Profiles
Profile: Mark Green, CIO, Oxford Financial Group
Mark Green, cio of Indianapolis-based Oxford Financial Group, believes that keeping pace with
01.22.09
Profile: T.C. Wilson, Managing Director, Optimal Service Group
Virginia is home to billion-dollar institutions such as the University of Richmond’s $1 billion
01.15.09
Profile: Cathy Konicki, Managing Partner, NEPC
In an atmosphere where investing like billion-dollar funds and being able to navigate market
01.08.09
Profile: Richard Kos, Kos Consultants
Richard Kos’ abilities are best served to the institutional investment world when fiduciaries, who
12.11.08
Michael Rosen, Principal & CIO, Angeles Investment Advisors
Seeing the impending financial crisis looming overhead for investors last year, Angeles Investment
12.04.08
Profile: Robert DiMeo, DiMeo Schneider & Associates
Robert DiMeo, co-founder and managing director of institutional advisor DiMeo Schneider &
11.20.08
Profile: Lori Van Dusen, Managing Director, Convergent Wealth Advisors
Being a proactive advisor is something that has always been important to Lori Van Dusen, a managing director at Convergent Wealth Advisors.
11.13.08
Brian Falco, LCG Associates
Atlanta-based LCG Associates has taken an optimistic approach to looking at the financial crisis
11.06.08
Profile: Peter Tanous, Heather Errigo and Matthew Gelfand, Lynx Investment Advisory
While a number of institutional advisors have created fund-of-funds and other investment products,
10.23.08
Profile: Michelle Davidson, PCG Asset Management
PCG Asset Management has created value for institutional investors through its private equity
10.16.08
