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
Gregory M. Dowling, CFA, CAIA*
Managing Principal / Director of Hedged Strategies
- M.B.A. in Business Administration, Xavier University
- B.S.B.A. in Business Administration, University of Cincinnati
- Investment professional since 1997
- FEG team member since 2004
Prior experience:
- Bowling Portfolio Management – Vice President
- Firstar Bank – Analyst
Memberships:
- CFA Society of Cincinnati
- CFA Institute
- CAIA Association
Susan Mahan Fasig, CFA
Managing Principal / Director of FEG/Alternative Investments
- B.A. in Economics, DePauw University, Magna Cum Laude,
Phi Beta Kappa - Investment professional since 1985
- FEG team member since 1998
Prior experience:
- Anthem, Inc. – Director of Investments
- Evaluation Associates, Inc. – Associate Consultant
- American United Life Insurance Co. – Securities Analyst
Memberships:
- New Hope Presbyterian Church Endowment Committee
- Member and past president of Indianapolis Society of Financial Analysts
- CFA Institute
Anthony L. Festa, CFA
Managing Principal / Chief Operating Officer FEG/Managed Portfolios
- M.B.A. in Finance, Xavier University
- B.S. in Biology, University of Cincinnati
- Investment professional since 1997
- FEG team member since 1997
Memberships:
- CFA Society of Cincinnati
- CFA Institute
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
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
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
Robert Jennings
Managing Principal / Director of Client Service
- B.B.A. in Finance, University of Cincinnati
- Investment professional since 1993
- FEG team member since 1996
Prior experience:
- Bartlett & Co.
J. Alan Lenahan, CFA, CAIA
Managing Principal / Director of Hedged Strategies
- B.S.B.A. in Finance & Marketing, Xavier University
- Investment professional since 1997
- FEG team member since 2002
Prior experience:
- The Western and Southern Life Insurance Co. – Senior Corporate Finance and Risk Management Analyst
- Arthur Andersen – Senior Associate of Valuation Services
Memberships:
- CFA Society of Cincinnati
- CFA Institute
- CAIA Association
Industry Recognition:
- Named one of the 20 Rising Stars of Hedge Funds 2007 by Institutional Investor News
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
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
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
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
Rebecca S. Wood
Managing Principal / Chief Management Officer
- B.S. in Business, 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