Bruce A. Benjamin, CFA
Managing Principal
- B.S. in Finance, Indiana University
- Investment professional since 1989
- FEG team member since 1997
Prior experience:
- 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 Institute
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/Advisors
- 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
Presenter at:
- National Business Officers Association (NBOA)
- Council on Foundations (COF)
- Association of Governing Boards of Universities and Colleges (AGB)
- Council for the Advancement and Support of Education (CASE)
Memberships:
- Chaminade-Julienne Catholic High School – Investment Committee
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:
- Cincinnati Chapter of the Association for Investment Management and Research
Cynthia E. Henderson, CPA (Ohio, inactive)
Managing Principal
- B.S. in Accounting and Finance, Miami University
- Certified Public Accountant (inactive)
- Investment professional since 1993
- FEG team member since 1995
Prior experience:
- Star Bank
- Portfolio manager for the Taxable Money Market Fund, with over $550 million in assets
- Equity/bond trader
- Internal auditor
Past committee service:
- Board of the Junior League of Cincinnati
- Board of Volunteers of America
- Board of Friends of the Cincinnati Art Museum
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.
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
Prior experience:
- Fifth Third Bank Trust Department - Trust Associate
Memberships:
- CFA Institute
- CFA Society of Cincinnati
- Cincinnati Reds Hall of Fame and Museum Board Member
- Madcap Productions Puppet Theatre
- The University of Cincinnati MSBA – Finance Advisory Board
- St. Antoninus Church – Parish Council
Gary R. Price
Managing Principal / Director of FEG/Advisors
- 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/Advisors
- 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:
- Board of the Jefferson Montessori School
- FEG Executive Committee
Community Service:
- Planning and Zoning Commissioner in Rexburg, Idaho
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:
- FEG Executive Committee
- Cincinnati Business & Professional Women’s Retirement Living Board Member – past Treasurer and past President
- Hillrise Senior Center Board Member – past Treasurer and past President
- Cincinnati Chapter of the American Red Cross Chapter Advancement Committee – Chair
- National Underground Railroad Freedom Center Capital Structure Committee – Committee Member
- Northern Kentucky Guild for the Mentally Retarded - Co-Chair, Annual Fundraiser
- EARTH University - Trust Board Member