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Consulting Team

 

Nolan M. Bean, CFA, CAIA*

Vice President

  • M.B.A. in Finance & Quantitative Analysis, University of Cincinnati
  • B.S.B.A. in Finance, Georgetown College
  • Investment professional since 2002
  • FEG team member since 2004

Prior experience:

  • Charter Life Sciences Venture Capital
  • Waddell & Reed Financial Services

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
  • CAIA Association
Bruce A. Benjamin

Bruce A. Benjamin, CFA

Managing Principal

  • B.S. in Finance, Indiana University
  • Investment professional since 1989
  • FEG team member since 1997

Prior experience:

  • Conseco Capital Management – Senior Analyst
  • Oxford Financial Advisors – Managing Associate
    • Responsible for Oxford’s investment manager due diligence on fixed income managers and international and small cap equity managers

Memberships:

  • CFA Society of Indianapolis
  • CFA Institute
W. Quincy Brown

W. Quincy Brown

Vice President

  • B.S. in Business Administration in Finance and Accounting,
    The Ohio State University
  • Series 65 licensed
  • Investment professional since 1994
  • FEG team member since 1996

Prior experience:

  • PNC Bank – Associate Analyst/Broker
  • The Ohio State University Treasurer’s Office of Fees & Deposits – Accounting Associate

Presenter at:

  • Ohio Grantmakers Forum 2008
  • Council for Advancement and Support of Education (CASE) 2007 & 2008

Memberships:

  • The Know Theatre of Cincinnati - former Board and Advisory Council member
Ralph F. (Rocky) Doering

Ralph F. (Rocky) Doering

Vice President

  • B.B.A. in Finance and Management, University of Cincinnati
  • Investment professional since 1996
  • FEG team member since 1996

Prior experience:

  • PNC Bank – Commercial Loan Operations Supervisor / Specialist

 

Richard M. Grzymajlo

Richard M. Grzymajlo

Managing Principal

  • B.S. in Marketing, Miami University
  • Executive education from The Wharton School,
    University of Pennsylvania
  • Executive education from the University of Wisconsin-Madison, School of Business
  • Series 66 licensed
  • Investment professional since 1994
  • FEG team member since 1998

Prior experience:

  • Fifth Third Bank – Stock Transfer Manager (IPOs, mergers & acquisitions and capital market reorganizations)

Past committee service:

  • Council on Foundations
  • Greater Cincinnati Planned Giving Council
  • Cincinnati Chamber of Commerce
  • Advisory Board for Investment Management Institute

Memberships:

  • Chaminade-Julienne Catholic High School – Financial Advisory Council
  • CFA Society of Cincinnati (Associate)
  • CFA Institute (Associate)
  • National Business Officers Association

Douglas M. Harrell

Vice President

  • B.S. in Management, Purdue University
  • Investment professional since 1997
  • FEG team member since 1997

 

Scott B. Harsh

Scott B. Harsh

Managing Principal / President / CEO

  • B.B.A. in Finance and Real Estate, University of Cincinnati
  • Investment professional since 1988
  • FEG team member since 1990

Prior experience:

  • Hunter Savings Association – Financial Analyst

Presenter at:

  • Council on Foundations (COF)
  • Diocesan Fiscal Managers
  • Council of Michigan Foundations

Memberships:

  • CFA Society of Cincinnati

 

William A. Hummel

William A. Hummel

Managing Principal

  • B.S. in Accounting, Xavier University
  • Investment professional since 1990
  • FEG team member since 1994

Prior experience:

  • Fidelity Investments

Memberships:

  • Cincinnati, St. Xavier High School – Investment Committee
  • Board of the Great Miami Valley YMCA
Christopher M. Meyer, CFA

Christopher M. Meyer, CFA

Managing Principal

  • M.B.A. in Finance, The Ohio State University
  • B.S. in Statistics & Economics, University of Akron
  • Investment professional since 1989
  • FEG team member since 1993

Prior experience:

  • Fifth Third Bank Trust Department - Trust Associate

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
  • Cincinnati Reds Hall of Fame and Museum Board Member
  • Madcap Productions Puppet Theatre Board Member
  • St. Antoninus Church – Parish Council

 

Timothy P. O’Donnell

Timothy P. O’Donnell

Senior Vice President

  • B.A. in History & Political Science, Miami University
  • Investment professional since 1995
  • FEG team member since 1999

Prior experience:

  • Robert W. Baird & Co. – Research Assistant

Michael J. Oyster, CFA®

Michael J. Oyster, CFA

Managing Principal

  • B.B.A. in Finance, University of Cincinnati
  • Author. 2005. Mission Possible, Achieving Outperformance in a Low-Return World. Chicago: Dearborn Trade.
  • Investment professional since 1994
  • FEG team member since 1999

Prior experience:

  • Schaeffer Investment Research, Inc. – Senior Quantitative Analyst

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
Gary R. Price

Gary R. Price

Managing Principal / Director of FEG/Managed Portfolios

  • M.B.A. in Finance, John M. Olin School of Business at Washington University
  • B.B.A. in Finance Marketing, University of Kentucky
  • Investment professional since 1994
  • FEG team member since 1994

Prior experience:

  • Crane Corporation’s Huttig Sash & Door – financial planning and analysis
  • Served four years in the U.S. Navy
  • Extensive experience assisting Boards of Trustees/Finance Committees and staff in development and review of:
    • Investment and spending policy
    • Asset allocation and portfolio structure
    • Investment managers
    • Related investment topics

Memberships:

  • Board of Cincinnati Hills Christian Academy

 

J. David Stein

Managing Principal / Chief Portfolio Strategist – FEG/Managed Portfolios

  • M.B.A. in Finance, Miami University
  • B.B.A. in Finance, University of Cincinnati, Summa Cum Laude
  • Investment professional since 1992
  • FEG team member since 1995

Prior experience:

  • AT&T Capital Corporation – Commercial Credit Analyst and Business Planning Manager

Memberships:

  • FEG Investment Policy Committee
  • FEG Executive Committee

 

Michael C. Stonecipher

Michael C. Stonecipher

Managing Principal

  • B.A. in Economics, Ohio University
  • Investment professional since 1997
  • FEG team member since 1997
  • Series 65 licensed

Prior experience:

  • G.E. Aircraft Engines
  • Atwood Mobile Products

 

Matthew R. Veith

Matthew R. Veith

Senior Vice President

  • M.B.A. in Finance, Xavier University
  • B.S. in Finance, Miami University
  • Investment professional since 1997
  • FEG team member since 2000
  • Series 65 licensed

Prior experience:

  • Fifth Third Bank – Senior Trust Associate

Jeffrey A. Weisker

Jeffrey A. Weisker

Vice President

  • B.B.A. in Accounting, University of Cincinnati
  • Investment professional since 1998
  • FEG team member since 1999

Prior experience:

  • KPMG Peat Marwick – Staff Accountant

 

J. David Wetzel, CPC, CFP, AAMS, QKA, QPA

J. David Wetzel, CPC, CFP, AAMS, QKA, QPA

Senior Vice President

  • B.B.A. in Finance, Western Michigan University
  • Certified Pension Consultant (CPC)
  • Certified Financial Planner (CFP)
  • Accredited Asset Management Specialist (AAMS)
  • Qualified 401(k) Administrator (QKA)
  • Qualified Pension Administrator (QPA)
  • Investment professional since 1981
  • FEG team member since 2003

Prior experience:

  • Portfolio Analytics, Inc. – President and Managing Consultant
    • Provided investment consulting services to municipal and corporate clients
  • JDW Associates, Inc. – President
    • Provided actuarial and administrative services

Memberships:

  • American Society of Pension Professionals and Actuaries
  • International Board of Standards for Certified Financial Planners
  • Michigan Association of Public Employees Retirement Systems
  • Texas Local Firefighters Retirement System
  • Texas Public Employees Retirement System
Rebecca S. Wood

Rebecca S. Wood

Managing Principal / Chief Management Officer

  • B.A. in Arts & Science, Xavier University
  • Investment professional since 1987
  • FEG team member since 1992

Prior experience:

  • CS First Boston Corporation – Financial Analyst in the
    Equity Capital Markets Department

Presenter at:

  • Seminars on Investment Policy Statements for the Direction Center for Non-Profit Organizations – Topic: Investment Policy Statements
  • Ohio Donors Forum – Topic: Investment Policy Statements
  • Commonfund Conference
  • AGB Fall Workshop

Memberships:

  • EARTH University - Trust Board Member
  • Cincinnati Chapter of the American Red Cross Chapter Advancement Committee
  • National Underground Railroad Freedom Center Capital Structure Committee – Committee Member
  • Northern Kentucky Guild for the Mentally Retarded Annual Fundraiser – Co-Chair

 

* Chartered Alternative Investment Analyst