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

Mike R. Marsh, CFA

Consultant and Manager of Research

Travis C. Newman

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.