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Our Team

 

James AngelicaJames W. Angelica

Senior Research Analyst - Private Capital - Buyouts

  • M.B.A. in Finance, Fordham University
  • B.S. in Business Administration, Providence College
  • Series 7 licensed (inactive)
  • Series 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

 

Nolan M. Bean, CFA, CAIA

Vice President - Portfolio Construction and Investment Philosophy

 

  • 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

Prior experience:

  • Charter Life Sciences Venture Capital
  • Waddell & Reed Financial Services

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
  • CAIA Association

 

 

Keith M. Berlin

Vice President - Global Fixed Income and Credit

  • 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

Industry Recognition:

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

 

Christian S. Busken

Vice President - Real Assets

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

Memberships:

  • Board member of Busken Bakery, Inc.

Kevin ConroyKevin Conroy, CFA

Research Analyst – FEG/Managed Portfolios

  • B.A. in Finance, Grand Valley State University
  • Investment professional since 2001
  • FEG team member since 2005

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute

 

Gregory M. DowlingGregory 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 Private Capital

  • 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/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

Brian A. HooperBrian A. Hooper

Research Analyst – Global Equities

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

Prior experience:

  • C.H. Dean, Inc. – Analyst

 

Gregory D. Houser, CFA

Vice PresidentResearch

  • 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 Cincinnati
  • CFA Institute

Jay R. Johnston

Research Analyst – Real Assets

  • B.B.A. in Finance, University of Cincinnati
  • Investment professional since 2009
  • FEG team member since 2010
  • CFA Program, Level I Candidate

 

 

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

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David L. MasonDavid L. Mason

Research AnalystHedged 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 II 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
  • Cincinnat-Us Founding Member
  • Mount Lookout Community Council - Board Member
  • CAIA Association

 

Will McIntosh, Ph.D.

Chief Investment Officer

  • Ph.D. in Finance, University of North Texas
  • M.B.A. in Real Estate, Eastern Kentucky University
  • B.S. in Business Education, Eastern Kentucky University
  • Graduate of the Management and Leadership in Education
    Program, Harvard Institute for Higher Education, Harvard Graduate School of Education
  • Graduate, School of Mortgage Banking, Mortgage Bankers Association of America
  • Investment professional since 1992
  • FEG team member since 2009

Prior experience:

  • University of Cincinnati, College of Business - Dean and Professor of Finance; member of Endowment Investment Committee
  • ING Real Estate Investment Management  - Global Head of Research and Strategy
  • AIG Global Real Estate Investment Corp. - Managing Director
  • Prudential Real Estate Investors - Managing Director, Investment Research

Memberships:

  • Pension Real Estate Association
  • Financial Management Association
  • Urban Land Institute
  • International Real Estate Society
  • American Real Estate Society
  • American Real Estate & Urban Economics Association

 

Christopher M. Meyer, CFAChristopher 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. O'Connor

Research Analyst – Generalist

  • B.B.A. in Finance and Real Estate, University of Cincinnati
  • Investment professional since 2009
  • FEG team member since 2010

Prior experience:

  • American Financial Group, Inc. – Assistant to the Chairman
  • American Money Management Corporation – Trading Department Intern

 

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

Managing Principal - Special Projects and Options Strategies

  • 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

 

Jason A. Raiti, CFA

Research AnalystHedged Strategies

  • B.A. in Economics, Dartmouth College
  • Investment professional since 2006
  • FEG team member since 2007
  • CAIA Program, Level I Candidate

Prior experience:

  • Marcus & Millichap Real Estate Investment Services - Real Estate Analyst

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
  • CAIA Association

 

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

 

 

Christina M. FosterChristina M. Sunderman

Research AnalystDomestic Value Equity

  • M.B.A. in Business Administration, Xavier University
  • B.S. in Finance, Miami University
  • Investment professional since 2006
  • FEG team member since 2006
  • CFA Program, Level I Candidate

Prior experience:

  • Marsh USA – Risk Consulting

 

 

Nathan C. WernerNathan C. Werner, CFA

Vice President – Private Capital - Venture Capital

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

Prior experience:

  • Irwin Management Company – Senior Financial Analyst

Memberships:

  • CFA Society of Indianapolis
  • CFA Institute

 

Ryan S. Wheeler, CAIA

Research AnalystHedged Strategies

  • M.F.E. in Financial Economics, Ohio University
  • B.B.A. in Finance, University of Cincinnati
  • Study Abroad - International Business, Universidad del Desarrollo
  • CFA Program, Level I Candidate
  • Investment professional since 2006
  • FEG team member since 2008

Prior experience:

  • Spectrum Global Fund Administration - Sr. Implementation Specialist
  • Corporex Companies - Staff Accountant/Investments

Memberships:

  • CAIA Association

 

 

* Chartered Alternative Investment Analyst