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Our Team

 

James AngelicaJames W. Angelica

Senior Research Analyst – Alternative Investments

  • M.B.A. in Finance, Fordham University
  • B.S. in Business Administration, Providence College
  • Series 7 & 66 licensed
  • Investment professional since 1993
  • FEG team member since 2006

Prior experience:

  • State Street Global Advisors – Principal, Product Development
  • JPMorgan Fleming Asset Management – Client Portfolio Manager, Asset Allocation Services

 

Keith M. Berlin

Vice President - Fixed Income

  • M.B.A. Thomas More College
  • B.A. in Economics, University of Kentucky
  • Investment professional since 1996
  • FEG team member since 2000

Prior experience:

  • Fifth Third Bank – Money Markets Trader
  • Schaeffer’s Investment Research – Research Analyst

Memberships:

  • Board of C.B.P.W. Retirement Living Board Member - Treasurer

Industry Recognition:

  • Named one of the 20 Rising Stars of Fixed Income 2008 by Institutional Investor News

Christian S. BuskenChristian S. Busken

Vice President - International Equity & Natural Resources

  • M.B.A. Thunderbird – The American Graduate School of International Management
  • B.A. in International Relations, Brigham Young University
  • CFA Program, Level II Candidate
  • Investment professional since 1998
  • FEG team member since 2002

Memberships:

  • Board member of Busken Bakery, Inc.

Kevin ConroyKevin Conroy

Research Analyst – FEG/Advisors

  • B.A. in Finance, Grand Valley State University
  • CFA Program, Level II Candidate
  • Investment professional since 2001
  • FEG team member since 2005

 

Gregory M. DowlingGregory M. Dowling, CFA, CAIA*

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
  • Chartered Alternative Investment Analyst Association

Susan Mahan Fasig, CFASusan 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
  • CFA Society of Indianapolis - Member and past president
  • CFA Institute

Anthony L. Festa, CFA®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

Brian A. HooperBrian A. Hooper

Research Analyst - Growth Equity

  • B.S. in Economics & Finance, University of Dayton
  • CFA Program, Level I Candidate
  • Investment professional since 2004
  • FEG team member since 2006

Prior experience:

  • C.H. Dean, Inc. – Analyst

Gregory D. Houser, CFA

Vice President - Research

  • M.B.A. in Finance, Katz Graduate School of Business, University of Pittsburgh
  • B.S. in Finance & General Business, Miami University
  • Series 7 licensed (inactive)
  • Investment professional since 1994
  • FEG team member since 2008

Prior experience:

  • JPMorgan Investment Advisors, Fixed Income – Vice President

Memberships:

  • CFA Society of Columbus
  • CFA Institute

 

 

Carolyn LamontagneCarolyn D. Lamontagne

Research Associate – Alternative Investments

  • B.A. in Economics, Finance Specialization, University of Waterloo
  • Investment professional since 2006
  • FEG team member since 2006

Prior experience:

  • Fifth Third Bank

 

 

J. Alan Lenahan, CFA

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

Industry Recognition:

  • Named one of the 20 Rising Stars of Hedge Funds 2007 by Institutional Investor News

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David L. MasonDavid L. Mason

Research Analyst - Hedged Strategies

  • M.B.A. candidate in Finance, Xavier University
  • B.S.B.A. in Finance, University of Cincinnati
  • Series 7 & 63 licensed (inactive)
  • CAIA* Program, Level I Candidate
  • Investment professional since 2000
  • FEG team member since 2008

Prior experience:

  • Fifth Third Asset Management – Associate Portfolio Manager
  • Fidelity Investments and Brokerage, LLC – Equities Trader

Memberships:

  • Cincinnati Youth Collaborative Mentor
  • Cincinnati - Us Founding Member

 

 

Christopher M. Meyer, CFAChristopher 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 TheatreBoard Member
  • The University of Cincinnati MSBA – Finance Advisory Board
  • St. Antoninus Church – Parish Council

 

Michael J. Oyster, CFA®Michael J. Oyster, CFA

Senior Vice President

  • 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

 

J. David SteinJ. 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

 

Christina M. FosterChristina M. Sunderman

Research Analyst - Value Equity

  • M.B.A. candidate, Xavier University
  • B.S. in Finance, Miami University
  • Investment professional since 2006
  • FEG team member since 2006

Prior experience:

  • Marsh USA – Risk Consulting

 

 

Nathan C. WernerNathan C. Werner

Senior Research Analyst – Alternative Investments

  • M.B.A. in Finance, Indiana University
  • B.A. in Economics, DePauw University
  • CFA Program, Level II Candidate
  • Investment professional since 1998
  • FEG team member since 2005

 

* Chartered Alternative Investment Analyst