Investment Consulting Solutions For

Healthcare Organizations

We help hospitals solve complex investment-related issues unique to their enterprise risks

Investment Consulting Solutions For

Healthcare Organizations

We help hospitals solve complex investment-related issues unique to their enterprise risks

Institutional Investment Management Focus Team |  Healthcare Organizations

Donald H. Lennard

Senior Consultant

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Travis C. Newman

Senior Consultant

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