Investment Consulting Solutions For

Endowments & Foundations

Our advice helps these funds meet their spending goals.

Investment Consulting Solutions For

Endowments & Foundations

Our advice helps these funds meet their spending goals.

Institutional Investment Management Focus Team |  Endowments & Foundations

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

Peg VanWagoner

Senior Consultant

Thomas C. Woolwine

Vice Chairman

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.