Profiles
Profile: Peter Bowles & M. Bagley Reid, Blue Edge Capital
Blue Edge Capital is looking to take advantage of the growing exchange-traded fund market to
03.03.11
Profile: James Stoker, The WaterStreet Group At Graystone Consulting
For James Stoker, life in the investment consulting business has come full circle in his return to
02.10.11
Profile - Kevin Yoshida, Watershed Investment Consultants
A great deal of Watershed Investment Consultants’ investment philosophy is in its longstanding
01.27.11
Profile: David Bromelkamp, Allodium Investment Consultants
For the past five years, Allodium Investment Consultants has made fiduciary best practices the
01.20.11
Profile: Richard Stevens, Mill Creek Capital Advisors
As investment consultants around the nation continue make a push towards providing outsourced
12.09.10
Profile: Brad Stephan, PFM Advisors
For PFM Advisors, addressing the changing investment landscape comes down to having the ability to
11.18.10
Profile: Sean Kane, Cardinal Investment Advisors
As Cardinal Investment Advisors embarks on its 10-year anniversary, Managing Director Sean Kane
11.04.10
Profile: Derby Gisclair, Crescent Capital Consulting
With his sights set on building an independent advisory practice, Derby Gisclair and members of
10.07.10
Profile: Nick Rotello, Seven Two Partners
Whether it was serving his country on the battlefield or his clients in the investment world, Nick
09.30.10
Profile: Scott Wise, TIAA-CREF
As president and chief investment officer of TIAA-CREF’s new endowment business, former Rice
09.16.10
