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People

Over the past 30 years, FEG has been committed to attracting, retaining, and developing our employees to maintain a high level of service to our clients. Meet our growing team of more than 130 employees that each bring unique experiences and knowledge to help our clients achieve their missions.
Michael Aluise Headshot

Michael J. Aluise, CFA, CAIA

Vice President

Consultant

Investment professional since 2011

FEG team member since 2011

Education:

  • BS in Business Finance, Miami University

Memberships:

  • CFA Society of Cincinnati - Board of Directors
  • CFA Institute
  • CAIA Association
  • Crayons to Computers - Endowment Committee
  • FEG Asset and Risk Allocation Team
  • Miami University, Farmer School of Business - Adjunct Professor

Read designation disclosures here.

Lillian Ambrosius Headshot

Lillian B. Ambrosius

Research Analyst

Global Equity

Investment professional since 2018

FEG team member since 2018

Education:

  • BSBA in Finance, Xavier University

Experience:

  • ComStock Valuation Advisors – Valuation Intern
  • Munson Healthcare – Financial Reporting & Analysis Intern

Cheryl Barker Headshot

Cheryl A. Barker

Senior Research Liaison

Investment professional since 2006

FEG team member since 2012

Education:

  • MBA in Finance and Investments, University of Notre Dame
  • BS in Business, Miami University

Experience:

  • DCAdvisors, Inc. - Consultant
  • Oyster Capital Management LLC - Associate

Memberships:

  • Junior League of Birmingham

Mary Bascom Headshot

Mary T. Bascom, CPA, CGMA

Chief Financial Officer

Investment professional since 1999

FEG team member since 1999

Education:

  • MBA in Finance, Xavier University
  • BBA in Accounting, University of Toledo

Experience:

  • Ryder Transit – Controller Ernst & Young – Staff Auditor

Memberships:

  • FEG Leadership Team
  • FEG Retirement Plan Committee

Past Memberships:

  • Madeira Presbyterian Church – Treasurer

Read designation disclosures here.

Rajan Bawa Headshot

Rajan Bawa

Consulting Analyst

Investment professional since 2013

FEG team member since 2013

Education:

  • BS in Finance, Indiana University

Nolan Bean Headshot

Nolan M. Bean, CFA, CAIA

Managing Principal

Head of Institutional Investments

Investment professional since 2002

FEG team member since 2004

Education:

  • MBA in Finance and Quantitative Analysis, University of Cincinnati Carl H. Lindner College of Business
  • BSBA in Finance, Georgetown College

Career Highlights:

  • Named 2017 Georgetown College Distinguished Young Alumni
  • Named one of the world's 10 most influential investment consultants of 2016 and 2017 by Chief Investment Officer magazine through the Knowledge Broker award1
  • Named 2011 "Consultant of the Year" by Institutional Investor's Foundation & Endowment Money Management2

Experience:

  • Waddell & Reed Financial Services

Memberships:

  • Association for Corporate Growth
  • CFA Society of Cincinnati - Member and Past President
  • FEG Board of Directors
  • FEG Investment Advisory Board
  • FEG Investment Advisory Committee
  • FEG Investment Policy Committee
  • OCEAN Business Accelerator Mentor
  • Research Affiliates Advisory Panel
  • SSM Growth Equity II Advisory Board
  • Seven Hills School Board of Trustees and Investment Committee

Read designation disclosures here.

1  Chief Investment Officer. To read the full article and selection criteria for the award, please visit (https://www.ai-cio.com/lists/2016-knowledge-brokers/). Any awards or nominations received by FEG or its personnel are not representative of any client's experience or FEG's capabilities as an investment adviser and as such does not indicate any future experience or performance. FEG is not affiliated with the awarding agencies and does not validate the appropriateness of the agencies or its awards.

2 To read the full article and selection criteria for the award, please submit a written request to information@feg.com. Any awards or nominations received by FEG or its personnel are not representative of any client's experience or FEG's capabilities as an investment adviser and as such does not indicate any future experience or performance. FEG is not affiliated with the awarding agencies and does not validate the appropriateness of the agencies or its awards.

Bruce Benjamin Headshot

Bruce A. Benjamin, CFA

Managing Principal

Consultant

Investment professional since 1989

FEG team member since 1997

Education:

  • BS in Finance, Indiana University

Experience:

  • Conseco Capital Management - Senior Analyst
  • Oxford Financial Advisors - Managing Associate

Memberships:

  • CFA Society of Indianapolis
  • CFA Institute
  • Eiteljorg Museum - Investment Committee

Read designation disclosures here.

Alan Bergin Headshot

Alan L. Bergin, CFA

Senior Vice President

Consultant

Investment professional since 1999

FEG team member since 2016

Education:

  • BSBA in Finance and International Business, Georgetown University

Experience:

  • Larry Thompson & Associates Vice President and Consultant
  • Cambridge Associates International Investment Performance Analyst

Memberships:

  • CFA Institute
  • CFA Society of Dallas - Ft. Worth
  • Mary Immaculate Catholic School - Advisory Council
  • National Society of Institutional Investment Professionals
  • Texas Association of Public Employee Retirement Systems

Read designation disclosures here.

Keith Berlin Headshot

Keith M. Berlin

Senior Vice President

Director of Global Fixed Income and Credit

Investment professional since 1996

FEG team member since 2000

Education:

  • MBA, Thomas More College
  • BA in Economics, University of Kentucky

Career Highlights:

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

Experience:

  • Fifth Third Bank - Money Markets Trader
  • Schaeffer Investment Research - Research Analyst

Omkar Bhapkar Headshot

Omkar A. Bhapkar, IACCP

Manager of Compliance

FEG team member since 2014

Education:

  • MS in Financial Engineering, Kent State University
  • BS in Mechanical Engineering, University of Pune, India

Experience:

  • Ironbeam, Inc. Compliance Associate

Read designation disclosures here.

Andrew Boedecker Headshot

Andrew C. Boedecker

Senior Client Service Associate

FEG Managed Solutions

Investment professional since 1996

FEG team member since 1999

Education:

  • BS in Business Management in Finance, University of Wisconsin-Parkside

Experience:

  • SunAmerica - Customer Service Supervisor / Compliance Examiner
  • Olde Discount Stockbrokers - Stockbroker

Patrick Bonnell Headshot

Patrick E. Bonnell

Research Analyst

Global Fixed Income and Credit

Investment professional since 2017

FEG team member since 2017

Education:

  • BBA in Finance, University of Cincinnati

Matthew Boyko Headshot

Matthew J. Boyko

Internal Sales Associate

Advisor Business Development

Investment professional since 1996

FEG team member since 2011

Education:

  • BBA in Finance, Ohio University

Experience:

  • UNIFI Retirement Plans - Regional Sales Consultant
  • Summit Investment Partners - Internal Wholesaler
  • Fidelity Investments - High Net Worth Financial Consultant

Anita Brading Headshot

Anita S. Brading

Consulting Analyst

Investment professional since 2015

FEG team member since 2007

Education:

  • The CFA Institute Investment Foundations Certificate Holder
  • BA in Art History, University of Cincinnati

Experience:

  • Fund Evaluation Group (FEG) - Reporting Analyst
  • Fifth Third Bank - Customer Service Representative

Kaelie Brice Headshot

Kaelie A. Brice

Client Service Associate

Investment professional since 2018

FEG team member since 2018

Education:

  • BA in Communications, University of Colorado

Experience:

  • Fortis Private Bank – Client Service Associate
  • Flatirons Bank – Deposit Services & Executive Support Associate
  • Flatirons Bank – Bank Teller

W. Quincy Brown Headshot

W. Quincy Brown

Vice President

Director of Client Services

Investment professional since 1994

FEG team member since 1996

Education:

  • BS in Finance and Accounting, The Ohio State University

Experience:

  • PNC Bank - Trust Department

Presentations:

  • Ohio Grantmakers Forum - 2008, 2010, and 2013
  • Council for Advancement and Support of Education (CASE) - 2007, 2008, and 2013
  • Philanthropy Southwest - 2017

Past Memberships:

  • The Know Theatre of Cincinnati - Board and Advisory Council

Christian Busken Headshot

Christian S. Busken

Senior Vice President

Director of Real Assets

Investment professional since 1998

FEG team member since 2002

Education:

  • MBA, Thunderbird School of Global Management
  • BA in International Relations, Brigham Young University

Past Memberships:

  • Busken Bakery, Inc. - Board Member

David Center Headshot

David D. Center, CFA

Senior Vice President

Consultant

Investment professional since 2001

FEG team member since 2014

Education:

  • MSIA (MBA) in Finance & Strategy, Carnegie Mellon University
  • BS in Electrical Engineering, Lehigh University

Experience:

  • Cardinal Investment Advisors, Consultant
  • New Leaf Capital Consulting, Managing Director
  • Hammond Associates, Senior Consultant
  • Entergy Services, Treasury Manager

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
  • FEG Investment Advisory Committee
  • FEG Responsive Investing Committee
  • Krewe of the Rolling Elvi, Founder and Mission & Vision Committee Member

Past Memberships:

  • CFA Society of St. Louis - Board member
  • CFA Society of Louisiana, President
  • Greater New Orleans Council of Campfire, President

Read designation disclosures here.

Samuel Chambers Headshot

Samuel L. Chambers

Consulting Analyst

Investment professional since 2017

FEG team member since 2012

Education:

  • BBA in Finance, University of Cincinnati

Experience:

  • Fund Evaluation Group (FEG), Performance Analyst
  • Fund Evaluation Group (FEG), Client Service Co-op

Michael Condon Headshot

Michael A. Condon, CFA

Senior Vice President

Institutional Investments

Investment professional since 1984

FEG team member since 2016


Education:

  • MBA in Finance, Louisiana Tech University
  • BS in Accounting, Minor in Mathematics, University of South Alabama

Experience:

  • Southern Methodist University - Chief Investment Officer
  • University of Arkansas Foundation - Chief Investment Officer
  • Georgia Tech Foundation - Chief Investment Officer
  • University of South Alabama - Vice President of Investments
  • Altus Bank - Vice President Treasurer

Memberships:

  • FEG Investment Advisory Committee
  • FEG Portfolio Management Team
  • CFA Institute
  • Advisory Committee for Alternative Asset Management
  • Editorial Committee for the Investment Institute

Read designation disclosures here.

Kevin Conroy Headshot

Kevin J. Conroy, CFA, CAIA

Vice President

Hedged Strategies

Investment professional since 2001

FEG team member since 2005

Education:

  • BA in Finance, Grand Valley State University

Experience:

  • Western & Southern Financial Group -- Mutual Fund Accountant

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
  • CAIA Association

Read designation disclosures here.

Emily Crail Headshot

Emily B. Crail

Vice President

Consulting Analyst

Investment professional since 1996

FEG team member since 1996

Education:

  • BS in Business Administration, Northern Kentucky University

McCall Cravens Headshot

McCall Cravens

Investment professional since 2003

FEG Investment Advisory Board member since 2018

Education:

  • MBA, Harvard Business School
  • BS in Engineering Science, and Economics, Vanderbilt University

Experience:

  • The Hunt Organization – Chief Investment Officer
  • Southern Methodist University – Managing Director
  • PlumTree Partners – Vice President
  • Pamlico Capital – Associate
  • Wachovia Securities - Analyst

Honors and Awards:

  • aiCIO 2013 Forty Under Forty
  • Top 30 Most Influential Women in University Endowments
  • Nonprofit Board of the Year – Akola Project
  • Top 30 Women Chief Investment Officers Top 30 Family Office Chief Investment Officers

Luke Cutler Headshot

Luke J. Cutler

Consulting Analyst

Investment professional since 2013

FEG team member since 2016

Education:

  • BS in Economics, Grove City College

Experience:

  • ArkMalibu - Investment Banking Associate

Nicola da Roza Headshot

Nicola M. da Roza, CFA

Vice President

Consultant

Investment professional since 2002

FEG team member since 2014

Education:

  • MBA, Johnson Graduate School of Management, Cornell University
  • B.A. in Economics and International Relations, Tufts University

Experience:

  • Fund Evaluation Group - Senior Marketing Analyst
  • Permanens Capital - Investment Officer
  • Colonial Consulting - Research Analyst
  • Sidoti & Co. - Equity Research Analyst

Memberships:

  • CFA Institute
  • CFA Society of Cincinnati
  • Peaslee Neighborhood Center - Board of Directors, Finance Committee
  • FEG Enterprise Risk Committee

Past Memberships:

  • Permaganic Co. - Treasurer

Read designation disclosures here.

Jeffrey Davis Headshot

Jeffrey A. Davis, CAIA

Vice President

Consultant

Investment professional since 2002

FEG team member since 2002

Education:

  • MBA in Business Administration, Xavier University
  • BA in Finance and Economics, University of Kentucky

Memberships:

  • CAIA Association
  • CFA Institute

Read designation disclosures here.

Matt DenBleyker Headshot

Matt DenBleyker, CAIA

Vice President

Real Assets

Investment professional since 1997

FEG team member since 2016

Education:

  • BBA and MBA in Finance, University of Texas

Experience:

  • Larry Thompson & Associates – Director of Research
  • Teachers Retirement System of Texas - International Equities

Memberships:

  • CAIA Association

Read designation disclosures here.

Brad Derflinger Headshot

Brad J. Derflinger, CFA

Assistant Portfolio Manager

Risk Managment

Investment professional since 2006

FEG team member since 2013

Education:

  • BS in Industrial Engineering, Ohio State University

Experience:

  • PNC Investment, Financial Advisor
  • AG Edwards, Financial Advisor

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
  • FEG Portfolio Management Team
  • FEG Responsive Investing Committee

Read designation disclosures here.

Connor Dervin Headshot

Connor J. Dervin

Consulting Analyst

Investment professional since 2013

FEG team member since 2016

Education:

  • BBA in Finance, Texas State University

Experience:

  • Larry Thompson & Associates - Research Associate

Andrea Doepker Headshot

Andrea M. Doepker

Client Service Manager

Investment professional since 1996

FEG team member since 2007

Education:

  • BA in Economics, University of Cincinnati

Experience:

  • Retirement Capital Advisors - Director / Client Services

Ralph Doering Headshot

Ralph F. (Rocky) Doering

Senior Vice President

Consultant

Investment professional since 1996

FEG team member since 1996

Education:

  • BBA in Finance and Management, University of Cincinnati

Experience:

  • PNC Bank Commercial Loan Operations Supervisor / Specialist

Past Memberships:

  • SPCA Cincinnati - Board of Trustees

Gregory Dowling Headshot

Gregory M. Dowling, CFA, CAIA

Chief Investment Officer

Head of Research

Investment professional since 1997

FEG team member since 2004

Education:

  • MBA in Business Administration, Xavier University
  • BSBA in Business Administration, University of Cincinnati

Career Highlights:

  • Received the 2018 "Hedge Fund Consultant of the Year” Award by Institutional Investor
  • Nominated for the same award in 2017 and 2014
  • Named one of the 2015 “World’s Most Influential (Specialist) Consultants” by Chief Investment Officer

Experience:

  • University of Cincinnati - Adjunct Professor
    • Graduate‐level courses on Alternative Investments and Risk Management
  • Bowling Portfolio Management -Vice President
  • Firstar Bank - Financial Analyst

Memberships:

  • CAIA Association
  • CFA Institute
  • CFA Society of Cincinnati
  • FEG Leadership Team – Member
  • FEG Investment Policy Committee – Chair
  • FEG Risk Management Committee – Member, Former Chair

Read designation disclosures here.

Christina Drake Headshot

Christina N. Drake

Vice President

Advisor Analyst

Investment professional since 2009

FEG team member since 2016

Education:

  • BA in Marketing and Communication Studies, Butler University

Experience:

  • Bridgewater Associates - Associate Client Advisor
  • Bridgewater Associates - Marketing Associate
  • Bridgewater Associates - Client Service Coordinator

Memberships:

  • FEG Responsive Investing Committee
  • HFMA Southwest Ohio - Programming Committee Member
  • Xavier University - Undergraduate Mentor
  • Women Helping Women - Development Committee Member

Robert Durden Headshot

Robert Durden

Investment professional since 2000

FEG Investment Advisory Board member since 2018

Education:

  • MBA in Finance and Entrepreneurship, Chicago Booth School of Business
  • AB in Economics, Princeton University

Experience:

  • University of Virginia Investment Management Company – Chief Executive Officer/Chief Investment Officer
  • Texas Children’s Hospital – Chief Investment Officer
  • Private Investments at Morgan Creek Capital Management - Managing Director
  • Western Asset Management LLC - Corporate Strategy
  • Ritchie Capital Management – Senior Investment Analyst
  • Merrill Lynch – Investment Banking

Susan Fasig Headshot

Susan Mahan Fasig, CFA

Managing Principal, Portfolio Manager

Private Investments

Investment professional since 1985

FEG team member since 1998

Education:

  • BA in Economics, DePauw University, Magna Cum Laude, Phi Beta Kappa

Experience:

  • Anthem, Inc. - Director of Investments
  • Evaluation Associates, Inc. - Associate Consultant
  • American United Life Insurance Company - Securities Analyst

Memberships:

  • New Hope Presbyterian Church - Endowment Committee
  • CFA Society of Indianapolis - Member and Past President
  • CFA Institute
  • FEG Portfolio Management Team

Read designation disclosures here.

Anthony Festa Headshot

Anthony L. Festa, CFA

Managing Principal

Head of Portfolio Strategy

Investment professional since 1997

FEG team member since 1997

Education:

  • MBA in Finance, Xavier University
  • BS in Biology, University of Cincinnati

Memberships:

  • FEG Risk Management Committee
  • FEG Portfolio Managment Team
  • Gateway for Cancer Research - Board of Trustees
  • CFA Society of Cincinnati
  • CFA Institute

Past Memberships:

  • Greater Cincinnati Mutual Fund Association - Board of Trustees
  • The Crable Foundation - Board of Trustees

Read designation disclosures here.

Matthew Finke Headshot

Matthew T. Finke

Vice President

Institutional Client Development

Investment professional since 2011

FEG team member since 2011

Education:

  • MBA, Thomas More University
  • BA in Finance, Transylvania University

Experience:

  • Marvin Lewis Community Fund – Director of Programs

Memberships:

  • Cincinnati Children’s Hospital – Innovative Circle Member
  • Covington Catholic High School – Finance Committee Member
  • New Perceptions, Inc. – Board Member Alliance for Catholic Urban Education – Appeal Team

Kristen Fitzgerald Headshot

Kristen M. Fitzgerald

Marketing Associate

FEG team member since 2012

Education:

  • BA, Northern Kentucy University (pursuing)
  • The CFA Institute Investment FoundationsTM
Memberships:

  • FEG Retirement Plan Committee

Ryan Foley Headshot

Ryan M. Foley

Compliance Analyst

FEG team member since 2016

Education:

  • MBA in General Business, Xavier University
  • BBA in Finance, Ohio University

Experience:

  • Matson Money - Investment Services Coordinator
  • The Business Backer - Treasury Analyst

Michael Franke Headshot

Michael B. Franke, CFA

Senior Research Analyst

Hedged Strategies

Investment professional since 2012

FEG team member since 2015

Education:

  • BS in Finance & Economics, University of Kentucky

Experience:

  • Fidelity Investments - Trading Help Desk Specialist

Read designation disclosures here.

Dave Germain Headshot

Dave J. Germain

Vice President

Consulting Analyst Training Coordinator

Investment professional since 2005

FEG team member since 2005

Education:

  • BS in Finance, Ohio State University

Caton Gomillion Headshot

Caton E. Gomillion

Senior Fund Operations Analyst

Investment professional since 2015

FEG team member since 2015

Education:

  • BS in Finance, Xavier University

Experience:

  • D'Artagnan capital Fund - Controller
  • Freeman Heyne - Finance Intern

William Goslee Headshot

William G. Goslee

Managing Principal

Head of Client Development and Business Strategy

Investment professional since 1988

FEG team member since 2008

Education:

  • BBA in Accounting, University of Notre Dame
  • Series 7 and 63

Experience:

  • Nationwide Financial Services - CIO Investment Offerings Group, President Nationwide Investment Advisors
  • Goldman Sachs Asset Management - Vice President
  • Arthur Andersen & Co. - Senior Auditor

Memberships:

  • American Institute of Certified Public Accountants (AICPA)
  • Financial Planning Association (FPA)
  • Glenmary - Development Advisory Board

Link to FINRA BrokerCheck

Richard Grzymajlo Headshot

Richard M. Grzymajlo

Managing Principal

Consultant

Investment professional since 1994

FEG team member since 1998

Education:

  • BS in Marketing, Miami University
  • Executive education from The Wharton School, University of Pennsylvania
  • Executive education from the University of Wisconsin-Madison, School of Business

Experience:

  • Fifth Third Bank - Stock Transfer Manager 
    • IPOs, mergers & acquisitions, and capital market reorganizations

Memberships:

  • CFA Institute (Affiliate)
  • CFA Society of Cincinnati (Affiliate)
  • FEG Investment Advisory Committee
  • FEG Asset and Risk Allocation Team
  • National Business Officers Association

Past Memberships:

  • Advisory Board for Investment Management Institute
  • Chaminade-Julienne Catholic High School - Financial Advisory Council
  • Cincinnati Chamber of Commerce
  • Council on Foundations
  • Greater Cincinnati Planned Giving Council

Richard Hain Headshot

Richard J. Hain

Senior Operations and Trading Analyst

Investment professional since 2013

FEG team member since 2017

Education:

  • BA in Finance, University of Cincinnati
  • Series 65 licensed (inactive)

Experience:

  • MCF Advisors – Senior Investment Operations Analyst
  • MCF Advisors – Retirement Planning Specialist MCF Advisors – Portfolio Administrator

Ananya Handa Headshot

Ananya Handa

Research Analyst

Global Fixed Income and Credit

Investment professional since 2017

FEG team member since 2017

Education:

  • MS in Finance, University of Cincinnati
  • BBA in Finance & Economics, University of Cincinnati

Experience:

  • FEG – Capital Markets Intern
  • Balyasny Asset Management – Global Macro Summer Analyst
  • John Hancock Investments – Mutual Funds Intern

Robin Harmon Headshot

Robin L. Harmon

Vice President

Consulting Analyst

Investment professional since 1996

FEG team member since 1996

Education:

  • MBA in Finance, Northern Kentucky University
  • BS in Finance, Northern Kentucky University

Memberships:

  • First Baptist Church of Highland Heights, KY - Audit Committee Member

Douglas Harrell Headshot

Douglas M. Harrell

Vice President

Consulting Analyst

Investment professional since 1997

FEG team member since 1997

Education:

  • BS in Management, Purdue University

Scott Harsh Headshot

Scott B. Harsh

President and CEO

Investment professional since 1988

FEG team member since 1990

Education:

  • BBA in Finance and Real Estate, University of Cincinnati

Experience:

  • Hunter Savings Association - Financial Analyst

Presentations:

  • Council of Michigan Foundations
  • Council on Foundations
  • Institutional Investor
  • Council for Advancement and Support of Education (CASE)

Memberships:

  • CFA Society of Cincinnati (Affiliate)
  • FEG Board of Directors
  • FEG Risk Management Committee
  • University of Cincinnati Finance Advisory Board
  • Institutional Investor Advisory Board

Stephen Hodson Headshot

Stephen M. Hodson, CFA, CAIA

Senior Vice President

Consultant

Investment professional since 1994

FEG team member since 2010

Education:

  • MBA, Columbia University
  • BMus, The Juilliard School
  • University of Utah

Experience:

  • J.P. Morgan Asset Management - Equity Research
  • HSBC Asset Management - Senior Analyst and Portfolio Manager
  • Oppenheimer Capital International - Research Associate

Memberships:

  • CFA Institute
  • CFA Society of Cincinnati
  • CAIA Association

Read designation disclosures here.

Emily Hogya Headshot

Emily C. Hogya

Portfolio Analyst

Portfolio Management

Investment professional since 2017

FEG team member since 2017

Education:

  • BSBA in Economics, Finance, & Accounting, Xavier University

Experience:

  • Fund Evaluation Group - Managed Portfolios Intern
  • Paycor, Inc. - Finance Intern

Jonathan Hook Headshot

Jonathan Hook

Investment professional since 1981

FEG Investment Advisory Board member since 2018

Education:

  • MBA in Finance, Baylor University
  • BS in Economics & Sociology, Willamette University

Experience:

  • The Harry and Jeanette Weinberg Foundation – Chief Investment Officer
  • The Ohio State University – Vice President & Chief Investment Officer
  • Baylor University – Chief Investment Officer

Honors and Awards:

  • Named “Top 30 Foundation Chief Investment Officers” by Trusted Insight

Brian Hooper Headshot

Brian A. Hooper

Vice President

Global Equities

Investment professional since 2004

FEG team member since 2006

Education:

  • BS in Economics and Finance, University of Dayton

Experience:

  • C.H. Dean, Inc. - Analyst

Memberships:

  • CFA Institute

Gregory Houser Headshot

Gregory D. Houser, CFA, CAIA

Director of Research

Investment professional since 1994

FEG team member since 2008

Education:

  • MBA in Finance, Katz Graduate School of Business, University of Pittsburgh
  • BS in Finance and General Business, Miami University

Experience:

  • JPMorgan Investment Advisors, Fixed Income - Vice President

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
  • CAIA Association
  • FEG Asset and Risk Allocation Team
  • FEG Responsive Investing Committee

Read designation disclosures here.

1 To read the full article and selection criteria for the award, please submit a written request to information@feg.com. Any awards or nominations received by FEG or its personnel are not representative of any client's experience or FEG's capabilities as an investment adviser and as such does not indicate any future experience or performance. FEG is not affiliated with the awarding agencies and does not validate the appropriateness of the agencies or its awards.

William Hummel Headshot

William A. Hummel

Managing Principal

Consultant

Investment professional since 1990

FEG team member since 1995

Education:

  • BS in Accounting, Xavier University

Experience:

  • Fidelity Investments - Retirement Plan Consultant

Presentations:

  • Physician Management Practice Forum for the Healthcare Financial Management Association (HFMA) - Southwestern Ohio Chapter
  • National Business Institute (NBI)
  • Professional Association for Investment Communications Resources (PAICR)
  • National Business Officers Association (NBOA)
  • Community Foundations of Butler County

Past Memberships:

  • Great Miami Valley YMCA - Board of Directors
  • St. Xavier High School - Investment Committee

Erin Humphrey Headshot

Erin M. Humphrey

Senior Client Service Associate

Investment professional since 2005

FEG team member since 2015

Education:

  • Bachelor of Arts, University of Cincinnati

Experience:

  • FTJ Fundchoice – Service Team Specialist
  • Wealth Planning Corporation – Client Relationship Manager
  • Great American Financial - Supervisor

Robert Jennings Headshot

Robert D. Jennings

Chief Operating Officer

Investment professional since 1993

FEG team member since 1996

Education:

  • BBA in Finance, University of Cincinnati

Experience:

  • Bartlett & Co. - Trader

Memberships:

  • FEG Board of Directors - Member
  • FEG Risk Management Committee - Member

Xavier Jimenez Headshot

Xavier A. Jimenez

Research Analyst

Real Assets

Investment professional since 2016

FEG team member since 2016

Education:

  • BBA in Finance and Economics, University of Cincinnati

Experience:

  • Fund Evaluation Group - Real Assets Apprentice
  • JPMorgan Chase & Co. - Corporate Analyst Apprentice

Past Memberships:

  • Ecuadorian National Swim Team

Paul Keating Headshot

Paul S. Keating

Manager of Fund Operations

Investment professional since 2012

FEG team member since 2012

Education:

  • BS in Accounting, Finance, Operations Management, Indiana University

Experience:

  • PricewaterhouseCoopers LLP - Associate

Memberships:

  • The Crable Foundation - Board of Directors
  • Magnified Giving - Board of Directors

Devinne Kelly Headshot

Devinne C. Kelly

Institutional Client Development Associate

Investment professional since 2012

FEG team member since 2015

Education:

  • CFA Institute Investment Foundations Certificate Holder
  • BBA in Marketing and Integrated Strategic Communications, University of Kentucky, Gatton College of Business & Economics

Experience:

  • United Way of Greater Cincinnati – Development Associate
  • Absolute Return Strategies – Market Research & Investor Relations Associate

Past Memberships:

  • Greater Cincinnati Behavioral Health Services – Development Committee Member
  • Cincinnati USA Regional Chamber – Cincy Next Class 2 Member

Kevin Kersting Headshot

Kevin M. Kersting

Vice President

Reporting

Investment professional since 1999

FEG team member since 2000

Education:

  • BS in Accounting, Miami University

Experience:

  • Union Central Life Insurance - Account Specialist

Jennie Kinne Headshot

Jennie L. Kinne

Manager of Marketing

Digital Strategy

FEG team member since 2007

Education:

  • BA, University of Cincinnati (pursuing)
  • The CFA Institute Investment Foundations Certificate

Memberships:

  • American Diabetes Association Board, Cincinnati Chapter Board Member

Mark Koenig Headshot

Mark A. Koenig, CFA

Director of Quantitative Analysis

Investment professional since 1995

FEG team member since 2014

Education:

  • MS in Computational Finance, Carnegie Mellon University
  • MS in Electrical Engineering, University of Arizona
  • BS in Aerospace Engineering, University of Cincinnati

Experience:

  • Fifth Third Asset Management - Director of Quantitative Strategies
  • National City Investment Management Company - Director of Quantitative Analysis
  • National City Corporation - Quantitative Analyst

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
  • FEG Asset and Risk Allocation Team

Read designation disclosures here.

John Labmeier Headshot

John F. Labmeier

General Counsel

Investment professional since 1983

FEG team member since 2011

Education:

  • JD in Law, University of Cincinnati College of Law
  • BA in English, University Cincinnati
  • BS in Secondary Education, University Cincinnati

Experience:

  • Summit Mutual Funds - Vice President and Secretarysel, and Secretary
  • Summit Mutual Funds – Vice President and Secretary
  • Union Central Life - Vice President, Associate General Counsel, and Assistant Secretary
  • Dugan and Labmeier - Legal Counsel

Memberships:

  • Ohio State Bar Association
  • Cincinnati Bar Association

J. Alan Lenahan Headshot

J. Alan Lenahan, CFA, CAIA

Chief Investment Officer

Head of Investments

Investment professional since 1997

FEG team member since 2002

Education:

  • BSBA in Finance and Marketing, Xavier University

Career Highlights:

  • Named one of the 20 Rising Stars of Hedge Funds 2007 by Institutional Investor News1

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
  • Executive Advisors for Xavier University - Finance Board
  • FEG Portfolio Management Team
  • 4C for Children - Investment Committee

Read designation disclosures here.

1 To read the full article and selection criteria for the award, please submit a written request to information@feg.com. Any awards or nominations received by FEG or its personnel are not representative of any clients experience or FEG's capabilities as an investment adviser and as such does not indicate any future experience or performance. FEG is not affiliated with the awarding agencies and does not validate the appropriateness of the agencies or its awards.

Charles Luecke Headshot

Charles W. Luecke

Senior Research Analyst

Investment professional since 2009

FEG team member since 2017

Education:

  • BSBA in Finance, Xavier University

Experience:

  • Fort Washington Capital Partners - Senior Research Analyst
  • Raymond James Financial Services - Compliance Advisor

Memberships:

  • Xavier University - Undergraduate Mentor

Past Memberships:

  • Boys Hope Girls

Kathryn Mawer Headshot

Kathryn E. Mawer, CFA, CAIA

Vice President

OCIO Advisor

Investment professional since 2009

FEG team member since 2006

Education:

  • BS in Business Management, Boston University

Experience:

  • Fund Evaluation Group - Director, Marketing and Communications
  • ACNielsen BASES - Senior Research Analyst

Memberships:

  • CAIA Association
  • CFA Institute
  • FEG Enterprise Risk Committee
  • Philanthropic Educational Organization (P.E.O.)

Read designation disclosures here.

Lauren Mayernik Headshot

Lauren M. Mayernik

Research Analyst

Private Equity

FEG team member since 2017

Education:

  • MS in Finance, University of Cincinnati
  • BBA in Finance & Analytics, University of Cincinnati

Sean McChesney Headshot

Sean P. McChesney

Vice President

Hedged Strategies

Investment professional since 2005

FEG team member since 2016

Education:

  • BA in Economics, Hampden-Sydney College

Experience:

  • Private Advisors, LLC - Director
  • Carolinas Investment Consulting, LLC - Director
  • Cambridge Associates, LLC - Analyst

Andy McMorrow Headshot

Andy McMorrow

Vice President

Director of Marketing

Investment professional since 1996

FEG team member since 2016

Education:

  • BA in Journalism, Marshall University
  • Series 6, 7, and 26 licensed

Experience:

  • Nationwide - Associate Vice President, Marketing
  • Curian Capital - Associate Vice President, Marketing
  • Banc of America Capital Management, LLC - Vice President, Marketing
  • Evergreen Investment Services, Inc. - Marketing Project Manager

Link to FINRA BrokerCheck

Ross Neltner Headshot

Ross W. Neltner, CAIA

Vice President

Consulting Analyst

Investment professional since 2010

FEG team member since 2014

Education:

  • BS in Economics, Vanderbilt University

Experience:

  • Cumberland Consulting Group - Managing Consultant

Memberships:

  • CAIA Association
  • CFA Institute
  • National Business Officers Association
  • Fort Thomas Education Foundation - Investment Committee
  • Vanderbilt CoRPs Program - Cincinnati Chapter

Read designation disclosures here.

Michael O'Connor Headshot

Michael J. O'Connor, CFA, CAIA

Vice President, Assistant Portfolio Manager

Public Investments

Investment professional since 2009

FEG team member since 2010

Education:

  • BBA in Finance and Real Estate, University of Cincinnati

Experience:

  • Fund Evaluation Group - Senior Research Analyst, Fixed Income
  • American Financial Group, Inc. - Assistant to the Chairman
  • American Money Management Corporation - Trading Department Intern

Memberships:

  • CFA Institute
  • CFA Society of Cincinnati
  • CAIA Association
  • FEG Portfolio Management Team
  • FEG Asset and Risk Allocation Team

Read designation disclosures here.

Timothy O'Donnell Headshot

Timothy P. O'Donnell, CAIA

Senior Vice President

Consultant

Investment professional since 1995

FEG team member since 1999

Education:

  • BA in History and Political Science, Miami University

Experience:

  • Robert W. Baird & Co. - Research Assistant

Memberships:

  • Bikes Belong
  • FEG Responsive Investing Committee
  • Hoosier Environmental Council
  • Hoosier Mountain Bike Association
  • US SIF - The Social Investment Forum
  • The Sierra Club
  • CAIA Association

Read designation disclosures here.

James Ouderkirk Headshot

James E. Ouderkirk, CFA, CPA

Vice President

Investment Solutions

Investment professional since 2013

FEG team member since 2018

Education:

  • BBA in Accountancy, University of Notre Dame
  • MS in Accountancy / Tax, University of Notre Dame

Experience:

  • CTC | myCFO, LLC – Investment Advisor
  • PWC – Tax Senior

Read designation disclosures here.

Gary Price Headshot

Gary R. Price

Managing Principal

Head of Investment Solutions

Investment professional since 1994

FEG team member since 1994

Education:

  • MBA in Finance, Washington University
  • BBA in Finance and Marketing, University of Kentucky

Experience:

  • Crane Corporation's Huttig Sash & Door - Financial Planning and Analysis
  • U.S. Navy - Veteran

Memberships:

  • FEG Board of Directors
  • FEG Investment Advisory Committee

Past Memberships:

  • Cincinnati Hills Christian Academy - Board of Trustees, President, and Finance Committee Chair
  • Charles Schwab Advisory Board Member

Daniel Regan Headshot

Daniel W. Regan

Manager of Trading Operations

Investment professional since 2009

FEG team member since 2013

Education:

  • BS in Finance & Accounting, University of Dayton

Experience:

  • Merrill Lynch - Financial Advisor
  • Lenox Wealth Management - Analyst

Danni Romine Headshot

Danni L. Romine

Client Service Associate

Client Service and Operations

Investment professional since 2015

FEG team member since 2017

Education:

  • BA in Communication, University of Cincinnati

Experience:

  • Ultimus Fund Solutions – Senior Financial Support Specialist
  • Huntington National Bank – Teller Supervisor Huntington National Bank – Customer Service Representative

Pete Salvator Headshot

Pete R. Salvator

Vice President

Director of Research Services

Investment professional since 1989

FEG team member since 2014

Education:

  • BBA in Accounting, The Ohio State University
  • Series 6, 7, 26 and 63 licensed

Experience:

  • Nationwide Financial Services - Associate Vice President
  • Fidelity Investments - Vice President
  • Guardian Life Insurance - Assistant Vice President

Link to FINRA BrokerCheck

Phillip Scherrer Headshot

Phillip A. Scherrer, CFA, CAIA

Senior Vice President

Consultant

Investment professional since 2002

FEG team member since 2012

Education:

  • MBA in Analytical Finance, Kellogg School of Management
  • BA in Economics, Harvard University

Experience:

  • Susquehanna International Group - Derivatives Trader
  • Blue Capital Group - Equity Derivative Portfolio Manager

Memberships:

  • CFA Society of Cincinnati
  • CFA Institute
  • CAIA Association
  • FEG Asset and Risk Allocation Team

Read designation disclosures here.

Susan Schrader Headshot

Susan L. Schrader

Senior Client Service Associate

Investment professional since 2008

FEG team member since 2014

Education:

  • BS in Marketing, Xavier University

Experience:

  • Lenox Wealth Management – Client Service Associate, Operations
  • JP Morgan Chase – Officer, Hedge Fund Services Account Manager

Matthew Schwier Headshot

Matthew S. Schwier

Vice President

Consultant Relations Manager

Investment professional since 2009

FEG team member since 2009

Education:

  • BS in Business Economics, Miami University

Experience:

  • Fund Evaluation Group - Senior Consulting Analyst

Memberships:

  • Association for Corporate Growth Cincinnati: RISE ACG - Board Member
  • FEG Enterprise Risk Committee - Co-Chair

Michael Stonecipher Headshot

Michael C. Stonecipher

Managing Principal

Investment professional since 1997

FEG team member since 1997

Education:

  • BA in Economics, Ohio University

Experience:

  • G.E. Aircraft Engines
  • Atwood Mobile Products

Memberships:

  • Art Alliance for Contemporary Glass
  • FEG Board of Directors - Member
  • FEG Risk Committee
  • The Pilchuck Glass School
  • NACD (National Association of Corporate Directors)

Benjamin Sullivan Headshot

Benjamin C. Sullivan

Research Analyst

Global Equity

Investment professional since 2016

FEG team member since 2017

Education:

  • BSBA in Finance, Xavier University

Experience:

  • Dimensional Fund Advisors – Portfolio Management, Analyst
  • Total Wealth Planning – Portfolio Management, Data Intern
  • U.S. House of Representatives - Intern

G. Scott Tabor Headshot

G. Scott Tabor, CAIA

Senior Vice President

Private Equity

Investment professional since 2004

FEG team member since 2012

Education:

  • MBA in Finance and Accounting, Indiana University
  • BA in Economics, Cornell University

Experience:

  • Fort Washington Capital Partners - Senior Investment Analyst, Private Equity
  • Bear, Stearns & Co. - Analyst, Fixed Income-Residential Mortgage Backed Securities (RMBS)

Memberships:

  • CAIA Association

Read designation disclosures here.

Steven Thieme Headshot

Steven G. Thieme, CFA, CAIA

Senior Research Analyst

Hedged Strategies

Investment professional since 2008

FEG team member since 2016

Education:

  • MBA, Miami University
  • BBA in Finance, Morehead State University

Experience:

  • Summer Hill Capital Partners, Investment Officer
  • Towers Watson Investment Services, Senior Investment Analyst

Memberships:

  • CAIA Association
  • CFA Institute

Past Memberships:

  • Morehead State University Foundation Board of Trustees & Finance Committee

Read designation disclosures here.

Julie Thomas Headshot

Julie T. Thomas, CPA, IACCP

Chief Compliance Officer

FEG team member since 2015

Education:

  • BS in Business Administration, University of Cincinnati
  • Series 7, 24 and 63 licensed

Experience:

  • Ohio National Financial Services, Vice President, Deputy Chief Compliance Officer and Fund Chief Compliance Officer, Ohio National Life Insurance Co.
  • Julie T. Thomas, CPA, Self-employed Accountant
  • Foster & Motley, Inc., Financial Planner

Memberships:

  • FEG Leadership Team
  • LADD, Treasurer and Board Member

Past Memberships:

  • Kindervelt, Treasurer and Financial Advisor

Link to FINRA BrokerCheck

Read designation disclosures here.

Larry Thompson Headshot

Larry J. Thompson

Senior Vice President

Consultant

Investment professional since 1987

FEG team member since 2016

Education:

  • B.S. in Microbiology, Louisiana Tech University

Experience:

  • Larry Thompson & Associates, Founder, President and Senior Consultant
  • Merrill Lynch, Financial Consultant

Gianna Trankito Headshot

Gianna B. Trankito, Esq

Corporate Attorney

FEG team member since 2014

Education:

  • JD in Business Law, University of Dayton School of Law
  • BS in Business Administration & Marketing,
    University of Dayton

Read designation disclosures here.

Robert Van Den Brink Headshot

Robert P. Van Den Brink, CFA

Senior Vice President

Consultant

Investment professional since 1991

FEG team member since 2014

Education:

  • BS in Business, Miami University

Experience:

  • Hewitt Ennis, Knupp, Partner
    • Senior Consultant
    • Founding member of Global Pension Risk Team
    • Founding member of Global Manager Research Committee
  • Fund Evaluation Group, Consultant
  • Goldman, Sachs & Co.,Fixed Income Analyst

Memberships:

  • CFA Institute
  • CFA Society of Cincinnati
  • FEG Enterprise Risk Committee - Chair

Read designation disclosures here.

John Vargo Headshot

John J. Vargo, IACCP

Senior Compliance Analyst

FEG team member since 2014

Education:

  • BSBA in Finance, Xavier University

Read designation disclosures here.

Matthew Veith Headshot

Matthew R. Veith, CFA

Senior Vice President

Consultant

Investment professional since 1997

FEG team member since 2000

Education:

  • MBA in Finance, Xavier University
  • BS in Finance, Miami University

Experience:

  • Fifth Third Bank - Senior Trust Associate

Memberships:

  • CFA Institute

Read designation disclosures here.

Douglas Walouke Headshot

Douglas J. Walouke, CFA

Vice President

Consultant

Investment professional since 1991

FEG team member since 2012

Education:

  • BBA in Finance and Economics, University of Cincinnati

Experience:

  • University of Cincinnati - Senior Investment Officer
  • Ohio Bureau of Workers' Compensation - Senior Investment Manager
  • J.J.B. Hilliard, W.L. Lyons, Inc. - Vice President, Senior Investment Banker
  • The Ohio Company - Vice President, Portfolio Manager

Memberships:

  • CFA Society of Cincinnati
  • CFA Society of Columbus, Past President and Board Member
  • CFA Institute
  • Hope Church, Hope Fellows Financial Chair

Read designation disclosures here.

Jeffrey Weisker Headshot

Jeffrey A. Weisker

Senior Vice President

Consultant

Investment professional since 1998

FEG team member since 1999

Education:

  • BBA in Accounting, University of Cincinnati

Experience:

  • KPMG Peat Marwick - Staff Accountant

Presentations:

  • Council of Michigan Foundations

Memberships:

  • Catholic Charities of Southwestern Ohio - Board of Directors, Chair
  • Second Harvest Food Bank - Advisory Council
  • Wave Foundation - Board of Directors

Nathan Werner Headshot

Nathan C. Werner, CFA, CAIA

Senior Vice President

Director of Private Equity

Investment professional since 1998

FEG team member since 2005

Education:

  • MBA in Finance, Indiana University
  • BA in Economics, DePauw University

Experience:

  • Irwin Management Company - Senior Financial Analyst

Memberships:

  • CFA Society of Indianapolis
  • CFA Institute
  • CAIA Association

Read designation disclosures here.

Sarah Wessling Headshot

Sarah R. Wessling

Manager of Marketing

Strategic Communications

FEG team member since 2014

Education:

  • MBA in Business Administration, Xavier University
  • BA in Communications, The Ohio State University
  • BA in History, The Ohio State University

Experience:

  • Cincinnati Art Museum - Corporate and Foundations Manager
  • The Ohio Center for Law - Related Education, Program Coordinator
  • Teach For America Corps Member - High School Teacher

Memberships:

  • The Women's Fund of The Greater Cincinnati Foundation Advocacy Committee
  • Circle Tail, Inc., DAW Committee
  • FEG Responsive Investing Committee
  • FEG Volunteer Committee

Jere Whiteley Headshot

Jere H. Whiteley

Vice President

Advisor Business Development

Investment professional since 1985

FEG team member since 2010

Education:

  • BBA in Business Administration, Western Michigan University
  • Series 7 licensed

Experience:

  • Russell Investments - Regional Director
    • Provided sales & education services to financial advisors for eight years
  • Northwestern Mutual Financial Network - Managing Partner

Memberships:

  • National Association of Financial Advisors
  • Society of Financial Services Professionals

Past Memberships:

  • Hospitality House of Kalamazoo - President
  • Society of Financial Professionals, Local Chapter - President
  • National Association of Financial Advisors, Local Chapter - President

Link to FINRA BrokerCheck

Rebecca Wood Headshot

Rebecca S. Wood

Managing Principal

Head of Institutional Services

Investment professional since 1987

FEG team member since 1992

Education:

  • BS in Arts and Science, Xavier University

Experience:

  • CS First Boston Corporation - Financial Analyst in the Equity Capital Markets Department

Memberships:

  • Hospice of the Bluegrass, Inc. - Advisory Board Member
  • Sustained Dialogue Institute - Board Member
  • Xavier Finance Board of Executive Advisors

Past Memberships:

  • EARTH University - Former Investment Committee Member and Board of Trustees Member

Andrew Zach Headshot

Andrew M. Zach, CAIA

Vice President

Consultant

Investment professional since 2008

FEG team member since 2011

Education:

  • BS in Finance, University of Dayton

Experience:

  • Scottrade, Inc. - Stockbroker

Memberships:

  • CAIA Association
  • CFA Institute

Read designation disclosures here.