We are a full-service investment consulting firm, helping pension funds, endowments, foundations, and families make informed investment decisions for nearly 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. Nearly 30 years later, Dahab Associates has grown to have offices in New York, Massachusetts, Pennsylvania, and Florida. We help a diverse range of over 80 clients, including public funds, Taft-Hartley funds, corporations, endowments, foundations, and wealthy families, totaling $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 Instutional 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.

New York

423 South Country Road

Bay Shore, NY, 11706

: 631.665.6181

Fax: 631.665.6813

View on Google Maps


31 Hayward Street, Suite C-3

Franklin, MA 02038

: 508.520.3800

Fax: 508.320.3881


1113A Washington Crossing Road

Washington Crossing, PA 18977

: 215.915.1110


3800 South Ocean Drive

Hollywood, FL 33019

Fax: 954.486.2863

Our Team


Richard E. Dahab, CFA

Chairman, CEO

David Lee, CFA


Gregory A. McNeillie

Vice-Chairman, Principal

Barry Bryant, CFA

Managing Director

Steven Roth, CFA

Chief Investment Officer

Grant Kalson, CFA

Managing Director

Seth Lynn, Jr.

Senior Consultant

Thomas Donegan, CIPM

Managing Director, Principal

Research and Operations Team

William E. Dahab, CFA

Director of Research, Principal

Dale Classen

Director of Operations

Laura A. Metzinger

Chief Compliance Officer, Human Resources, Principal

Daniel Maurer

Research Analyst

Christopher Mills

Research Analyst

Suzanne Houlihan


Henry Du

Senior Financial Analyst

Tracey Lamentino

Financial Analyst

Kelley McQuade

Financial Analyst

Harry Contos

Financial Analyst

Kevin Condy

Financial Analyst

Charles Obijuru

Financial Analyst

Theresa Uffman

Office Manager

Russell Maier

Production Specialist


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 and a mailed CD/DVD. 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. All RFP submissions must be in Microsoft Word format, as a .docx, .doc, or .docm. 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.

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