Profiles
Profile: Tim Jester, Capital Advisory Group
Capital Advisory Group has made its greatest impact with small-to-mid-size nonprofits that seek
02.18.10
Profile: John LaPann & Jen Murtie, Federal Street Advisors
It’s not often an investment consultant can say it was far ahead of its peers in either taking on a
02.11.10
Profile: Jody Fink & Steve Nelson, Cambridge Associates
While more than $1.5 trillion in total aggregate client assets under advisement is difficult to
01.07.10
Profile: J.T. Mullen, The Cleveland Foundation
It would be difficult to find something cavalier about The Cleveland Foundation, which serves as
11.12.09
Profile: Frank Domeisen, Yanni Partners
The past year has served as a wake-up call for nonprofits that have realized how significant the
11.05.09
Profile: Canterbury Consulting
Each nonprofit tells a different story, whether it is through the composition of its investment
10.15.09
Profile: Alyssa Cheatham, Stratford Advisory Group
Even though alternative investments such as hedge funds have taken a great deal of abuse over the
09.03.09
Profile: Michael Iley, The Eriksen Group
Diversifying risk for institutions is more than filling style boxes, it’s finding firms that are
08.20.09
Profile: James Tracy and Henry Kaplan, Graystone Consulting
Since the establishment of Graystone Consulting as its own separate business unit, the experts
08.13.09
Profile: George Vitta, Asset Strategies Portfolio Services
As some institutional investment consultants are scrambling to develop discretionary services
08.06.09