Profiles
The Radnor, Pa.-based discretionary manager focuses as much on advice as manager selection for its nonprofit clients.
A recent award recognition and leadership transition at independent investment consultant LCG Associates validates its structure and customized client-first approach.
John Balbach serves as director of impact investments at the MacArthur Foundation and manages the operations of the Chicago-based organization’s approximately $500 million impact investment pool. He took the time to answer 5 questions with FIN News.
Rose Dean joined investment consulting firm NEPC as a senior consultant this April after previously serving as a managing director with Wilshire.
Amy Hill oversees the Chicago-based foundation’s approximately $408 million investment portfolio and finances. Hill took the time to answer 5 questions with FIN News.
Byles Williams founded Xponance, a Black woman-owned investment firm, which offers direct active and passive equity, fixed-income and alternative investments as well as multi-manager strategies focused on emerging and diverse managers.
Peterfeso serves as managing director of investments at the Bush Foundation and oversees its approximately $1.5 billion endowment, leading asset allocation, manager due diligence and selection and rebalancing.
Anderson became cio of the North Dakota State Retirement and Investment Office in January 2022.
Sarah Bernstein serves as a managing principal and head of sustainability for investment consulting firm Meketa Investment Group, celebrating her 20 year anniversary with Pension Consulting Alliance/Meketa late last year.
Bernhardt has served as the Portland, Ore.-based college’s first-ever cio since 2019. He took the time to answer 5 questions with FIN News.
