Career
Peter Woolley has been Managing Director of Meketa Fiduciary Management since January 2015. Peter Woolley is a control person of the firm and directly owns under 5% of it. Peter Woolley holds an AB from Dartmouth College and an MBA from Boston College.
Meketa Fiduciary Management, LLC is a Carlsbad, CA firm with $20.1B under management, 44 clients and 1 adviser across 6 offices, as of its March 2026 filing.
Meketa’s bio says Peter Woolley joined in 1996, previously worked in group operations at Prudential, and is a Managing Principal and Co-Chief Executive Officer.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Professional designations
Listed by Meketa Fiduciary Management
- CFA charterholder
- CLU
- ChFC
Individual registration and examination information for Peter Woolley is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Peter Woolley
- CRD
- 4361117
- Record basis
- Form ADV officer listing
- Firm bio
- meketa.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Peter Woolley work?
Peter Woolley has been Managing Director of Meketa Fiduciary Management, LLC since January 2015, and is a control person of the firm.
Is Peter Woolley a CFA charterholder?
Meketa Fiduciary Management lists Peter Woolley with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
Source: MEKETA FIDUCIARY MANAGEMENT, LLC