Profiles
Profile: Ernest Montford, CEO, Montford Associates
Ernest Montford has been preaching about the benefits of diversification to his clients for
08.07.08
Profile: Mark Baker, Shields Associates
Shields Associates looks to use its senior level experience and extensive manager research
07.17.08
Profile: James Stoker, WaterStreet Investment Consultants
An extensive manager research focus and absolute return philosophy makes WaterStreet Investment
07.10.08
Harold Bradley, Ewing Marion Kauffman Foundation
It’s not very surprising that Harold Bradley, a former chief investment officer of U.S. small- and
07.03.08
Profile: Tim Brennan, Unitarian Universalist Association of Congregations
Since stepping into his role as v.p. of finance and treasurer at the Unitarian Universalist
06.12.08
Profile: Derby Gisclair, Equitas Capital Advisors
Equitas Capital Advisors has been referred to as “the best kept secret in Louisiana” by the local
05.29.08
Doug Stamm, Wayne Pierson, Meyer Memorial Trust
If investment managers haven’t caught on to the growing reality that mission-related investments
05.22.08
Michael Wilson, Rosamond Delori, The New Hampshire Charitable Foundation
The New Hampshire Charitable Foundation has structured an investment portfolio that for over four
05.15.08
Profile: Michael Shone, President, Peirce Park Group
As an advisor to foundations and endowments, Michael Shone of Peirce Park Group says there is a
05.08.08
Rick Scott, The McKnight Foundation
Rick Scott remembers when The McKnight Foundation was called the tortoise eight years ago compared
05.01.08