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 for Alternative Assets, Consultant

Fred V. Cornwell

Chief Administrative Officer

James F. Dykstal, CFA

Senior Consultant

Brooke M. Garcia, CFA, CAIA

Client Portfolio Manager, Consultant

Donald H. Lennard

Senior Consultant

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Adam J. Strumpf, CAIA

Senior Consultant, Chief Compliance Officer, Manager of Investment Research

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.