Nolan Bean Headshot

Nolan M. Bean, CFA, CAIA

Head of Institutional Investments

Nolan Bean serves as FEG’s head of institutional investments and is responsible for developing strategies to help ensure clients receive a consistent investment experience. He is a member of the firm’s investment policy committee and portfolio management team. Nolan firmly believes that results are shaped by the effort one is willing to put forth. This hardworking mentality has helped shape FEG's culture and expectation of excellence. 

 

Grateful for everything, entitled to nothing.

– Jack Clark

 

After receiving his Bachelor of Science in Business Administration from Georgetown College in Georgetown, Kentucky, Nolan began his career in investments as a financial advisor with Waddell & Reed Financial Services. He later attended the University of Cincinnati to complete his Master of Business Administration as a member of the Kauffman Entrepreneur Internship Program, which matches accomplished students with companies offering internships in venture capital. Nolan began working at FEG in 2004. He worked directly with FEG’s CIO and over his career has advised more than a dozen chief investment officers at various endowments/foundations and healthcare systems. Those partnerships have all helped shape his approach to managing long-term pools of capital.

In addition to his position on the FEG Leadership Team, Nolan is part of the FEG Board of Directors. Outside of FEG, he is a member and past president of the CFA Society in Cincinnati and serves on the Seven Hills School Board of Trustees as the Investment Committee chair.

Nolan was born in Nebraska, but attended high school in Columbus, Ohio, where he grew up loving sports and even earned a baseball scholarship to Georgetown College. Now, you can find Nolan coaching little league, and working diligently to translate his baseball swing into a golf swing. His love for music is widely known, especially his admiration for John Prine. If you ask about his greatest concert memory, he will share fond memories of Tom Petty and Chris Singleton performing live at Wrigley Field in Chicago.

Nolan’s exceptional work ethic and ability to drive results for his clients is demonstrated by the number of accolades he has received through his time at FEG. He was named Consultant of the Year by Chief Investment Officer (CIO) 1 magazine in 2019, one of the World’s 10 Most Influential Investment Consultants in 2016 and 2017 by CIO via the Knowledge Broker Award, 2 and as Consultant of the Year by Institutional Investor’s Foundation & Money Management in 2011. 3

1Chief Investment Officer. To read the full article and selection criteria for the award, please visit https://www.ai-cio.com/lists/2019-industry-innovation-awards/?pid=46494.

2Chief 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 said agencies or their awards.

3To 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 said agencies or their awards.