Investment Consulting Solutions For

Corporations

Our services address investment, operating and retirement needs.
Investment Consulting Solutions For

Corporations

Our services address investment, operating and retirement needs.

Institutional Investment Management Focus Team |  Corporations

Mark A. Andes

Manager of Investment Research & Alternative Assets and Consultant

Fred V. Cornwell

Chief Administrative Officer

James F. Dykstal, CFA

Senior Consultant

Brooke M. Garcia, CFA

Client Portfolio Manager, Consultant

Donald H. Lennard

Senior Consultant

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Travis C. Newman

Senior Consultant

Adam J. Strumpf

Senior Consultant

Thomas C. Woolwine

Vice Chairman

Contact our Institutional Finance Consultant team to learn more about how we can put this research to work for your organization.