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| # of Firms | Firm Name | Contact First Name | Contact Last Name | Contact Title/Position | Phone Number | Personal Email Address | Company Email Address | Company Street Address | City | State/ Province | Postal/Zip Code | Country | Region | LinkedIn Profile | AUM | Website | About Company | Category | ||
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| FOD VERSION | FOD DATE | # of Firms | Firm Name | Contact First Name | Contact Last Name | Contact Title/Position | Phone Number | Personal Email Address | Company Email Address | Company Street Address | City | State/ Province | Postal/Zip Code | Country | Region | LinkedIn Profile | AUM | Website | About Company | Category |
| 9.0 | 20/08/2020 | 1 | Abbott Capital Management, LLC | Jonathan | Roth | Managing Director & President | (212) 757-2700 | jroth@abbottcapital.com | info@abbottcapital.com | 1290 Ave of the Americas | New York | NY | 10.104 | United States of America | North America | https://www.linkedin.com/in/jonathan-roth-71334037/ | $7.9 billion | http://www.abbottcapital.com/ | Abbott Capital is a leading private equity investment management firm, focused on building portfolios of private equity funds for investors around the world. Founded in 1986, Abbott Capital strives to deliver excellent long-term private equity performance through its high-conviction portfolios. Abbott’s well-established investment judgment and processes have generated attractive, consistent performance through several market cycles. Today, Abbott Capital manages over $7 billion in assets, including primary and secondary investments across global private equity strategies: buyouts, growth equity, venture capital, and special situations. | Institutional Investment Consultant Firms |
| 9.0 | 20/08/2020 | Abbott Capital Management, LLC | Kathryn | Stokel | Managing Director & COO | (212) 757-2700 | kstokel@abbottcapital.com | info@abbottcapital.com | 1290 Ave of the Americas | New York | NY | 10.104 | United States of America | North America | https://www.linkedin.com/in/kathryn-stokel-2b938a58/ | $7.9 billion | http://www.abbottcapital.com/ | Abbott Capital is a leading private equity investment management firm, focused on building portfolios of private equity funds for investors around the world. Founded in 1986, Abbott Capital strives to deliver excellent long-term private equity performance through its high-conviction portfolios. Abbott’s well-established investment judgment and processes have generated attractive, consistent performance through several market cycles. Today, Abbott Capital manages over $7 billion in assets, including primary and secondary investments across global private equity strategies: buyouts, growth equity, venture capital, and special situations. | Institutional Investment Consultant Firms | |
| 9.0 | 20/08/2020 | Abbott Capital Management, LLC | Charlie | van Horne | Managing Director, Marketing, & Client Services | Direct: (212) 596-3607 | cvanhorne@abbottcapital.com | info@abbottcapital.com | 1290 Ave of the Americas | New York | NY | 10.104 | United States of America | North America | https://www.linkedin.com/in/charles-van-horne-209a9663/ | $7.9 billion | http://www.abbottcapital.com/ | Abbott Capital is a leading private equity investment management firm, focused on building portfolios of private equity funds for investors around the world. Founded in 1986, Abbott Capital strives to deliver excellent long-term private equity performance through its high-conviction portfolios. Abbott’s well-established investment judgment and processes have generated attractive, consistent performance through several market cycles. Today, Abbott Capital manages over $7 billion in assets, including primary and secondary investments across global private equity strategies: buyouts, growth equity, venture capital, and special situations. | Institutional Investment Consultant Firms | |
| 9.0 | 20/08/2020 | 2 | Aberdeen Realty Holdings Ltd. | Douglas | Rohrer | Managing Director | Direct: (212) 537-4796, Mobile: (917) 355-8342 | drohrer@arh-ltd.com | info@arh-ltd.com | 165 Christopher St | New York | NY | 10.014 | United States of America | North America | https://www.linkedin.com/in/dsrohrer/ | http://www.arh-ltd.com/ | Investment Consultants | ||
| 9.0 | 20/08/2020 | 3 | Alan Biller and Associates | Alan | Biller | CEO and Senior Consultant | (650) 328-7283 | alan@alanbiller.com | info@alanbiller.com | 535 Middlefield Road, Suite 230 | Menlo Park | CA | 94.025 | United States of America | North America | https://www.linkedin.com/in/alan-biller-6b2a072/ | $50 billion | http://www.alanbiller.com/ | Since 1982, Alan Biller and Associates has earned a reputation for providing the highest level of fiduciary investment consulting services. We have done this by consistently exceeding expectations, with tailored advice, informed decisions, and critical oversight. | Institutional Consultants |
| 9.0 | 20/08/2020 | Alan Biller and Associates | Jennifer | Newell | Managing Senior Consultant | (650) 328-7283 | jennifer@alanbiller.com | info@alanbiller.com | 535 Middlefield Road, Suite 230 | Menlo Park | CA | 94.025 | United States of America | North America | https://www.linkedin.com/in/jennifercnewell/ | $50 billion | http://www.alanbiller.com/ | Since 1982, Alan Biller and Associates has earned a reputation for providing the highest level of fiduciary investment consulting services. We have done this by consistently exceeding expectations, with tailored advice, informed decisions, and critical oversight. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 4 | Alpha Investment Consulting Group, LLC | Robert | Bukowski | PRINCIPAL, Senior Consultant | (414) 319-4100 | bukowski@alpha-investment.com | info@alpha-investment.com | 111 E. Kilbourn Avenue, Suite 1600 | Milwaukee | WI | 53.202 | United States of America | North America | https://www.linkedin.com/in/rbukowski/ | $20 million | http://alpha-investment.com/ | Alpha Investment Consulting Group is an SEC registered institutional investment consulting firm. Robert Bukowski founded Alpha in 1989, driven by the desire to provide independent, unbiased investment advice and build long-term trusting client relationships. Alpha has always been and continues to be privately held, allowing complete independence and ensuring the ability to always place our client’s interests first. We have no parent company, subsidiaries or affiliates because we believe consultants operate most effectively in an environment that is free of conflicts of interest. Investment consulting is our only business. Over the years, Alpha has gained a diverse team of consulting analysts and a client base including some of the largest corporations, educational, philanthropic and healthcare organizations in Wisconsin. Alpha is now one of the largest independent investment consulting firms headquartered in Wisconsin. | Institutional Consultants |
| 9.0 | 20/08/2020 | Alpha Investment Consulting Group, LLC | Patrick | Pierce | Controller | (414) 319-4100 | ppierce@alpha-investment.com | info@alpha-investment.com | 111 E. Kilbourn Avenue, Suite 1600 | Milwaukee | WI | 53.202 | United States of America | North America | https://www.linkedin.com/in/patrick-pierce-0a157021/ | $20 million | http://alpha-investment.com/ | Alpha Investment Consulting Group is an SEC registered institutional investment consulting firm. Robert Bukowski founded Alpha in 1989, driven by the desire to provide independent, unbiased investment advice and build long-term trusting client relationships. Alpha has always been and continues to be privately held, allowing complete independence and ensuring the ability to always place our client’s interests first. We have no parent company, subsidiaries or affiliates because we believe consultants operate most effectively in an environment that is free of conflicts of interest. Investment consulting is our only business. Over the years, Alpha has gained a diverse team of consulting analysts and a client base including some of the largest corporations, educational, philanthropic and healthcare organizations in Wisconsin. Alpha is now one of the largest independent investment consulting firms headquartered in Wisconsin. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Alpha Investment Consulting Group, LLC | Matthew | Rose | Consultant | (414) 319-4100 | mrose@alpha-investment.com | info@alpha-investment.com | 111 E. Kilbourn Avenue, Suite 1600 | Milwaukee | WI | 53.202 | United States of America | North America | https://www.linkedin.com/in/mattrose/ | $20 million | http://alpha-investment.com/ | Alpha Investment Consulting Group is an SEC registered institutional investment consulting firm. Robert Bukowski founded Alpha in 1989, driven by the desire to provide independent, unbiased investment advice and build long-term trusting client relationships. Alpha has always been and continues to be privately held, allowing complete independence and ensuring the ability to always place our client’s interests first. We have no parent company, subsidiaries or affiliates because we believe consultants operate most effectively in an environment that is free of conflicts of interest. Investment consulting is our only business. Over the years, Alpha has gained a diverse team of consulting analysts and a client base including some of the largest corporations, educational, philanthropic and healthcare organizations in Wisconsin. Alpha is now one of the largest independent investment consulting firms headquartered in Wisconsin. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 5 | Angeles Investment Advisors, LLC | Michael | Rosen | Principal & Chief Investment Officer | (310) 393-6300 | mrosen@angelesadvisors.com | N/A | 429 Santa Monica Boulevard Suite 650 | Santa Monica | CA | 90.401 | United States of America | North America | https://www.linkedin.com/in/michael-rosen-30081515/ | $1.7 billion | http://www.angelesadvisors.com/ | Angeles Investment Advisors, LLC is an employee-owned investment advisory firm based in Santa Monica, CA. Angeles provides investment advisory and consulting services to institutional clients (pension plans, endowments, foundations). Angeles’s expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager selection, and risk management. More information is available on our website at www.angelesadvisors.com. | Investment Consultants |
| 9.0 | 20/08/2020 | Angeles Investment Advisors, LLC | Stephen | Smetana | CHIEF COMPLIANCE OFFICER & PARTNER | (310) 857-5827 | ssmetana@angelesadvisors.com | N/A | 429 Santa Monica Boulevard Suite 650 | Santa Monica | CA | 90.401 | United States of America | North America | N/A | $1.7 billion | http://www.angelesadvisors.com/ | Angeles Investment Advisors, LLC is an employee-owned investment advisory firm based in Santa Monica, CA. Angeles provides investment advisory and consulting services to institutional clients (pension plans, endowments, foundations). Angeles’s expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager selection, and risk management. More information is available on our website at www.angelesadvisors.com. | Investment Consultants | |
| 9.0 | 20/08/2020 | Angeles Investment Advisors, LLC | Sandra | Kridel | Director | (310) 857-5830 | skridel@angelesadvisors.com | N/A | 429 Santa Monica Boulevard Suite 650 | Santa Monica | CA | 90.401 | United States of America | North America | https://www.linkedin.com/in/sandra-kridel-b262b334/ | $1.7 billion | http://www.angelesadvisors.com/ | Angeles Investment Advisors, LLC is an employee-owned investment advisory firm based in Santa Monica, CA. Angeles provides investment advisory and consulting services to institutional clients (pension plans, endowments, foundations). Angeles’s expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager selection, and risk management. More information is available on our website at www.angelesadvisors.com. | Investment Consultants | |
| 9.0 | 20/08/2020 | Angeles Investment Advisors, LLC | Howard | Perlow | Principal | (310) 393-6300 | hperlow@angelesadvisors.com | N/A | 429 Santa Monica Boulevard Suite 650 | Santa Monica | CA | 90.401 | United States of America | North America | https://www.linkedin.com/in/howard-perlow-5448439/ | $1.7 billion | http://www.angelesadvisors.com/ | Angeles Investment Advisors, LLC is an employee-owned investment advisory firm based in Santa Monica, CA. Angeles provides investment advisory and consulting services to institutional clients (pension plans, endowments, foundations). Angeles’s expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager selection, and risk management. More information is available on our website at www.angelesadvisors.com. | Investment Consultants | |
| 9.0 | 20/08/2020 | 6 | Annis Gardner Whiting “AGW” Capital Advisors” | Jay | Annis | Co-founder & Chief Compliance Officer | (813) 254-4700 | jay@agwcapital.com | N/A | 511 W. Bay Street, Suite 310 | Tampa | FL | 33.606 | United States of America | North America | https://www.linkedin.com/in/jay-annis-0371524a/ | $548 million | http://www.agwcapital.com/ | Annis Gardner Whiting: a boutique, forward-thinking, investment consulting firm combining a wealth of experience and resources to strategically manage investment capital and adapt to today’s changing markets. | Investment Consultants |
| 9.0 | 20/08/2020 | Annis Gardner Whiting “AGW” Capital Advisors” | Peter | Gardner | Principal | (813) 254-4700 | pj@agwcapital.com | N/A | 511 W. Bay Street, Suite 310 | Tampa | FL | 33.606 | United States of America | North America | https://www.linkedin.com/in/p-j-gardner-5155a3bb/ | $548 million | http://www.agwcapital.com/ | Annis Gardner Whiting: a boutique, forward-thinking, investment consulting firm combining a wealth of experience and resources to strategically manage investment capital and adapt to today’s changing markets. | Investment Consultants | |
| 9.0 | 20/08/2020 | Annis Gardner Whiting “AGW” Capital Advisors” | Kathryn | Bryant | Client Relations Manager | (813) 254-4700 | kathy@agwcapital.com | N/A | 511 W. Bay Street, Suite 310 | Tampa | FL | 33.606 | United States of America | North America | https://www.linkedin.com/in/kathy-bryant-7a600529/ | $548 million | http://www.agwcapital.com/ | Annis Gardner Whiting: a boutique, forward-thinking, investment consulting firm combining a wealth of experience and resources to strategically manage investment capital and adapt to today’s changing markets. | Investment Consultants | |
| 9.0 | 20/08/2020 | 7 | Aon Corporation | Christa | Davies | Executive Vice President and Chief Financial Officer | (312) 381-1000 | christa_davies@aon.com | info@aon.com | 200 East Randolph St. | Chicago | IL | 60.601 | United States of America | North America | N/A | $2.6 billion | http://www.aon.com/ | Aon plc (NYSE:AON) is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. Through its more than 72,000 colleagues worldwide, Aon unites to empower results for clients in over 120 countries via innovative and effective risk and people solutions and through industry-leading global resources and technical expertise. Aon has been named repeatedly as the world’s best broker, best insurance intermediary, best reinsurance intermediary, best captives manager, and best employee benefits consulting firm by multiple industry sources. Read on for more information about Aon, and visit aon.com/manchesterunited to learn about Aon’s global partnership with Manchester United. | Institutional Consultants |
| 9.0 | 20/08/2020 | 8 | Arnerich, Massena & Associates | Tony | Arnerich | Chief Executive Officer and Senior Investment Advisor | (503) 239-0475 | tonya@am-a.com | arnerichmassena@am-a.com | 2045 NE Martin Luther King, Jr. Blvd. | Portland | OR | 97.212 | United States of America | North America | https://www.linkedin.com/in/tony-arnerich-8469586/ | $12 billion | http://arnerichmassena.com/ | Arnerich Massena is a boutique investment services firm focused on securing the future together for families, participants, and communities. Our mission is to be a trusted partner and faithful steward in preserving and growing our clients’ assets. We are distinguished by exceptional client service, unbiased research, and a long history of providing creative, high-quality investment advice. | Institutional Consultants |
| 9.0 | 20/08/2020 | Arnerich, Massena & Associates | Mukunda | Loprinzi | Senior Research Analyst | (503) 239-0475 | mloprinzi@am-a.com | arnerichmassena@am-a.com | 2045 NE Martin Luther King, Jr. Blvd. | Portland | OR | 97.212 | United States of America | North America | https://www.linkedin.com/in/mukunda-loprinzi-19456b/ | $12 billion | http://arnerichmassena.com/ | Arnerich Massena is a boutique investment services firm focused on securing the future together for families, participants, and communities. Our mission is to be a trusted partner and faithful steward in preserving and growing our clients’ assets. We are distinguished by exceptional client service, unbiased research, and a long history of providing creative, high-quality investment advice. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Arnerich, Massena & Associates | Christopher | Van Dyke | Investment Advisor | (503) 239-0475 | cvandyke@am-a.com | arnerichmassena@am-a.com | 2045 NE Martin Luther King, Jr. Blvd. | Portland | OR | 97.212 | United States of America | North America | https://www.linkedin.com/pub/chris-van-dyke-cfa-caia/5/aa8/436 | $12 billion | http://arnerichmassena.com/ | Arnerich Massena is a boutique investment services firm focused on securing the future together for families, participants, and communities. Our mission is to be a trusted partner and faithful steward in preserving and growing our clients’ assets. We are distinguished by exceptional client service, unbiased research, and a long history of providing creative, high-quality investment advice. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 9 | Asset Consulting Group, LLC | Daniel | Tarlas | Senior Managing Director | (314) 862-4848 | daniel.tarlas@acgnet.com | Webmaster@ACGNET.com | 231 South Bemiston Avenue 14th Floor | St. Louis | MO | 63.105 | United States of America | North America | https://www.linkedin.com/in/daniel-tarlas-3b188110/ | $294 million | http://acgnet.com/ | ACG is a premier investment consulting firm focused exclusively on providing objective, sophisticated and creative investment expertise to a select group of client. | Institutional Consultants |
| 9.0 | 20/08/2020 | Asset Consulting Group, LLC | Jason | Pulos | Senior Managing Director | (314) 862-4848 | jason.pulos@acgnet.com | Webmaster@ACGNET.com | 231 South Bemiston Avenue 14th Floor | St. Louis | MO | 63.105 | United States of America | North America | https://www.linkedin.com/in/jason-pulos-76a3958/ | $294 million | http://acgnet.com/ | ACG is a premier investment consulting firm focused exclusively on providing objective, sophisticated and creative investment expertise to a select group of client. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Asset Consulting Group, LLC | Tom | Janisch | Director | (314) 754-7605 | tom.janisch@acgnet.com | Webmaster@ACGNET.com | 231 South Bemiston Avenue 14th Floor | St. Louis | MO | 63.105 | United States of America | North America | https://www.linkedin.com/in/tom-janisch-cfa-07a07422/ | $294 million | http://acgnet.com/ | ACG is a premier investment consulting firm focused exclusively on providing objective, sophisticated and creative investment expertise to a select group of client. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 10 | Association of Investment Management Sales Executives (AIMSE) | Kathy | Hoskins | Executive Director | (703) 234-4130 | khoskins@virtualinc.com | N/A | 11130 Sunrise Valley Drive Suite 350 | Reston | VA | 20.190 | United States of America | North America | N/A | $12 trillion | http://www.aimse.org/ | The Association of Investment Management Sales Executives (AIMSE) is the only professional organization dedicated to serving the needs of investment management sales and marketing professionals. Founded in 1977 with a total of 125 members, AIMSE today has more than 800 members worldwide, each with access to a wide array of AIMSE services. | Investment Management |
| 9.0 | 20/08/2020 | Association of Investment Management Sales Executives (AIMSE) | Micki | Francis | Director of Creative Services | (703) 234-4060 | mfrancis@drohanmgmt.com | N/A | 11130 Sunrise Valley Drive Suite 350 | Reston | VA | 20.190 | United States of America | North America | N/A | $12 trillion | http://www.aimse.org/ | The Association of Investment Management Sales Executives (AIMSE) is the only professional organization dedicated to serving the needs of investment management sales and marketing professionals. Founded in 1977 with a total of 125 members, AIMSE today has more than 800 members worldwide, each with access to a wide array of AIMSE services. | Investment Management | |
| 9.0 | 20/08/2020 | Association of Investment Management Sales Executives (AIMSE) | Katie | Earley | Deputy Executive Director | (703) 234-4131 | kearley@virtualinc.com | N/A | 11130 Sunrise Valley Drive Suite 350 | Reston | VA | 20.190 | United States of America | North America | N/A | $12 trillion | http://www.aimse.org/ | The Association of Investment Management Sales Executives (AIMSE) is the only professional organization dedicated to serving the needs of investment management sales and marketing professionals. Founded in 1977 with a total of 125 members, AIMSE today has more than 800 members worldwide, each with access to a wide array of AIMSE services. | Investment Management | |
| 9.0 | 20/08/2020 | 11 | Atlanta Consulting Group | Roderick | Hennek | Managing Director | (404) 240-6747 | roderick.hennek@theatlantaconsultinggroup.com | info@theatlantaconsultinggroup.com | 309 East Paces Ferry Road Suite 600 | Atlanta | GA | 30.305 | United States of America | North America | https://www.linkedin.com/in/rod-hennek-2b196868/ | http://theatlantaconsultinggroup.com/ | The Atlanta Consulting Group serves a full range of institutional clients and family offices across America and throughout the world, including healthcare organizations, religious institutions, endowments/foundations, corporations, Taft-Hartley plans and municipalities. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Atlanta Consulting Group | Gary | Schafer | AIF®/Managing Director of Operations | (404) 240-6747 | gary.schafer@theatlantaconsultinggroup.com | info@theatlantaconsultinggroup.com | 309 East Paces Ferry Road Suite 600 | Atlanta | GA | 30.305 | United States of America | North America | https://www.linkedin.com/in/schafergary/ | http://theatlantaconsultinggroup.com/ | The Atlanta Consulting Group serves a full range of institutional clients and family offices across America and throughout the world, including healthcare organizations, religious institutions, endowments/foundations, corporations, Taft-Hartley plans and municipalities. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | Atlanta Consulting Group | Michael | Malloy | Partner / Consultant | (404) 240-6747 | michael.malloy@theatlantaconsultinggroup.com | info@theatlantaconsultinggroup.com | 309 East Paces Ferry Road Suite 600 | Atlanta | GA | 30.305 | United States of America | North America | https://www.linkedin.com/in/mikefmalloy/ | http://theatlantaconsultinggroup.com/ | The Atlanta Consulting Group serves a full range of institutional clients and family offices across America and throughout the world, including healthcare organizations, religious institutions, endowments/foundations, corporations, Taft-Hartley plans and municipalities. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 12 | Atrato Advisors LLC | Brian | Reich | President/Managing Partner | (212) 582-2200 | breich@atratoadvisors.com | N/A | 805 Third Avenue 11th Floor | New York | NY | 10.022 | United States of America | North America | https://www.linkedin.com/in/brian-reich-8678a66/ | $900 million | http://www.atratoadvisors.com/ | Atrato Advisors LLC is a boutique consultancy specializing in hedge fund research and portfolio management advisory services. Atrato serves a global clientele of institutional and high-net worth investors in hedge funds and fund-of-funds. The firm provides broad strategic consulting services to the hedge fund investor and advisor community, including portfolio and risk management, bespoke research projects, organizational consulting, and educational initiatives. | Institutional Consultants |
| 9.0 | 20/08/2020 | Atrato Advisors LLC | Janna | Sobolev | Managing Partner | (212) 582-2200 | jsobolev@atratoadvisors.com | N/A | 805 Third Avenue 11th Floor | New York | NY | 10.022 | United States of America | North America | https://www.linkedin.com/in/janna-sobolev-3636333/ | $900 million | http://www.atratoadvisors.com/ | Atrato Advisors LLC is a boutique consultancy specializing in hedge fund research and portfolio management advisory services. Atrato serves a global clientele of institutional and high-net worth investors in hedge funds and fund-of-funds. The firm provides broad strategic consulting services to the hedge fund investor and advisor community, including portfolio and risk management, bespoke research projects, organizational consulting, and educational initiatives. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Atrato Advisors LLC | Michael | Boensch | Director of Research | (212) 582-2200 | mboensch@atratoadvisors.com | N/A | 805 Third Avenue 11th Floor | New York | NY | 10.022 | United States of America | North America | https://www.linkedin.com/in/michael-boensch-a8b29611/ | $900 million | http://www.atratoadvisors.com/ | Atrato Advisors LLC is a boutique consultancy specializing in hedge fund research and portfolio management advisory services. Atrato serves a global clientele of institutional and high-net worth investors in hedge funds and fund-of-funds. The firm provides broad strategic consulting services to the hedge fund investor and advisor community, including portfolio and risk management, bespoke research projects, organizational consulting, and educational initiatives. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Atrato Advisors LLC | Danny | Santos | Vice President | (212) 582-2200 | dsantos@atratoadvisors.com | N/A | 805 Third Avenue 11th Floor | New York | NY | 10.022 | United States of America | North America | https://www.linkedin.com/in/danny-santos-38537b19/ | $900 million | http://www.atratoadvisors.com/ | Atrato Advisors LLC is a boutique consultancy specializing in hedge fund research and portfolio management advisory services. Atrato serves a global clientele of institutional and high-net worth investors in hedge funds and fund-of-funds. The firm provides broad strategic consulting services to the hedge fund investor and advisor community, including portfolio and risk management, bespoke research projects, organizational consulting, and educational initiatives. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 13 | Barings LLC | Thomas | Finke | Chairman/CEO | (704) 805-7201, (877) 766-0014 | tfinke@babsoncapital.com | info@barings.com | 300 South Tryon Street Suite 2500 | Charlotte | NC | 28.202 | United States of America | North America | https://www.linkedin.com/in/thomas-finke-83075a6/ | $205 billion | https://www.barings.com/ | Babson Capital Management LLC is one of the world’s leading asset management firms, with over $231 billion in assets under management as of March 31, 2016. Through proprietary research, analysis and a focus on investment fundamentals, the firm and its global affiliates develop products and strategies that leverage its broad expertise in global fixed income, structured products, middle market finance, commercial real estate, alternatives and equities. A member of the MassMutual Financial Group, Babson maintains a strong global footprint with operations on four continents and clients in over 20 countries. | Institutional Consultants |
| 9.0 | 20/08/2020 | Barings LLC | Anthony | Sciacca | Managing Director | (704) 805-7200 | anthony.sciacca@barings.com | info@barings.com | 300 South Tryon Street Suite 2500 | Charlotte | NC | 28.202 | United States of America | North America | https://www.linkedin.com/in/anthony-sciacca-858b3134/ | $205 billion | https://www.barings.com/ | Babson Capital Management LLC is one of the world’s leading asset management firms, with over $231 billion in assets under management as of March 31, 2016. Through proprietary research, analysis and a focus on investment fundamentals, the firm and its global affiliates develop products and strategies that leverage its broad expertise in global fixed income, structured products, middle market finance, commercial real estate, alternatives and equities. A member of the MassMutual Financial Group, Babson maintains a strong global footprint with operations on four continents and clients in over 20 countries. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 14 | Baillie Gifford | Stuart | Dunbar | Partner / Director, Financial Institutions | 44 (0) 131 275 2716 | stuart.dunbar@bailliegifford.com | institutional.enquiries@bailliegifford.com | 1 Greenside Row | Edinburgh | EH1 | 3 | Scotland | Europe | https://www.linkedin.com/in/stuart-dunbar-3492aa10/ | £108 billion | http://www.bailliegifford.com/ | Investment Management | |
| 9.0 | 20/08/2020 | Baillie Gifford | Roger | Smillie | Director | 44 (0) 131 275 2715 | roger.smillie@bailliegifford.com | institutional.enquiries@bailliegifford.com | 1 Greenside Row | Edinburgh | EH1 | 3 | Scotland | Europe | https://www.linkedin.com/in/roger-smillie-907975137/ | £108 billion | http://www.bailliegifford.com/ | Investment Management | ||
| 9.0 | 20/08/2020 | Baillie Gifford | Grant | Walker | Head of Intermediary Sales | 44 131 275-3200 | grant.walker@bailliegifford.com | institutional.enquiries@bailliegifford.com | 1 Greenside Row | Edinburgh | EH1 | 3 | Scotland | Europe | https://www.linkedin.com/in/grant-walker-27454117/ | £108 billion | http://www.bailliegifford.com/ | Investment Management | ||
| 9.0 | 20/08/2020 | 15 | Barge Consulting, LLC | Marvin | Barge | Founder/CEO | (678) 765-7572 | marvin@bargeconsulting.com | N/A | 6555 Sugarloaf Pkwy Suite 307-104 | Duluth | GA | 30.097 | United States of America | North America | https://www.linkedin.com/in/marvin-barge-7339753/ | $100 billion | http://bargeconsulting.com/ | Investment Management | |
| 9.0 | 20/08/2020 | Barge Consulting, LLC | Debra | Lynch | Sr. Consultant | (678) 765-7572 | debbie@bargeconsulting.com | N/A | 6555 Sugarloaf Pkwy Suite 307-104 | Duluth | GA | 30.097 | United States of America | North America | https://www.linkedin.com/in/debbie-lynch-a929702/ | $100 billion | http://bargeconsulting.com/ | Investment Management | ||
| 9.0 | 20/08/2020 | 16 | Beacon Hill Financial | Robert | Johnston | Managing Director & Chief Executive Officer | (617) 973-6900 | rjohnston@beaconhillfinancial.com | Info@Beaconhillfinancial.com | One International Place, Suite 1400 | Boston | MA | 2.109 | United States of America | North America | https://www.linkedin.com/in/robert-f-johnston-b507b56/ | $40 billion | http://www.beaconhillfinancial.com/ | Founded in 1982, Beacon Hill Financial is a leading institutional placement specialist for private equity and debt financings in the United States. Since inception, Beacon Hill Financial has acted as exclusive placement agent or financial advisor on over $50 billion of partnership financings. Beacon Hill offers a boutique-approach to placement services and conducts only one or two offerings per year. As a result, our investors have come to rely on our reputation for bringing them high-quality and innovative investment opportunities. We have exceptional access to the most prominent private equity investors world-wide. | Institutional Consultants |
| 9.0 | 20/08/2020 | 17 | Beacon Pointe Advisors | Shannon | Eusey | President, Founder, Partner | (949) 718-1600 | seusey@bpadvisors.com | info@beaconpointe.com | 24 Corporate Plaza, Suite 150 | Newport Beach | CA | 92.660 | United States of America | North America | https://www.linkedin.com/in/shannoneusey/ | $6.2 billion | http://www.bpadvisors.com/ | Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. Beacon Pointe Advisors is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. | Institutional Consultants |
| 9.0 | 20/08/2020 | Beacon Pointe Advisors | Garth | Flint | Chief Executive Officer, Founder, Partner | (949) 718-1600 | Gflint@bpadvisors.com | info@beaconpointe.com | 24 Corporate Plaza, Suite 150 | Newport Beach | CA | 92.660 | United States of America | North America | https://www.linkedin.com/in/garthflintbeaconpointe/ | $6.2 billion | http://www.bpadvisors.com/ | Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. Beacon Pointe Advisors is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Beacon Pointe Advisors | Matt | Cooper | President – Private Client Services, Partner | (949) 718-1600 | mcooper@bpadvisors.com | info@beaconpointe.com | 24 Corporate Plaza, Suite 150 | Newport Beach | CA | 92.660 | United States of America | North America | https://www.linkedin.com/in/mattcooperbpwa/ | $6.2 billion | http://www.bpadvisors.com/ | Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. Beacon Pointe Advisors is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 18 | AndCo Consulting (fka The Bogdahn Group) | Mike | Welker | President/CEO | (866) 240-7932 | mikew@andcoconsulting.com | info@andcoconsulting.com | 4901 Vineland Rd., Suite 600 | Orlando | FL | 32.811 | United States of America | North America | https://www.linkedin.com/in/mike-welker-b4a45113/ | $1.52 trillion | https://www.andcoconsulting.com/ | The Bogdahn Group is a full service registered investment advisory firm. The firm was founded with the core philosophy that institutional Trustees should have the most objective and unbiased information with which to evaluate their portfolio allocations, performance and fiduciary decisions. | Institutional Consultants |
| 9.0 | 20/08/2020 | AndCo Consulting (fka The Bogdahn Group) | Bryan | Bakardjiev | Executive Director | (866) 240-7932 | bryanb@andcoconsulting.com | info@andcoconsulting.com | 4901 Vineland Rd., Suite 600 | Orlando | FL | 32.811 | United States of America | North America | https://www.linkedin.com/in/bryan-bakardjiev-b5998314a/ | $1.52 trillion | https://www.andcoconsulting.com/ | The Bogdahn Group is a full service registered investment advisory firm. The firm was founded with the core philosophy that institutional Trustees should have the most objective and unbiased information with which to evaluate their portfolio allocations, performance and fiduciary decisions. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 19 | Bellwether Consulting | Keith | Hocter | Investment Consultant and a co-founder | (646) 205-9346 | keith.hocter@bellwetherconsulting.com | consultants@bellwetherconsulting.net | 75 Main St., Suite 302, | Millburn | NJ | 7.041 | United States of America | North America | https://www.linkedin.com/in/keith-hocter-527b503/ | $60 billion | http://www.bellwetherconsulting.com/ | Bellwether Consulting is an investment advisor with over $60 billion in assets under fiduciary advisement. We specialize in providing investment advice to retirement plan sponsors and other institutional investors on the management and oversight of their investment programs. Our objective is to build balanced solutions for clients that are analytically sound, cost-effective and administratively efficient based on specific client objectives. | Institutional Consultants |
| 9.0 | 20/08/2020 | Bellwether Consulting | Scott | Cohen | Investment Consultant and a co-founder | (646) 205-9346 | scott.cohen@bellwetherconsulting.net | consultants@bellwetherconsulting.net | 75 Main St., Suite 302, | Millburn | NJ | 7.041 | United States of America | North America | https://www.linkedin.com/in/scott-cohen-09659a7/ | $60 billion | http://www.bellwetherconsulting.com/ | Bellwether Consulting is an investment advisor with over $60 billion in assets under fiduciary advisement. We specialize in providing investment advice to retirement plan sponsors and other institutional investors on the management and oversight of their investment programs. Our objective is to build balanced solutions for clients that are analytically sound, cost-effective and administratively efficient based on specific client objectives. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Bellwether Consulting | Lynda | Sandersen | Investment Consultant | (646) 205-9346 | lynda.sandersen@bellwetherconsulting.net | consultants@bellwetherconsulting.net | 75 Main St., Suite 302, | Millburn | NJ | 7.041 | United States of America | North America | https://www.linkedin.com/in/lynda-sandersen-a49a461/ | $60 billion | http://www.bellwetherconsulting.com/ | Bellwether Consulting is an investment advisor with over $60 billion in assets under fiduciary advisement. We specialize in providing investment advice to retirement plan sponsors and other institutional investors on the management and oversight of their investment programs. Our objective is to build balanced solutions for clients that are analytically sound, cost-effective and administratively efficient based on specific client objectives. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 20 | AndCo Consulting | Annette | Bidart | Partner/Consultant | (775) 826-6400 | ab@bidart-ross.com, annetteb@andcoconsulting.com | info@bilkeykatz.com | 10391 Double R Boulevard | Reno | NV | 89.521 | United States of America | North America | https://www.linkedin.com/in/annettebidart/ | $207 million | https://www.andcoconsulting.com/ | Bidart & Ross, Inc. simplifies the decision-making process for institutional portfolios and trusts when creating, implementing, managing and monitoring. | Institutional Consultants |
| 9.0 | 20/08/2020 | 21 | BilkeyKatz Investment Consultants, Inc. | Terry | Bilkey | CFA/Senior Consultant/Co-Founder | (412) 803-9900 | tbilkey@bilkeykatz.com | info@bilkeykatz.com | 411 Seventh Avenue, Suite 1425 | Pittsburgh | PA | 15.219 | United States of America | North America | https://www.linkedin.com/in/terry-bilkey-46465b8/ | http://www.bilkeykatz.com/ | BilkeyKatz Investment Consultants, Inc is an investment advisory firm serving corporations, health care systems, endowments, foundations, and large family offices. | Investment Consultants | |
| 9.0 | 20/08/2020 | BilkeyKatz Investment Consultants, Inc. | Darrin | Duda | CFA/CAIA/Partner/Senior Consultant | (412) 803-9900 | dduda@bilkeykatz.com | info@bilkeykatz.com | 411 Seventh Avenue, Suite 1425 | Pittsburgh | PA | 15.219 | United States of America | North America | https://www.linkedin.com/in/darrin-duda-bb283214/ | http://www.bilkeykatz.com/ | BilkeyKatz Investment Consultants, Inc is an investment advisory firm serving corporations, health care systems, endowments, foundations, and large family offices. | Investment Consultants | ||
| 9.0 | 20/08/2020 | BilkeyKatz Investment Consultants, Inc. | Jerry | Katz | CFA/Partner/Senior Consultant | (412) 803-9900 | jkatz@bilkeykatz.com | info@bilkeykatz.com | 411 Seventh Avenue, Suite 1425 | Pittsburgh | PA | 15.219 | United States of America | North America | https://www.linkedin.com/in/jerry-katz-0458554/ | http://www.bilkeykatz.com/ | BilkeyKatz Investment Consultants, Inc is an investment advisory firm serving corporations, health care systems, endowments, foundations, and large family offices. | Investment Consultants | ||
| 9.0 | 20/08/2020 | 22 | BlackRock, Inc. | Laurence | Fink | Chairman/Chief Executive Officer | (212) 810-5300 | laurence.fink@blackrock.com | N/A | 55 East 52nd Street | New York | NY | 10.055 | United States of America | North America | https://www.linkedin.com/in/laurencefink/ | $4.59 trillion | https://www.blackrock.com/corporate#intro | BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We work only for our clients—period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. | Investment Management |
| 9.0 | 20/08/2020 | BlackRock, Inc. | Rob | Kapito | President/Director | (212) 810-5300 | robert.kapito@blackrock.com | N/A | 55 East 52nd Street | New York | NY | 10.055 | United States of America | North America | N/A | $4.59 trillion | https://www.blackrock.com/corporate#intro | BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We work only for our clients—period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. | Investment Management | |
| 9.0 | 20/08/2020 | BlackRock, Inc. | Rob | Fairbairn | Senior Managing Director – Head of Global Client Group | (212) 810-5300 | robert.fairbairn@blackrock.com | N/A | 55 East 52nd Street | New York | NY | 10.055 | United States of America | North America | N/A | $4.59 trillion | https://www.blackrock.com/corporate#intro | BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We work only for our clients—period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. | Investment Management | |
| 9.0 | 20/08/2020 | BlackRock, Inc. | Julia | Reid | VP, iShares Institutional Business | (416) 643-2938 | julia.reid@blackrock.com | N/A | 55 East 52nd Street | New York | NY | 10.055 | United States of America | North America | https://www.linkedin.com/in/julia-reid-98328262/ | $4.59 trillion | https://www.blackrock.com/corporate#intro | BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We work only for our clients—period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. | Investment Management | |
| 9.0 | 20/08/2020 | BlackRock, Inc. | Rob | Goldstein | Senior Managing Director, Chief Operating Officer and Global Head | (212) 810-3373 | robert.goldstein@blackrock.com | N/A | 55 East 52nd Street | New York | NY | 10.055 | United States of America | North America | N/A | $4.59 trillion | https://www.blackrock.com/corporate#intro | BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We work only for our clients—period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. | Investment Management | |
| 9.0 | 20/08/2020 | 23 | Blue Prairie Group, LLC | Matthew | Gnabasik | Managing Director/Senior ERISA Consultant | (312) 376-8435 | matt@blueprairiegroup.com | info@blueprairiegroup.com | 65 E. Wacker Place, Suite 1850 | Chicago | IL | 60.601 | United States of America | North America | https://www.linkedin.com/in/matthew-gnabasik-22494a148/ | $5.2 billion | http://www.blueprairiegroup.com/ | Blue Prairie Group is a fee-only institutional retirement and investment consulting firm located in Chicago. We provide unbiased and objective financial consulting within three main practice areas: ERISA Retirement, Foundations & Endowments and Wealth Management. Blue Prairie Group passionately advocates low cost investments, full fee transparency, and offers a broad, team-based service model for both institutions and individuals. | Investment Advisors |
| 9.0 | 20/08/2020 | Blue Prairie Group, LLC | Constantine | Mulligan | Managing Partner, Chief Investment Officer | (312) 645-1899 | constantine@blueprairiegroup.com | info@blueprairiegroup.com | 65 E. Wacker Place, Suite 1850 | Chicago | IL | 60.601 | United States of America | North America | https://www.linkedin.com/in/constantinemulligan/ | $5.2 billion | http://www.blueprairiegroup.com/ | Blue Prairie Group is a fee-only institutional retirement and investment consulting firm located in Chicago. We provide unbiased and objective financial consulting within three main practice areas: ERISA Retirement, Foundations & Endowments and Wealth Management. Blue Prairie Group passionately advocates low cost investments, full fee transparency, and offers a broad, team-based service model for both institutions and individuals. | Investment Advisors | |
| 9.0 | 20/08/2020 | Blue Prairie Group, LLC | Gary | Silverman | Managing Partner, Chief Investment Officer | (312) 376-8439 | gary@blueprairiegroup.com | info@blueprairiegroup.com | 65 E. Wacker Place, Suite 1850 | Chicago | IL | 60.601 | United States of America | North America | https://www.linkedin.com/in/gary-silverman-925266/ | $5.2 billion | http://www.blueprairiegroup.com/ | Blue Prairie Group is a fee-only institutional retirement and investment consulting firm located in Chicago. We provide unbiased and objective financial consulting within three main practice areas: ERISA Retirement, Foundations & Endowments and Wealth Management. Blue Prairie Group passionately advocates low cost investments, full fee transparency, and offers a broad, team-based service model for both institutions and individuals. | Investment Advisors | |
| 9.0 | 20/08/2020 | Blue Prairie Group, LLC | Ty | Parrish | CIMA®/C(k)P/Managing Partner/Senior ERISA Consultant | (312) 376-8440 | Ty@blueprairiegroup.com | info@blueprairiegroup.com | 65 E. Wacker Place, Suite 1850 | Chicago | IL | 60.601 | United States of America | North America | https://www.linkedin.com/in/typarrish/ | $5.2 billion | http://www.blueprairiegroup.com/ | Blue Prairie Group is a fee-only institutional retirement and investment consulting firm located in Chicago. We provide unbiased and objective financial consulting within three main practice areas: ERISA Retirement, Foundations & Endowments and Wealth Management. Blue Prairie Group passionately advocates low cost investments, full fee transparency, and offers a broad, team-based service model for both institutions and individuals. | Investment Advisors | |
| 9.0 | 20/08/2020 | 24 | BMO Nesbitt Burns | Robert | Prichard | Chairman of the Board | (416) 359-4000 | robert.prichard@bmo.com | info@bmoinvestorline.com | 1 First Canadian Place | Toronto | ON | 0 | Canada | North America | N/A | $362 billion | http://www.bmonesbittburns.com/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | BMO Nesbitt Burns | Simon | Fish | General Counsel | (416) 359-4000 | simon.fish@bmo.com | info@bmoinvestorline.com | 1 First Canadian Place | Toronto | ON | 0 | Canada | North America | N/A | $362 billion | http://www.bmonesbittburns.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | BMO Nesbitt Burns | William | Downe | CEO | (416) 359-4000 | william.downe@bmo.com | info@bmoinvestorline.com | 1 First Canadian Place | Toronto | ON | 0 | Canada | North America | N/A | $362 billion | http://www.bmonesbittburns.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 25 | Bolton Partners, Inc. | Thomas | Lowman | Vice President & Chief Actuary | (443) 573-3909 | tlowman@boltonpartners.com | info@boltonpartners.com | 100 Light Street, 9th Floor | Baltimore | MD | 21.202 | United States of America | North America | https://www.linkedin.com/in/lowmantom/ | $131 billion | https://boltonusa.com/ | Bolton Partners Inc. is a national, independent actuarial, and employee benefits firm established in 1981. We specialize in pension & retirement, health & welfare benefits, and investment consulting services for public sector, multi-employer, and corporate organizations. Bolton Partners serves clients all over the country from its offices in Washington, D.C.; Boca Raton, FL; Philadelphia, PA; and our headquarters in Baltimore, Maryland. Our investment consulting services to pension funds are provided through Bolton Partners Investment Consulting Group, Inc. | Institutional Consultants |
| 9.0 | 20/08/2020 | Bolton Partners, Inc. | Clyde | Randall | Chief Investment Officer | (443) 573-3933 | crandall@boltonusa.com | info@boltonpartners.com | 100 Light Street, 9th Floor | Baltimore | MD | 21.202 | United States of America | North America | https://www.linkedin.com/in/clyde-randall-32a05428/ | $131 billion | https://boltonusa.com/ | Bolton Partners Inc. is a national, independent actuarial, and employee benefits firm established in 1981. We specialize in pension & retirement, health & welfare benefits, and investment consulting services for public sector, multi-employer, and corporate organizations. Bolton Partners serves clients all over the country from its offices in Washington, D.C.; Boca Raton, FL; Philadelphia, PA; and our headquarters in Baltimore, Maryland. Our investment consulting services to pension funds are provided through Bolton Partners Investment Consulting Group, Inc. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Bolton Partners, Inc. | Michael | Beczkowski | Senior Consultant, Director of Marketing | (443) 573-3901 | mbeczkowski@boltonusa.com | info@boltonpartners.com | 100 Light Street, 9th Floor | Baltimore | MD | 21.202 | United States of America | North America | https://www.linkedin.com/in/michael-beczkowski-msf-aif-aifa-chsa-cpfa-ppc-6a867b3/ | $131 billion | https://boltonusa.com/ | Bolton Partners Inc. is a national, independent actuarial, and employee benefits firm established in 1981. We specialize in pension & retirement, health & welfare benefits, and investment consulting services for public sector, multi-employer, and corporate organizations. Bolton Partners serves clients all over the country from its offices in Washington, D.C.; Boca Raton, FL; Philadelphia, PA; and our headquarters in Baltimore, Maryland. Our investment consulting services to pension funds are provided through Bolton Partners Investment Consulting Group, Inc. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Bolton Partners, Inc. | Alton | Fryer | Senior Consultant/Director of Client Services | (443) 573-3935 | afryer@boltonusa.com | info@boltonpartners.com | 100 Light Street, 9th Floor | Baltimore | MD | 21.202 | United States of America | North America | https://www.linkedin.com/in/altonfryer/ | $131 billion | https://boltonusa.com/ | Bolton Partners Inc. is a national, independent actuarial, and employee benefits firm established in 1981. We specialize in pension & retirement, health & welfare benefits, and investment consulting services for public sector, multi-employer, and corporate organizations. Bolton Partners serves clients all over the country from its offices in Washington, D.C.; Boca Raton, FL; Philadelphia, PA; and our headquarters in Baltimore, Maryland. Our investment consulting services to pension funds are provided through Bolton Partners Investment Consulting Group, Inc. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Bolton Partners, Inc. | Colin | England | Senior Consulting Actuary | (443) 703-2512 | cengland@boltonusa.com | info@boltonpartners.com | 100 Light Street, 9th Floor | Baltimore | MD | 21.202 | United States of America | North America | N/A | $131 billion | https://boltonusa.com/ | Bolton Partners Inc. is a national, independent actuarial, and employee benefits firm established in 1981. We specialize in pension & retirement, health & welfare benefits, and investment consulting services for public sector, multi-employer, and corporate organizations. Bolton Partners serves clients all over the country from its offices in Washington, D.C.; Boca Raton, FL; Philadelphia, PA; and our headquarters in Baltimore, Maryland. Our investment consulting services to pension funds are provided through Bolton Partners Investment Consulting Group, Inc. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 26 | Boston Advisors, LLC | James | Gaul | CFA/Vice President & Portfolio Manager | (617) 348-3100 | james.gaul@bostonadvisors.com | info@bostonadvisors.com | One Liberty Square 10th Floor | Boston | MA | 2.109 | United States of America | North America | https://www.linkedin.com/in/james-w-gaul-cfa-0b32421/ | $2.55 billion. | http://www.bostonadvisors.com/ | Boston Advisors is known for its hybrid investment approach, combining sophisticated, proprietary quantitative modeling with a fundamental overlay to create custom portfolios that emphasize active risk management. | Institutional Consultants |
| 9.0 | 20/08/2020 | Boston Advisors, LLC | Keith | Faulkner | Senior Vice President/Portfolio Manage | (617) 348-3100 | keith.faulkner@bostonadvisors.com | info@bostonadvisors.com | One Liberty Square 10th Floor | Boston | MA | 2.109 | United States of America | North America | https://www.linkedin.com/in/keith-faulkner-5a3b571/ | $2.55 billion. | http://www.bostonadvisors.com/ | Boston Advisors is known for its hybrid investment approach, combining sophisticated, proprietary quantitative modeling with a fundamental overlay to create custom portfolios that emphasize active risk management. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Boston Advisors, LLC | John | Peterson | Senior Vice President – Portfolio Manager | (617) 348-3176 | John.peterson@bostonadvisors.com | info@bostonadvisors.com | One Liberty Square 10th Floor | Boston | MA | 2.109 | United States of America | North America | https://www.linkedin.com/in/john-peterson-0255446/ | $2.55 billion. | http://www.bostonadvisors.com/ | Boston Advisors is known for its hybrid investment approach, combining sophisticated, proprietary quantitative modeling with a fundamental overlay to create custom portfolios that emphasize active risk management. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Boston Advisors, LLC | Peter | Anderson | Executive Vice President and Chief Marketing Officer | (617) 348-3127 | peter.anderson@bostonadvisors.com | info@bostonadvisors.com | One Liberty Square 10th Floor | Boston | MA | 2.109 | United States of America | North America | https://www.linkedin.com/in/peter-anderson-19946712/ | $2.55 billion. | http://www.bostonadvisors.com/ | Boston Advisors is known for its hybrid investment approach, combining sophisticated, proprietary quantitative modeling with a fundamental overlay to create custom portfolios that emphasize active risk management. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 27 | Brandes Investment Partners® | Gary | Iwamura | Founder & Chairman | (858) 755-0239 | gary.iwamura@brandes.com | instservices@brandes.com | 11988 El Camino Real, Suite 600 P.O. Box 919048 | San Diego | CA | 92.191 | United States of America | North America | N/A | $27.2 billion | http://www.brandes.com/ | Brandes Investment Partners, L.P. (“Brandes”) is a leading investment advisory firm, managing equity and fixed-income assets for institutional and private clients worldwide. Since the firm’s inception in 1974, Brandes has consistently applied the value-investing approach, pioneered by Benjamin Graham, to security selection. | Investment Advisory |
| 9.0 | 20/08/2020 | Brandes Investment Partners® | Brent | Woods | CFA/Chief Executive Officer | (858) 755-0239 | brent.woods@brandes.com | instservices@brandes.com | 11988 El Camino Real, Suite 600 P.O. Box 919048 | San Diego | CA | 92.191 | United States of America | North America | N/A | $27.2 billion | http://www.brandes.com/ | Brandes Investment Partners, L.P. (“Brandes”) is a leading investment advisory firm, managing equity and fixed-income assets for institutional and private clients worldwide. Since the firm’s inception in 1974, Brandes has consistently applied the value-investing approach, pioneered by Benjamin Graham, to security selection. | Investment Advisory | |
| 9.0 | 20/08/2020 | 28 | Breidenbach Capital Consulting, LLC, (BCAP) | Brian | Breidenbach | Owner | (502) 561-3411 | brian@4bcap.com | info@4bcap.com | 101 North Seventh Street | Louisville | KY | 40.202 | United States of America | North America | https://www.linkedin.com/in/brian-breidenbach-4b34264/ | $44. million | http://www.4bcap.com/ | Breidenbach Capital Consulting, LLC, (BCAP) was founded to provide comprehensive wealth management services to individuals and institutional investors. | Institutional Consultants |
| 9.0 | 20/08/2020 | Breidenbach Capital Consulting, LLC, (BCAP) | Walter | Breidenbach | CPA/Principal | (502) 561-3411 | walter@4bcap.com | info@4bcap.com | 101 North Seventh Street | Louisville | KY | 40.202 | United States of America | North America | N/A | $44. million | http://www.4bcap.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 29 | Bridgebay Financial, Inc. | Barbara | Williams | CFA/Managing Director | (925) 743-0200 | williams@bridgebay.com | info@bridgebay.com | 2603 Camino Ramon, Suite 200 | San Ramon | CA | 94.583 | United States of America | North America | https://www.linkedin.com/in/barbara-williams-cfa-997a3255/ | http://www.bridgebay.com/ | Founded in 1987, Bridgebay Financial, Inc. has been redefining the standard of excellence in institutional investment strategies for more than 25 years. Bridgebay’s client list includes some of the most prestigious Fortune 500 and NASDAQ companies. Bridgebay Financial, Inc. is a registered investment advisor under the Investment Advisor Act of 1940. As an independently owned, investment consulting firm, our consultants pursue a strict policy of full disclosure and avoid all potential conflicts of interest that could compromise our impartiality. | Financial Services | |
| 9.0 | 20/08/2020 | 30 | Brinker Capital | Charles | Widger | Founder & Chief Executive Officer | (610) 879-5500 | cwidger@brinkercapital.com | clientservice@brinkercapital.com | 1055 Westlakes Drive, Suite 250 | Berwyn | PA | 19.312 | United States of America | North America | https://www.linkedin.com/in/chuck-widger-1641855/ | $22.9 billion | http://www.brinkercapital.com/ | Brinker Capital was founded by Charles Widger in 1987 based on the beliefs that individuals have diverse investment goals and that everyone should have access to the same investment services that are available to large institutions, foundations and endowments. | Institutional Consultants |
| 9.0 | 20/08/2020 | Brinker Capital | Noreen | Beaman | Chief Executive Officer | (610) 879-5500 | nbeaman@brinkercapital.com | clientservice@brinkercapital.com | 1055 Westlakes Drive, Suite 250 | Berwyn | PA | 19.312 | United States of America | North America | https://www.linkedin.com/in/noreen-beaman-06b3687/ | $22.9 billion | http://www.brinkercapital.com/ | Brinker Capital was founded by Charles Widger in 1987 based on the beliefs that individuals have diverse investment goals and that everyone should have access to the same investment services that are available to large institutions, foundations and endowments. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Brinker Capital | Avery | Cook | Senior Vice President, Managed Products and Solutions | (610) 879-5500 | acook@brinkercapital.com | clientservice@brinkercapital.com | 1055 Westlakes Drive, Suite 250 | Berwyn | PA | 19.312 | United States of America | North America | https://www.linkedin.com/in/avery-cook-a711767/ | $22.9 billion | http://www.brinkercapital.com/ | Brinker Capital was founded by Charles Widger in 1987 based on the beliefs that individuals have diverse investment goals and that everyone should have access to the same investment services that are available to large institutions, foundations and endowments. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 31 | Burgess Chambers & Associates, Inc. | Burgess | Chambers | President | (407) 644-0111 | Bchambers@burgesschambers.com | info@burgesschambers.com | 315 E. Robinson Street, Suite 690 | Orlando | FL | 32.801 | United States of America | North America | N/A | $2.5 billion | http://www.burgesschambers.com/ | BCA is an independent Florida corporation founded in 1988. It is a nationally recognized firm specializing in advising institutional clients. BCA has operated continuously for the past 28 years with headquarters in Orlando, Florida. With over $3.0 billion in assets under advisement, BCA has grown carefully, emphasizing performance and client service. All of the firm’s revenue is derived from investment advisory services. BCA is paid only by its clients and receives no referral fees or soft-dollars. The firm focuses on directing risk controlled investment programs for defined benefit and defined contribution retirement plans, operating funds, endowments and foundations, and private trusts and individuals. | Investment Banking |
| 9.0 | 20/08/2020 | Burgess Chambers & Associates, Inc. | Larry | Cole | Executive Vice President | (407) 644-0111 | Lcole@burgesschambers.com | info@burgesschambers.com | 315 E. Robinson Street, Suite 690 | Orlando | FL | 32.801 | United States of America | North America | N/A | $2.5 billion | http://www.burgesschambers.com/ | BCA is an independent Florida corporation founded in 1988. It is a nationally recognized firm specializing in advising institutional clients. BCA has operated continuously for the past 28 years with headquarters in Orlando, Florida. With over $3.0 billion in assets under advisement, BCA has grown carefully, emphasizing performance and client service. All of the firm’s revenue is derived from investment advisory services. BCA is paid only by its clients and receives no referral fees or soft-dollars. The firm focuses on directing risk controlled investment programs for defined benefit and defined contribution retirement plans, operating funds, endowments and foundations, and private trusts and individuals. | Investment Banking | |
| 9.0 | 20/08/2020 | Burgess Chambers & Associates, Inc. | Frank | Wan | Senior Vice President | (407) 644-0111 | Fwan@burgesschambers.com | info@burgesschambers.com | 315 E. Robinson Street, Suite 690 | Orlando | FL | 32.801 | United States of America | North America | https://www.linkedin.com/in/frankwan | $2.5 billion | http://www.burgesschambers.com/ | BCA is an independent Florida corporation founded in 1988. It is a nationally recognized firm specializing in advising institutional clients. BCA has operated continuously for the past 28 years with headquarters in Orlando, Florida. With over $3.0 billion in assets under advisement, BCA has grown carefully, emphasizing performance and client service. All of the firm’s revenue is derived from investment advisory services. BCA is paid only by its clients and receives no referral fees or soft-dollars. The firm focuses on directing risk controlled investment programs for defined benefit and defined contribution retirement plans, operating funds, endowments and foundations, and private trusts and individuals. | Investment Banking | |
| 9.0 | 20/08/2020 | Burgess Chambers & Associates, Inc. | Karla | Engard | Secretary/Chief Compliance Officer | (407) 644-0111 | Kengard@burgesschambers.com | info@burgesschambers.com | 315 E. Robinson Street, Suite 690 | Orlando | FL | 32.801 | United States of America | North America | https://www.linkedin.com/pub/karla-engard/11/214/458 | $2.5 billion | http://www.burgesschambers.com/ | BCA is an independent Florida corporation founded in 1988. It is a nationally recognized firm specializing in advising institutional clients. BCA has operated continuously for the past 28 years with headquarters in Orlando, Florida. With over $3.0 billion in assets under advisement, BCA has grown carefully, emphasizing performance and client service. All of the firm’s revenue is derived from investment advisory services. BCA is paid only by its clients and receives no referral fees or soft-dollars. The firm focuses on directing risk controlled investment programs for defined benefit and defined contribution retirement plans, operating funds, endowments and foundations, and private trusts and individuals. | Investment Banking | |
| 9.0 | 20/08/2020 | 32 | CAIS | Timothy | Shannon | President | (212) 201-2327 | tshannon@caisgroup.com | info@caisgroup.com | 527 Madison Ave 2nd Flr | New York | NY | 10.022 | United States of America | North America | https://www.linkedin.com/pub/timothy-shannon/49/aa2/894 | $200 billion | http://www.caisgroup.com/ | CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products. We provide streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, structured solutions and real assets. Our platform delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer. | Financial Services |
| 9.0 | 20/08/2020 | CAIS | Timothy | Shannon | Founder | CEO | (212) 201-2327 | mbrown@caisgroup.com | info@caisgroup.com | 527 Madison Ave 2nd Flr | New York | NY | 10.022 | United States of America | North America | https://www.linkedin.com/in/matt-brown-579b8731/ | $200 billion | http://www.caisgroup.com/ | CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products. We provide streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, structured solutions and real assets. Our platform delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer. | Financial Services | |
| 9.0 | 20/08/2020 | CAIS | Marc | Premselaar | Managing Director | Capital Markets | (212) 201-2327 | mpremselaar@caisgroup.com | info@caisgroup.com | 527 Madison Ave 2nd Flr | New York | NY | 10.022 | United States of America | North America | http://www.linkedin.com/pub/marc-premselaar/14/957/641 | $200 billion | http://www.caisgroup.com/ | CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products. We provide streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, structured solutions and real assets. Our platform delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer. | Financial Services | |
| 9.0 | 20/08/2020 | CAIS | Brad | Walker | Managing Director | (212) 201-2327 | bwalker@caisgroup.com | info@caisgroup.com | 527 Madison Ave 2nd Flr | New York | NY | 10.022 | United States of America | North America | https://www.linkedin.com/pub/brad-walker/2/240/314 | $200 billion | http://www.caisgroup.com/ | CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products. We provide streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, structured solutions and real assets. Our platform delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer. | Financial Services | |
| 9.0 | 20/08/2020 | 33 | Callan Associates Inc. | Gregory | Allen | President and Director of Research | (415) 974-5060 | allen@callan.com | cannon@callan.com | 600 Montgomery Street, Suite 800 | San Francisco | CA | 94.111 | United States of America | North America | N/A | $40 billion | http://www.callan.com/ | Callan was founded as an employee-owned investment consulting firm in 1973. Since then, we have empowered institutional clients with creative, customized investment solutions that are backed by proprietary research, reliable data, and ongoing education. We serve institutional investors through four distinct lines of business: Fund Sponsor Consulting and our Independent Adviser, Institutional Consulting, and Trust Advisory groups. Callan is headquartered in San Francisco, with offices in Chicago, Denver, Atlanta, and Summit, NJ. | Institutional Consultants |
| 9.0 | 20/08/2020 | Callan Associates Inc. | Ann | De Luce | Executive Vice President/COO/CCO | (415) 291-4174 | deluce@callan.com | cannon@callan.com | 600 Montgomery Street, Suite 800 | San Francisco | CA | 94.111 | United States of America | North America | N/A | $40 billion | http://www.callan.com/ | Callan was founded as an employee-owned investment consulting firm in 1973. Since then, we have empowered institutional clients with creative, customized investment solutions that are backed by proprietary research, reliable data, and ongoing education. We serve institutional investors through four distinct lines of business: Fund Sponsor Consulting and our Independent Adviser, Institutional Consulting, and Trust Advisory groups. Callan is headquartered in San Francisco, with offices in Chicago, Denver, Atlanta, and Summit, NJ. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Callan Associates Inc. | Alpay | Soyoguz | Senior Vice President Database, Measurement Development | (415) 974-5060 | soyoguz@callan.com | cannon@callan.com | 600 Montgomery Street, Suite 800 | San Francisco | CA | 94.111 | United States of America | North America | N/A | $40 billion | http://www.callan.com/ | Callan was founded as an employee-owned investment consulting firm in 1973. Since then, we have empowered institutional clients with creative, customized investment solutions that are backed by proprietary research, reliable data, and ongoing education. We serve institutional investors through four distinct lines of business: Fund Sponsor Consulting and our Independent Adviser, Institutional Consulting, and Trust Advisory groups. Callan is headquartered in San Francisco, with offices in Chicago, Denver, Atlanta, and Summit, NJ. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Callan Associates Inc. | Butch | Cliff | Executive Vice President/Director of Investment Research | (415) 974-5060 | cliff@callan.com | cannon@callan.com | 600 Montgomery Street, Suite 800 | San Francisco | CA | 94.111 | United States of America | North America | https://www.linkedin.com/in/ivan-butch-cliff-cfa-1564a55/ | $40 billion | http://www.callan.com/ | Callan was founded as an employee-owned investment consulting firm in 1973. Since then, we have empowered institutional clients with creative, customized investment solutions that are backed by proprietary research, reliable data, and ongoing education. We serve institutional investors through four distinct lines of business: Fund Sponsor Consulting and our Independent Adviser, Institutional Consulting, and Trust Advisory groups. Callan is headquartered in San Francisco, with offices in Chicago, Denver, Atlanta, and Summit, NJ. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 34 | Cambridge Associates LLC | Deirdre | Nectow | Managing Director, Global Business Development and Client Service | (617) 457-1781 | dnectow@cambridgeassociates.com | contactca@cambridgeassociates.com | 125 High Street | Boston | MA | 2.110 | United States of America | North America | https://www.linkedin.com/in/deirdrenectow/ | $139 billion | https://www.cambridgeassociates.com/ | Cambridge Associates is a leading investment advisor to foundations and endowments, private wealth, and corporate and government entities. | Financial Services |
| 9.0 | 20/08/2020 | Cambridge Associates LLC | David | Druley | CEO | (617) 457-7500 | ddruley@cambridgeassociates.com | contactca@cambridgeassociates.com | 125 High Street | Boston | MA | 2.110 | United States of America | North America | https://www.linkedin.com/in/david-druley-b795979/ | $139 billion | https://www.cambridgeassociates.com/ | Cambridge Associates is a leading investment advisor to foundations and endowments, private wealth, and corporate and government entities. | Financial Services | |
| 9.0 | 20/08/2020 | Cambridge Associates LLC | Andrea | Auerbach | Global Head of Private Investments | (617) 457-7500 | aauerbach@cambridgeassociates.com | contactca@cambridgeassociates.com | 125 High Street | Boston | MA | 2.110 | United States of America | North America | https://www.linkedin.com/in/andrea-auerbach-250266/ | $139 billion | https://www.cambridgeassociates.com/ | Cambridge Associates is a leading investment advisor to foundations and endowments, private wealth, and corporate and government entities. | Financial Services | |
| 9.0 | 20/08/2020 | Cambridge Associates LLC | Celia | Dallas | Chief Investment Strategist | (617) 457-7500 | cdallas@cambridgeassociates.com | contactca@cambridgeassociates.com | 125 High Street | Boston | MA | 2.110 | United States of America | North America | https://www.linkedin.com/in/celia-dallas-4415296/ | $139 billion | https://www.cambridgeassociates.com/ | Cambridge Associates is a leading investment advisor to foundations and endowments, private wealth, and corporate and government entities. | Financial Services | |
| 9.0 | 20/08/2020 | 35 | Campbell Williams, Inc. | Hadley | Williams | Founder/President | (305) 285-0711 | hadleyw@campbellwilliams.com | omarw@campbellwilliams.com | 110 Merrick Way, Suite 2A | Coral Gables | FL | 33.134 | United States of America | North America | https://www.linkedin.com/in/hadleywilliams/ | http://campbellwilliams.com/ | A boutique Investment Consulting firm working with you to develop a financial plan and investment strategy to achieve your lifetime goals. | Investment Consulting | |
| 9.0 | 20/08/2020 | Campbell Williams, Inc. | Alfredo | Cardona | Investment Advisor | (305) 613-8537 | alfredo@campbellwilliams.com | omarw@campbellwilliams.com | 110 Merrick Way, Suite 2A | Coral Gables | FL | 33.134 | United States of America | North America | https://www.linkedin.com/in/alfredo-cardona-09ba0614/ | http://campbellwilliams.com/ | A boutique Investment Consulting firm working with you to develop a financial plan and investment strategy to achieve your lifetime goals. | Investment Consulting | ||
| 9.0 | 20/08/2020 | 36 | Canterbury Consulting Incorporated | Adele | Berwanger | Managing Director | (949) 718-2230 | aberwanger@canterburyconsulting.com | rpatel@canterburyconsulting.com | 610 Newpoer Center Drive Suite 500 | Newport Beach | CA | 92.660 | United States of America | North America | https://www.linkedin.com/in/adele-berwanger-9a587414/ | $10 billion | http://www.canterburyconsulting.com/ | Canterbury Consulting is a leading investment advisory firm, overseeing more than $16 billion for foundations, endowments, and families. Founded in 1988, the Company designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. | Institutional Consultants |
| 9.0 | 20/08/2020 | Canterbury Consulting Incorporated | Debashis | Chowdhury | PRESIDENT | (949) 718-2215 | dc@canterburyconsulting.com | rpatel@canterburyconsulting.com | 610 Newpoer Center Drive Suite 500 | Newport Beach | CA | 92.660 | United States of America | North America | https://www.linkedin.com/in/debashischowdhury/ | $10 billion | http://www.canterburyconsulting.com/ | Canterbury Consulting is a leading investment advisory firm, overseeing more than $16 billion for foundations, endowments, and families. Founded in 1988, the Company designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 37 | CapTrust Advisors, LLC | Scott | Bruin | Executive Managing Partner | (813) 218-5003 | scott.bruin@captrustadv.com, scott.bruin@captrust.com | info@captrustadvisors.com | 400 North Tampa Street Suite 1800 | Tampa | FL | 33.602 | United States of America | North America | https://www.linkedin.com/in/scott-bruin-94171415/ | $22.7 million | http://www.captrustadvisors.com/ | CapTrust Financial Advisors is a privately-held, employee owned, independent investment consulting practice headquartered in Tampa, Florida. CapTrust provides investment consulting services to Institutional Investors, Corporate Retirement Plans, and Family Offices. Our staff consists of forty-nine employees, each actively supporting and working with clients. Roger E. Robson, Stephen H. Schott, and Eric W. Bailey are the principals of CapTrust Advisors, LLC in Tampa. In 2013, CapTrust celebrated its 15th year. Client relationships date back two and a half decades. | Investment Consultants |
| 9.0 | 20/08/2020 | CapTrust Advisors, LLC | Eric | Bailey | Managing Principal | (813) 218-5012 | eric.bailey@captrustadvisors.com | info@captrustadvisors.com | 400 North Tampa Street Suite 1800 | Tampa | FL | 33.602 | United States of America | North America | https://www.linkedin.com/in/ericwilsonbailey/ | $22.7 million | http://www.captrustadvisors.com/ | CapTrust Financial Advisors is a privately-held, employee owned, independent investment consulting practice headquartered in Tampa, Florida. CapTrust provides investment consulting services to Institutional Investors, Corporate Retirement Plans, and Family Offices. Our staff consists of forty-nine employees, each actively supporting and working with clients. Roger E. Robson, Stephen H. Schott, and Eric W. Bailey are the principals of CapTrust Advisors, LLC in Tampa. In 2013, CapTrust celebrated its 15th year. Client relationships date back two and a half decades. | Investment Consultants | |
| 9.0 | 20/08/2020 | CapTrust Advisors, LLC | Stephen | Schott | Managing Principal | (305) 892-0420 | stephen.schott@captrustadv.com | info@captrustadvisors.com | 4000 Hollywood Blvd Suite 555-South | Hollywood | FL | 33.021 | United States of America | North America | https://www.linkedin.com/in/stephen-schott-262b21181/ | $22.7 million | http://www.captrustadvisors.com/ | CapTrust Financial Advisors is a privately-held, employee owned, independent investment consulting practice headquartered in Tampa, Florida. CapTrust provides investment consulting services to Institutional Investors, Corporate Retirement Plans, and Family Offices. Our staff consists of forty-nine employees, each actively supporting and working with clients. Roger E. Robson, Stephen H. Schott, and Eric W. Bailey are the principals of CapTrust Advisors, LLC in Tampa. In 2013, CapTrust celebrated its 15th year. Client relationships date back two and a half decades. | Investment Consultants | |
| 9.0 | 20/08/2020 | CapTrust Advisors, LLC | Scott | Lowke | CFP®/AIF®/Senior Investment Consultant Partner | (813) 218-5022 | scott.lowke@captrustadv.com | info@captrustadvisors.com | 400 North Tampa Street Suite 1800 | Tampa | FL | 33.602 | United States of America | North America | https://www.linkedin.com/in/r-scott-lowke-b375097/ | $22.7 million | http://www.captrustadvisors.com/ | CapTrust Financial Advisors is a privately-held, employee owned, independent investment consulting practice headquartered in Tampa, Florida. CapTrust provides investment consulting services to Institutional Investors, Corporate Retirement Plans, and Family Offices. Our staff consists of forty-nine employees, each actively supporting and working with clients. Roger E. Robson, Stephen H. Schott, and Eric W. Bailey are the principals of CapTrust Advisors, LLC in Tampa. In 2013, CapTrust celebrated its 15th year. Client relationships date back two and a half decades. | Investment Consultants | |
| 9.0 | 20/08/2020 | 38 | Cardano | Theo | Kocken | Chief executive officer | 44 203 170-5910 | t.kocken@cardano.com | info@cardano.com | 9th Floor 6 Bevis Marks | London | EC3A | 7 | United Kingdom | Europe | https://www.linkedin.com/in/theokocken/ | £10 billion | http://www.cardano.com/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | Cardano | Richard | Dowell | Head of Clients | 44 203 170-5910 | r.dowell@cardano.com | info@cardano.com | 9th Floor 6 Bevis Marks | London | EC3A | 7 | United Kingdom | Europe | https://www.linkedin.com/in/richarddowellpensionfundmgmt/ | £10 billion | http://www.cardano.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | Cardano | Kerrin | Rosenberg | CEO UK | 44 203 170-5910 | k.rosenberg@cardano.com | info@cardano.com | 9th Floor 6 Bevis Marks | London | EC3A | 7 | United Kingdom | Europe | https://www.linkedin.com/in/kerrin-rosenberg-bba9a29/ | £10 billion | http://www.cardano.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | Cardano | Keith | Guthrie | Chief Investment Officer | 44 203 170-5910 | k.guthrie@cardano.com | info@cardano.com | 9th Floor 6 Bevis Marks | London | EC3A | 7 | United Kingdom | Europe | https://www.linkedin.com/in/keith-guthrie-22193b2b/ | £10 billion | http://www.cardano.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 39 | Carolinas Investment Consulting LLC | George | Edmiston | Consultant/Corporate President/LLC Managing Member/Firm Principal | (704) 643-2455 | gedmiston@carolinasinvest.com | info@carolinasinvest.com | 5605 Carnegie Blvd Suite 400 | Charlotte | NC | 28.209 | United States of America | North America | https://www.linkedin.com/in/george-edmiston-jr-10158b22/ | http://www.carolinasinvest.com/ | Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.4 billion of client assets under management. Independent of any big brokerage firm, bank, or insurance company, CIC offers unbiased, client-driven investment advisory solutions integrated with comprehensive wealth management services. | Investment Consultants | |
| 9.0 | 20/08/2020 | Carolinas Investment Consulting LLC | Christopher | Grogan | Consultant/LLC Member/Corporate Secretary/ Firm Principal | (704) 643-2455 | cgrogan@carolinasinvest.com | info@carolinasinvest.com | 5605 Carnegie Blvd Suite 400 | Charlotte | NC | 28.209 | United States of America | North America | https://www.linkedin.com/in/christopher-grogan-a5455315b/ | http://www.carolinasinvest.com/ | Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.4 billion of client assets under management. Independent of any big brokerage firm, bank, or insurance company, CIC offers unbiased, client-driven investment advisory solutions integrated with comprehensive wealth management services. | Investment Consultants | ||
| 9.0 | 20/08/2020 | Carolinas Investment Consulting LLC | David | Perkins | J.D./CPA/CFP®/Consultant/Financial Planner | (704) 643-2455 | dperkins@carolinasinvest.com | info@carolinasinvest.com | 5605 Carnegie Blvd Suite 400 | Charlotte | NC | 28.209 | United States of America | North America | https://www.linkedin.com/in/dave-perkins-0961516/ | http://www.carolinasinvest.com/ | Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.4 billion of client assets under management. Independent of any big brokerage firm, bank, or insurance company, CIC offers unbiased, client-driven investment advisory solutions integrated with comprehensive wealth management services. | Investment Consultants | ||
| 9.0 | 20/08/2020 | 40 | Castle Wealth Advisors | Gary | Pittsford | Owner, President and CEO | (888) 849-9559 | Gary@Castle3.com | N/A | 9820 Westpoint Drive, Suite 200 | Indianapolis | IN | 46.256 | United States of America | North America | https://www.linkedin.com/in/gary-pittsford-2b143510/ | $156.3 million | https://www.castle3.com/ | Castle Wealth Advisors is a fee-only financial advisory firm that helps families, closely held business owners and professionals design and implement financial strategies to achieve and protect their financial goals. Castle Wealth Advisors is comprised of three specialized companies: Castle Financial Group, Inc. that provides comprehensive financial blueprints for individuals, families, and businesses, Castle Investment Advisors, LLC, that provides fee-only investment management services for individuals, families and businesses, and Castle Valuation Group, LLC, that provides business valuations and marketing reports for closely held businesses in a few specialized industries. | Wealth Advisors |
| 9.0 | 20/08/2020 | Castle Wealth Advisors | Michael | Kalscheur | CFP®/Senior Financial Consultant | (888) 849-9559 | Michael@Castle3.com | N/A | 9820 Westpoint Drive, Suite 200 | Indianapolis | IN | 46.256 | United States of America | North America | https://www.linkedin.com/in/michael-kalscheur-07521a12/ | $156.3 million | https://www.castle3.com/ | Castle Wealth Advisors is a fee-only financial advisory firm that helps families, closely held business owners and professionals design and implement financial strategies to achieve and protect their financial goals. Castle Wealth Advisors is comprised of three specialized companies: Castle Financial Group, Inc. that provides comprehensive financial blueprints for individuals, families, and businesses, Castle Investment Advisors, LLC, that provides fee-only investment management services for individuals, families and businesses, and Castle Valuation Group, LLC, that provides business valuations and marketing reports for closely held businesses in a few specialized industries. | Wealth Advisors | |
| 9.0 | 20/08/2020 | Castle Wealth Advisors | John | Wheeler | Senior Financial Consultant | (888) 849-9559 | John@Castle3.com | N/A | 9820 Westpoint Drive, Suite 200 | Indianapolis | IN | 46.256 | United States of America | North America | https://www.linkedin.com/in/johntwheeler/ | $156.3 million | https://www.castle3.com/ | Castle Wealth Advisors is a fee-only financial advisory firm that helps families, closely held business owners and professionals design and implement financial strategies to achieve and protect their financial goals. Castle Wealth Advisors is comprised of three specialized companies: Castle Financial Group, Inc. that provides comprehensive financial blueprints for individuals, families, and businesses, Castle Investment Advisors, LLC, that provides fee-only investment management services for individuals, families and businesses, and Castle Valuation Group, LLC, that provides business valuations and marketing reports for closely held businesses in a few specialized industries. | Wealth Advisors | |
| 9.0 | 20/08/2020 | Castle Wealth Advisors | Darren | Nyce | CFA/Senior Research Analyst | (888) 849-9559 | Darren@Castle3.com | N/A | 9820 Westpoint Drive, Suite 200 | Indianapolis | IN | 46.256 | United States of America | North America | https://www.linkedin.com/in/darrennyce/ | $156.3 million | https://www.castle3.com/ | Castle Wealth Advisors is a fee-only financial advisory firm that helps families, closely held business owners and professionals design and implement financial strategies to achieve and protect their financial goals. Castle Wealth Advisors is comprised of three specialized companies: Castle Financial Group, Inc. that provides comprehensive financial blueprints for individuals, families, and businesses, Castle Investment Advisors, LLC, that provides fee-only investment management services for individuals, families and businesses, and Castle Valuation Group, LLC, that provides business valuations and marketing reports for closely held businesses in a few specialized industries. | Wealth Advisors | |
| 9.0 | 20/08/2020 | 41 | Chartwell Consulting | Richard | Shaffer | Research Director | (973) 783-2900 | info@chartwellusa.com | info@chartwellusa.com | 34 Park Street | Montclair | NJ | 7.042 | United States of America | North America | https://www.linkedin.com/in/rdshaffer/ | $2 billion | http://www.chartwellusa.com/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | 42 | Clareo Partners | Allan | Platt | Manging Partner, Chief Operating Officer | (312) 268-2050 | aplatt@clareopartners.com | info@clareo.com | 20 North Wacker Drive, Suite 2230 | Chicago | IL | 60.606 | United States of America | North America | https://www.linkedin.com/in/allanplatt/ | https://clareo.com/ | At Clareo, we help leaders adapt their businesses and create new ways to grow in rapidly changing markets. Together, we build the plans and capabilities that deliver results. | Management Consulting | |
| 9.0 | 20/08/2020 | Clareo Partners | Scott | Bowman | Managing Partner | (616) 780-1668 | sbowman@clareopartners.com | info@clareo.com | 20 North Wacker Drive, Suite 2230 | Chicago | IL | 60.606 | United States of America | North America | https://www.linkedin.com/in/scott-bowman-2791b0/ | https://clareo.com/ | At Clareo, we help leaders adapt their businesses and create new ways to grow in rapidly changing markets. Together, we build the plans and capabilities that deliver results. | Management Consulting | ||
| 9.0 | 20/08/2020 | Clareo Partners | Peter | Bryant | Managing Partner | (312) 624-9633 | pbryant@clareopartners.com | info@clareo.com | 20 North Wacker Drive, Suite 2230 | Chicago | IL | 60.606 | United States of America | North America | https://www.linkedin.com/in/peter-bryant-71b12/ | https://clareo.com/ | At Clareo, we help leaders adapt their businesses and create new ways to grow in rapidly changing markets. Together, we build the plans and capabilities that deliver results. | Management Consulting | ||
| 9.0 | 20/08/2020 | Clareo Partners | Satish | Rao | Partner | (312) 624-9633 | srao@clareopartners.com | info@clareo.com | 20 North Wacker Drive, Suite 2230 | Chicago | IL | 60.606 | United States of America | North America | https://www.linkedin.com/in/satishsrao/ | https://clareo.com/ | At Clareo, we help leaders adapt their businesses and create new ways to grow in rapidly changing markets. Together, we build the plans and capabilities that deliver results. | Management Consulting | ||
| 9.0 | 20/08/2020 | 43 | Clearbrook Global Advisors | Elliott | Wislar | Chief Executive Officer | (212) 359-0290 | ewislar@clrbrk.com | N/A | 825 Third Avenue 31st Floor | New York | NY | 10.022 | United States of America | North America | https://www.linkedin.com/in/elliottwislar/ | http://clearbrookglobal.com/ | Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals. Independent and privately held, we serve as advisor and advocate for our clients, with capabilities ranging from full discretionary management (Outsourced CIO) ongoing advisory services, and specialized programs. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Clearbrook Global Advisors | Timothy | Ng | Chief Investment Officer | (212) 359-0290 | tng@clrbrk.com | N/A | 825 Third Avenue 31st Floor | New York | NY | 10.022 | United States of America | North America | https://www.linkedin.com/in/timothy-ng-419aaa32/ | http://clearbrookglobal.com/ | Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals. Independent and privately held, we serve as advisor and advocate for our clients, with capabilities ranging from full discretionary management (Outsourced CIO) ongoing advisory services, and specialized programs. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | Clearbrook Global Advisors | Thomas | Deegan | Chief Operating Officer | (212) 359-0290 | tdeegan@clrbrk.com | N/A | 825 Third Avenue 31st Floor | New York | NY | 10.022 | United States of America | North America | https://www.linkedin.com/in/thomas-e-deegan-555b06/ | http://clearbrookglobal.com/ | Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals. Independent and privately held, we serve as advisor and advocate for our clients, with capabilities ranging from full discretionary management (Outsourced CIO) ongoing advisory services, and specialized programs. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 44 | Colonial Consulting, LLC | Michael | Miller | Managing Director | (212) 218-4900 | mmiller@colonialny.com | info@colonialny.com | 750 Third Avenue, 20th Floor | New York | NY | 10.017 | United States of America | North America | https://www.linkedin.com/in/michael-miller-5a060523/ | $4.7 billion | http://www.colonialny.com/ | Colonial Consulting, LLC is an employee owned investment manager. The firm provides consulting services to its clients. It primarily provides its services to charitable organizations/ not-for-profit organizations including endowments and foundations | Institutional Consultants |
| 9.0 | 20/08/2020 | Colonial Consulting, LLC | Charles | Georgalas | Managing Director | (212) 218-4900 | charlie.georgalas@colonialconsulting.com | info@colonialny.com | 750 Third Avenue, 20th Floor | New York | NY | 10.017 | United States of America | North America | https://www.linkedin.com/in/charlie-georgalas-cfa-9347182/ | $4.7 billion | http://www.colonialny.com/ | Colonial Consulting, LLC is an employee owned investment manager. The firm provides consulting services to its clients. It primarily provides its services to charitable organizations/ not-for-profit organizations including endowments and foundations | Institutional Consultants | |
| 9.0 | 20/08/2020 | Colonial Consulting, LLC | Matthew | Kirk | Director | (212) 218-4900 | mvankirk@colonialny.com | info@colonialny.com | 750 Third Avenue, 20th Floor | New York | NY | 10.017 | United States of America | North America | https://www.linkedin.com/in/matt-van-kirk-171b3524/ | $4.7 billion | http://www.colonialny.com/ | Colonial Consulting, LLC is an employee owned investment manager. The firm provides consulting services to its clients. It primarily provides its services to charitable organizations/ not-for-profit organizations including endowments and foundations | Institutional Consultants | |
| 9.0 | 20/08/2020 | Colonial Consulting, LLC | Milinda | Ceglia | Managing Director/CFO | (212) 218-4900 | mceglia@colonialconsulting.com | info@colonialconsulting.com | 750 Third Avenue 20th Floor | New York | NY | 10.017 | United States of America | North America | https://www.linkedin.com/in/millinda-ceglia-65974a23/ | $4.7 billion | http://www.colonialconsulting.com/ | Colonial Consulting, LLC is an employee owned investment manager. The firm provides consulting services to its clients. It primarily provides its services to charitable organizations/ not-for-profit organizations including endowments and foundations | Investment Management | |
| 9.0 | 20/08/2020 | Colonial Consulting, LLC | Dine | Grullon | Managing Director | (212) 218-4900 | dgrullon@colonialconsulting.com | info@colonialconsulting.com | 750 Third Avenue 20th Floor | New York | NY | 10.017 | United States of America | North America | https://www.linkedin.com/in/dine-grullon-91a184/ | $4.7 billion | http://www.colonialconsulting.com/ | Colonial Consulting, LLC is an employee owned investment manager. The firm provides consulting services to its clients. It primarily provides its services to charitable organizations/ not-for-profit organizations including endowments and foundations | Investment Management | |
| 9.0 | 20/08/2020 | 45 | Conry Asset Management, LLC | Brendan | Conry | Founder & Principal | (860)225-0692 | Brendan@ConryAssetMgmt.com | N/A | 211 New Britain Road , Suite 207 | Kensington | CT | 6.037 | United States of America | North America | N/A | http://www.conryassetmgmt.com/ | Conry Asset Management, LLC. We are independent investment advisors, providing asset management and wealth planning in three areas: 401(k) plans. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Conry Asset Management, LLC | David | Weigert | CFA/AIF/Director of Research | (860)225-0692 | dave@conryassetmgmt.com | N/A | 211 New Britain Road , Suite 207 | Kensington | CT | 6.037 | United States of America | North America | https://www.linkedin.com/in/david-weigert-cfa-aif-382a7316/ | http://www.conryassetmgmt.com/ | Conry Asset Management, LLC. We are independent investment advisors, providing asset management and wealth planning in three areas: 401(k) plans. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 46 | Cook Street Consulting, Inc. | Sean | Waters | CFA/AIF®/Co-Founder/Managing Director | (303) 333-7770 | swaters@cookstreetconsulting.com | info@cookstreetconsulting.com | 5299 DTC Blvd #1000, Greenwood Village | Colorado | CO | 80.111 | United States of America | North America | https://www.linkedin.com/in/seanmwaters/ | $15 billion | http://www.cookstreetconsulting.com/ | Cook Street has been providing investment advisory and fiduciary services to clients for over fifteen years. We partner with corporate, non-profit, and governmental retirement plan sponsors in the United States and Canada to form cost-effective, fiduciarily sound, and high-performing management relationships for approximately $20 billion in retirement plan assets. | Investment Management |
| 9.0 | 20/08/2020 | Cook Street Consulting, Inc. | Karen | McIntosh-Robinson | CFA/Co-Founder/Managing Director | (303) 333-7770 | krobinson@cookstreetconsulting.com | info@cookstreetconsulting.com | 5299 DTC Blvd #1000, Greenwood Village | Colorado | CO | 80.111 | United States of America | North America | https://www.linkedin.com/in/karenrobinsoncfa/ | $15 billion | http://www.cookstreetconsulting.com/ | Cook Street has been providing investment advisory and fiduciary services to clients for over fifteen years. We partner with corporate, non-profit, and governmental retirement plan sponsors in the United States and Canada to form cost-effective, fiduciarily sound, and high-performing management relationships for approximately $20 billion in retirement plan assets. | Investment Management | |
| 9.0 | 20/08/2020 | Cook Street Consulting, Inc. | Scott | Mcintosh | Chief Finacial/Operating Officer | (303) 333-7770 | smcintosh@cookstreetconsulting.com | info@cookstreetconsulting.com | 5299 DTC Blvd #1000, Greenwood Village | Colorado | CO | 80.111 | United States of America | North America | https://www.linkedin.com/in/scott-mcintosh-a99bb233/ | $15 billion | http://www.cookstreetconsulting.com/ | Cook Street has been providing investment advisory and fiduciary services to clients for over fifteen years. We partner with corporate, non-profit, and governmental retirement plan sponsors in the United States and Canada to form cost-effective, fiduciarily sound, and high-performing management relationships for approximately $20 billion in retirement plan assets. | Investment Management | |
| 9.0 | 20/08/2020 | 47 | Crescent Capital Consulting, LLC | Andrew | Wisdom | President | (504) 207-8521 | AWisdom@CrescentCapitalConsulting.com | N/A | 1100 Poydras Street Energy Centre, Suite 1502 | New Orleans | LA | 70.163 | United States of America | North America | N/A | $630.3 million | http://crescentcapitalconsulting.com/ | Crescent Capital Consulting, LLC. Headquartered in New Orleans, the firm was established as a fee-only consulting firm, providing research, education, decision support and advice to a broad array of institutional and high-net-worth investors through four distinct lines of business: Investment Management Consulting, Wealth Management, Foundation Administration, and 401(k) Consulting. | Institutional Consultants |
| 9.0 | 20/08/2020 | Crescent Capital Consulting, LLC | Bryan | Fitzpatrick | Vice President | (504) 207-8544 | BFitzpatrick@CrescentCapitalConsulting.com | N/A | 1100 Poydras Street Energy Centre, Suite 1502 | New Orleans | LA | 70.163 | United States of America | North America | N/A | $630.3 million | http://crescentcapitalconsulting.com/ | Crescent Capital Consulting, LLC. Headquartered in New Orleans, the firm was established as a fee-only consulting firm, providing research, education, decision support and advice to a broad array of institutional and high-net-worth investors through four distinct lines of business: Investment Management Consulting, Wealth Management, Foundation Administration, and 401(k) Consulting. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Crescent Capital Consulting, LLC | Lois | Pendergrass | Investment Management Consultant | (504) 207-8523 | LPendergrass@CrescentCapitalConsulting.com | N/A | 1100 Poydras Street Energy Centre, Suite 1502 | New Orleans | LA | 70.163 | United States of America | North America | https://www.linkedin.com/in/lois-pendergrass-8626103/ | $630.3 million | http://crescentcapitalconsulting.com/ | Crescent Capital Consulting, LLC. Headquartered in New Orleans, the firm was established as a fee-only consulting firm, providing research, education, decision support and advice to a broad array of institutional and high-net-worth investors through four distinct lines of business: Investment Management Consulting, Wealth Management, Foundation Administration, and 401(k) Consulting. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 48 | Culpepper Group, LLC | John | Randolph | President | (203) 952-3776 | jgepfert@culpeppergroupllc.com | N/A | PO Box 1120 | Southport | CT | 6.890 | United States of America | North America | N/A | $25.0 million | http://culpeppergroupllc.com/ | Investment Management | |
| 9.0 | 20/08/2020 | 49 | Dean Wetton Advisory Ltd | Dean | Wetton | Lead Advisor/Founder | 44 203 422-5000 | dean.wetton@deanwettonadvisory.com | enquiry@deanwettonadvisory.com | Office 7 35-37 Ludgate Hill | London | EC4M | 7 | United Kingdom | Europe | https://www.linkedin.com/in/dean-wetton-97ba56b/ | http://www.deanwettonadvisory.com/ | Investment Consultants | ||
| 9.0 | 20/08/2020 | 50 | Demarche Associates, Inc | Robert | Marchesi | CHAIRMAN, PRESIDENT & CHIEF EXECUTIVE OFFICER | (913) 384-4994 | bmarchesi@demarche.com | N/A | 6700 Antioch Rd., Suite 420 | Merriam | KS | 66.204 | United States of America | North America | N/A | $65 million | https://www.demarche.com/ | DeMarche Associates, Inc. is an investment research and financial consulting firm specializing in defined benefit and defined contribution consulting. | Institutional Consultants |
| 9.0 | 20/08/2020 | Demarche Associates, Inc | Jeffrey | Hoffman | Senior Consultant | (913) 384-4994 | jhoffman@demarche.com | N/A | 6700 Antioch Rd., Suite 420 | Merriam | KS | 66.204 | United States of America | North America | N/A | $65 million | https://www.demarche.com/ | DeMarche Associates, Inc. is an investment research and financial consulting firm specializing in defined benefit and defined contribution consulting. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 51 | DiMeo Schneider & Associates, L.L.C | Robert | DiMeo | Managing Director/Co-Founder | (312) 853-1000 | bdimeo@dimeoschneider.com | mail@dimeoschneider.com | 500 West Madison Street, Suite 1700 | Chicago | IL | 60.661 | United States of America | North America | https://www.linkedin.com/in/bob-dimeo-b885821b/ | $50 billion | http://www.dimeoschneider.com/ | DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. | Investment Consultants |
| 9.0 | 20/08/2020 | DiMeo Schneider & Associates, L.L.C | James | Modelski | Principal/Director of Communication & Education | (312) 853-1000 | jmodelski@dimeoschneider.com | mail@dimeoschneider.com | 500 West Madison Street, Suite 1700 | Chicago | IL | 60.661 | United States of America | North America | https://www.linkedin.com/in/jamesmodelski/ | $50 billion | http://www.dimeoschneider.com/ | DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. | Investment Consultants | |
| 9.0 | 20/08/2020 | DiMeo Schneider & Associates, L.L.C | Matthew | Porter | CIMA®/Principal/Director of Research Analytics | (312) 853-1000 | mporter@dimeoschneider.com | mail@dimeoschneider.com | 500 West Madison Street, Suite 1700 | Chicago | IL | 60.661 | United States of America | North America | https://www.linkedin.com/in/matt-porter-8aba743/ | $50 billion | http://www.dimeoschneider.com/ | DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. | Investment Consultants | |
| 9.0 | 20/08/2020 | DiMeo Schneider & Associates, L.L.C | Matthew | Rice | CFA/CAIA℠/Principal/Chief Investment Officer | (312) 853-1000 | mrice@dimeoschneider.com | mail@dimeoschneider.com | 500 West Madison Street, Suite 1700 | Chicago | IL | 60.661 | United States of America | North America | https://www.linkedin.com/in/matthew-rice-a35b531/ | $50 billion | http://www.dimeoschneider.com/ | DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. | Investment Consultants | |
| 9.0 | 20/08/2020 | DiMeo Schneider & Associates, L.L.C | Chad | Tischer | CFP®/Principal | (312) 853-1000 | ctischer@dimeoschneider.com | mail@dimeoschneider.com | 500 West Madison Street, Suite 1700 | Chicago | IL | 60.661 | United States of America | North America | https://www.linkedin.com/in/chad-tischer-17ba635/ | $50 billion | http://www.dimeoschneider.com/ | DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. | Investment Consultants | |
| 9.0 | 20/08/2020 | DiMeo Schneider & Associates, L.L.C. | Douglas | Balsam | Director of Institutional Consulting | (312) 853-1000 | dbalsam@dimeoschneider.com | mail@dimeoschneider.com | 500 West Madison Street, Suite 3855 | Chicago | IL | 60.661 | United States of America | North America | https://www.linkedin.com/in/douglas-balsam-b7811211/ | $25 billion | http://www.dimeoschneider.com/ | DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. | Institutional Consultants | |
| 9.0 | 20/08/2020 | DiMeo Schneider & Associates, L.L.C. | Michael | Benoit | CFP, CIMA, & Managing Director | (312) 853-1000 | mbenoit@dimeoschneider.com | mail@dimeoschneider.com | 500 West Madison Street, Suite 3855 | Chicago | IL | 60.661 | United States of America | North America | https://www.linkedin.com/in/mike-benoit-50b6b28/ | $25 billion | http://www.dimeoschneider.com/ | DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 52 | Disabato Advisers, LLC | Ted | Disabato | Managing Director | Office: (312) 474-0900, Direct: (312) 256-9881, Mobile: (312) 497-7762 | ted.disabato@disabato.com, tdisabato@meketagroup.com | info@disabato.com | 525 W Monroe St Suite 560 | Chicago | IL | 60.661 | United States of America | North America | https://www.linkedin.com/in/ted-disabato-80106b11/ | http://www.disabato.com/ | Disabato Advisers is a Chicago-based institutional investment consulting firm and adviser to retirement plans, endowments & foundations, insurance companies, public funds, and other institutional clients. The firm specializes in providing customized investment strategies, asset allocation and asset/liability analysis, dynamic risk management, investment manager evaluation, and performance measurement. | Financial Services | |
| 9.0 | 20/08/2020 | 53 | EACM Advisors LLC | Christopher | Crerend | Executive Vice President & Chief Investment Officer | (203) 854-7000 | christopher@eacm.com | info@eacm.com | 200 Connecticut Avenue, 6th Floor | Norwalk | CT | 6.854 | United States of America | North America | https://www.linkedin.com/in/chris-crerend-a9007136/ | $4.7 billion | http://www.eacm.com/ | EACM Advisors LLC has more than 30 years experience in evaluating money managers and delivering customized solutions. | Institutional Consultants |
| 9.0 | 20/08/2020 | 54 | Counsel Trust Group | Edward | Crooks | President | (717) 718-1600 | ecrooks@counseltrust.com | N/A | 224 St. Charles Way. Suite 100 | York | PA | 17.402 | United States of America | North America | https://www.linkedin.com/in/edward-crooks-105767a/ | $110 million | https://www.counseltrust.com/ | Counsel Trust Group is an organization that brings together two corporate entities: ECA Investment Group, Inc., and Counsel Trust Company. With the combined resources of these two companies, we provide a comprehensive suite of investment advisory and management, consulting, retirement plan, custody, and fiduciary trust services to individuals and organizations, as well as services to independent Registered Investment Advisors. | Institutional Consultants |
| 9.0 | 20/08/2020 | Counsel Trust Group | Brandon | Crooks | Principal | (717) 718-1601 | bcrooks@counseltrust.com | N/A | 224 St. Charles Way. Suite 100 | York | PA | 17.402 | United States of America | North America | https://www.linkedin.com/in/brandon-crooks-733a315/ | $110 million | https://www.counseltrust.com/ | Counsel Trust Group is an organization that brings together two corporate entities: ECA Investment Group, Inc., and Counsel Trust Company. With the combined resources of these two companies, we provide a comprehensive suite of investment advisory and management, consulting, retirement plan, custody, and fiduciary trust services to individuals and organizations, as well as services to independent Registered Investment Advisors. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 55 | FIS Group | Tina | Williams | CEO and CIO | (215) 567-1100 | twilliams@fisgroup.com | N/A | 1818 Market Street, Suite 800 | Philadelphia | PA | 19.103 | United States of America | North America | https://www.linkedin.com/in/tina-byles-williams-b611b449/ | $17 billion | http://www.fisgroup.com/ | FIS Group, Inc. is an asset management and investment advisory firm that seeks to generate alpha for its clients by investing in domestic and global equities. Founded in 1996, FIS Group specializes in offering emerging manager strategies to public fund, corporations, endowment and foundation clients. FIS Group strives to provide its clients with investment strategies that assist them in retaining and building upon their current asset bases. FIS Group’s strategies are constructed to navigate through both domestic and global markets as well as targeted sectors with the goal of outperforming the relevant product benchmark. To implement its strategies, FIS Group carefully screens entrepreneurial firms through its manager review process which has evolved and been refined over the last 20 years. The selected entrepreneurial firms have proven track records of outperforming the market and their peers, and we believe they have the ability to achieve greater levels of alpha than their larger counterparts. FIS Group can also tailor its client portfolios to maximize the probability that desired manager selection criteria, client risk and performance characteristics can be met while still focusing on providing consistent above benchmark performance. | Institutional Consultants |
| 9.0 | 20/08/2020 | FIS Group | Michelle | James | Vice President Finance | Direct: (267) 765-1210 | Mjames@fisgroup.com | N/A | 1818 Market Street, Suite 800 | Philadelphia | PA | 19.103 | United States of America | North America | https://www.linkedin.com/in/michelle-james-1ba8a1150/ | $17 billion | http://www.fisgroup.com/ | FIS Group, Inc. is an asset management and investment advisory firm that seeks to generate alpha for its clients by investing in domestic and global equities. Founded in 1996, FIS Group specializes in offering emerging manager strategies to public fund, corporations, endowment and foundation clients. FIS Group strives to provide its clients with investment strategies that assist them in retaining and building upon their current asset bases. FIS Group’s strategies are constructed to navigate through both domestic and global markets as well as targeted sectors with the goal of outperforming the relevant product benchmark. To implement its strategies, FIS Group carefully screens entrepreneurial firms through its manager review process which has evolved and been refined over the last 20 years. The selected entrepreneurial firms have proven track records of outperforming the market and their peers, and we believe they have the ability to achieve greater levels of alpha than their larger counterparts. FIS Group can also tailor its client portfolios to maximize the probability that desired manager selection criteria, client risk and performance characteristics can be met while still focusing on providing consistent above benchmark performance. | Institutional Consultants | |
| 9.0 | 20/08/2020 | FIS Group | McCullough | Williams III | President & COO | (215) 567-1100 | mwilliams@fisgroup.com | N/A | 1818 Market Street, Suite 800 | Philadelphia | PA | 19.103 | United States of America | North America | https://www.linkedin.com/in/mcculloughwilliams/ | $17 billion | http://www.fisgroup.com/ | FIS Group, Inc. is an asset management and investment advisory firm that seeks to generate alpha for its clients by investing in domestic and global equities. Founded in 1996, FIS Group specializes in offering emerging manager strategies to public fund, corporations, endowment and foundation clients. FIS Group strives to provide its clients with investment strategies that assist them in retaining and building upon their current asset bases. FIS Group’s strategies are constructed to navigate through both domestic and global markets as well as targeted sectors with the goal of outperforming the relevant product benchmark. To implement its strategies, FIS Group carefully screens entrepreneurial firms through its manager review process which has evolved and been refined over the last 20 years. The selected entrepreneurial firms have proven track records of outperforming the market and their peers, and we believe they have the ability to achieve greater levels of alpha than their larger counterparts. FIS Group can also tailor its client portfolios to maximize the probability that desired manager selection criteria, client risk and performance characteristics can be met while still focusing on providing consistent above benchmark performance. | Institutional Consultants | |
| 9.0 | 20/08/2020 | FIS Group | Kila | Weaver | Vice President | (215) 567-1100 | kweaver@fisgroup.com | Info@fisgroup.com | 1818 Market Street, Suite 800 | Philadelphia | PA | 19.103 | United States of America | North America | https://www.linkedin.com/in/kila-weaver-a550695/ | $17 billion | http://www.fisgroup.com/ | FIS Group, Inc. is an asset management and investment advisory firm that seeks to generate alpha for its clients by investing in domestic and global equities. Founded in 1996, FIS Group specializes in offering emerging manager strategies to public fund, corporations, endowment and foundation clients. FIS Group strives to provide its clients with investment strategies that assist them in retaining and building upon their current asset bases. FIS Group’s strategies are constructed to navigate through both domestic and global markets as well as targeted sectors with the goal of outperforming the relevant product benchmark. To implement its strategies, FIS Group carefully screens entrepreneurial firms through its manager review process which has evolved and been refined over the last 20 years. The selected entrepreneurial firms have proven track records of outperforming the market and their peers, and we believe they have the ability to achieve greater levels of alpha than their larger counterparts. FIS Group can also tailor its client portfolios to maximize the probability that desired manager selection criteria, client risk and performance characteristics can be met while still focusing on providing consistent above benchmark performance. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 56 | Fourth Street Performance Partners (FSPP) | Kenneth | Dorger | CIMA/Senior Consultant/Founder FSPP | (859) 491-5556 | kdorger@fourthst.com | info@fourthst.com | 211 Garrard Street | Covington | KY | 41.011 | United States of America | North America | https://www.linkedin.com/in/kenneth-dorger-59570615/ | $7.2 billion | http://www.fourthst.com/ | Fourth Street is an independent investment consulting firm serving institutional clients with mid-size pools of capital. Fourth Street has carefully structured its organization to enable our associates to provide clients with the customized approach of a regional firm while providing the research and resources of a national firm. The result is personalized investment programs and quality service that builds lasting relationships. | Independent Investment Consultants |
| 9.0 | 20/08/2020 | Fourth Street Performance Partners (FSPP) | Neil | Heppler | Senior Consultant/Founder FSPP | (859) 491-5556 | nheppler@fourthst.com | info@fourthst.com | 211 Garrard Street | Covington | KY | 41.011 | United States of America | North America | https://www.linkedin.com/in/neil-heppler-92a58339/ | $7.2 billion | http://www.fourthst.com/ | Fourth Street is an independent investment consulting firm serving institutional clients with mid-size pools of capital. Fourth Street has carefully structured its organization to enable our associates to provide clients with the customized approach of a regional firm while providing the research and resources of a national firm. The result is personalized investment programs and quality service that builds lasting relationships. | Independent Investment Consultants | |
| 9.0 | 20/08/2020 | Fourth Street Performance Partners (FSPP) | David | King | Consultant | (859) 491-5556 | dking@fourthst.com | info@fourthst.com | 211 Garrard Street | Covington | KY | 41.011 | United States of America | North America | https://www.linkedin.com/in/david-king-cfa-b949792b/ | $7.2 billion | http://www.fourthst.com/ | Fourth Street is an independent investment consulting firm serving institutional clients with mid-size pools of capital. Fourth Street has carefully structured its organization to enable our associates to provide clients with the customized approach of a regional firm while providing the research and resources of a national firm. The result is personalized investment programs and quality service that builds lasting relationships. | Independent Investment Consultants | |
| 9.0 | 20/08/2020 | 57 | Franklin Park | Bradley | Atkins | MANAGING DIRECTOR | (610) 822-0501 | batkins@franklinparkllc.com | info@franklinparkllc.com | 251 St. Asaphs Road Three Bala Plaza Suite 500 West | Bala Cynwyd | PA | 19.004 | United States of America | North America | N/A | $12.4 billion | http://www.franklinparkllc.com/ | Franklin Park is a provider of advisory and investment management services for institutional investors in the private equity markets asset class. We create and manage customized investor programs on behalf of public, corporate and labor union pension plans as well as endowments, foundations, health systems and other financial institutions. | Investment Advisors |
| 9.0 | 20/08/2020 | Franklin Park | Michael | Bacine | MANAGING DIRECTOR | (610) 822-0502 | mbacine@franklinparkllc.com | info@franklinparkllc.com | 251 St. Asaphs Road Three Bala Plaza Suite 500 West | Bala Cynwyd | PA | 19.004 | United States of America | North America | https://www.linkedin.com/in/michael-bacine-514a4a49/ | $12.4 billion | http://www.franklinparkllc.com/ | Franklin Park is a provider of advisory and investment management services for institutional investors in the private equity markets asset class. We create and manage customized investor programs on behalf of public, corporate and labor union pension plans as well as endowments, foundations, health systems and other financial institutions. | Investment Advisors | |
| 9.0 | 20/08/2020 | Franklin Park | John | Mahony | Managing Director | 353 1 536 3225 | jmahony@franklinparkllc.com | info@franklinparkllc.com | 251 St. Asaphs Road Three Bala Plaza Suite 500 West | Bala Cynwyd | PA | 19.004 | United States of America | North America | https://www.linkedin.com/in/john-mahony-47394335/ | $12.4 billion | http://www.franklinparkllc.com/ | Franklin Park is a provider of advisory and investment management services for institutional investors in the private equity markets asset class. We create and manage customized investor programs on behalf of public, corporate and labor union pension plans as well as endowments, foundations, health systems and other financial institutions. | Investment Advisors | |
| 9.0 | 20/08/2020 | Franklin Park | James | McGovern | MANAGING DIRECTOR | (610) 822-0505 | jmcgovern@franklinparkllc.com | info@franklinparkllc.com | 251 St. Asaphs Road Three Bala Plaza Suite 500 West | Bala Cynwyd | PA | 19.004 | United States of America | North America | https://www.linkedin.com/in/james-mcgovern-96742b2/ | $12.4 billion | http://www.franklinparkllc.com/ | Franklin Park is a provider of advisory and investment management services for institutional investors in the private equity markets asset class. We create and manage customized investor programs on behalf of public, corporate and labor union pension plans as well as endowments, foundations, health systems and other financial institutions. | Investment Advisors | |
| 9.0 | 20/08/2020 | Franklin Park | Karl | Hartmann, Esq. | MANAGING DIRECTOR | (610) 822-0503 | khartmann@franklinparkllc.com | info@franklinparkllc.com | 251 St. Asaphs Road Three Bala Plaza Suite 500 West | Bala Cynwyd | PA | 19.004 | United States of America | North America | https://www.linkedin.com/in/karl-hartmann-99494b2/ | $12.4 billion | http://www.franklinparkllc.com/ | Franklin Park is a provider of advisory and investment management services for institutional investors in the private equity markets asset class. We create and manage customized investor programs on behalf of public, corporate and labor union pension plans as well as endowments, foundations, health systems and other financial institutions. | Investment Advisors | |
| 9.0 | 20/08/2020 | 58 | Frontier Advisors Pty. Ltd. | Fiona | Trafford-Walker | Director of Consulting | 61 3 8648 4300 | ftrafford-walker@frontieradvisors.com.au | N/A | Level 16, 222 Exhibition Street | Melbourne | VIC | 3.000 | Australia | Australia / Oceania | https://www.linkedin.com/in/fiona-trafford-walker-57144688/ | $200 billion | http://www.frontieradvisors.com.au/ | lndependent Asset Consultant | |
| 9.0 | 20/08/2020 | Frontier Advisors Pty. Ltd. | Wayne | Sullivan | Head of Marketing, Business Development | 61 3 8648 4300 | WSullivan@frontieradvisors.com.au | N/A | Level 16, 222 Exhibition Street | Melbourne | VIC | 3.000 | Australia | Australia / Oceania | https://www.linkedin.com/in/waynesullivan1/ | $200 billion | http://www.frontieradvisors.com.au/ | lndependent Asset Consultant | ||
| 9.0 | 20/08/2020 | Frontier Advisors Pty. Ltd. | Kim | Bowater | Senior Consultant | 61 3 8648 4300 | kbowater@frontieradvisors.com.au | N/A | Level 16, 222 Exhibition Street | Melbourne | VIC | 3.000 | Australia | Australia / Oceania | https://www.linkedin.com/in/kim-bowater-a0b4142/ | $200 billion | http://www.frontieradvisors.com.au/ | lndependent Asset Consultant | ||
| 9.0 | 20/08/2020 | 59 | Fund Evaluation Group, LLC | Gregory | Dowling | Managing Principal / Deputy CIO & Director of Hedged Strategies | (513) 977-4400 | gdowling@feg.com | information@feg.com | 201 East Fifth Street, Suite 1600 | Cincinnati | OH | 45.202 | United States of America | North America | https://www.linkedin.com/in/gregory-dowling-cfa-caia-00787984/ | $10 billion | https://www.feg.com/ | At Fund Evaluation Group, LLC (FEG), we collaborate with our clients to help them fulfill their mission and achieve their investment goals. FEG is an independent, employee-owned, full-service investment advisory firm with a more than 28-year history of stability and growth. We offer in-depth education on current investment strategies and trends, based on sound research principles. | Institutional Consultants |
| 9.0 | 20/08/2020 | Fund Evaluation Group, LLC | Alan | Lenahan | Managing Principal / Deputy CIO & Head of Research Services | (513) 977-4400 | alenahan@feg.com | information@feg.com | 201 East Fifth Street, Suite 1600 | Cincinnati | OH | 45.202 | United States of America | North America | https://www.linkedin.com/in/j-alan-lenahan-cfa-caia-15a03133/ | $10 billion | https://www.feg.com/ | At Fund Evaluation Group, LLC (FEG), we collaborate with our clients to help them fulfill their mission and achieve their investment goals. FEG is an independent, employee-owned, full-service investment advisory firm with a more than 28-year history of stability and growth. We offer in-depth education on current investment strategies and trends, based on sound research principles. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Fund Evaluation Group, LLC | Nolan | Bean | Managing Principal / Head of Institutional Investments | (513) 977-4400 | nbean@feg.com | information@feg.com | 201 East Fifth Street, Suite 1600 | Cincinnati | OH | 45.202 | United States of America | North America | https://www.linkedin.com/in/nolanbean/ | $10 billion | https://www.feg.com/ | At Fund Evaluation Group, LLC (FEG), we collaborate with our clients to help them fulfill their mission and achieve their investment goals. FEG is an independent, employee-owned, full-service investment advisory firm with a more than 28-year history of stability and growth. We offer in-depth education on current investment strategies and trends, based on sound research principles. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Fund Evaluation Group, LLC | Bruce | Benjamin | Managing Principal / FEG Real Assets Consulting Liaison | (513) 977-4400 | bbenjamin@feg.com | information@feg.com | 201 East Fifth Street, Suite 1600 | Cincinnati | OH | 45.202 | United States of America | North America | https://www.linkedin.com/in/bruce-benjamin-cfa-342a756/ | $10 billion | https://www.feg.com/ | At Fund Evaluation Group, LLC (FEG), we collaborate with our clients to help them fulfill their mission and achieve their investment goals. FEG is an independent, employee-owned, full-service investment advisory firm with a more than 28-year history of stability and growth. We offer in-depth education on current investment strategies and trends, based on sound research principles. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Fund Evaluation Group, LLC | Matt | Finke | Institutional Client Development Manager | (513) 719-5053 | mfinke@feg.com | information@feg.com | 201 East Fifth Street Suite 1600 | Cincinnati | OH | 45.202 | United States of America | North America | https://www.linkedin.com/in/matt-finke-8903501b/ | $3.3 billion | http://www.feg.com/ | At Fund Evaluation Group, LLC (FEG), we collaborate with our clients to help them fulfill their mission and achieve their investment goals. FEG is an independent, employee-owned, full-service investment advisory firm with a more than 28-year history of stability and growth. We offer in-depth education on current investment strategies and trends, based on sound research principles. | Investment Advisors | |
| 9.0 | 20/08/2020 | Fund Evaluation Group, LLC | Jeremiah | Whiteley | Vice President Advisor Business Development | (269) 720-3332 | jwhiteley@feg.com | information@feg.com | 201 East Fifth Street Suite 1600 | Cincinnati | OH | 45.202 | United States of America | North America | N/A | $3.3 billion | http://www.feg.com/ | At Fund Evaluation Group, LLC (FEG), we collaborate with our clients to help them fulfill their mission and achieve their investment goals. FEG is an independent, employee-owned, full-service investment advisory firm with a more than 28-year history of stability and growth. We offer in-depth education on current investment strategies and trends, based on sound research principles. | Investment Advisors | |
| 9.0 | 20/08/2020 | 60 | Gosselin Consulting Group LLC | Peter | Gosselin | Consultant, Chief Investment Officer | (781) 930-3301 | peter.gosselin@gosselinconsultinggroup.com | info@gosselinconsultinggroup.com | 25 Braintree Hill Office Park Suite 200 | Braintree | MA | 2.184 | United States of America | North America | https://www.linkedin.com/in/peter-gosselin-aif®-7609067/ | http://gosselinconsultinggroup.com/ | Gosselin Consulting Group is an institutional, employee-owned, retirement consulting firm located in Braintree, MA. Founded in 2010, the firm focuses nearly exclusively on serving the needs of defined contribution (DC) plan sponsors. | Instititutional Consultants | |
| 9.0 | 20/08/2020 | Gosselin Consulting Group LLC | Shawn | Charles | Consultant | (781) 930-3301 | shawn.charles@gosselinconsultinggroup.com | info@gosselinconsultinggroup.com | 25 Braintree Hill Office Park Suite 200 | Braintree | MA | 2.184 | United States of America | North America | https://www.linkedin.com/in/shawn-m-charles-aif®-b470899/ | http://gosselinconsultinggroup.com/ | Gosselin Consulting Group is an institutional, employee-owned, retirement consulting firm located in Braintree, MA. Founded in 2010, the firm focuses nearly exclusively on serving the needs of defined contribution (DC) plan sponsors. | Instititutional Consultants | ||
| 9.0 | 20/08/2020 | 61 | Gregory J. Schwartz & Co., Inc. | Gregory | Schwartz Sr. | Chairman of the Board/Founder | (248) 644-2701 Ext. 3363 | Gregory.Schwartz.Sr@gjsco.com | info@GJSCO.com | 3707 W. Maple Rd. | Bloomfield Hills | MI | 48.301 | United States of America | North America | https://www.linkedin.com/in/gregory-j-schwartz-sr-8547a872/ | $2.3 billion | http://www.gjsco.com/ | Gregory J. Schwartz was born in 1941 on the west side of Detroit. He attended Precious Blood Elementary School and Detroit Catholic Central High School. He received a degree in Finance from the University of Notre Dame in 1963 and an MBA from University of Michigan in 1964. After attaining his MBA, Mr. Schwartz began his career in finance with Manufacturer’s Bank in Detroit as a credit analyst. It was there where he honed his skills at business valuation which ultimately led him to become a stockbroker. Mr. Schwartz joined a NYSE brokerage firm in Detroit. He specialized in researching and analyzing small company stocks. He built a substantial client base through his ability to find undervalued equities with strong fundamentals and solid balance sheets. | Investment Advisors |
| 9.0 | 20/08/2020 | Gregory J. Schwartz & Co., Inc. | Gregory | Schwartz, Jr. | Director | (248) 644-2701 Ext. 3366 | Gregory.Schwartz.Jr@gjsco.com | info@GJSCO.com | 3707 W. Maple Rd. | Bloomfield Hills | MI | 48.301 | United States of America | North America | https://www.linkedin.com/in/gregory-schwartz-iii-340a0818a/ | $2.3 billion | http://www.gjsco.com/ | Gregory J. Schwartz was born in 1941 on the west side of Detroit. He attended Precious Blood Elementary School and Detroit Catholic Central High School. He received a degree in Finance from the University of Notre Dame in 1963 and an MBA from University of Michigan in 1964. After attaining his MBA, Mr. Schwartz began his career in finance with Manufacturer’s Bank in Detroit as a credit analyst. It was there where he honed his skills at business valuation which ultimately led him to become a stockbroker. Mr. Schwartz joined a NYSE brokerage firm in Detroit. He specialized in researching and analyzing small company stocks. He built a substantial client base through his ability to find undervalued equities with strong fundamentals and solid balance sheets. | Investment Advisors | |
| 9.0 | 20/08/2020 | Gregory J. Schwartz & Co., Inc. | Edward | Schwartz | President | (248) 644-2701 Ext. 3243 | Edward.Schwartz@gjsco.com | info@GJSCO.com | 3707 W. Maple Rd. | Bloomfield Hills | MI | 48.301 | United States of America | North America | https://www.linkedin.com/in/edwardaschwartz/ | $2.3 billion | http://www.gjsco.com/ | Gregory J. Schwartz was born in 1941 on the west side of Detroit. He attended Precious Blood Elementary School and Detroit Catholic Central High School. He received a degree in Finance from the University of Notre Dame in 1963 and an MBA from University of Michigan in 1964. After attaining his MBA, Mr. Schwartz began his career in finance with Manufacturer’s Bank in Detroit as a credit analyst. It was there where he honed his skills at business valuation which ultimately led him to become a stockbroker. Mr. Schwartz joined a NYSE brokerage firm in Detroit. He specialized in researching and analyzing small company stocks. He built a substantial client base through his ability to find undervalued equities with strong fundamentals and solid balance sheets. | Investment Advisors | |
| 9.0 | 20/08/2020 | Gregory J. Schwartz & Co., Inc. | Peter | Schwartz | Registered Representative/Registered Investment Advisor/Principal | (248) 644-2701 Ext. 3206 | Peter.Schwartz@gjsco.com | info@GJSCO.com | 3707 W. Maple Rd. | Bloomfield Hills | MI | 48.301 | United States of America | North America | https://www.linkedin.com/in/petersfchwartz/ | $2.3 billion | http://www.gjsco.com/ | Gregory J. Schwartz was born in 1941 on the west side of Detroit. He attended Precious Blood Elementary School and Detroit Catholic Central High School. He received a degree in Finance from the University of Notre Dame in 1963 and an MBA from University of Michigan in 1964. After attaining his MBA, Mr. Schwartz began his career in finance with Manufacturer’s Bank in Detroit as a credit analyst. It was there where he honed his skills at business valuation which ultimately led him to become a stockbroker. Mr. Schwartz joined a NYSE brokerage firm in Detroit. He specialized in researching and analyzing small company stocks. He built a substantial client base through his ability to find undervalued equities with strong fundamentals and solid balance sheets. | Investment Advisors | |
| 9.0 | 20/08/2020 | 62 | Grieg Investor AS | Oistein | Medlien | General Manager | 47 977 64 832 | oistein.medlien@grieg.no | information@grieg.no | Bryggegata 6 | Aker Brygge, Oslo | 250 | Norway | Europe | https://www.linkedin.com/in/øistein-medlien-8b4742154/ | http://www.grieginvestor.no/ | Instititutional Consultants | |||
| 9.0 | 20/08/2020 | Grieg Investor AS | Kjetil | Svihus | Director of Operations | 47 922 06 340 | kjetil.svihus@grieg.no | information@grieg.no | Bryggegata 6 | Aker Brygge, Oslo | 250 | Norway | Europe | https://www.linkedin.com/in/kjetil-svihus-1347262/ | http://www.grieginvestor.no/ | Instititutional Consultants | ||||
| 9.0 | 20/08/2020 | Grieg Investor AS | Tiril | Jakobsen | Advisor | 47 952 09 886 | tiril.jakobsen@grieg.no | information@grieg.no | Bryggegata 6 | Aker Brygge, Oslo | 250 | Norway | Europe | https://www.linkedin.com/in/tiril-aalberg-jakobsen-96349b160/ | http://www.grieginvestor.no/ | Instititutional Consultants | ||||
| 9.0 | 20/08/2020 | Grieg Investor AS | Gudleik | Njå | Senior Advisor | 47 232 74 152 | gudleik.njaa@grieg.no | information@grieg.no | Bryggegata 6 | Aker Brygge, Oslo | 250 | Norway | Europe | https://www.linkedin.com/in/gudleik-njå-41967719/ | http://www.grieginvestor.no/ | Instititutional Consultants | ||||
| 9.0 | 20/08/2020 | Grieg Investor AS | Steinar | Lille | Senior Advisor | 47 414 59 400 | steinar.lille@grieg.no | information@grieg.no | Bryggegata 6 | Aker Brygge, Oslo | 250 | Norway | Europe | https://www.linkedin.com/in/steinar-lille-3362272a/ | http://www.grieginvestor.no/ | Instititutional Consultants | ||||
| 9.0 | 20/08/2020 | 63 | Gries Financial | Sally | Gries | Founder & CEO | (216) 861-1148 | sally@gries.com | info@gries.com | 1801 E 9th Street Suite 1600 | Cleveland | OH | 44.114 | United States of America | North America | https://www.linkedin.com/in/sally-gries-92a66/ | http://www.gries.com/ | Gries Financial LLC is an employee owned investment manager. The firm also provides family office and wealth management services like estate planning, investment planning, retirement planning, tax planning, and charitable gifting. It primarily provides services to high net worth clients. | Instititutional Consultants | |
| 9.0 | 20/08/2020 | Gries Financial | Jeff | Palmer | Senior Managing Director/Executive Committee; Portfolio Manager, Logix | (216) 861-1148 | jeff@gries.com | info@gries.com | 1801 E 9th Street Suite 1600 | Cleveland | OH | 44.114 | United States of America | North America | https://www.linkedin.com/in/jeffrey-h-palmer-5b25496/ | http://www.gries.com/ | Gries Financial LLC is an employee owned investment manager. The firm also provides family office and wealth management services like estate planning, investment planning, retirement planning, tax planning, and charitable gifting. It primarily provides services to high net worth clients. | Instititutional Consultants | ||
| 9.0 | 20/08/2020 | Gries Financial | Brent | Horvath | Senior Wealth Advisor | (216) 861-1148 | brent@gries.com | info@gries.com | 1801 E 9th Street Suite 1600 | Cleveland | OH | 44.114 | United States of America | North America | https://www.linkedin.com/in/brenthorvath/ | http://www.gries.com/ | Gries Financial LLC is an employee owned investment manager. The firm also provides family office and wealth management services like estate planning, investment planning, retirement planning, tax planning, and charitable gifting. It primarily provides services to high net worth clients. | Instititutional Consultants | ||
| 9.0 | 20/08/2020 | 64 | Clearstead (fka Hartland & Co. ) | Thomas | Hartland | CEO | (216) 621-1090 | Hartland@hartlandco.com | info@clearstead.com | 1100 Superior Avenue, Suite 700 | Cleveland | OH | 44.114 | United States of America | North America | https://www.linkedin.com/in/tomhartland/ | $11 billion | https://www.clearstead.com/ | Clearstead is an institutional and private client advisory firm that is resentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves. | Institutional Consultants |
| 9.0 | 20/08/2020 | Clearstead (fka Hartland & Co. ) | David | Fulton Jr | President and Chief Executive Officer | (216) 621-1090 | dfulton@clearstead.com | info@clearstead.com | 1100 Superior Avenue, Suite 700 | Cleveland | OH | 44.114 | United States of America | North America | https://www.linkedin.com/in/dfultoncfa/ | $11 billion | https://www.clearstead.com/ | Clearstead is an institutional and private client advisory firm that is resentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Clearstead (fka Hartland & Co. ) | Bradley | Turner | COO | (216) 621-1090 | bturner@clearstead.com | info@clearstead.com | 1100 Superior Avenue, Suite 700 | Cleveland | OH | 44.114 | United States of America | North America | https://www.linkedin.com/in/bradley-turner-3a46b4b6/ | $11 billion | https://www.clearstead.com/ | Clearstead is an institutional and private client advisory firm that is resentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 65 | Headwater Investment Consulting Inc. | Scott | Chambers | President & CCO | (503) 565-2100 | scott@headwater-ic.com | N/A | 408 SE 1st Street | McMinnville | OR | 97.128 | United States of America | North America | https://www.linkedin.com/in/scott-chambers-47512335/ | $139.6 million | http://www.headwater-ic.com/ | Headwater Investments offers portfolio management services to individuals, trusts, endowments, and foundations. The firm currently has retainer agreements with approximately 150 clients. | Investment Advisors |
| 9.0 | 20/08/2020 | Headwater Investment Consulting Inc. | Kevin | Chambers | Client Manager & Research Analyst | (503) 565-2100 | kevin@headwater-ic.com | N/A | 408 SE 1st Street | McMinnville | OR | 97.128 | United States of America | North America | https://www.linkedin.com/in/kevin-chambers-96136232/ | $139.6 million | http://www.headwater-ic.com/ | Headwater Investments offers portfolio management services to individuals, trusts, endowments, and foundations. The firm currently has retainer agreements with approximately 150 clients. | Investment Advisors | |
| 9.0 | 20/08/2020 | 66 | Highland Associates, Inc. | Charles | Perry Jr | Principal | (205) 933-8664 | cperry@highlandassoc.com | N/A | 2545 Highland Ave. South, Suite 200 | Birmingham | AL | 35.205 | United States of America | North America | https://www.linkedin.com/in/charles-perry-1002159/ | $15 billion | http://www.highlandassoc.com/ | Highland Associates, Inc. is an independent institutional investment advisor headquartered in Birmingham, Alabama. Highland was founded specifically to help develop, implement and maintain investment management programs for institutions. We serve a national client base of investors including not-for-profit healthcare organizations, foundations, endowments, defined benefit plans, defined contribution plans, and high-net worth individuals. As of December 31, 2015, we serve as investment consultant on approximately $17.2 billion in assets. | Institutional Consultants |
| 9.0 | 20/08/2020 | Highland Associates, Inc. | Hunter | Craig | Investment Analysis Manager | (205) 933-8664 | hcraig@highlandassoc.com | N/A | 2545 Highland Ave. South, Suite 200 | Birmingham | AL | 35.205 | United States of America | North America | https://www.linkedin.com/in/hunter-craig-7512628a/ | $15 billion | http://www.highlandassoc.com/ | Highland Associates, Inc. is an independent institutional investment advisor headquartered in Birmingham, Alabama. Highland was founded specifically to help develop, implement and maintain investment management programs for institutions. We serve a national client base of investors including not-for-profit healthcare organizations, foundations, endowments, defined benefit plans, defined contribution plans, and high-net worth individuals. As of December 31, 2015, we serve as investment consultant on approximately $17.2 billion in assets. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 67 | Highland Consulting Associates, Inc. | Richard | Veres | CFA, CEBS | (440) 808-1500 | info@highlandusa.net | info@highlandusa.net | 159 Crocker Park Blvd. Suite 350 | Cleveland | OH | 44.145 | United States of America | North America | https://www.linkedin.com/in/richard-veres-32a09713/ | $5 billion | http://www.highlandusa.net/ | Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of “investor advocacy.” As our clients’ Investor Advocates®, we work to improve our clients’ prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that “our only alliance is with our clients.” | Institutional Consultants |
| 9.0 | 20/08/2020 | Highland Consulting Associates, Inc. | Marc | Williams | CFA | (440) 808-1500 | mwilliams@highlandusa.net | info@highlandusa.net | 159 Crocker Park Blvd. Suite 350 | Cleveland | OH | 44.145 | United States of America | North America | https://www.linkedin.com/in/marc-williams-cfa-201b5b15/ | $5 billion | http://www.highlandusa.net/ | Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of “investor advocacy.” As our clients’ Investor Advocates®, we work to improve our clients’ prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that “our only alliance is with our clients.” | Institutional Consultants | |
| 9.0 | 20/08/2020 | Highland Consulting Associates, Inc. | Kelly | O’Hara | CEBS | (440) 808-1500 | kohara@highlandusa.net | info@highlandusa.net | 159 Crocker Park Blvd. Suite 350 | Cleveland | OH | 44.145 | United States of America | North America | https://www.linkedin.com/in/kelly-o-hara-a603a226/ | $5 billion | http://www.highlandusa.net/ | Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of “investor advocacy.” As our clients’ Investor Advocates®, we work to improve our clients’ prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that “our only alliance is with our clients.” | Institutional Consultants | |
| 9.0 | 20/08/2020 | Highland Consulting Associates, Inc. | Kevin | Mahon | CPA | (440) 808-1500 | ctrzcinski@highlandusa.net | info@highlandusa.net | 159 Crocker Park Blvd. Suite 350 | Cleveland | OH | 44.145 | United States of America | North America | https://www.linkedin.com/in/kevin-mahon-86114329/ | $5 billion | http://www.highlandusa.net/ | Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of “investor advocacy.” As our clients’ Investor Advocates®, we work to improve our clients’ prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that “our only alliance is with our clients.” | Institutional Consultants | |
| 9.0 | 20/08/2020 | 68 | Hyas Group | Jayson | Davidson | CFA/Partner/Managing Director | (971) 634-1501 | jdavidson@hyasgroup.com | N/A | 108 NW 9th Avenue Suite 203 | Portland | OR | 97.209 | United States of America | North America | https://www.linkedin.com/in/jayson-davidson-b1078212/ | $19.4 million | http://hyasgroup.com/ | The Hyas Group is an independent investment consulting firm that provides a broad range of investment consulting services to retirement plan boards, trustees and other institutional fiduciaries. The firm offers a wealth of consulting experience to defined contribution retirement plans, defined benefit plans as well as foundations/endowments. Fiduciaries of all types have all sought the analytical skills and fiduciary support services offered by the firm and its senior partners. The Hyas Group is structured as an Oregon Limited Liability Corporation (LLC) and is 100% employee owned. | Instititutional Consultants |
| 9.0 | 20/08/2020 | Hyas Group | Scott | Faris JD | CFA/Senior Consultant | (971) 634-1507 | sfaris@hyasgroup.com | N/A | 108 NW 9th Avenue Suite 203 | Portland | OR | 97.209 | United States of America | North America | https://www.linkedin.com/in/scottafaris/ | $19.4 million | http://hyasgroup.com/ | The Hyas Group is an independent investment consulting firm that provides a broad range of investment consulting services to retirement plan boards, trustees and other institutional fiduciaries. The firm offers a wealth of consulting experience to defined contribution retirement plans, defined benefit plans as well as foundations/endowments. Fiduciaries of all types have all sought the analytical skills and fiduciary support services offered by the firm and its senior partners. The Hyas Group is structured as an Oregon Limited Liability Corporation (LLC) and is 100% employee owned. | Instititutional Consultants | |
| 9.0 | 20/08/2020 | Hyas Group | Vincent | Galindo | Senior Consultant | (971) 634-1500 | vgalindo@hyasgroup.com | N/A | 108 NW 9th Avenue Suite 203 | Portland | OR | 97.209 | United States of America | North America | https://www.linkedin.com/in/paul-vincent-galindo-84441b12/ | $19.4 million | http://hyasgroup.com/ | The Hyas Group is an independent investment consulting firm that provides a broad range of investment consulting services to retirement plan boards, trustees and other institutional fiduciaries. The firm offers a wealth of consulting experience to defined contribution retirement plans, defined benefit plans as well as foundations/endowments. Fiduciaries of all types have all sought the analytical skills and fiduciary support services offered by the firm and its senior partners. The Hyas Group is structured as an Oregon Limited Liability Corporation (LLC) and is 100% employee owned. | Instititutional Consultants | |
| 9.0 | 20/08/2020 | Hyas Group | Brian | Loescher | CFA/Managing Partner | (971) 634-1500 | bloescher@hyasgroup.com | N/A | 108 NW 9th Avenue Suite 203 | Portland | OR | 97.209 | United States of America | North America | N/A | $19.4 million | http://hyasgroup.com/ | The Hyas Group is an independent investment consulting firm that provides a broad range of investment consulting services to retirement plan boards, trustees and other institutional fiduciaries. The firm offers a wealth of consulting experience to defined contribution retirement plans, defined benefit plans as well as foundations/endowments. Fiduciaries of all types have all sought the analytical skills and fiduciary support services offered by the firm and its senior partners. The Hyas Group is structured as an Oregon Limited Liability Corporation (LLC) and is 100% employee owned. | Instititutional Consultants | |
| 9.0 | 20/08/2020 | Hyas Group | Dale | Parker | Partner/Managing Director | (971) 634-1502 | dparker@hyasgroup.com | N/A | 108 NW 9th Avenue Suite 203 | Portland | OR | 97.209 | United States of America | North America | https://www.linkedin.com/in/dale-parker-7a3b20a6/ | $19.4 million | http://hyasgroup.com/ | The Hyas Group is an independent investment consulting firm that provides a broad range of investment consulting services to retirement plan boards, trustees and other institutional fiduciaries. The firm offers a wealth of consulting experience to defined contribution retirement plans, defined benefit plans as well as foundations/endowments. Fiduciaries of all types have all sought the analytical skills and fiduciary support services offered by the firm and its senior partners. The Hyas Group is structured as an Oregon Limited Liability Corporation (LLC) and is 100% employee owned. | Instititutional Consultants | |
| 9.0 | 20/08/2020 | 69 | Hymans Robertson LLP | Susan | Waites | Partner | 44 207 082-6000 | susan.waites@hymans.co.uk | marketing@hymans.co.uk | One London Wall | London | EC2Y | 5 | United Kingdom | Europe | https://www.linkedin.com/in/susanwaites/ | £300 million | http://www.hymans.co.uk/ | Instititutional Consultants | |
| 9.0 | 20/08/2020 | Hymans Robertson LLP | John | Wright | Partner/Head of Public Sector | 44 207 082-6000 | john.wright@hymans.co.uk | marketing@hymans.co.uk | One London Wall | London | EC2Y | 5 | United Kingdom | Europe | https://www.linkedin.com/in/john-wright-650b80a3/ | £300 million | http://www.hymans.co.uk/ | Instititutional Consultants | ||
| 9.0 | 20/08/2020 | Hymans Robertson LLP | Ronnie | Bowie | Senior Partner | 44 207 082-6000 | ronnie.bowie@hymans.co.uk | marketing@hymans.co.uk | One London Wall | London | EC2Y | 5 | United Kingdom | Europe | https://www.linkedin.com/in/ronnie-bowie-84409a5a/ | £300 million | http://www.hymans.co.uk/ | Instititutional Consultants | ||
| 9.0 | 20/08/2020 | 70 | Institutional Investment Consulting Inc. (IIC) | Michael | Kozemchak | Managing Director | (248) 339-9808 | mkozemchak@iic-usa.com | inquiries@iic-usa.com | 7 West Square Lake Road | Bloomfield Hills | MI | 48.302 | United States of America | North America | https://www.linkedin.com/in/michael-kozemchak-3559347/ | http://www.iic-usa.com/ | Institutional Investment Consulting Inc. (IIC) is a national, objective, single-source provider of institutional investment consulting services. We possess the ability to assist small, mid size, and large companies with every aspect of institutional investing, from strategy and structure, to ongoing investment management, as well as a wide range of special projects. It is our team’s goal to serve your organization, in many respects, like an extension of its finance and benefits departments. While acting as the company’s advocate, we will assist your committee in proactively managing the multi-faceted plan-related responsibilities and the service providers. The knowledge and experience of our team provides a valuable timesaving resource that assists in developing and maintaining a solid strategy for your organization’s retirement plans. | Instititutional Consultants | |
| 9.0 | 20/08/2020 | Institutional Investment Consulting Inc. (IIC) | Gregory | Cimmino | Managing Director | (203) 907-3532 | gcimmino@iic-usa.com | inquiries@iic-usa.com | 7 West Square Lake Road | Bloomfield Hills | MI | 48.302 | United States of America | North America | https://www.linkedin.com/in/gregory-cimmino-1a34995/ | http://www.iic-usa.com/ | Institutional Investment Consulting Inc. (IIC) is a national, objective, single-source provider of institutional investment consulting services. We possess the ability to assist small, mid size, and large companies with every aspect of institutional investing, from strategy and structure, to ongoing investment management, as well as a wide range of special projects. It is our team’s goal to serve your organization, in many respects, like an extension of its finance and benefits departments. While acting as the company’s advocate, we will assist your committee in proactively managing the multi-faceted plan-related responsibilities and the service providers. The knowledge and experience of our team provides a valuable timesaving resource that assists in developing and maintaining a solid strategy for your organization’s retirement plans. | Instititutional Consultants | ||
| 9.0 | 20/08/2020 | Institutional Investment Consulting Inc. (IIC) | Tony | Ciocca | Managing Director | (203) 907-3532 | tciocca@iic-usa.com | inquiries@iic-usa.com | 7 West Square Lake Road | Bloomfield Hills | MI | 48.302 | United States of America | North America | https://www.linkedin.com/in/tony-ciocca-3850a75/ | http://www.iic-usa.com/ | Institutional Investment Consulting Inc. (IIC) is a national, objective, single-source provider of institutional investment consulting services. We possess the ability to assist small, mid size, and large companies with every aspect of institutional investing, from strategy and structure, to ongoing investment management, as well as a wide range of special projects. It is our team’s goal to serve your organization, in many respects, like an extension of its finance and benefits departments. While acting as the company’s advocate, we will assist your committee in proactively managing the multi-faceted plan-related responsibilities and the service providers. The knowledge and experience of our team provides a valuable timesaving resource that assists in developing and maintaining a solid strategy for your organization’s retirement plans. | Instititutional Consultants | ||
| 9.0 | 20/08/2020 | Institutional Investment Consulting Inc. (IIC) | Paul | Stephens | Managing Director | (248) 339-9806 | pstephens@iic-usa.com | inquiries@iic-usa.com | 7 West Square Lake Road | Bloomfield Hills | MI | 48.302 | United States of America | North America | N/A | http://www.iic-usa.com/ | Institutional Investment Consulting Inc. (IIC) is a national, objective, single-source provider of institutional investment consulting services. We possess the ability to assist small, mid size, and large companies with every aspect of institutional investing, from strategy and structure, to ongoing investment management, as well as a wide range of special projects. It is our team’s goal to serve your organization, in many respects, like an extension of its finance and benefits departments. While acting as the company’s advocate, we will assist your committee in proactively managing the multi-faceted plan-related responsibilities and the service providers. The knowledge and experience of our team provides a valuable timesaving resource that assists in developing and maintaining a solid strategy for your organization’s retirement plans. | Instititutional Consultants | ||
| 9.0 | 20/08/2020 | Institutional Investment Consulting Inc. (IIC) | Eric | Kelly | Associate Director | (248) 339-9808 | ekelly@iic-usa.com | inquiries@iic-usa.com | 7 West Square Lake Road | Bloomfield Hills | MI | 48.302 | United States of America | North America | https://www.linkedin.com/in/eric-kelly-288bb11a/ | http://www.iic-usa.com/ | Institutional Investment Consulting Inc. (IIC) is a national, objective, single-source provider of institutional investment consulting services. We possess the ability to assist small, mid size, and large companies with every aspect of institutional investing, from strategy and structure, to ongoing investment management, as well as a wide range of special projects. It is our team’s goal to serve your organization, in many respects, like an extension of its finance and benefits departments. While acting as the company’s advocate, we will assist your committee in proactively managing the multi-faceted plan-related responsibilities and the service providers. The knowledge and experience of our team provides a valuable timesaving resource that assists in developing and maintaining a solid strategy for your organization’s retirement plans. | Instititutional Consultants | ||
| 9.0 | 20/08/2020 | 71 | Investment Consulting Group | Donald | Stanforth | President of Investment Consulting Group | (563) 322-2322 | don@icginc.co | info@investmentconsultinggroupinc.com | 5117 Jersey Ridge Road, Suite 1 | Davenport | IA | 52.807 | United States of America | North America | https://www.linkedin.com/in/don-stanforth-76104713/ | $405 billion | http://www.investmentconsultinggroupinc.com/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | Investment Consulting Group | Ross | Stanforth | Vice President | (563) 322-2322 | ross@icginc.co | info@investmentconsultinggroupinc.com | 5117 Jersey Ridge Road, Suite 1 | Davenport | IA | 52.807 | United States of America | North America | https://www.linkedin.com/in/ross-stanforth-1a35697/ | $405 billion | http://www.investmentconsultinggroupinc.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 72 | JANA Investment Advisers | Duncan | Smith | Head of Consulting | 61 292 214 066 | duncan.smith@jana.com.au | info@jana.com.au | 6/255 George Street | Sydney | NSW | 2.000 | Australia | Australia / Oceania | N/A | http://www.jana.com.au/ | JANA Investment Advisers Pty Ltd (JANA) is a leading investment consulting firm, with offices in Melbourne and Sydney. Our core business is providing traditional and implemented consulting advice to institutional clients, including corporate, industry and public sector superannuation clients as well as charities, foundations and endowment clients. As at 30 April 2016, we advised over 100 clients with assets of $330bn. This includes $30bn on JANA’s investment platform. JANA was established in September 1987 as John A Nolan and Associates Pty Ltd, one of the pioneers of investment consulting in the Australian market. In December 2000, JANA became a fully-owned subsidiary of the National Australia Bank (‘nab’). In February 2012, MLC Implemented Consulting (MLC IC) and JANA Implemented Consulting (JANA IC) combined to establish a ‘best of breed‘ institutional consulting business. It became the largest implemented consulting business in Australia, with combined clients under advice at the time of some $25 billion. The joint implemented consulting team was consolidated under the JANA brand. | Instititutional Consultants | |
| 9.0 | 20/08/2020 | 73 | Johnson Sterling, Inc. | Samuel | Johnson | President & CEO | (205) 871-9940 | sjohnson@johnsonsterling.com | js@johnsonsterling.com | 820 Shades Creek Parkway, Suite 3200 | Birmingham | AL | 35.209 | United States of America | North America | https://www.linkedin.com/in/sam-johnson-b861031b/ | $2.4 trillion | https://www.johnsonsterling.com/ | Sterling, Inc. advises on invested assets totaling approximately $1.6 billion (as of December, 2015). | Institutional Consultants |
| 9.0 | 20/08/2020 | Johnson Sterling, Inc. | Bill | Cantus | Principal | (205) 871-9940 | bcantus@johnsonsterling.com | js@johnsonsterling.com | 820 Shades Creek Parkway, Suite 3200 | Birmingham | AL | 35.209 | United States of America | North America | https://www.linkedin.com/in/billcantus/ | $2.4 trillion | https://www.johnsonsterling.com/ | Sterling, Inc. advises on invested assets totaling approximately $1.6 billion (as of December, 2015). | Institutional Consultants | |
| 9.0 | 20/08/2020 | Johnson Sterling, Inc. | Elizabeth | Lee Rutherford | President & Chief Compliance Officer | (205) 871-9940 | lrutherford@johnsonsterling.com | js@johnsonsterling.com | 820 Shades Creek Parkway, Suite 3200 | Birmingham | AL | 35.209 | United States of America | North America | https://www.linkedin.com/in/liz-rutherford-92b7787/ | $2.4 trillion | https://www.johnsonsterling.com/ | Sterling, Inc. advises on invested assets totaling approximately $1.6 billion (as of December, 2015). | Institutional Consultants | |
| 9.0 | 20/08/2020 | 74 | Johnston Investment Counsel, Ltd. | Gregory | Johnston | President | (309) 674-3330 | gjohnston@jicinvest.com | jic@jicinvest.com | 2714 N. Knoxville | Peoria | IL | 61.604 | United States of America | North America | https://www.linkedin.com/in/gregoryajohnston/ | $33.3 million | http://www.jicinvest.com/ | Johnson Investment Counsel has steadily grown to become Ohio’s largest independent wealth management firm, currently serving clients in 45 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Institutional Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success. | Institutional Consultants |
| 9.0 | 20/08/2020 | 75 | Kennedy Capital Management, Inc. | Richard | Sinise | Chief Portfolio Manager, Director of Research | (314) 432-0400 | dsinise@kennedycapital.com | N/A | 10829 Olive Boulevard. | St. Louis | MO | 63.141 | United States of America | North America | https://www.linkedin.com/in/richard-sinise-39749b85/ | $2.4 billion | http://www.kennedycapital.com/ | Kennedy Capital Management is an investment adviser that has grown steadily, since our firm’s inception in 1980. As of 12/31/2015, we managed approximately $5.18 billion in total firm assets (discretionary and non-discretionary model assets) for institutional and high-net-worth clients. | Institutional Consultants |
| 9.0 | 20/08/2020 | Kennedy Capital Management, Inc. | Chuck | Bryant | Managing Director of Sales and Marketing | (314) 432-0400 | cbryant@kennedycapital.com | N/A | 10829 Olive Boulevard. | St. Louis | MO | 63.141 | United States of America | North America | https://www.linkedin.com/in/chuck-bryant-0419a940/ | $2.4 billion | http://www.kennedycapital.com/ | Kennedy Capital Management is an investment adviser that has grown steadily, since our firm’s inception in 1980. As of 12/31/2015, we managed approximately $5.18 billion in total firm assets (discretionary and non-discretionary model assets) for institutional and high-net-worth clients. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Kennedy Capital Management, Inc. | Frank | Latuda Jr. | Chief Investment Officer, Portfolio Manager, Director | (314) 432-0400 | flatuda@kennedycapital.com | N/A | 10829 Olive Boulevard. | St. Louis | MO | 63.141 | United States of America | North America | https://www.linkedin.com/in/frank-latuda-jr-cfa-6875b15/ | $2.4 billion | http://www.kennedycapital.com/ | Kennedy Capital Management is an investment adviser that has grown steadily, since our firm’s inception in 1980. As of 12/31/2015, we managed approximately $5.18 billion in total firm assets (discretionary and non-discretionary model assets) for institutional and high-net-worth clients. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 76 | LCG Associates | David | Emerson | Senior Vice President & Principal | (770) 644-0100 | demerson@lcgassociates.com | info@lcgassociates.com | 400 Galleria Parkway, Suite 1800 | Atlanta | GA | 30.339 | United States of America | North America | https://www.linkedin.com/in/david-emerson-cfa-caia-12a78020/ | $1.6 billion | http://www.lcgassociates.com/ | Founded in 1973, LCG Associates, Inc. (LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia. As an independent and employee-owned firm, we provide objective advice to a select number of clients. Our clients are nationally recognized corporations, foundations, endowments, non-profits, and other institutions as well as private investors. We are committed to providing unbiased, innovative, and strategic solutions for each client. We are 100% employee-owned and derive all of our revenue from consulting services. LCG does not receive “finder’s fees,” commissions, soft dollars, or rebates from any investment management firm. We do not sell performance data to managers nor do we charge them to have their information in our proprietary database. Because 100% of LCG’s revenues are from institutional and private investors, we provide objective and independent recommendations. | Institutional Consultants |
| 9.0 | 20/08/2020 | LCG Associates | Kathleen | Taylor | Senior Vice President & Principal | (770) 644-0100 | ktaylor@lcgassociates.com | info@lcgassociates.com | 400 Galleria Parkway, Suite 1800 | Atlanta | GA | 30.339 | United States of America | North America | https://www.linkedin.com/in/kathleen-taylor-cfa-63499a1a/ | $1.6 billion | http://www.lcgassociates.com/ | Founded in 1973, LCG Associates, Inc. (LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia. As an independent and employee-owned firm, we provide objective advice to a select number of clients. Our clients are nationally recognized corporations, foundations, endowments, non-profits, and other institutions as well as private investors. We are committed to providing unbiased, innovative, and strategic solutions for each client. We are 100% employee-owned and derive all of our revenue from consulting services. LCG does not receive “finder’s fees,” commissions, soft dollars, or rebates from any investment management firm. We do not sell performance data to managers nor do we charge them to have their information in our proprietary database. Because 100% of LCG’s revenues are from institutional and private investors, we provide objective and independent recommendations. | Institutional Consultants | |
| 9.0 | 20/08/2020 | LCG Associates | Catharine | Burkett | Vice President & Director of Private Investments Atlanta | (770) 644-0100 | cburkett@lcgassociates.com | info@lcgassociates.com | 400 Galleria Parkway, Suite 1800 | Atlanta | GA | 30.339 | United States of America | North America | https://www.linkedin.com/in/catharine-burkett-ab74b457/ | $1.6 billion | http://www.lcgassociates.com/ | Founded in 1973, LCG Associates, Inc. (LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia. As an independent and employee-owned firm, we provide objective advice to a select number of clients. Our clients are nationally recognized corporations, foundations, endowments, non-profits, and other institutions as well as private investors. We are committed to providing unbiased, innovative, and strategic solutions for each client. We are 100% employee-owned and derive all of our revenue from consulting services. LCG does not receive “finder’s fees,” commissions, soft dollars, or rebates from any investment management firm. We do not sell performance data to managers nor do we charge them to have their information in our proprietary database. Because 100% of LCG’s revenues are from institutional and private investors, we provide objective and independent recommendations. | Institutional Consultants | |
| 9.0 | 20/08/2020 | LCG Associates | Britt | Bentley | Senior Vice President & Principal | (770) 644-0100 | bbentley@lcgassociates.com | info@lcgassociates.com | 400 Galleria Parkway, Suite 1800 | Atlanta | GA | 30.339 | United States of America | North America | N/A | $1.6 billion | http://www.lcgassociates.com/ | Founded in 1973, LCG Associates, Inc. (LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia. As an independent and employee-owned firm, we provide objective advice to a select number of clients. Our clients are nationally recognized corporations, foundations, endowments, non-profits, and other institutions as well as private investors. We are committed to providing unbiased, innovative, and strategic solutions for each client. We are 100% employee-owned and derive all of our revenue from consulting services. LCG does not receive “finder’s fees,” commissions, soft dollars, or rebates from any investment management firm. We do not sell performance data to managers nor do we charge them to have their information in our proprietary database. Because 100% of LCG’s revenues are from institutional and private investors, we provide objective and independent recommendations. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 77 | LYNX Investment Advisory, Inc. | Lara | Hines | Managing Director & Chief Operating Officer | (202) 833-3700 | lhines@lynxinvestment.com | contact@lynxinvestment.com | 1100 Connecticut Avenue, NW Suite 300 | Washington | DC | 20.036 | United States of America | North America | https://www.linkedin.com/in/larahines/ | $1.2 billion | http://www.lynxinvestment.com/ | Founded in 1992, Lynx Investment Advisory is an independent investment consulting firm specializing in asset allocation, risk management and customized portfolio design. Lynx has $1.2 billion under advisement on behalf of both non-profit and for-profit institutions and affluent individuals worldwide. In addition to our consulting services, Lynx manages a fund of funds. Lynx’s clients are served by a team of 11 highly trained professionals, many holding advanced degrees and/or CFA designations. | Institutional Consultants |
| 9.0 | 20/08/2020 | LYNX Investment Advisory, Inc. | Heather | Errigo | CFA Managing Director – Consulting | (202) 833-3700 | herrigo@lepercqlynx.com | contact@lynxinvestment.com | 1100 Connecticut Avenue, NW Suite 300 | Washington | DC | 20.036 | United States of America | North America | https://www.linkedin.com/in/heathererrigo/ | $1.2 billion | http://www.lynxinvestment.com/ | Founded in 1992, Lynx Investment Advisory is an independent investment consulting firm specializing in asset allocation, risk management and customized portfolio design. Lynx has $1.2 billion under advisement on behalf of both non-profit and for-profit institutions and affluent individuals worldwide. In addition to our consulting services, Lynx manages a fund of funds. Lynx’s clients are served by a team of 11 highly trained professionals, many holding advanced degrees and/or CFA designations. | Institutional Consultants | |
| 9.0 | 20/08/2020 | LYNX Investment Advisory, Inc. | Peter | Tanous | Chairman | (202) 833-3700 | ptanous@lynxinvestment.com | contact@lynxinvestment.com | 1100 Connecticut Avenue, NW Suite 300 | Washington | DC | 20.036 | United States of America | North America | https://www.linkedin.com/in/petertanous/ | $1.2 billion | http://www.lynxinvestment.com/ | Founded in 1992, Lynx Investment Advisory is an independent investment consulting firm specializing in asset allocation, risk management and customized portfolio design. Lynx has $1.2 billion under advisement on behalf of both non-profit and for-profit institutions and affluent individuals worldwide. In addition to our consulting services, Lynx manages a fund of funds. Lynx’s clients are served by a team of 11 highly trained professionals, many holding advanced degrees and/or CFA designations. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 78 | Malaczynski Burn Ltd | Nick | Malaczynski | Chief Executive Officer | 44 114 299-7402 | nick.malaczynski@mb-risk.com | info@mb-risk.com | The Loose Box Hathersage Hall Business Centre Main Road | Hathersage | S32 | 1 | United Kingdom | Europe | https://www.linkedin.com/in/nicholas-malaczynski-39112133/ | http://www.mb-risk.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | Malaczynski Burn Ltd | Linda | Cottrell | Trustee, Pension fund/principal, Provident Fund | 44 114 299-7402 | linda.cottrell@mb-risk.com | info@mb-risk.com | 64 Clarendon Rd Watford | Hertfordshire | WD17 | 1 | United Kingdom | Europe | N/A | http://www.mb-risk.com/ | Institutional Consultants | |||
| 9.0 | 20/08/2020 | 79 | Mangham Associates, Inc. | Joel | Mangham | Founding Partner, Chief Investment Officer | (434) 973-2223 | joel@manghamassociates.com | info@manghamassociates.com | 630 Peter Jefferson Parkway, Suite 250 | Charlottesville | VA | 22.911 | United States of America | North America | https://www.linkedin.com/in/joel-mangham-67595319/ | $500 million | http://www.manghamassociates.com/ | Mangham Associates is a full-service outsourced investment officer that focuses on the investment management needs of endowments, foundations and select family offices. As a shared investment office, we provide small and mid-sized non-profit organizations with the investment expertise and structural advantages of a larger investment office. We strive to deliver investment performance to our clients that equals or surpasses the performance of the largest and best-managed university endowments. | Institutional Consultants |
| 9.0 | 20/08/2020 | 80 | Marquette Associates, Inc. | Brian | Wrubel | Chief Executive Officer and President, Managing Director | (312) 527-5500 | bwrubel@marquetteassociates.com | N/A | 180 North LaSalle Street, Suite 3500 | Chicago | IL | 60.601 | United States of America | North America | https://www.linkedin.com/in/brian-wrubel-459b2359/ | $1.5 billion | http://www.marquetteassociates.com/ | Marquette Associates is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused three-point approach and careful research. Marquette has served a single mission since 1986 – enable institutions to be more effective investment stewards. Marquette places client fiduciary duties first through complete independence and 100% employee ownership. The firm currently serves more than 270 clients with over $120 billion in assets – from public funds, unions and corporations to endowments, foundations and other non-profits. | Institutional Consultants |
| 9.0 | 20/08/2020 | Marquette Associates, Inc. | Nichole | Roman-Bhatty | Managing Partner | (312) 527-5500 | nroman@marquetteassociates.com | N/A | 180 North LaSalle Street, Suite 3500 | Chicago | IL | 60.601 | United States of America | North America | https://www.linkedin.com/in/nichole-roman-bhatty-cima-7053527/ | $1.5 billion | http://www.marquetteassociates.com/ | Marquette Associates is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused three-point approach and careful research. Marquette has served a single mission since 1986 – enable institutions to be more effective investment stewards. Marquette places client fiduciary duties first through complete independence and 100% employee ownership. The firm currently serves more than 270 clients with over $120 billion in assets – from public funds, unions and corporations to endowments, foundations and other non-profits. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Marquette Associates, Inc. | Tim | Burdick | Managing Director | (312) 527-5500 | tburdick@marquetteassociates.com | N/A | 180 North LaSalle Street, Suite 3500 | Chicago | IL | 60.601 | United States of America | North America | https://www.linkedin.com/in/tim-burdick-cfa-b9b5647/ | $1.5 billion | http://www.marquetteassociates.com/ | Marquette Associates is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused three-point approach and careful research. Marquette has served a single mission since 1986 – enable institutions to be more effective investment stewards. Marquette places client fiduciary duties first through complete independence and 100% employee ownership. The firm currently serves more than 270 clients with over $120 billion in assets – from public funds, unions and corporations to endowments, foundations and other non-profits. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Marquette Associates, Inc. | Tim | Fallon | Director of Client Relations & Managing Director | (312) 527-5500 | tfallon@marquetteassociates.com | N/A | 180 North LaSalle Street, Suite 3500 | Chicago | IL | 60.601 | United States of America | North America | https://www.linkedin.com/in/tim-fallon-7b24245b/ | $1.5 billion | http://www.marquetteassociates.com/ | Marquette Associates is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused three-point approach and careful research. Marquette has served a single mission since 1986 – enable institutions to be more effective investment stewards. Marquette places client fiduciary duties first through complete independence and 100% employee ownership. The firm currently serves more than 270 clients with over $120 billion in assets – from public funds, unions and corporations to endowments, foundations and other non-profits. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 81 | Meketa Investment Group | James | Meketa | Managing Principal / Chairman | (781) 471-3500 | jmeketa@meketagroup.com | marketing@meketagroup.com | 100 Lowder Brook Drive, Suite 1100 | Westwood | MA | 2.090 | United States of America | North America | N/A | $250 billion | http://www.meketagroup.com/ | Meketa Investment Group is a full-service investment consulting and advisory firm, serving our clients as independent fiduciaries since 1978. We have a staff of over 100 located in our offices in Boston, Miami, San Diego, Portland (OR) and London, representing over $700 billion in aggregate assets. | Institutional Consultants |
| 9.0 | 20/08/2020 | Meketa Investment Group | Alan | Spatrick | Managing Principal | (781) 471-3500 | aspatrick@meketagroup.com | marketing@meketagroup.com | 100 Lowder Brook Drive, Suite 1100 | Westwood | MA | 2.090 | United States of America | North America | https://www.linkedin.com/in/alanspatrick/ | $250 billion | http://www.meketagroup.com/ | Meketa Investment Group is a full-service investment consulting and advisory firm, serving our clients as independent fiduciaries since 1978. We have a staff of over 100 located in our offices in Boston, Miami, San Diego, Portland (OR) and London, representing over $700 billion in aggregate assets. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Meketa Investment Group | Peter | Woolley | Managing Principal / Co-CEO | (781) 471-3500 | pwoolley@meketagroup.com | marketing@meketagroup.com | 100 Lowder Brook Drive, Suite 1100 | Westwood | MA | 2.090 | United States of America | North America | https://www.linkedin.com/in/peter-woolley-50561612b/ | $250 billion | http://www.meketagroup.com/ | Meketa Investment Group is a full-service investment consulting and advisory firm, serving our clients as independent fiduciaries since 1978. We have a staff of over 100 located in our offices in Boston, Miami, San Diego, Portland (OR) and London, representing over $700 billion in aggregate assets. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Meketa Investment Group | John | Haggerty | Managing Principal/Director of Private Markets | (781) 471-3500 | jhaggerty@meketagroup.com | marketing@meketagroup.com | 100 Lowder Brook Drive, Suite 1100 | Westwood | MA | 2.090 | United States of America | North America | https://www.linkedin.com/in/jahaggerty1/ | $250 billion | http://www.meketagroup.com/ | Meketa Investment Group is a full-service investment consulting and advisory firm, serving our clients as independent fiduciaries since 1978. We have a staff of over 100 located in our offices in Boston, Miami, San Diego, Portland (OR) and London, representing over $700 billion in aggregate assets. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 82 | Moneta Investment Consulting, Inc. | Carolyn | Cosgriff | President/Chief Compliance Officer | (214)363-0025 | carolyn@monetaic.com | N/A | 5956 Sherry Lane # 1000 | Dallas | TX | 75.001 | United States of America | North America | https://www.linkedin.com/in/carolyn-cosgriff-cfa-05aa08/ | $3 million | http://www.monetaic.com | Institutional Consultants | |
| 9.0 | 20/08/2020 | 83 | Morrison Fiduciary Advisors, Inc | Frank | Burnette | Principal & Senior Consultant | (412) 996-6052 | frb@morrisonadvisors.com | N/A | 1405 McFarland Road | Pittsburgh | PA | 15.216 | United States of America | North America | https://www.linkedin.com/in/frank-burnette-810b997/ | http://www.morrisonadvisors.com/ | Morrison Fiduciary Advisors is a Pittsburgh, PA – based independent investment consulting firm serving institutional clients with assets ranging from $20Million to $1Billion. Morrison serves as a “Chief Investment Officer” and accepts responsibility for guiding the client’s overall investment process. Morrison does not manage money and has no affiliations with investment managers or broker/dealers. This independence ensures that Morrison’s counsel is objective and in the client’s best interests. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Morrison Fiduciary Advisors, Inc | Robert | Bulas | SVP/Senior Consulting Analyst | (412) 491-3529 | rjb@morrisonadvisors.com | N/A | 1405 McFarland Road | Pittsburgh | PA | 15.216 | United States of America | North America | https://www.linkedin.com/in/robert-bulas-0602347/ | http://www.morrisonadvisors.com/ | Morrison Fiduciary Advisors is a Pittsburgh, PA – based independent investment consulting firm serving institutional clients with assets ranging from $20Million to $1Billion. Morrison serves as a “Chief Investment Officer” and accepts responsibility for guiding the client’s overall investment process. Morrison does not manage money and has no affiliations with investment managers or broker/dealers. This independence ensures that Morrison’s counsel is objective and in the client’s best interests. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | Morrison Fiduciary Advisors, Inc | Jamie | Gugliuzza | Administrative Officer | (412) 344-6061 | jrg@morrisonadvisors.com | N/A | 1405 McFarland Road | Pittsburgh | PA | 15.216 | United States of America | North America | https://www.linkedin.com/company/morrison-fiduciary-advisors-inc./ | http://www.morrisonadvisors.com/ | Morrison Fiduciary Advisors is a Pittsburgh, PA – based independent investment consulting firm serving institutional clients with assets ranging from $20Million to $1Billion. Morrison serves as a “Chief Investment Officer” and accepts responsibility for guiding the client’s overall investment process. Morrison does not manage money and has no affiliations with investment managers or broker/dealers. This independence ensures that Morrison’s counsel is objective and in the client’s best interests. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 84 | Neosho Advisors LLC | Michael | Fisher | CPA & CIMA | (913) 649-8406 | mike@neoshoadvisors.com | N/A | 5200 W 94th Terrace Suite 200 | Shawnee Mission | KS | 66.207 | United States of America | North America | N/A | http://neoshoadvisors.com/ | Neosho Capital is a privately-held investment advisor specializing in international equity management using long-only, concentrated positions. Founded in 2004, Neosho Capital believes that purchasing soundly-capitalized, consistent free cash flow producing enterprises purchased at significant discounts to their fair value and held for 2 or more years can produce satisfactory returns at moderate amounts of risk. Neosho Capital believes that most sophisticated and/or institutional investors are over-diversified in the actively managed portion of their investment portfolios and that such individuals and institutions are paying active management fees for passive-level returns. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 85 | New Legacy Financial | Jason | Burkholder | CFA/CFP/AIF/President | (330) 669-2080 | jburkholder@newlegacyfinancial.com | N/A | 133 S Milton St, Unit C | Smithville | OH | 4.467 | United States of America | North America | https://www.linkedin.com/in/jason-burkholder-cfa-cfp-8519a77/ | $5 million | http://www.newlegacyfinancial.com/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | 86 | Newport Capital Advisers, Inc | Andrew | Parrillo | Managing Principal & Chief Executive Officer | (617) 471-0282 | adp@newportcapadv.com | contact@newportcapadv.com | 500 Victory Road | North Quincy | MA | 2.171 | United States of America | North America | https://www.linkedin.com/in/andrew-parrillo-55287241/ | $48 billion | http://www.newportcapadv.com/ | Newport Capital Advisers allocates assets to selected investment strategies that we believe, collectively have the highest likelihood of achieving the client’s investment objective. | Institutional Consultants |
| 9.0 | 20/08/2020 | 87 | Oak City Consulting, LLC | Ross | Roggensack | Institutional Consultant | (919) 844-6450 | ross@oakcityconsulting.com | N/A | 1768 Heritage Center Drive, Suite 204 | Wake Forest | NC | 27.587 | United States of America | North America | https://www.linkedin.com/in/ross-roggensack-cima-a9740262/ | $330 million | https://www.oakcityconsulting.com/ | Our purpose is to provide institutional investment consulting to Christian foundations, endowments, and families by submitting to proper stewardship, practicing humility, and being good servants to our clients. Oak City Consulting synchronizes best in class services to create true institutional quality in the delivery of asset allocation, manager selection, custody services, performance reporting, due diligence, investment policy review, and financial planning. | Institutional Consultants |
| 9.0 | 20/08/2020 | Oak City Consulting, LLC | Daniel | Ward | Institutional Consultant | (919) 844-6450 | daniel@oakcityconsulting.com | N/A | 1768 Heritage Center Drive, Suite 204 | Wake Forest | NC | 27.587 | United States of America | North America | https://www.linkedin.com/in/daniel-ward-12b4843/ | $330 million | https://www.oakcityconsulting.com/ | Our purpose is to provide institutional investment consulting to Christian foundations, endowments, and families by submitting to proper stewardship, practicing humility, and being good servants to our clients. Oak City Consulting synchronizes best in class services to create true institutional quality in the delivery of asset allocation, manager selection, custody services, performance reporting, due diligence, investment policy review, and financial planning. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 88 | Oxford Group, LTD | Jeffrey | Thomasson | CEO & Managing Director | Direct: (317) 805-5000, Mobile: (317) 695-9100 | jthomasson@ofgltd.com | cparker@ofgltd.com, kplonisch@ofgltd.com | 11711 North Meridian Street Suite 600 | Carmel | IN | 46.032 | United States of America | North America | https://www.linkedin.com/in/jeffrey-thomasson-86679914a/ | $12 billion | http://www.ofgltd.com/ | The Oxford Group is a global organization, providing management and leadership training, executive coaching and consulting services to the world’s leading companies. | Institutional Consultants |
| 9.0 | 20/08/2020 | Oxford Group, LTD | Timothy | Dean | Chief Operating Officer & Chief Financial Officer | (317) 843-5678 | tdean@ofgltd.com | info@ofgltd.com | 11711 North Meridian Street Suite 600 | Carmel | IN | 46.032 | United States of America | North America | https://www.linkedin.com/in/tim-dean-6a327417/ | $12 billion | http://www.ofgltd.com/ | The Oxford Group is a global organization, providing management and leadership training, executive coaching and consulting services to the world’s leading companies. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Oxford Group, LTD | Sue | McMillen | Chief Talent Officer | (317) 805-5150 | smcmillen@ofgltd.com | info@ofgltd.com | 11711 North Meridian Street Suite 600 | Carmel | IN | 46.032 | United States of America | North America | https://www.linkedin.com/in/suemcmillen/ | $12 billion | http://www.ofgltd.com/ | The Oxford Group is a global organization, providing management and leadership training, executive coaching and consulting services to the world’s leading companies. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Oxford Group, LTD | Lorelei | Tolson | Managing Director Indianapolis | (317) 805-5134 | ltolson@ofgltd.com | info@ofgltd.com | 11711 North Meridian Street Suite 600 | Carmel | IN | 46.032 | United States of America | North America | https://www.linkedin.com/in/lorelei-tolson-a5971ba/ | $12 billion | http://www.ofgltd.com/ | The Oxford Group is a global organization, providing management and leadership training, executive coaching and consulting services to the world’s leading companies. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Oxford Group, LTD | Richard | Hall | Managing Director Indianapolis | (317) 805-5275 | rhall@ofgltd.com | info@ofgltd.com | 11711 North Meridian Street Suite 600 | Carmel | IN | 46.032 | United States of America | North America | https://www.linkedin.com/in/richard-v-hall-cfp®-ctfa-cws-cdfa-mba-57014560/ | $12 billion | http://www.ofgltd.com/ | The Oxford Group is a global organization, providing management and leadership training, executive coaching and consulting services to the world’s leading companies. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 89 | Pacific Portfolio Consulting, LLC | Lawrence | Hood | President & CEO | (206) 623-6641 | larry@pacific-portfolio.com | information@pacific-portfolio.com | 701 5th Avenue Suite 6850 | Seattle | WA | 98.104 | United States of America | North America | https://www.linkedin.com/in/larry-hood-1a01a49/ | $1 billion | http://www.pacific-portfolio.com/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | Pacific Portfolio Consulting, LLC | James | Ayres | Chief Investment Officer | (206) 623-6641 | jayres@pacific-portfolio.com | information@pacific-portfolio.com | 701 5th Avenue Suite 6850 | Seattle | WA | 98.104 | United States of America | North America | https://www.linkedin.com/in/jim-ayres-cfa-caia-25758315/ | $1 billion | http://www.pacific-portfolio.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | Pacific Portfolio Consulting, LLC | Kevin | Oconnor | Managing Director of Institutional Services | (206) 623-6641 | koconnor@pacific-portfolio.com | information@pacific-portfolio.com | 701 5th Avenue Suite 6850 | Seattle | WA | 98.104 | United States of America | North America | https://www.linkedin.com/in/kevinpoconnor-cpc-cpfa-ppc/ | $1 billion | http://www.pacific-portfolio.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 90 | Pavilion Financial Corporation | Keith | Mote | Managing Director | (204) 954-5101 | kmote@pavilioncorp.com | info@pavilioncorp.com | 1001 Corydon Avenue Suite 300 | Winnepeg | MT | 0 | Canada | North America | https://www.linkedin.com/in/keith-mote-cfa-3975161/ | $490 million | http://www.pavilioncorp.com/ | Pavilion Financial Corporation is a diversified global investment services firm with clients and business relationships in more than 50 countries. We provide leading investment expertise and implementation support to help institutional clients and other investors preserve and enhance their assets. | Institutional Consultants |
| 9.0 | 20/08/2020 | Pavilion Financial Corporation | Patrick | Belland | President and Managing Director of Pavilion Global Markets Ltd | (204) 954-5101 | pbelland@pavilioncorp.com | info@pavilioncorp.com | 1001 Corydon Avenue Suite 300 | Winnepeg | MT | 0 | Canada | North America | https://www.linkedin.com/in/patrick-belland-cfa-41111451/ | $490 million | http://www.pavilioncorp.com/ | Pavilion Financial Corporation is a diversified global investment services firm with clients and business relationships in more than 50 countries. We provide leading investment expertise and implementation support to help institutional clients and other investors preserve and enhance their assets. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Pavilion Financial Corporation | Donn | Cox | President/Managing Director | (204) 954-5101 | dcox@pavilioncorp.com | info@pavilioncorp.com | 1001 Corydon Avenue Suite 300 | Winnepeg | MT | 0 | United States of America | North America | https://www.linkedin.com/in/donn-cox-4535488/ | $490 million | http://www.pavilioncorp.com/ | Pavilion Financial Corporation is a diversified global investment services firm with clients and business relationships in more than 50 countries. We provide leading investment expertise and implementation support to help institutional clients and other investors preserve and enhance their assets. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 91 | Portfolio Evaluations, Inc. | Michael | Sasso | Partner & Co-Founder | (973) 538-4347 | msasso@porteval.com | N/A | 15 Independence Boulevard | Warren | NJ | 7.059 | United States of America | North America | https://www.linkedin.com/in/michael-sasso-824ab7/ | $20 billion | http://www.porteval.com/ | Portfolio Evaluations, Inc. is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction, and education to the fiduciaries of institutional investment programs. Our independence allows us to serve our clients in a manner that is free from influence from investment management firms, mutual fund companies, broker-dealers, insurance companies and others in the industry. | Institutional Consultants |
| 9.0 | 20/08/2020 | Portfolio Evaluations, Inc. | David | Hudak | Senior Consultant | (973) 538-4347 | dhudak@porteval.com | N/A | 15 Independence Boulevard | Warren | NJ | 7.059 | United States of America | North America | https://www.linkedin.com/in/david-hudak-cfa-b955871a/ | $20 billion | http://www.porteval.com/ | Portfolio Evaluations, Inc. is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction, and education to the fiduciaries of institutional investment programs. Our independence allows us to serve our clients in a manner that is free from influence from investment management firms, mutual fund companies, broker-dealers, insurance companies and others in the industry. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Portfolio Evaluations, Inc. | Daniel | Urban | Senior Consultant | (973) 538-4347 | durban@porteval.com | N/A | 15 Independence Boulevard | Warren | NJ | 7.059 | United States of America | North America | https://www.linkedin.com/in/daniel-urban-qpfc-tgpc-55492528/ | $20 billion | http://www.porteval.com/ | Portfolio Evaluations, Inc. is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction, and education to the fiduciaries of institutional investment programs. Our independence allows us to serve our clients in a manner that is free from influence from investment management firms, mutual fund companies, broker-dealers, insurance companies and others in the industry. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 92 | Prime, Buchholz & Associates, Inc. | William | McCarron | President/Managing Principal | (603) 433-1143 | bmc@primebuchholz.com | N/A | 273 Corporate Drive, Suite 250 | Portsmouth | NH | 3.801 | United States of America | North America | https://www.linkedin.com/in/bill-mccarron-b407167/ | $556.2 milion | http://www.primebuchholz.com/ | Prime Buchholz is one of the nation’s leading investment consulting firms, advising more than 270 institutional and private clients. Our investment philosophy is direct and disciplined. Most important, it’s focused solely on helping our clients fulfill their investment objectives. | Institutional Consultants |
| 9.0 | 20/08/2020 | 93 | Proteus Peformance Management | Peter | Henry | President | Direct: (416) 421-3557 Ext. 213, Mobile: (416) 274-7054 | phenry@proteusperformance.com | pension@proteusperformance.com | 250 Ferrand Dr, Suite 303 | Toronto | ON | 0 | Canada | North America | https://www.linkedin.com/in/peter-henry-16a06b5/ | $20 billion | http://www.proteusperformance.com/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | Proteus Peformance Management | Gord | Lewis | Vice President | (416) 421-3557 Ext. 212 | glewis@proteusperformance.com | pension@proteusperformance.com | 250 Ferrand Dr, Suite 303 | Toronto | ON | 0 | Canada | North America | https://www.linkedin.com/in/gord-lewis-684b5773/ | $20 billion | http://www.proteusperformance.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | Proteus Peformance Management | Ryan | Kuruliak | Vice President | (416) 421-3557 Ext. 216 | rkuruliak@proteusperformance.com | pension@proteusperformance.com | 250 Ferrand Dr, Suite 303 | Toronto | ON | 0 | Canada | North America | https://www.linkedin.com/in/ryan-kuruliak-cfa-ba332612/ | $20 billion | http://www.proteusperformance.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | Proteus Peformance Management | Isa | Cristello | Office Manager | (416) 421-3557 Ext. 210 | icristello@proteusperformance.com | pension@proteusperformance.com | 250 Ferrand Dr, Suite 303 | Toronto | ON | 0 | Canada | North America | https://www.linkedin.com/in/isa-cristello-80218346/ | $20 billion | http://www.proteusperformance.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 94 | R. V. Kuhns & Associates, Inc. | Jeremy | Miller | Consultant/Director of Capital Markets Research | (503) 221-4200 | jeremy.miller@rvkuhns.com | N/A | 1211 SW 5th Avenue Suite 900 | Portland | OR | 97.204 | United States of America | North America | https://www.linkedin.com/in/jeremy-miller-30417534/ | $1.75 trillion | http://www.rvkuhns.com/ | RVK offers a full range of investment consulting services, including asset allocation optimization, investment manager research, performance reporting, and investment policy and guidelines development to more than 400 investment plans located throughout the United States. | Institutional Consultants |
| 9.0 | 20/08/2020 | R. V. Kuhns & Associates, Inc. | Beau | Burggraff | Associate Consultant & Lead Associate Consultant for the SMRS Team. | (503) 221-4200 | Beau.Burggraff@rvkuhns.com | N/A | 1211 SW 5th Avenue Suite 900 | Portland | OR | 97.204 | United States of America | North America | https://www.linkedin.com/in/beau-burggraff-a084b289/ | $1.75 trillion | http://www.rvkuhns.com/ | RVK offers a full range of investment consulting services, including asset allocation optimization, investment manager research, performance reporting, and investment policy and guidelines development to more than 400 investment plans located throughout the United States. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 95 | Raymond James Financial, Inc. | Dav | Mosby | Head of Investment Banking | (727) 567-5026 | dav.mosby@raymondjames.com | N/A | 880 Carillon Parkway | St. Petersburg | FL | 33.716 | United States of America | North America | https://www.linkedin.com/in/dav-mosby-32133/ | $170 billion | http://www.raymondjames.com/ | The name of the company comes from a merging of companies run by Robert A. James and Edward Raymond. Raymond James was incorporated as Robert A. James Investments in 1962. In 1964 Raymond and Associates merged into Robert A. James Investments and the firm of Raymond James & Associates was formed. | Institutional Consultants |
| 9.0 | 20/08/2020 | Raymond James Financial, Inc. | Bob | Anastasi | senior managing director | (727) 567-2286 | bob.anastasi@raymondjames.com | N/A | 880 Carillon Parkway | St. Petersburg | FL | 33.716 | United States of America | North America | https://www.linkedin.com/in/bob-anastasi-70335/ | $170 billion | http://www.raymondjames.com/ | The name of the company comes from a merging of companies run by Robert A. James and Edward Raymond. Raymond James was incorporated as Robert A. James Investments in 1962. In 1964 Raymond and Associates merged into Robert A. James Investments and the firm of Raymond James & Associates was formed. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Raymond James Financial, Inc. | Paul | Steinhauser | Senior Managing Director, Head of Institutional Equity Sales – U.S. and Europe | (727) 567-2513 | paul.steinhauser@raymondjames.com | N/A | 880 Carillon Parkway | St. Petersburg | FL | 33.716 | United States of America | North America | https://www.linkedin.com/in/paul-steinhauser-7142582/ | $170 billion | http://www.raymondjames.com/ | The name of the company comes from a merging of companies run by Robert A. James and Edward Raymond. Raymond James was incorporated as Robert A. James Investments in 1962. In 1964 Raymond and Associates merged into Robert A. James Investments and the firm of Raymond James & Associates was formed. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Raymond James Financial, Inc. | Dan | McMahon | Director of Equity Trading | (212) 599-6800 | dan.mcmahon@raymondjames.com | N/A | 880 Carillon Parkway | St. Petersburg | FL | 33.716 | United States of America | North America | https://www.linkedin.com/in/daniel-mcmahon-730b5890/ | $170 billion | http://www.raymondjames.com/ | The name of the company comes from a merging of companies run by Robert A. James and Edward Raymond. Raymond James was incorporated as Robert A. James Investments in 1962. In 1964 Raymond and Associates merged into Robert A. James Investments and the firm of Raymond James & Associates was formed. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 96 | Rocation Investment Advisors | John | Hartman | Managing Director | (203) 621-1717 | john.hartman@rocaton.com | info@rocaton.com | 20 Glover Ave | Norwalk | CT | 6.851 | United States of America | North America | https://www.linkedin.com/in/john-hartman-0531b446/ | $300 billion | http://www.rocaton.com/ | Rocaton was founded in April 2002 by a team of experienced investment professionals who had all previously worked together at another investment consulting firm. From day one, Rocaton’s primary focus has been to provide proactive, objective investment consulting and advisory services to institutional investors. | Institutional Consultants |
| 9.0 | 20/08/2020 | Rocation Investment Advisors | Meriam | Zandi | Consultant/Founder/Partner | (203) 621-1700 | meriam.zandi@rocaton.com | info@rocaton.com | 20 Glover Ave | Norwalk | CT | 6.851 | United States of America | North America | https://www.linkedin.com/in/meriam-zandi-b3428020/ | $300 billion | http://www.rocaton.com/ | Rocaton was founded in April 2002 by a team of experienced investment professionals who had all previously worked together at another investment consulting firm. From day one, Rocaton’s primary focus has been to provide proactive, objective investment consulting and advisory services to institutional investors. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 97 | Rodgers Investment Consulting | Kelly | Rodgers | CFA/President | (416) 483-4198 | krodgers@riconsulting.ca | N/A | 210 Rose Park Drive | Toronto | ON | 0 | Canada | North America | https://www.linkedin.com/in/kellyrodgers1/ | http://riconsulting.ca/ | Investment Consultants | ||
| 9.0 | 20/08/2020 | 98 | Russell Investments Limited | James | Beveridge | Finance Director, EMEA | (800) 426-7969 | jbeveridge@russell.com | N/A | 1301 Second Avenue 18th Floor | Seattle | WA | 98.101 | United States of America | North America | https://www.linkedin.com/in/jim-beveridge-5a707a33/ | $279.7 billion | https://russellinvestments.com | Institutional Consultants | |
| 9.0 | 20/08/2020 | 99 | Seal Cove Financial | Lauryn | Agnew | President | (415) 516-3141 | Laurynagnew@sealcovefinancial.com | N/A | 901 Beach Avenue | Moss Beach | CA | 94.038 | United States of America | North America | https://www.linkedin.com/in/laurynagnew/ | http://www.sealcovefinancial.com/ | Lauryn Agnew serves as a resource to non-profit organizations for investment consulting services, provides fiduciary education and trustee training for public fund and non-profit board and committee members, and offers strategic marketing analysis and asset gathering for firms with specialized investment strategies. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 100 | Sellwood Consulting LLC | Charlie | Waibel | CFA & Managing Director | (503) 596-2880 | charliewaibel@sellwoodconsulting.com | info@sellwoodconsulting.com | 6650 SW Redwood Lane Suite 370 | Portland | OR | 97.224 | United States of America | North America | https://www.linkedin.com/in/charlie-waibel-cfa-a3902556/ | $1 billion | http://www.sellwoodconsulting.com/ | Sellwood Consulting offers investment advisory services, free from all conflicts of interest, to institutional clients. We value intelligent and proactive advice, delivered in the context of long-term relationships. | Institutional Consultants |
| 9.0 | 20/08/2020 | Sellwood Consulting LLC | Kevin | Raymond | Director | (503) 596-2880 | kevinraymond@sellwoodconsulting.com | info@sellwoodconsulting.com | 6650 SW Redwood Lane Suite 370 | Portland | OR | 97.224 | United States of America | North America | https://www.linkedin.com/in/kevin-raymond-b320b356/ | $1 billion | http://www.sellwoodconsulting.com/ | Sellwood Consulting offers investment advisory services, free from all conflicts of interest, to institutional clients. We value intelligent and proactive advice, delivered in the context of long-term relationships. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Sellwood Consulting LLC | Ryan | Harvey | CFA/Director | (503) 596-2880 | ryanharvey@sellwoodconsulting.com | info@sellwoodconsulting.com | 6650 SW Redwood Lane Suite 370 | Portland | OR | 97.224 | United States of America | North America | https://www.linkedin.com/in/ryanharvey/ | $1 billion | http://www.sellwoodconsulting.com/ | Sellwood Consulting offers investment advisory services, free from all conflicts of interest, to institutional clients. We value intelligent and proactive advice, delivered in the context of long-term relationships. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Sellwood Consulting LLC | Ashlee | Moehring | Director | (503) 596-2880 | ashleemoehring@sellwoodconsulting.com | info@sellwoodconsulting.com | 6650 SW Redwood Lane Suite 370 | Portland | OR | 97.224 | United States of America | North America | https://www.linkedin.com/in/ashlee-moehring-28a07a56/ | $1 billion | http://www.sellwoodconsulting.com/ | Sellwood Consulting offers investment advisory services, free from all conflicts of interest, to institutional clients. We value intelligent and proactive advice, delivered in the context of long-term relationships. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Sellwood Consulting LLC | Ruthie | Zimmerman | Associate | (503) 596-2880 | ruthiezimmerman@sellwoodconsulting.com | info@sellwoodconsulting.com | 6650 SW Redwood Lane Suite 370 | Portland | OR | 97.224 | United States of America | North America | N/A | $1 billion | http://www.sellwoodconsulting.com/ | Sellwood Consulting offers investment advisory services, free from all conflicts of interest, to institutional clients. We value intelligent and proactive advice, delivered in the context of long-term relationships. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 101 | Shell Capital Management, LLC | Mike | Shell | President/Chief Investment Officer/Portfolio Manager | (865) 539-9070 | mike@shell-capital.com | support@shell-capital.com | 200 Prosperity Place | Knoxville | TN | 37.923 | United States of America | North America | https://www.linkedin.com/in/michaelshell/ | $47 million | http://www.shell-capital.com/ | Shell Capital Management, LLC is a privately owned asset manager founded by Mike Shell, President and Chief Investment Officer, in 2004. Mike Shell has one of the longest and strongest track records applying active risk management and directional trend systems to a global universe of markets through exchange traded securities (ETFs, etc). | Institutional Consultants |
| 9.0 | 20/08/2020 | Shell Capital Management, LLC | Christi | Shell | CWS®/Managing Director/Wealth Manager | (865) 539-9070 | christi@shell-capital.com | support@shell-capital.com | 200 Prosperity Place | Knoxville | TN | 37.923 | United States of America | North America | https://www.linkedin.com/in/christishell/ | $47 million | http://www.shell-capital.com/ | Shell Capital Management, LLC is a privately owned asset manager founded by Mike Shell, President and Chief Investment Officer, in 2004. Mike Shell has one of the longest and strongest track records applying active risk management and directional trend systems to a global universe of markets through exchange traded securities (ETFs, etc). | Institutional Consultants | |
| 9.0 | 20/08/2020 | 102 | Standard Valuations, Inc. | Richard | Elvin | President | (651) 690-5441 | relvin@stdval.com | N/A | 790 Cleveland Avenue South | St. Paul | MN | 55.116 | United States of America | North America | https://www.linkedin.com/in/richard-elvin-64817938/ | $6 billion | http://www.standardvaluations.com/ | Standard Valuations is an independent industry leading Investment Consulting and Performance Measurement firm providing accurate, clearly stated, and highly relevant reports for trustees held fiduciary liable with overseeing funds. | Institutional Consultants |
| 9.0 | 20/08/2020 | Standard Valuations, Inc. | Beth | Brown | Managing Director | (651) 690-5441 | bbrown@stdval.com | N/A | 790 Cleveland Avenue South | St. Paul | MN | 55.116 | United States of America | North America | https://www.linkedin.com/in/beth-brown-7a353846/ | $6 billion | http://www.standardvaluations.com/ | Standard Valuations is an independent industry leading Investment Consulting and Performance Measurement firm providing accurate, clearly stated, and highly relevant reports for trustees held fiduciary liable with overseeing funds. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Standard Valuations, Inc. | Andrew | Derby Elvin | Consultant | (651) 690-5441 | aelvin@stdval.com | N/A | 790 Cleveland Avenue South | St. Paul | MN | 55.116 | United States of America | North America | https://www.linkedin.com/in/andrew-elvin-65816938/ | $6 billion | http://www.standardvaluations.com/ | Standard Valuations is an independent industry leading Investment Consulting and Performance Measurement firm providing accurate, clearly stated, and highly relevant reports for trustees held fiduciary liable with overseeing funds. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 103 | Strategic Capital Investment Advisors, Inc. | Russell | Labarge | Principal | (630) 620-6500 | rlabarge@strategiccap.net | Contact@strategiccap.net | 700 E Butterfield Road Suite 320 | Lombard | IL | 60.148 | United States of America | North America | N/A | $1 million | http://www.strategiccap.net/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | Strategic Capital Investment Advisors, Inc. | Daniel | Gross | CFA & Principal | (630) 620-6500 | dgross@strategiccap.net | Contact@strategiccap.net | 700 E Butterfield Road Suite 320 | Lombard | IL | 60.148 | United States of America | North America | N/A | $1 million | http://www.strategiccap.net/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 104 | Strategic Capital Management | James | Tsiolis | Chief Executive Officer | 61 2 9285 1300 | james.tsiolis@scmlgroup.com | N/A | 161 Castkereagh Street | Sydney | NSW | 2.001 | Australia | Australia / Oceania | https://www.linkedin.com/in/james-tsiolis-097a2980/ | $3 billion | https://www.scmlgroup.com/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | Strategic Capital Management | Peter | Dedes | Chief Investment Officer | 61 2 9285 1300 | peter.dedes@scmlgroup.com | N/A | 161 Castkereagh Street | Sydney | NSW | 2.001 | Australia | Australia / Oceania | https://www.linkedin.com/in/peter-dedes-322385b/ | $3 billion | https://www.scmlgroup.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 105 | Sumnicht & Associates, LLC | David | Hackney | Managing Director | (920) 731-4455 | david@sumnicht.com | clientservices@sumnicht.com | W6240 Communication Court, Suite 1 | Appleton | WI | 54.914 | United States of America | North America | https://www.linkedin.com/in/david-hackney-97a10184/ | $262.1 million | http://www.sumnicht.com/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | Sumnicht & Associates, LLC | Eran | Javoroski | Client Services Analyst | (920) 731-4455 | eran@sumnicht.com | clientservices@sumnicht.com | W6240 Communication Court, Suite 1 | Appleton | WI | 54.914 | United States of America | North America | https://www.linkedin.com/in/eran-javoroski-57909666/ | $262.1 million | http://www.sumnicht.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 106 | The Applied Finance Group | Chris | Austin | Partner | (312) 362-9905 | caustin@afgltd.com | sales@afgltd.com | 105 West Adams, Suite 2105 | Chicago | IL | 60.603 | United States of America | North America | https://www.linkedin.com/in/contactchrisaustin/ | http://www.economicmargin.com/ | Founded in 1995, by Rafael Resendes and Daniel Obrycki, The Applied Finance Group (AFG) is an equity research and consulting firm that corrects accounting distortions and analyzes how the market sets prices to help its clients make better investment decisions. Today AFG works with over 250 of the largest institutional investment firms from around the world, including wealth management firms, management consulting firms, hedge funds, bank trust departments, investment counselors, mutual fund managers, and corporations looking for better market strategies. | Institutional Consultants | |
| 9.0 | 20/08/2020 | The Applied Finance Group | Saul | Marquez | Partner | (312) 362-9905 | smarquez@afgltd.com | sales@afgltd.com | 105 West Adams, Suite 2105 | Chicago | IL | 60.603 | United States of America | North America | https://www.linkedin.com/in/saul-marquez-74942514/ | http://www.economicmargin.com/ | Founded in 1995, by Rafael Resendes and Daniel Obrycki, The Applied Finance Group (AFG) is an equity research and consulting firm that corrects accounting distortions and analyzes how the market sets prices to help its clients make better investment decisions. Today AFG works with over 250 of the largest institutional investment firms from around the world, including wealth management firms, management consulting firms, hedge funds, bank trust departments, investment counselors, mutual fund managers, and corporations looking for better market strategies. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | The Applied Finance Group | David | Bergen | Partner | (312) 362-9905 | dbergen@afgltd.com | sales@afgltd.com | 105 West Adams, Suite 2105 | Chicago | IL | 60.603 | United States of America | North America | https://www.linkedin.com/in/derek-bergen-a32b353b/ | http://www.economicmargin.com/ | Founded in 1995, by Rafael Resendes and Daniel Obrycki, The Applied Finance Group (AFG) is an equity research and consulting firm that corrects accounting distortions and analyzes how the market sets prices to help its clients make better investment decisions. Today AFG works with over 250 of the largest institutional investment firms from around the world, including wealth management firms, management consulting firms, hedge funds, bank trust departments, investment counselors, mutual fund managers, and corporations looking for better market strategies. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 107 | The Concord Advisory Group, Ltd. | Christopher | Cahill | Partner | (609) 987-9000 | ccahill@concordadvisory.com | N/A | 700 Alexander Park, Suite 203 | Princeton | NJ | 8.540 | United States of America | North America | https://www.linkedin.com/in/chris-cahill-6697a69/ | $11.2 billion | http://www.concordadvisory.com/ | The Concord Advisory Group’s founding Partners, Scott Santin and Christopher Cahill, met while working at a broker-dealer, where they witnessed the inherent conflict of interest between the company’s profit goals and their client’s investment returns. | Institutional Consultants |
| 9.0 | 20/08/2020 | The Concord Advisory Group, Ltd. | Scott | Santin | Managing Partner | (609) 987-9000 | ssantin@concordadvisory.com | N/A | 700 Alexander Park, Suite 203 | Princeton | NJ | 8.540 | United States of America | North America | https://www.linkedin.com/in/scott-santin-080b9723/ | $11.2 billion | http://www.concordadvisory.com/ | The Concord Advisory Group’s founding Partners, Scott Santin and Christopher Cahill, met while working at a broker-dealer, where they witnessed the inherent conflict of interest between the company’s profit goals and their client’s investment returns. | Institutional Consultants | |
| 9.0 | 20/08/2020 | The Concord Advisory Group, Ltd. | Michael | Michalski | Senior Consultant | (609) 987-9000 | mmichalski@concordadvisory.com | N/A | 700 Alexander Park, Suite 203 | Princeton | NJ | 8.540 | United States of America | North America | https://www.linkedin.com/in/mike-michalski-35692133/ | $11.2 billion | http://www.concordadvisory.com/ | The Concord Advisory Group’s founding Partners, Scott Santin and Christopher Cahill, met while working at a broker-dealer, where they witnessed the inherent conflict of interest between the company’s profit goals and their client’s investment returns. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 108 | The Mason Companies | Scott | George | President, CFO and Chief Investment Officer | (703) 716-6000 | sgeorge@masoncompanies.com | info@masoncompanies.com | 11130 Sunrise Valley Drive Suite 200 | Reston | VA | 20.191 | United States of America | North America | https://www.linkedin.com/in/scott-george-86520611/ | http://masoncompanies.com/ | The Mason Companies was founded over 25 years ago to provide clients with highly customized financial planning, investment management, and charitable giving advice. Our practice is founded on the principle that our clients deserve straight forward advice, offered by highly experienced, trusted advisors, un-influenced by the conflicts presented when a firm offers proprietary “solutions” or recommends products in part because of commisisons or “back end fees” received. | Institutional Consultants | |
| 9.0 | 20/08/2020 | The Mason Companies | William | Thorpe | Director of Business Development | (703) 716-6000 | wthorpe@masoncompanies.com | info@masoncompanies.com | 11130 Sunrise Valley Drive Suite 200 | Reston | VA | 20.191 | United States of America | North America | https://www.linkedin.com/in/will-thorpe-a781b01/ | http://masoncompanies.com/ | The Mason Companies was founded over 25 years ago to provide clients with highly customized financial planning, investment management, and charitable giving advice. Our practice is founded on the principle that our clients deserve straight forward advice, offered by highly experienced, trusted advisors, un-influenced by the conflicts presented when a firm offers proprietary “solutions” or recommends products in part because of commisisons or “back end fees” received. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | The Mason Companies | Christopher | Schreine | CPA/MS/CFP®/Chief Operating Officer | (703) 716-6000 | cschreiner@masoncompanies.com | info@masoncompanies.com | 11130 Sunrise Valley Drive Suite 200 | Reston | VA | 20.191 | United States of America | North America | https://www.linkedin.com/in/christopher-schreiner-7a6b645/ | http://masoncompanies.com/ | The Mason Companies was founded over 25 years ago to provide clients with highly customized financial planning, investment management, and charitable giving advice. Our practice is founded on the principle that our clients deserve straight forward advice, offered by highly experienced, trusted advisors, un-influenced by the conflicts presented when a firm offers proprietary “solutions” or recommends products in part because of commisisons or “back end fees” received. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 109 | The Spielberger Group | Mark | Spielberger | President & CEO | (516) 433-3100 | mark@thespielbergergroup.com | N/A | 7600 Jericho Turnpike Suite 305 | Jericho | NY | 11.797 | United States of America | North America | N/A | $205.3 million | http://thespielbergergroup.com/ | Institutional Consultants | |
| 9.0 | 20/08/2020 | The Spielberger Group | Craig | Brooks | Managing Partner | (516) 433-3100 | craig@thespielbergergroup.com | N/A | 7600 Jericho Turnpike Suite 305 | Jericho | NY | 11.797 | United States of America | North America | https://www.linkedin.com/in/craig-brooks-a100944/ | $205.3 million | http://thespielbergergroup.com/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 110 | The TCW Group, Inc. | Tad | Rivelle | CIO | (213) 244-0871 | tad.rivelle@tcw.com | tcwinstitutional@tcw.com | 1251 Avenue of the Americas Suite 4700 | New York | NY | 10.020 | United States of America | North America | https://www.linkedin.com/in/tad-rivelle-74929b48/ | $144.2 billion | https://www.tcw.com/ | TCW is a leading global asset management firm with a broad range of products across fixed income, equities, emerging markets and alternative investments. With more than four decades of investment experience, TCW today manages over $185 billion in client assets. Through MetWest Funds, TCW Funds and TCW Alternative Funds, TCW manages one of the largest mutual fund complexes in the U.S. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. | Institutional Consultants |
| 9.0 | 20/08/2020 | The TCW Group, Inc. | Laird | Landmann | Group Managing Director, Co-Director Fixed Income, U.S. Fixed Income | (213) 244-0871 | laird.landmann@tcw.com | tcwinstitutional@tcw.com | 1251 Avenue of the Americas Suite 4700 | New York | NY | 10.020 | United States of America | North America | https://www.linkedin.com/in/laird-landmann-10811948/ | $144.2 billion | https://www.tcw.com/ | TCW is a leading global asset management firm with a broad range of products across fixed income, equities, emerging markets and alternative investments. With more than four decades of investment experience, TCW today manages over $185 billion in client assets. Through MetWest Funds, TCW Funds and TCW Alternative Funds, TCW manages one of the largest mutual fund complexes in the U.S. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. | Institutional Consultants | |
| 9.0 | 20/08/2020 | The TCW Group, Inc. | Bret | Barker | Group Managing Director, U.S. Fixed Income | (213) 244-0871 | bret.barker@tcw.com | tcwinstitutional@tcw.com | 1251 Avenue of the Americas Suite 4700 | New York | NY | 10.020 | United States of America | North America | https://www.linkedin.com/in/bret-barker-878958/ | $144.2 billion | https://www.tcw.com/ | TCW is a leading global asset management firm with a broad range of products across fixed income, equities, emerging markets and alternative investments. With more than four decades of investment experience, TCW today manages over $185 billion in client assets. Through MetWest Funds, TCW Funds and TCW Alternative Funds, TCW manages one of the largest mutual fund complexes in the U.S. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 111 | Touchstone Group, LLC | Timothy | Cunningham | President | (215) 542-9502 | tcunningham@touchstonegroupllc.com | N/A | 1120 Avenue of the Americas, 4th Floor | New York | NY | 10.036 | United States of America | North America | https://www.linkedin.com/in/timothy-cunningham-14097/ | http://www.touchstonegroupllc.com/ | Touchstone Group is an independent full-service placement agent founded in 2002. We represent fund managers in private equity and other illiquid alternative investment strategies targeting a broad spectrum of institutional investors. Our core investor coverage is North American and European institutions, and we also cover large investors in Australia, Asia and the Middle East. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Touchstone Group, LLC | Gregg | Solomon | Managing Director | Direct: (212) 362-2424, Mobile: (917) 678-0007 | gsolomon@touchstonegroupllc.com | N/A | 1120 Avenue of the Americas, 4th Floor | New York | NY | 10.036 | United States of America | North America | https://www.linkedin.com/in/greggsolomon/ | http://www.touchstonegroupllc.com/ | Touchstone Group is an independent full-service placement agent founded in 2002. We represent fund managers in private equity and other illiquid alternative investment strategies targeting a broad spectrum of institutional investors. Our core investor coverage is North American and European institutions, and we also cover large investors in Australia, Asia and the Middle East. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | Touchstone Group, LLC | Merlin | Schulze | Managing Director | mschulze@touchstonegroupllc.com | N/A | 1120 Avenue of the Americas, 4th Floor | New York | NY | 10.036 | United States of America | North America | https://www.linkedin.com/in/merlinschulze/ | http://www.touchstonegroupllc.com/ | Touchstone Group is an independent full-service placement agent founded in 2002. We represent fund managers in private equity and other illiquid alternative investment strategies targeting a broad spectrum of institutional investors. Our core investor coverage is North American and European institutions, and we also cover large investors in Australia, Asia and the Middle East. | Institutional Consultants | |||
| 9.0 | 20/08/2020 | Touchstone Group, LLC | Stephen | Dreskin | Managing Director | sdreskin@touchstonegroupllc.com | N/A | 1120 Avenue of the Americas, 4th Floor | New York | NY | 10.036 | United States of America | North America | https://www.linkedin.com/in/stephen-dreskin-5479b8/ | http://www.touchstonegroupllc.com/ | Touchstone Group is an independent full-service placement agent founded in 2002. We represent fund managers in private equity and other illiquid alternative investment strategies targeting a broad spectrum of institutional investors. Our core investor coverage is North American and European institutions, and we also cover large investors in Australia, Asia and the Middle East. | Institutional Consultants | |||
| 9.0 | 20/08/2020 | Touchstone Group, LLC | Ian | D’Costa | Managing Director | idcosta@touchstonegroupllc.com | N/A | 1120 Avenue of the Americas, 4th Floor | New York | NY | 10.036 | United States of America | North America | https://www.linkedin.com/in/ian-d-b37b904a/ | http://www.touchstonegroupllc.com/ | Touchstone Group is an independent full-service placement agent founded in 2002. We represent fund managers in private equity and other illiquid alternative investment strategies targeting a broad spectrum of institutional investors. Our core investor coverage is North American and European institutions, and we also cover large investors in Australia, Asia and the Middle East. | Institutional Consultants | |||
| 9.0 | 20/08/2020 | 112 | USI Consulting Group | William | Tremko | President & CEO | (860) 633-5283 | Bill.tremko@usicg.com | information@usicg.com | 95 Glastonbury Boulevard | Glastonbury | CT | 6.033 | United States of America | North America | https://www.linkedin.com/in/bill-tremko-223b2912/ | $120 billion | http://www.usicg.com/ | USI Consulting Group is one of the nation’s largest retirement and benefit consulting and administration firms servicing mid-sized organizations and is a wholly-owned subsidiary of USI Holdings Corporation (“USI”) – the second largest privately-held insurance broker in the United States. | Institutional Consultants |
| 9.0 | 20/08/2020 | USI Consulting Group | William | Cleary | Senior Vice President, Defined Benefit – Actuarial | (860) 633-5283 | William.Cleary@usicg.com | information@usicg.com | 95 Glastonbury Boulevard | Glastonbury | CT | 6.033 | United States of America | North America | https://www.linkedin.com/in/william-cleary-07902379/ | $120 billion | http://www.usicg.com/ | USI Consulting Group is one of the nation’s largest retirement and benefit consulting and administration firms servicing mid-sized organizations and is a wholly-owned subsidiary of USI Holdings Corporation (“USI”) – the second largest privately-held insurance broker in the United States. | Institutional Consultants | |
| 9.0 | 20/08/2020 | USI Consulting Group | Susan | Fullwood | Chief Financial Officer | (860) 633-5283 | susan.fullwood@usicg.com | information@usicg.com | 95 Glastonbury Boulevard | Glastonbury | CT | 6.033 | United States of America | North America | https://www.linkedin.com/in/sue-fullwood-20888613/ | $120 billion | http://www.usicg.com/ | USI Consulting Group is one of the nation’s largest retirement and benefit consulting and administration firms servicing mid-sized organizations and is a wholly-owned subsidiary of USI Holdings Corporation (“USI”) – the second largest privately-held insurance broker in the United States. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 113 | Wealth Management Associates, LLC | Richard | Perea | Principal & CEO | (727) 954-5138 | rperea@wealthma.net | N/A | 700 Beach Drive NE #503 | St Petersburg | FL | 33.701 | United States of America | North America | https://www.linkedin.com/in/richard-perea-79395916/ | http://www.wealthmgmnt.net/ | Wealth Management Associates, LLC (“WMA”) is a Registered Investment Advisor serving institutional clients, including family offices and regulated firms. WMA also provides tax-driven advanced estate and business planning strategies to successful individuals and families. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 114 | West Capital Management | Matthew | West | Founder & Chief Executive Officer | (215) 731-1820 | mwest@westcapital.com | N/A | 1818 Market Street, 33rd Floor, Suite 3323 | Philadelphia | PA | 19.106 | United States of America | North America | https://www.linkedin.com/in/matthew-west-9092a813/ | $532.9 million | http://www.westcapital.com/ | West Capital Management was founded in 1994 based upon the principles of objective research, fee-only investment management, complete disclosure and superior client service. West Capital Management is an SEC-Registered Investment Advisor and we do not sell any in-house or proprietary products. West Capital Management is committed to making our clients’ lives easier by taking care of all of the intricacies that wealth requires. We understand that wealth is more than money. Wealth is personal: it reflects your values, creates a lifestyle, and helps to achieve future goals. It requires sophisticated investment advice, as well as a deep personal understanding of your needs. West Capital Management believes that all of our clients are deserving of unbiased advice, independent thinking, a dedicated family office and the best ideas in the business. | Institutional Consultants |
| 9.0 | 20/08/2020 | 115 | Wilshire Associates Inc. | Dennis | Tito | CEO | (310) 451-3051 | dtito@wilshire.com | contactconsulting@wilshire.com | 1299 Ocean Avenue, Suite 700 | Santa Monica | CA | 90.401 | United States of America | North America | https://www.linkedin.com/in/dennis-tito-4a521333/ | $8 trillion | http://www.wilshire.com/ | Wilshire Associates’ mission is to provide innovative investment solutions and objective, independent investment advice to investors throughout the world. | Institutional Consultants |
| 9.0 | 20/08/2020 | Wilshire Associates Inc. | William | Bensur | Managing Director | (310) 451-3051 | wbensur@wilshire.com | contactconsulting@wilshire.com | 1299 Ocean Avenue, Suite 700 | Santa Monica | CA | 90.401 | United States of America | North America | https://www.linkedin.com/in/bill-bensur-676b57a/ | $8 trillion | http://www.wilshire.com/ | Wilshire Associates’ mission is to provide innovative investment solutions and objective, independent investment advice to investors throughout the world. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 116 | WP Invest Pty Ltd | Bruce | Maloney | Principal Shareholder & Chief Executive Officer | 61 893 833 001 | bruce.maloney@wpinvest.com.au | mail@wpinvest.com.au | Suite 6, 88 Forrest Street | Cottesloe | WA | 6.011 | Australia | Australia / Oceania | https://www.linkedin.com/in/bruce-maloney-35502911/ | http://www.wpinvest.com.au/ | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 117 | Wright Investors’ Service | Amit | Khandwala | Co-Chief Investment Officer, Chief Investment Officer of Global Equities | (800) 232-0013 | AKhandwala@wisi.com | N/A | 2 Corporate Dr #770 | Shelton | CT | 6.484 | United States of America | North America | https://www.linkedin.com/in/amit-s-khandwala-a981007/ | http://wrightinvestorsservice.com/ | Wright is recognized as an outstanding quality provider of investment and financial services worldwide in the markets we serve. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Wright Investors’ Service | Anthony | van Daalen | CFA, Senior Managing Director, Co-Chief Investment Officer, & Chief Investment Officer of Global Fixed Income | (800) 232-0013 | avandaalen@wisi.com | N/A | 2 Corporate Dr #770 | Shelton | CT | 6.484 | United States of America | North America | https://www.linkedin.com/in/anthony-van-daalen-02992a2/ | http://wrightinvestorsservice.com/ | Wright is recognized as an outstanding quality provider of investment and financial services worldwide in the markets we serve. | Institutional Consultants | ||
| 9.0 | 20/08/2020 | 118 | Verus | Jeffrey | MacLean | CEO | (206) 622-3700 | jmaclean@verusinvestments.com | info@verusinvestments.com | 800 Fifth Avenue, Suite 3900 | Seattle | WA | 98.104 | United States of America | North America | https://www.linkedin.com/in/jeffrey-maclean-b7546b10/ | $90 billion | https://www.verusinvestments.com | The Latin verus, meaning truth, reflects our commitment to values like clarity, integrity, trust and independence. | Institutional Consultants |
| 9.0 | 20/08/2020 | Verus | Kraig | McCoy | Chief Financial Officer | (206) 622-3700 | kmccoy@verusinvestments.com | info@verusinvestments.com | 800 Fifth Avenue, Suite 3900 | Seattle | WA | 98.104 | United States of America | North America | https://www.linkedin.com/in/kraig-mccoy-cfa-3a86662/ | $90 billion | https://www.verusinvestments.com | The Latin verus, meaning truth, reflects our commitment to values like clarity, integrity, trust and independence. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Verus | Shelly | Heier | President & Chief Operating Officer | (206) 622-3700 | sheier@verusinvestments.com | info@verusinvestments.com | 800 Fifth Avenue, Suite 3900 | Seattle | WA | 98.104 | United States of America | North America | https://www.linkedin.com/in/shellyheier/ | $90 billion | https://www.verusinvestments.com | The Latin verus, meaning truth, reflects our commitment to values like clarity, integrity, trust and independence. | Institutional Consultants | |
| 9.0 | 20/08/2020 | 119 | Yon-Drake & Associates, Inc. | David | Yon | Chairman & CEO | (803) 256-1212 Ext. 26 | yon@yondrake.com | N/A | 914 Richland Street, Suite C-200 | Columbia | SC | 29.201 | United States of America | North America | https://www.linkedin.com/in/david-yon-80049413/ | http://www.yondrake.com/ | The firm is registered with the State of South Carolina as an S-Corporation and headquartered in Columbia, SC. We devote 100% of our resources to providing investment consulting services and do not engage in any other outside business activities. We do not sell any investment products and devote our full interest and attention to providing consulting services to our clients. We do not receive any compensation, fees, incentives, commissions, promotioal goods or services from any source other than the fee paid by the client. | Institutional Consultants | |
| 9.0 | 20/08/2020 | Yon-Drake & Associates, Inc. | Michael | Drake | President, Secretary, & Chief Compliance Officer | (803) 256-1212 Ext. 26 | drake@yondrake.com | N/A | 914 Richland Street, Suite C-200 | Columbia | SC | 29.201 | United States of America | North America | https://www.linkedin.com/in/mike-drake-1a376412/ | http://www.yondrake.com/ | The firm is registered with the State of South Carolina as an S-Corporation and headquartered in Columbia, SC. We devote 100% of our resources to providing investment consulting services and do not engage in any other outside business activities. We do not sell any investment products and devote our full interest and attention to providing consulting services to our clients. We do not receive any compensation, fees, incentives, commissions, promotioal goods or services from any source other than the fee paid by the client. | Institutional Consultants |
