Profiles
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
Profile: Jeanette Hamilton, The Rotary Foundation
The $574 million Rotary Foundation will embark on a number of changes to its investment strategies
07.30.09
Profile: Joseph Bogdahn, The Bogdahn Group
The Bogdahn Group believes it fills a significant gap in the advisory space for small- to mid-size
07.09.09
Profile: Kevin Dolsen, Callan Associates
Callan Associates attributes much of its success with institutions to its depth of resources, which
06.25.09
Profile: Steve Voss, Ennis Knupp + Associates
The first step in working with any client is gaining a deep understanding of their circumstances,
06.18.09
Profile: Marc Friedberg, Managing Director, Wilshire Associates
Wilshire Associates began as an analytics firm in 1972, focusing on the risk management structures
06.04.09
Profile: Larry Eckman, Managing Director, Rogerscasey
Investment research and client education have moved to the forefront over the last 12 to 18 months,
05.28.09
Profile: Christopher Meyer, Managing Principal & CIO, Fund Evaluation Group
Investment consultants have taken on various roles for foundations and endowments over the course
05.21.09