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
Stephen M. Hodson, CFA
Vice President
- M.B.A., Columbia University Graduate School of Business
- B.Mus., The Juilliard School
- Investment professional since 1994
- FEG team member since 2010
Prior experience:
- HSBC Asset Management - Senior Analyst and Portfolio Manager
- J.P. Morgan Asset Management - Equity Research
- Oppenheimer Capital International - Research Analyst
Memberships:
- CFA Institute
- CFA Society of Cincinnati
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