MEET THE TEAM

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 2019 "Consultant of the Year" by Chief Investment Officer
• 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:

• CFA Institute
• CFA Society of Cincinnati - Member and Past President
• CAIA Association
• FEG Board of Directors
• FEG Leadership Team
• FEG Investment Policy Committee
• Seven Hills School Board of Trustees and Investment Committee Chair

Read designation disclosures here.

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.

Investment professional since 1988

FEG team member since 2008

Education:

• BBA in Accounting, University of Notre Dame

Experience:

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

Memberships:

• Mount Notre Dame High School - Board of Directors, Finance Committee, and Chair of the Investment Committee
• Catholic Charities of Southwest Ohio Board of Directors
• Glenmary Missioners Development Advisory Board
• FEG Leadership Team
• American Institute Certified Public Accountants (AICPA)

Link to FINRA BrokerCheck

Investment professional since 1993

FEG team member since 1996

Education:

• BBA in Finance, University of Cincinnati

Experience:

• Bartlett & Co. - Trader

Memberships:

• FEG Leadership Team
• FEG Risk Management Committee - Chair
• Greater Cincinnati Mutual Fund Association

FEG team member since 2015

Education:

• MEd in Corporate & Agency Training, University of Cinncinnati
• BS, Natural Resources, The Ohio State University

Experience:

• Your Infinite Possibilities – President
• Ameritas – Vice President, Leadership
• Union Central Life Insurance – Vice President, Human Resources

Memberships:

• FEG Leadership Team
• Association of Talent Development
• Greater Cincinnati Human Resources Association
• Healthy Beginnings, Board Member

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 Investment Partners - Consultant, Legal Counsel, 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:

• FEG Leadership Team
• Ohio State Bar Association
• Cincinnati Bar Association

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
• Cincinnati Parks Foundation - Investment Committee
• Executive Advisors for Xavier University - Finance Board
• FEG Leadership Team
• FEG Portfolio Management Team

Read designation disclosures here.

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.

Investment professional since 1987

FEG team member since 1992

Education:

• BS in Arts and Science, Xavier University

Experience:

• CS First Boston Corporation - Equity Capital Markets Analyst

Memberships:

• FEG Board of Directors
• FEG Leadership Team
• American Red Cross - Board Member
• Association for Corporate Growth Cincinnati – Board Member
• Sustained Dialogue Institute – Board Member
• Tocqueville Society United Way of Greater Cincinnati – 2019 Campaign Chair
• Xavier University – Finance Board of Executive Advisors

Past Memberships:

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

Investment professional since 2003

FEG team member since 2018

Education:

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

Experience:

• Heinz Family Office - Chief Investment Officer
• 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

Investment professional since 2000

FEG team 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

Investment professional since 1981

FEG team 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

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.

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

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

Investment professional since 2013

FEG team member since 2013

Education:

• BS in Finance, Indiana University

Experience:

• Fund Evaluation Group – Reporting Analyst
• B.C. Ziegler and Company – Wealth Management Intern

Memberships:

• FEG Culture Committee
• FEG Volunteer Committee

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 2019 "Consultant of the Year" by Chief Investment Officer
• 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:

• CFA Institute
• CFA Society of Cincinnati - Member and Past President
• CAIA Association
• FEG Board of Directors
• FEG Leadership Team
• FEG Investment Policy Committee
• Seven Hills School Board of Trustees and Investment Committee Chair

Read designation disclosures here.

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

Read designation disclosures here.

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
• Circle Ten Boy Scout Foundation Investment Committee
• Mary Immaculate Catholic School - Advisory Council
• National Society of Institutional Investment Professionals
• Texas Association of Public Employee Retirement Systems

Read designation disclosures here.

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 (1)

Experience:

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

Investment professional since 2017

FEG team member since 2017

Education:

• BBA in Finance, University of Cincinnati

FEG team member since 2020

Education:

• BA in Finance, Miami University

• FEG – Diversified Strategies and Fixed Income Research Analyst Intern

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

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

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:

• Council for Advancement and Support of Education (CASE)
• Ohio Grantmakers Forum
• Philanthropy Southwest

Memberships:

• FEG Diversity & Inclusion Committee – Founding Member
• FEG Culture Committee
• FEG Technology Steering Committee
• FEG Business Continuity Planning Committee
• FEG Responsive Investing Committee
• FEG Recruitment Sub-Committee
• Black Achievers

Past Memberships:

• The Know Theatre of Cincinnati - Board and Advisory Council

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

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
• Indian Hill Winter Club Board Member
• Krewe of the Rolling Elvi, Co-Founder, Board Member, 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.

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

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.

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.

Investment professional since 1996

FEG team member since 1996

Education:

• BS in Business Administration, Northern Kentucky University

Investment professional since 2013

FEG team member since 2016

Education:

• BS in Economics, Grove City College

Experience:

• ArkMalibu - Investment Banking Associate

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:

• CAIA Association
• 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.

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:

• FEG Responsive Investing Committee
• CAIA Association
• Panorama Apartments – Board Member

Read designation disclosures here.

Investment professional since 2013

FEG team member since 2016

Education:

• BBA in Finance, Texas State University

Experience:

• Larry Thompson & Associates - Research Associate

Investment professional since 1996

FEG team member since 1996

Education:

• BS in Finance and Management, University of Cincinnati

Experience:

• PNC Bank - Commercial Loan Operations Supervisor / Specialist

Past Memberships:

• SPCA Cincinnati - Board of Trustees

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.

Investment professional since 2009

FEG team member since 2016

Education:

• BS in Marketing and BA in Communication Studies, Butler University

Experience:

• Bridgewater Associates - Associate Client Advisor

Memberships:

• FEG Diversity & Inclusion Committee
• Investment Professionals Education Initiative - Member

Past Memberships:

• Xavier University - Undergraduate Mentor
• Women Helping Women - Development Committee Member

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:

• CFA Society of Indianapolis - Member and Past President
• CFA Institute
• FEG Board of Directors
• FEG Portfolio Management Team
• Private Equity Women Investor Network
• Indianapolis Propylaeum - Board Member and Treasurer
• Pass the Torch for Women - Mentor

Read designation disclosures here.

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.

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

Investment professional since 2020

FEG team member since 2015

Education:

• BA in Finance, University of Cincinnati

Experience:

• Fund Evaluation Group – Reporting Analyst

Investment professional since 2012

FEG team member since 2015

Education:

• BS in Finance & Economics, University of Kentucky

Experience:

• Fidelity Investments - Trading Help Desk Specialist

Memberships:

• CFA Institute
• CAIA Association

Read designation disclosures here.

Investment professional since 2005

FEG team member since 2005

Education:

• BS in Finance, Ohio State University

Investment professional since 1988

FEG team member since 2008

Education:

• BBA in Accounting, University of Notre Dame

Experience:

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

Memberships:

• Mount Notre Dame High School - Board of Directors, Finance Committee, and Chair of the Investment Committee
• Catholic Charities of Southwest Ohio Board of Directors
• Glenmary Missioners Development Advisory Board
• FEG Leadership Team
• American Institute Certified Public Accountants (AICPA)

Link to FINRA BrokerCheck

Investment professional since 1994

FEG team member since 1998

Education:

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

Experience:

• Fifth Third Bank - Stock Transfer Manager 

Memberships:

• The Summit Country Day School Foundation - Board Member
• FEG Asset and Risk Allocation Team
• FEG Investment Advisory Committee
• CFA Institute (Affiliate)
• CFA Society of Cincinnati (Affiliate)
• 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

Investment professional since 2017

FEG team member since 2017

Education:

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

Experience:

• FEG – Senior Research Analyst - Fixed Income, Capital Markets Intern
• Balyasny Asset Management – Global Macro Summer Analyst
• John Hancock Investments – Mutual Funds Intern

Memberships:

• FEG Culture Committee - Co-Head
• FEG Enterprise Risk Committee
• Association for Corporate Growth (Cincinnati) – YACG Committee

Investment professional since 1996

FEG team member since 1996

Education:

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

Memberships:

• Union Baptist Church – Union, KY – Stewardship Committee

Investment professional since 1997

FEG team member since 1997

Education:

• BS in Management, Purdue University

Investment professional since 2017

FEG team member since 2020

Education:

• BS in Economics, University of Kentucky

• Raymond James – Financial Advisor
• Nationwide Advisory Solutions – Territory Sales Consultant

Read designation disclosures here.

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.

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

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

Read designation disclosures here.

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

Read designation disclosures here.

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

Memberships:

• Community Foundation of West Chester/Liberty - Investment Committee

Past Memberships:

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

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

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.

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
• Cincinnati Parks Foundation - Investment Committee
• Executive Advisors for Xavier University - Finance Board
• FEG Leadership Team
• FEG Portfolio Management Team

Read designation disclosures here.

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 Hope of Cincinnati - Associate Board Member

Investment professional since 2009

FEG team member since 2006

Education:

• BS in Business Management, Boston University

Experience:

• ACNielsen BASES - Senior Research Analyst
• Professional Harpist

Memberships:

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

Read designation disclosures here.

Investment professional since 2017

FEG team member since 2017

Education:

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

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

Investment professional since 2010

FEG team member since 2014

Education:

• BS in Economics, Vanderbilt University

Experience:

• Cumberland Consulting Group - Managing Consultant

Memberships:

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

Read designation disclosures here.

Investment professional since 2009

FEG team member since 2010

Education:

• BBA in Finance and Real Estate, University of Cincinnati

Experience:

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

Memberships:

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

Read designation disclosures here.

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 Diversity & Inclusion Committee
• 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.

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.

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
• FEG Responsive Investing Committee

Past Memberships:

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

FEG team member since 2014

Education:

• BBA in Accounting, The Ohio State University
• Series 6, 7, 26, 63, 65, and 66 licensed (inactive)

Experience:

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

Link to FINRA BrokerCheck

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.

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

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.

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.

Investment professional since 2009

FEG team member since 2019

Education:

• JD, Case Western Reserve University School of Law
• BS in Finance, Miami University

Experience:

• ICF – Senior Manager
• FEG – Senior Research Analyst, Private Capital
• Diamondback Capital Management – Portfolio Finance Analyst

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:

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

Read designation disclosures here.

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
• FEG RI Committee
• St. Xavier High School - Investment Committee

Read designation disclosures here.

Investment professional since 2015

FEG team member since 2016

Education:

• BA in Finance, University of Cincinnati

Experience:

• Fund Evaluation Group – Performance Analyst
• Johnson Investment Counsel – Operations Intern

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

Read designation disclosures here.

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 (Past President)
• Wave Foundation - Treasurer, Board of Directors

Past Memberships:

• Second Harvest Food Bank - Advisory Council

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:

• CAIA Association
• CFA Institute
• CFA Society of Indianapolis

Read designation disclosures here.

Investment professional since 1985

FEG team member since 2010

Education:

• BBA in Business Administration, Western Michigan University
• Series 66 licensed (inactive)

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

Investment professional since 1987

FEG team member since 1992

Education:

• BS in Arts and Science, Xavier University

Experience:

• CS First Boston Corporation - Equity Capital Markets Analyst

Memberships:

• FEG Board of Directors
• FEG Leadership Team
• American Red Cross - Board Member
• Association for Corporate Growth Cincinnati – Board Member
• Sustained Dialogue Institute – Board Member
• Tocqueville Society United Way of Greater Cincinnati – 2019 Campaign Chair
• Xavier University – Finance Board of Executive Advisors

Past Memberships:

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

Investment professional since 2008

FEG team member since 2011

Education:

• BS in Finance, University of Dayton

Experience:

• Scottrade, Inc. - Stockbroker

Memberships:

• CAIA Association

Read designation disclosures here.

FEG team member since 1994

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.

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

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

FEG team member since 2019

FEG team member since 2014

FEG team member since 2014

FEG team member since 2016

FEG team member since 2004

FEG team member since 2007

FEG team member since 2012

Education:

• Pursuing BSBA in Business, Northern Kentucky University
• The CFA Institute Investment Foundations CertificationTM

Memberships:

• FEG Retirement Plan Committee
• FEG GIPS Advisory Team, Working Group
• The Greater Cincinnati Mutual Fund Association (GCMFA) Special Events Committee

FEG team member since 2014

FEG team member since 2014

FEG team member since 2000

FEG team member since 2005

FEG team member since 2012

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

FEG team member since 2015

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

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

FEG team member since 2020

FEG team member since 2000

Education:

• BS in Accounting, Miami University

Experience:

• Union Central Life Insurance - Account Specialist

FEG team member since 2007

Education:

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

Memberships:

• Women in Digital, Cincinnati Chapter, Founding Member

FEG team member since 2017

FEG team member since 1996

FEG team member since 2009

FEG team member since 2016

FEG team member since 2019

Education:

• BS in Accounting, Boston College (Carroll School of Management)

Experience:

• PricewaterhouseCoopers (PwC) - Manager
• Summit Partners - Financial Analyst

Memberships:

• Boston College - Co-Chair of Graduates of the Last Decade (GOLD) Committee

Past Memberships:

• Junior League of Boston

FEG team member since 2013

FEG team member since 2015

FEG team member since 2013

FEG team member since 2006

FEG team member since 2013

Education:

• BS in Finance & Accounting, University of Dayton

Experience:

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

FEG team member since 2019

FEG team member since 2020

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

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

FEG team member since 2009

Education:

• BS in Business Economics, Miami University

Experience:

• Fund Evaluation Group - Consultant Relations Manager
• Fund Evaluation Group - Senior Consulting Analyst

Memberships:

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

FEG team member since 2018

FEG team member since 2013

FEG team member since 1995

FEG team member since 2015

FEG team member since 2014

Professional Licenses and Associations:

• Licensed to practice law in Ohio
• Member of the Ohio State Bar Association
• Member of the Cincinnati Bar Association - Women Lawyers Committee

Education:

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

Read designation disclosures here.

FEG team member since 2009

FEG team member since 2019

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

FEG team member since 1996