James 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
*
Managing Principal - 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
Career highlights:
- Named "2011 Consultant of the Year" by Endowment & Foundation Money Management
Prior experience:
- Waddell & Reed Financial Services
Memberships:
- CFA Society of Cincinnati Board of Directors
- CFA Institute
- CAIA Association
- FEG Investment Policy Committee
- Georgetown College, PGA First Tee Scholars Advisory Board
- Kauffman Entrepreneur Internship Program past participant
Keith M. Berlin
Senior Vice President - Director of 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
Senior Vice President - Director of 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 J. Conroy, CFA, CAIA*
Research Analyst – Hedged Strategies
- B.A. in Finance, Grand Valley State University
- Investment professional since 2001
- FEG team member since 2005
Prior experience:
- Western & Southern Financial Group – Mutual Fund Accountant
Memberships:
- CFA Society of Cincinnati
- CFA Institute
Gregory 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
- FEG Investment Policy Committee
Jeffrey D. Furst, CFA
Senior Research Analyst - Hedged Strategies
- M.B.A., Xavier University
- B.S. in Finance, Miami University
- Investment professional since 2001
- FEG team member since 2011
Prior experience:
- Summer Hill, Senior Analyst
- PNC Financial Services Group, Financial Consultant
Memberships:
- CFA Society of Cincinnati
- 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
Brian A. Hooper
Senior 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 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 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
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. Mason
Senior 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)
- Investment professional since 2000
- FEG team member since 2008
Prior experience:
- Fifth Third Asset Management – Portfolio Manager
- Fidelity Investments and Brokerage, LLC – Executive Compensation Specialist / Trader
Memberships:
- Cincinnati Youth Collaborative Mentor (former)
- Cincinnat-Us Founding Member
- CAIA Association
- Mount Lookout Community Council - Board Member (former)
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
Career highlights:
- Nominated for "2006 Nonprofit Consultant of the Year" by Endowment & Foundation Money Management
Prior experience:
- Fifth Third Bank Trust Department – Trust Associate
Memberships:
- CFA Society of Cincinnati
- CFA Institute
- FEG Investment Policy Committee
- FEG Executive Committee
Current Boards:
- Cincinnati Reds Hall of Fame and Museum - Board Member and Treasurer
- Lambda Chi Alpha Educational Foundation - Board Member and Investment Committee Chair
- St. Antoninus Church Parish Council - Chair
- Cincinnati Retirement System - Trustee and Investment Committee Chair
Past Boards:
- Madcap Productions Puppet Theatre Board Member
- University of Cincinnati MSBA Advisory Board
- Our Lady of Victory Finance Commission
Michael J. O'Connor
Research Analyst – Fixed Income
- 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
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
- FEG Investment Policy Committee
William B. Phelps
Operations Analyst - Hedged Strategies
- M.B.A. in Finance, Northern Kentucky University
- B.S. in Aviation Management, Eastern Kentucky University
- Investment professional since 2008
- FEG team member since 2011
Prior experience:
- J.P. Morgan, Hedge Fund Services Account Manager
J. David Stein
Chief Investment Strategist
- 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. Sunderman
Senior Research Analyst – Global Equities
- M.B.A. in Business Administration, 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, 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
Director of Operations - Hedged Strategies
- M.F.E. in Financial Economics, Ohio University
- B.B.A. in Finance, University of Cincinnati
- Study Abroad - International Business, Universidad del Desarrollo
- 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