Fund Evaluation Group | Investment Advisors

Nolan M. Bean, CFA, CAIA*

Managing Principal

• 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

Career highlights:

• Named for "2011 Consultant of the Year" by Endowment & Foundation Money Management

Prior experience:

• Waddell & Reed Financial Services

Memberships:

• CFA Society of Cincinnati Board of Directors
• CFA Institute
• CAIA Association
• FEG Investment Policy Committee
• Georgetown College, PGA First Tee Scholars Advisory Board
• Kauffman Entrepreneur Internship Program past participant

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
• Eiteljorg Museum – Investment Committee Member

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 and 2010
• Council for Advancement and Support of Education (CASE) 2007 and 2008

Memberships:

• The Know Theatre of Cincinnati - former Board and Advisory Council member

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

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 (Affiliate)
• CFA Institute (Affiliate)
• 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

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 (Affiliate)
• FEG Executive Committee
• Summit Country Day School Investment Committee

William A. Hummel

Managing Principal

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

Prior experience:

• Fidelity Investments

Christopher M. Meyer, CFA

Managing Principal / Chief Investment Officer

• 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

Career highlights:

• Nominated for "2006 Nonprofit Consultant of the Year" by Endowment & Foundation Money Management

Prior experience:

• Fifth Third Bank Trust Department - Trust Associate

Memberships:

• CFA Society of Cincinnati
• CFA Institute
• FEG Investment Policy Committee
• FEG Executive Committee

Current Boards:

• Cincinnati Reds Hall of Fame and Museum - Board Member and Treasurer
• Lambda Chi Alpha Educational Foundation - Board Member and Investment Committee Chair
• St. Antoninus Church Parish Council - Chair
• Cincinnati Retirement System - Trustee and Investment Committee Chair

Past Boards:

• Madcap Productions Puppet Theatre Board Member
• University of Cincinnati MSBA Advisory Board
• Our Lady of Victory Finance Commission

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

Memberships:

• Bikes Belong
• Hoosier Environmental Council
• Hoosier Mountain Bike Association
• The Social Investment Forum
• The Sierra Club
• SIRAN (Sustainable Investment Research Analyst Network)

Michael J. Oyster, CFA

Managing Principal / Portfolio Strategist

• 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
• FEG Investment Policy Committee

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

Career highlights :

• FEG Investment Consultant
• FEG Investment policy committee member
• Board of Trustees - Cincinnati Christian Academy (President and  Finance Committee Chair)
• Schwab Institutional Advisory Board member

Prior experience:

• U.S. Navy veteran

Memberships:

• FEG Executive Committee
• FEG portfolio management team (Managed Portfolios)

J. David Stein

Chief Investment Strategist

• 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

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

Memberships:

• Vistage International – Key Executive Group

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

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

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

Managing Principal

• 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
• Executive for Advisors for Xavier University – Finance Board Member
• FEG Executive Committee

* Chartered Alternative Investment Analyst