Fund Evaluation Group | Investment Advisors

 

James 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. 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 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. 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, 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

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. 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

 

 

Carolyn 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

 

 

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 TheatreBoard Member
• The University of Cincinnati MSBA – Finance Advisory Board
• St. Antoninus Church – Parish Council

 

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 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. 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. 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