible for data processing, statistical calculation, and performance report generation. Peter graduated from Union College in 2021 with a BA in economics.
Russell Maier
Production
Russell joined Dahab Associates in 2010, and became a financial analyst in 2018. He is a part of the team responsible for data processing, statistical calculation, and performance generation. In 2021 he resumed his oversight of the firm's production queue.
Theresa Uffmann
Office Manager
Theresa joined Dahab Associates in 2005 as our Office Manager. She is responsible for all of the firm's accounts receivables and payables, and is also supervisor of the data entry team that is responsible for our holdings analysis. Theresa is the first point of contact for all incoming correspondences and maintains all of our consultant calendars.
Searches
Dahab Associates welcomes all managers to submit products for our open searches. Almost all of our searches are conducted through this website. Searches are generally posted for about a month. Please check this site weekly to ensure you don't miss any searches.
Please note that most of our searches require an emailed submission. Instructions for how to submit RFPs are contained in individual RFPs, and include details on naming conventions and addressing requirements. Many RFPs require additional submitted documents described in the instructions. All RFP instructions should be read carefully, as failure to comply with some instructions may lead to disqualification as required by law. The main RFP submission must be in Microsoft Word format as a .docx. RFPs may not be submitted in Adobe PDF format, as we are unable to process them. Any additional requested additional documents may be submitted in your choice of format.
Index Manager
Taunton Contributory Retirement System
Amount: $110mm
Due Date: 5/31/24 at 12pm Eastern
Download RFPCustodial Bank
Taunton Contributory Retirement System
Amount: $400mm
Due Date: 5/31/24 at 12pm Eastern
Download RFPSmall Cap Core Equity
Taunton Contributory Retirement System
Amount: $25mm
Due Date: 5/31/24 at 12pm Eastern
Download RFP©Dahab Associates, Inc. 2023 - Download Form ADV Part 2A