Investment Consulting Solutions For

Non-Profits/Associations

We aid in integrating strategic planning and risk management with investment policy
Investment Consulting Solutions For

Non-Profits/Associations

We aid in integrating strategic planning and risk management with investment policy

Institutional Investment Management Focus Team |  Non-Profits/Associations

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.