INVESTMENT MANAGERS | CLIENT PORTAL

Investment team

Our investment team fulfills the fiduciary duties of a discretionary advisor and takes on the multi-faceted responsibilities of program implementation and oversight.

Ian Toner, CFA

  • Chief Investment Officer

Faraz Shooshani

  • Managing Director | Senior Private Markets Consultant
Marianne Feeley

Marianne Feeley, CFA

  • Managing Director | Public Markets

Thomas Garrett, CFA, FRM, CAIA

  • Managing Director | Strategic Research

Jing Chen

  • Associate Director | Private Markets

Colleen Flannery, CFA

  • Associate Director | Public Markets

Matthew Foppiano

  • Private Markets Research Analyst

Vincent Francom, CFA, CAIA

  • Managing Director | Public Markets

Sam Geschickter

  • Portfolio Manager | Portfolio Management

Steven Hempler

  • Managing Director | Senior Private Markets Consultant

Dan Hougard, FSA

  • Associate Director | Actuarial Services

Kyle Jangard, CFA

  • Senior Public Markets Research Analyst

Paul Kreiselmaier, CFA

  • Managing Director | Hedge Funds
Kin Lam

Kin Lam

  • Director | Private Markets

John Nicolini, CFA

  • Managing Director | Senior Consultant

Trevor Parmelee, CFA, CAIA

  • Senior Associate Director | Hedge Funds

Sneha Pendyala

  • Public Markets Research Analyst

Vincent Phan

  • Associate Director | Private Markets

John Santopadre, CFA

  • Director | Portfolio Management

Philip Schmitt

  • Director | Public Markets

Chris Shelby, Jr., CFA

  • Managing Director | Private Markets

John Wasnock

  • Director | Private Markets

We follow the data until it leads to insight, and turn insight into ideas that benefit our clients.

Our latest whitepapers, viewpoints, and annual outlooks.

Observing the unusual behavior of U.S. treasuries during this rate cutting cycle

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The Journal of Portfolio Management Interviews Ian Toner

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INVESTMENT MANAGERS | CLIENT PORTAL