Fund Evaluation Group | Investment Advisors

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

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.

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

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