Mercer Investment Consulting
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Mercer Investment Consulting Employees
Employee
Years
Job
Industry
Val Pinskiy Val Pinskiy's Mercer Investment Consulting Experience June 2011 - August 2011
Job Guild Capital
Industry Investment Management
Experience
Guild Capital July 2015 - Present
Open Heart Magic March 2013 - Present
Hard Hat Hub April 2014 - July 2015
Ocean Tomo July 2012 - July 2013
SCNO September 2011 - August 2012
Illinois Business Consulting August 2011 - December 2011
Illinois Business Consulting February 2010 - December 2011
Mercer Investment Consulting June 2011 - August 2011
College Works Painting 2008 - 2009
Skills
Microsoft Excel, Corporate Finance, Analysis, PowerPoint, Data Analysis, Market Research, Financial Accounting, Finance, Business Development, Financial Reporting, Accounting
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Finance & Accounting
Guild Capital July 2015 - Present
Open Heart Magic March 2013 - Present
Hard Hat Hub April 2014 - July 2015
Ocean Tomo July 2012 - July 2013
SCNO September 2011 - August 2012
Illinois Business Consulting August 2011 - December 2011
Illinois Business Consulting February 2010 - December 2011
Mercer Investment Consulting June 2011 - August 2011
College Works Painting 2008 - 2009
Skills
Microsoft Excel, Corporate Finance, Analysis, PowerPoint, Data Analysis, Market Research, Financial Accounting, Finance, Business Development, Financial Reporting, Accounting
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Finance & Accounting
David Dusenbury, CFA David Dusenbury, CFA's Mercer Investment Consulting Experience 1988 - 1991
Job Equity Sector Analyst Financial Services
Industry Financial Services
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC 2005 - Present
Dionis Capital 2002 - 2005
Credit Suisse September 1994 - August 2002
Salomon Brothers 1991 - 1994
Mercer Investment Consulting 1988 - 1991
Skills
Equities, Financial Services, Insurance, Banking, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equity Research, Valuation, Trading, Series 7, Capital Markets, Investment Banking, Investment Strategies, Securities, Investment Management, Asset Managment, Mergers & Acquisitions, Derivatives, Asset Allocation, Mutual Funds, Financial Markets, Equity Valuation
Education
NYU Stern School of Business 1990 — 1994
MBA
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (B.A.)
Dalton, Greiner, Hartman, Maher & Co., LLC 2005 - Present
Dionis Capital 2002 - 2005
Credit Suisse September 1994 - August 2002
Salomon Brothers 1991 - 1994
Mercer Investment Consulting 1988 - 1991
Skills
Equities, Financial Services, Insurance, Banking, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equity Research, Valuation, Trading, Series 7, Capital Markets, Investment Banking, Investment Strategies, Securities, Investment Management, Asset Managment, Mergers & Acquisitions, Derivatives, Asset Allocation, Mutual Funds, Financial Markets, Equity Valuation
Education
NYU Stern School of Business 1990 — 1994
MBA
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (B.A.)
Stephanie Payne Stephanie Payne's Mercer Investment Consulting Experience 2009 - 2009
Job MBA Candidate at The Wharton School
Industry Management Consulting
Experience
The Wharton School August 2013 - Present
Nordstrom June 2014 - August 2014
Deloitte Consulting February 2010 - July 2013
Mercer Investment Consulting 2009 - 2009
Polaris Global Mobility 2009 - 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Emerging Markets, Data Analysis, Healthcare Consulting, Microsoft Excel, Microsoft Word, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
University of Washington
Bachelor of Business Administration, Bachelor of Arts, Certificate in International Business, Finance, Spanish, International Business
Universidad de Granada
Filosofia y Letras
The Wharton School August 2013 - Present
Nordstrom June 2014 - August 2014
Deloitte Consulting February 2010 - July 2013
Mercer Investment Consulting 2009 - 2009
Polaris Global Mobility 2009 - 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Emerging Markets, Data Analysis, Healthcare Consulting, Microsoft Excel, Microsoft Word, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
University of Washington
Bachelor of Business Administration, Bachelor of Arts, Certificate in International Business, Finance, Spanish, International Business
Universidad de Granada
Filosofia y Letras
Derek Hummel Derek Hummel's Mercer Investment Consulting Experience 2000 - 2003
Job Regional Vice President Retirement Savings / 401(k)
Industry Financial Services
Experience
AXA - Retirement Services Group / 401(k) November 2013 - Present
ADP Retirement Services August 2007 - November 2013
John Hancock Retirement Plan Services 2003 - 2007
John Hancock Retirement Plan Services 2003 - 2007
Mercer Investment Consulting 2000 - 2003
Invesco Ltd. 1997 - 2000
Skills
Retirement Planning, Investments, 401k, Asset Allocation, Employee Benefits, Pensions, Sales, Mutual Funds, Marketing, Business Development, Cold Calling, Retirement, Series 63, Series 7
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
AXA - Retirement Services Group / 401(k) November 2013 - Present
ADP Retirement Services August 2007 - November 2013
John Hancock Retirement Plan Services 2003 - 2007
John Hancock Retirement Plan Services 2003 - 2007
Mercer Investment Consulting 2000 - 2003
Invesco Ltd. 1997 - 2000
Skills
Retirement Planning, Investments, 401k, Asset Allocation, Employee Benefits, Pensions, Sales, Mutual Funds, Marketing, Business Development, Cold Calling, Retirement, Series 63, Series 7
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
David Beldon, CFA, CAIA, CPA David Beldon, CFA, CAIA, CPA's Mercer Investment Consulting Experience January 2011 - Present
Job Investment Consultant at Mercer
Industry Financial Services
Experience
Mercer Investment Consulting January 2011 - Present
Hammond Associates May 2005 - December 2010
Edward Jones January 2005 - April 2005
Daniel Jones and Associates April 2004 - November 2004
Bergman Schraier & Co., PC December 2003 - March 2004
Hinkle & Landers PC October 2002 - January 2003
FBI June 1996 - August 1996
Skills
Excel, Asset Allocation, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Investments, Finance, Research, Risk Management, Microsoft Excel, Hedge Funds, Auditing, Financial Planning, Strategic Planning
Education
Oklahoma Baptist University 1997 — 2002
BBA, Accounting
Mercer Investment Consulting January 2011 - Present
Hammond Associates May 2005 - December 2010
Edward Jones January 2005 - April 2005
Daniel Jones and Associates April 2004 - November 2004
Bergman Schraier & Co., PC December 2003 - March 2004
Hinkle & Landers PC October 2002 - January 2003
FBI June 1996 - August 1996
Skills
Excel, Asset Allocation, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Investments, Finance, Research, Risk Management, Microsoft Excel, Hedge Funds, Auditing, Financial Planning, Strategic Planning
Education
Oklahoma Baptist University 1997 — 2002
BBA, Accounting
Drew Osika's Mercer Investment Consulting Experience May 2010 - August 2010
Job RelationshipFocused Commercial Banker at MB Financial Bank
Industry Banking
Experience
MB Financial Bank July 2013 - Present
MB Financial Bank July 2011 - July 2013
Illinois Business Consulting January 2009 - May 2011
Mercer Investment Consulting May 2010 - August 2010
Skills
Financial Analysis, Credit Analysis, Loans, Commercial Lending, New Business Development, Commercial Banking, Business Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance
Lisle Senior High School 2003 — 2007
High School
MB Financial Bank July 2013 - Present
MB Financial Bank July 2011 - July 2013
Illinois Business Consulting January 2009 - May 2011
Mercer Investment Consulting May 2010 - August 2010
Skills
Financial Analysis, Credit Analysis, Loans, Commercial Lending, New Business Development, Commercial Banking, Business Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance
Lisle Senior High School 2003 — 2007
High School
Jason Blackwell, CFA, CAIA Jason Blackwell, CFA, CAIA's Mercer Investment Consulting Experience June 2011 - Present
Job Investment Consultant
Industry Investment Management
Experience
Mercer Investment Consulting June 2011 - Present
HA&W Wealth Management August 2008 - June 2011
AGLCC June 2006 - December 2008
Edward Jones June 2006 - July 2008
Skills
Chartered Financial..., Microsoft CRM, Alternative Investments, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Asset Managment, Investment Management, Financial Analysis, Hedge Funds, Equities
Education
University of Colorado Boulder 2003 — 2006
B.A., Economics
The George Washington University 2002 — 2003
Transferred, International Affairs
Mercer Investment Consulting June 2011 - Present
HA&W Wealth Management August 2008 - June 2011
AGLCC June 2006 - December 2008
Edward Jones June 2006 - July 2008
Skills
Chartered Financial..., Microsoft CRM, Alternative Investments, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Asset Managment, Investment Management, Financial Analysis, Hedge Funds, Equities
Education
University of Colorado Boulder 2003 — 2006
B.A., Economics
The George Washington University 2002 — 2003
Transferred, International Affairs
Erik Applegate Erik Applegate's Mercer Investment Consulting Experience August 2011 - Present
Job Manager Research Equity Analyst
Industry Financial Services
Experience
Mercer Investment Consulting August 2011 - Present
Financial Research Institute at the University of Missouri October 2009 - May 2011
Southern California Edison May 2009 - August 2009
UM College of Engineering February 2009 - May 2009
Skills
Passed CFA Level 2
Education
University of Missouri-Columbia, College of Business 2007 — 2011
Finance, Engineering
Mercer Investment Consulting August 2011 - Present
Financial Research Institute at the University of Missouri October 2009 - May 2011
Southern California Edison May 2009 - August 2009
UM College of Engineering February 2009 - May 2009
Skills
Passed CFA Level 2
Education
University of Missouri-Columbia, College of Business 2007 — 2011
Finance, Engineering
Lowell Yura Lowell Yura's Mercer Investment Consulting Experience 1997 - 2000
Job Managing Director, Head of MultiAsset Solutions at BMO Global Asset Management
Industry Capital Markets
Experience
BMO Global Asset Management July 2014 - Present
UBS Global Asset Management September 2003 - July 2014
Disabato Associates 2000 - 2003
Mercer Investment Consulting 1997 - 2000
Towers Watson 1990 - 1997
Skills
Investments, Asset Allocation, Alternative Investments, Hedge Funds, Fixed Income, Equities
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Illinois at Urbana-Champaign 1986 — 1990
BS
BMO Global Asset Management July 2014 - Present
UBS Global Asset Management September 2003 - July 2014
Disabato Associates 2000 - 2003
Mercer Investment Consulting 1997 - 2000
Towers Watson 1990 - 1997
Skills
Investments, Asset Allocation, Alternative Investments, Hedge Funds, Fixed Income, Equities
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Illinois at Urbana-Champaign 1986 — 1990
BS
Tracey Nykiel Tracey Nykiel's Mercer Investment Consulting Experience 2000 - 2002
Job Senior Client Investment Officer at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management 2014 - Present
R.V.Kuhns & Associates, Inc. 2012 - 2014
Hewitt EnnisKnupp, Inc., an Aon Company 2004 - 2012
Hedge Fund Research, Inc. 2003 - 2003
Mercer Investment Consulting 2000 - 2002
Salomon Smith Barney, Inc. 1998 - 2000
Skills
Hedge Funds, Endowments, Investment Management, Mutual Funds, Institutional Investors, Financial Services, Asset Allocation, Fixed Income, Asset Managment, Pensions, Equities, Investments, Portfolio Management, Financial Modeling, Valuation, Pension Funds, Series 7, Private Equity, Alternative Investments, Investment Strategies, Investment Advisory
Education
The University of Chicago - Booth School of Business 2007 — 2010
M.B.A., Finance, Economics, Management and Organizational Behavior, Entrepreneurship
Rutgers, The State University of New Jersey-New Brunswick
B.A., French, Philosophy
Northern Trust Asset Management 2014 - Present
R.V.Kuhns & Associates, Inc. 2012 - 2014
Hewitt EnnisKnupp, Inc., an Aon Company 2004 - 2012
Hedge Fund Research, Inc. 2003 - 2003
Mercer Investment Consulting 2000 - 2002
Salomon Smith Barney, Inc. 1998 - 2000
Skills
Hedge Funds, Endowments, Investment Management, Mutual Funds, Institutional Investors, Financial Services, Asset Allocation, Fixed Income, Asset Managment, Pensions, Equities, Investments, Portfolio Management, Financial Modeling, Valuation, Pension Funds, Series 7, Private Equity, Alternative Investments, Investment Strategies, Investment Advisory
Education
The University of Chicago - Booth School of Business 2007 — 2010
M.B.A., Finance, Economics, Management and Organizational Behavior, Entrepreneurship
Rutgers, The State University of New Jersey-New Brunswick
B.A., French, Philosophy
Amy Buser's Mercer Investment Consulting Experience March 2002 - March 2005
Job Associate Director Employer Development at Indiana University Kelley School of Business
Industry Higher Education
Experience
Indiana University Kelley School of Business October 2013 - Present
RBC Global Asset Management February 2009 - October 2013
Harris Investment Management March 2005 - July 2006
Mercer Investment Consulting March 2002 - March 2005
Skills
Investment Management, Asset Allocation, Fixed Income, Investments, Mutual Funds, Investment Strategies, Portfolio Management, Bloomberg, Asset Management, Equity Valuation, Leadership Development..., Employee Relations
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1995 — 1999
Bachelor of Science (BS), Science Business
Indiana University Kelley School of Business October 2013 - Present
RBC Global Asset Management February 2009 - October 2013
Harris Investment Management March 2005 - July 2006
Mercer Investment Consulting March 2002 - March 2005
Skills
Investment Management, Asset Allocation, Fixed Income, Investments, Mutual Funds, Investment Strategies, Portfolio Management, Bloomberg, Asset Management, Equity Valuation, Leadership Development..., Employee Relations
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1995 — 1999
Bachelor of Science (BS), Science Business
Caroline Eager's Mercer Investment Consulting Experience 1979 - 1985
Job Founder, Liz and Roo Baby Bedding and American Made Dorm & Home
Industry Retail
Experience
Liz and Roo Fine Baby Bedding; American Made Dorm & Home 2011 - Present
Eager & Associates 1985 - 1997
Mercer Investment Consulting 1979 - 1985
Skills
Social Media, Retail Industry, Textile Industry, Contract Manufacturing, Product Marketing, Innovation, Marketing Strategy, Organization, New Business Development, Leadership, Strategic Planning, Small Business, Strategy
Education
University of Kentucky 1975 — 1979
B.S.B.A., Finance
Liz and Roo Fine Baby Bedding; American Made Dorm & Home 2011 - Present
Eager & Associates 1985 - 1997
Mercer Investment Consulting 1979 - 1985
Skills
Social Media, Retail Industry, Textile Industry, Contract Manufacturing, Product Marketing, Innovation, Marketing Strategy, Organization, New Business Development, Leadership, Strategic Planning, Small Business, Strategy
Education
University of Kentucky 1975 — 1979
B.S.B.A., Finance
Stephanie Peacock Stephanie Peacock's Mercer Investment Consulting Experience June 2008 - June 2010
Job Manager, NMG Strategic Operations at Nordstrom
Industry Retail
Experience
Nordstrom March 2015 - Present
Nordstrom September 2014 - March 2015
Nordstrom November 2013 - September 2014
Nordstrom January 2013 - November 2013
Mercer February 2011 - January 2013
United Way Out of the Rain Impact Council January 2011 - January 2013
Mercer June 2010 - February 2011
Mercer Investment Consulting June 2008 - June 2010
Reed Law Firm, PLLC October 2007 - May 2008
Skills
Excel, PowerPoint, Project Management, Data Analysis, Project Planning, Compensation Structure..., Incentive Program Design, Salesforce Compensation..., Change Management, People Strategy..., Employee Research, Business Analysis, Market Research
Education
Seattle University 2004 — 2008
BA, International Business
Universitat de Barcelona
Nordstrom March 2015 - Present
Nordstrom September 2014 - March 2015
Nordstrom November 2013 - September 2014
Nordstrom January 2013 - November 2013
Mercer February 2011 - January 2013
United Way Out of the Rain Impact Council January 2011 - January 2013
Mercer June 2010 - February 2011
Mercer Investment Consulting June 2008 - June 2010
Reed Law Firm, PLLC October 2007 - May 2008
Skills
Excel, PowerPoint, Project Management, Data Analysis, Project Planning, Compensation Structure..., Incentive Program Design, Salesforce Compensation..., Change Management, People Strategy..., Employee Research, Business Analysis, Market Research
Education
Seattle University 2004 — 2008
BA, International Business
Universitat de Barcelona
Ryan Hinkis Ryan Hinkis's Mercer Investment Consulting Experience April 2007 - September 2011
Job
Industry Management Consulting
Experience
EY October 2014 - Present
EY September 2011 - Present
Mercer Investment Consulting April 2007 - September 2011
AllianceBernstein October 2004 - March 2007
Merrill Lynch May 2002 - August 2002
Skills
Investments, Portfolio Management, Asset Management, Excel, PowerPoint, Equities, Mutual Funds, Economics, Investment Advisory, Trading, Financial Modeling, Strategic Financial..., Microsoft Excel, Investment Management, Analysis, Strategy, Asset Allocation, Valuation, Banking
Education
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science, Economics
Loomis Chaffee 1996 — 2000
High School
EY October 2014 - Present
EY September 2011 - Present
Mercer Investment Consulting April 2007 - September 2011
AllianceBernstein October 2004 - March 2007
Merrill Lynch May 2002 - August 2002
Skills
Investments, Portfolio Management, Asset Management, Excel, PowerPoint, Equities, Mutual Funds, Economics, Investment Advisory, Trading, Financial Modeling, Strategic Financial..., Microsoft Excel, Investment Management, Analysis, Strategy, Asset Allocation, Valuation, Banking
Education
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science, Economics
Loomis Chaffee 1996 — 2000
High School
Euan Milne's Mercer Investment Consulting Experience September 2010 - March 2011
Job Consultant at WilliamsMarston LLC
Industry Financial Services
Experience
WilliamsMarston LLC May 2014 - Present
Ernst & Young September 2012 - May 2014
Ernst & Young January 2012 - March 2012
Mercer Investment Consulting September 2010 - March 2011
ScottishPower Renewables June 2010 - August 2010
Mercer Investment Consulting June 2009 - August 2009
Skills
Financial Accounting, IPO, SEC filings, Consolidated Financial..., Revenue Recognition, Auditing, Technical Accounting..., Investment Strategies, Corporate Law, Sarbanes-Oxley Act
Education
The University of Edinburgh 2006 — 2010
LLB (Hons), Law
Northeastern University 2011 — 2012
MSA/MBA, Accounting/Business
WilliamsMarston LLC May 2014 - Present
Ernst & Young September 2012 - May 2014
Ernst & Young January 2012 - March 2012
Mercer Investment Consulting September 2010 - March 2011
ScottishPower Renewables June 2010 - August 2010
Mercer Investment Consulting June 2009 - August 2009
Skills
Financial Accounting, IPO, SEC filings, Consolidated Financial..., Revenue Recognition, Auditing, Technical Accounting..., Investment Strategies, Corporate Law, Sarbanes-Oxley Act
Education
The University of Edinburgh 2006 — 2010
LLB (Hons), Law
Northeastern University 2011 — 2012
MSA/MBA, Accounting/Business
Sanket Kumar, CFA's Mercer Investment Consulting Experience January 2008 - May 2010
Job Senior Associate at 643 Capital Management
Industry Real Estate
Experience
643 Capital Management November 2014 - Present
Hewlett-Packard August 2011 - November 2014
Hewlett Packard June 2010 - August 2011
Mercer Investment Consulting January 2008 - May 2010
Mercer September 2005 - December 2007
Citizens Inc June 2004 - August 2005
Skills
Investments, Valuation, Equities, Fixed Income, Due Diligence, Mutual Funds, Asset Allocation, Financial Modeling, Bloomberg, Actuarial Science, Portfolio Management, Financial Analysis, Pensions, Pension Funds, Asset Management, Derivatives, Private Equity, Risk Management
Education
The University of Texas at Austin 2000 — 2004
Bachelors of Science, Mathematics
643 Capital Management November 2014 - Present
Hewlett-Packard August 2011 - November 2014
Hewlett Packard June 2010 - August 2011
Mercer Investment Consulting January 2008 - May 2010
Mercer September 2005 - December 2007
Citizens Inc June 2004 - August 2005
Skills
Investments, Valuation, Equities, Fixed Income, Due Diligence, Mutual Funds, Asset Allocation, Financial Modeling, Bloomberg, Actuarial Science, Portfolio Management, Financial Analysis, Pensions, Pension Funds, Asset Management, Derivatives, Private Equity, Risk Management
Education
The University of Texas at Austin 2000 — 2004
Bachelors of Science, Mathematics
Paul Runge Paul Runge's Mercer Investment Consulting Experience 2006 - 2006
Job Director, Business Development at Analytic Investors LLC
Industry Investment Management
Experience
Analytic Investors LLC 2013 - Present
GE Asset Management Inc 2006 - 2012
Mercer Investment Consulting 2006 - 2006
Provident Investment Counsel (Old Mutual PLC) 2002 - 2005
AIB Govett Inc 1999 - 2002
BNP/Paribas 1983 - 1999
Skills
New Business Generation, Investment Advisory, Market Development, Marketing Strategy, Business Strategy, Team Building, Consultative Selling, Direct Sales, Sales Management, Customer Retention, Investment Management, Institutional..., Portfolio Management, Investments, Strategic Planning, Asset Allocation, Equities, Investment Strategies, Bloomberg, Derivatives, Fixed Income, Private Equity, Mutual Funds, CRM, Asset Management, Alternative Investments, Selling, Strategy, Leadership, Hedge Funds, Finance, New Business Development, Management, Sales, Capital Markets, Financial Services
Education
University of Maine
MBA, Finance and Economics
Thiel College
Bachelor of Arts (B.A.), Political Science and Government
Analytic Investors LLC 2013 - Present
GE Asset Management Inc 2006 - 2012
Mercer Investment Consulting 2006 - 2006
Provident Investment Counsel (Old Mutual PLC) 2002 - 2005
AIB Govett Inc 1999 - 2002
BNP/Paribas 1983 - 1999
Skills
New Business Generation, Investment Advisory, Market Development, Marketing Strategy, Business Strategy, Team Building, Consultative Selling, Direct Sales, Sales Management, Customer Retention, Investment Management, Institutional..., Portfolio Management, Investments, Strategic Planning, Asset Allocation, Equities, Investment Strategies, Bloomberg, Derivatives, Fixed Income, Private Equity, Mutual Funds, CRM, Asset Management, Alternative Investments, Selling, Strategy, Leadership, Hedge Funds, Finance, New Business Development, Management, Sales, Capital Markets, Financial Services
Education
University of Maine
MBA, Finance and Economics
Thiel College
Bachelor of Arts (B.A.), Political Science and Government
Jerry Hopper Jerry Hopper's Mercer Investment Consulting Experience 2007 - 2011
Job Principal at Buck Consultants
Industry Investment Management
Experience
Buck Consultants May 2012 - Present
Mercer Investment Consulting 2007 - 2011
Mercer 1986 - 2006
Hunt, DuPree & Rhine 1983 - 1986
Coopers & Lybrand Consulting 1981 - 1983
Insurance Company of North America 1978 - 1981
Skills
Pensions, Risk Management, Actuarial, Defined Benefit, ALM, Asset Allocation
Education
Penn State University 1974 — 1978
B.S., Mathematics
Buck Consultants May 2012 - Present
Mercer Investment Consulting 2007 - 2011
Mercer 1986 - 2006
Hunt, DuPree & Rhine 1983 - 1986
Coopers & Lybrand Consulting 1981 - 1983
Insurance Company of North America 1978 - 1981
Skills
Pensions, Risk Management, Actuarial, Defined Benefit, ALM, Asset Allocation
Education
Penn State University 1974 — 1978
B.S., Mathematics
Daniel Slepak Daniel Slepak's Mercer Investment Consulting Experience July 2009 - July 2011
Job Director, Digital Distribution at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment June 2015 - Present
Sony Pictures Entertainment December 2012 - May 2015
Sony Pictures Entertainment June 2012 - August 2012
NBCUniversal, Inc. January 2012 - June 2012
Mercer Investment Consulting July 2009 - July 2011
United Talent Agency May 2008 - June 2009
United Talent Agency May 2006 - May 2008
Plan B Entertainment January 2006 - May 2006
Focus Features April 2005 - December 2005
Yari Film Group November 2004 - April 2005
Skills
Digital Distribution, Digital Media, Entertainment, Film, Television, New Media, Digital Strategy, Market Research, Valuation, Competitive Analysis, Content Strategy, Social Media Marketing, Analytics, Marketing, Strategy, Social Media, Financial Modeling, Management, Marketing Strategy, Strategic Planning, Business Strategy, Digital Marketing, Financial Analysis, Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Strategy
University of Southern California - Marshall School of Business 2003 — 2007
BS, Business with an emphasis in Cinema/Television
Germantown Academy 1999 — 2003
Sony Pictures Entertainment June 2015 - Present
Sony Pictures Entertainment December 2012 - May 2015
Sony Pictures Entertainment June 2012 - August 2012
NBCUniversal, Inc. January 2012 - June 2012
Mercer Investment Consulting July 2009 - July 2011
United Talent Agency May 2008 - June 2009
United Talent Agency May 2006 - May 2008
Plan B Entertainment January 2006 - May 2006
Focus Features April 2005 - December 2005
Yari Film Group November 2004 - April 2005
Skills
Digital Distribution, Digital Media, Entertainment, Film, Television, New Media, Digital Strategy, Market Research, Valuation, Competitive Analysis, Content Strategy, Social Media Marketing, Analytics, Marketing, Strategy, Social Media, Financial Modeling, Management, Marketing Strategy, Strategic Planning, Business Strategy, Digital Marketing, Financial Analysis, Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Strategy
University of Southern California - Marshall School of Business 2003 — 2007
BS, Business with an emphasis in Cinema/Television
Germantown Academy 1999 — 2003
Troy Saharic Troy Saharic's Mercer Investment Consulting Experience 1994 - Present
Job North America Investment Director at Mercer Investments
Industry Investment Management
Experience
Mercer Investments January 2015 - Present
Mercer Investment Consulting 1994 - Present
A. Foster Higgins &Co. 1993 - 1994
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Investments, Asset Management, Mutual Funds, Hedge Funds, Equities, Investment Management, Pensions, Portfolio Management, Private Equity, Asset Managment, Fixed Income, Institutional..., Financial Modeling, Leadership, Series 7
Education
University of Rhode Island
Mercer Investments January 2015 - Present
Mercer Investment Consulting 1994 - Present
A. Foster Higgins &Co. 1993 - 1994
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Investments, Asset Management, Mutual Funds, Hedge Funds, Equities, Investment Management, Pensions, Portfolio Management, Private Equity, Asset Managment, Fixed Income, Institutional..., Financial Modeling, Leadership, Series 7
Education
University of Rhode Island
Kristin O'Donnell, CFA Kristin O'Donnell, CFA's Mercer Investment Consulting Experience June 1997 - December 2006
Job Vice President and Relationship Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Fidelity Investments December 2006 - October 2011
Mercer Investment Consulting June 1997 - December 2006
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Iowa 1992 — 1996
BBA, Finance
Wellington Management October 2011 - Present
Fidelity Investments December 2006 - October 2011
Mercer Investment Consulting June 1997 - December 2006
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Iowa 1992 — 1996
BBA, Finance
Banks Estridge Banks Estridge's Mercer Investment Consulting Experience August 2010 - July 2012
Job Treasury Sales Officer at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America March 2014 - July 2015
Bank of America July 2012 - March 2014
Mercer Investment Consulting August 2010 - July 2012
Wells Fargo Financial December 2009 - August 2010
Team USA Select June 2009 - September 2009
Johnston YMCA June 2007 - August 2007
Skills
Leadership, Sales, Teamwork, Market Planning, Determination, Social Networking, Portfolio Management, Asset Allocation, Mutual Funds, Banking, Credit, Time Management, Finance, Risk Management, Relationship Management, Marketing, Analytics, Project Management, Financial Analysis, Training, Treasury Management, Cash Management, Strategy
Education
Truman State University 2005 — 2009
Bachelor of Science, Business Finance & Marketing
Bank of America July 2015 - Present
Bank of America March 2014 - July 2015
Bank of America July 2012 - March 2014
Mercer Investment Consulting August 2010 - July 2012
Wells Fargo Financial December 2009 - August 2010
Team USA Select June 2009 - September 2009
Johnston YMCA June 2007 - August 2007
Skills
Leadership, Sales, Teamwork, Market Planning, Determination, Social Networking, Portfolio Management, Asset Allocation, Mutual Funds, Banking, Credit, Time Management, Finance, Risk Management, Relationship Management, Marketing, Analytics, Project Management, Financial Analysis, Training, Treasury Management, Cash Management, Strategy
Education
Truman State University 2005 — 2009
Bachelor of Science, Business Finance & Marketing
Thomas Flatley Thomas Flatley's Mercer Investment Consulting Experience March 1987 - Present
Job Application Development Manager at Mercer Benefits Administration
Industry Information Technology and Services
Experience
Mercer Investment Consulting March 1987 - Present
Education
Northeastern University 1993 — 1999
Certificate of Professional Achievement, Local Area Networks and Telephony
Rensselaer Polytechnic Institute 1981 — 1985
Bachelor's degree, Computer Science
Mercer Investment Consulting March 1987 - Present
Education
Northeastern University 1993 — 1999
Certificate of Professional Achievement, Local Area Networks and Telephony
Rensselaer Polytechnic Institute 1981 — 1985
Bachelor's degree, Computer Science
Kristen Goodman's Mercer Investment Consulting Experience November 2006 - February 2011
Job Vice President at Nuveen Asset Management
Industry Investment Management
Experience
Nuveen Asset Management December 2013 - Present
Nuveen Investments March 2011 - November 2013
Mercer Investment Consulting November 2006 - February 2011
NORTHERN TRUST GLOBAL ADVISORS March 2000 - October 2006
Northern Trust May 1998 - January 2000
Northern Trust June 1997 - May 1998
Northern Trust May 1995 - June 1997
Skills
Investment Management, Asset Allocation, Analysis, Due Diligence, CRM, Investments, Equities, Capital Markets, Investment Banking, Hedge Funds, Investment Strategies, Securities, Management, Alternative Investments, Leadership, Portfolio Management, Series 7, Fixed Income, Asset Management
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Marketing
Northern Illinois University 1991 — 1995
B.S., Finance
Nuveen Asset Management December 2013 - Present
Nuveen Investments March 2011 - November 2013
Mercer Investment Consulting November 2006 - February 2011
NORTHERN TRUST GLOBAL ADVISORS March 2000 - October 2006
Northern Trust May 1998 - January 2000
Northern Trust June 1997 - May 1998
Northern Trust May 1995 - June 1997
Skills
Investment Management, Asset Allocation, Analysis, Due Diligence, CRM, Investments, Equities, Capital Markets, Investment Banking, Hedge Funds, Investment Strategies, Securities, Management, Alternative Investments, Leadership, Portfolio Management, Series 7, Fixed Income, Asset Management
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Marketing
Northern Illinois University 1991 — 1995
B.S., Finance
Jordan Nault's Mercer Investment Consulting Experience July 2006 - Present
Job Global Leader of Hedge Fund Research
Industry Financial Services
Experience
Mercer August 2015 - Present
Mercer Investment Consulting July 2006 - Present
Schott Group Investment Consulting March 2003 - July 2006
Skills
Investments, Asset Allocation, Investment Policy, Pensions, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Institutional..., Fixed Income, Hedge Funds, Mutual Funds, Defined Contribution, Defined Benefit, Pension Funds, Morningstar, Equities
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, MBA
University of Michigan 1998 — 2002
Russian and Eastern European Studies
Mercer August 2015 - Present
Mercer Investment Consulting July 2006 - Present
Schott Group Investment Consulting March 2003 - July 2006
Skills
Investments, Asset Allocation, Investment Policy, Pensions, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Institutional..., Fixed Income, Hedge Funds, Mutual Funds, Defined Contribution, Defined Benefit, Pension Funds, Morningstar, Equities
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, MBA
University of Michigan 1998 — 2002
Russian and Eastern European Studies
Kyle Marmelstein Kyle Marmelstein's Mercer Investment Consulting Experience November 2011 - November 2014
Job Equity Research at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC November 2014 - Present
Mercer Investment Consulting November 2011 - November 2014
Mercer Investment Consulting July 2011 - November 2011
Evaluation Associates June 2008 - June 2011
Skills
Equity Research, Quantitative Research, Equities, Quantitative Finance, Investments, Investment Strategies, Asset Allocation, Bloomberg, Performance Management, Index Funds, Securities Lending, Transition Management
Education
Union College 2004 — 2008
B.A., Managerial Economics
Union College 2004 — 2008
Bachelor of Arts (B.A.), Managerial Economics
Colonial Consulting LLC November 2014 - Present
Mercer Investment Consulting November 2011 - November 2014
Mercer Investment Consulting July 2011 - November 2011
Evaluation Associates June 2008 - June 2011
Skills
Equity Research, Quantitative Research, Equities, Quantitative Finance, Investments, Investment Strategies, Asset Allocation, Bloomberg, Performance Management, Index Funds, Securities Lending, Transition Management
Education
Union College 2004 — 2008
B.A., Managerial Economics
Union College 2004 — 2008
Bachelor of Arts (B.A.), Managerial Economics
David Hyman, CFA's Mercer Investment Consulting Experience August 2011 - Present
Job Senior Investment Consultant
Industry Financial Services
Experience
Mercer Investment Consulting August 2011 - Present
Evaluation Associates 1999 - August 2011
American Planning Group (APG) 1997 - 1998
Skills
Investments, Asset Allocation, Alternative Investments, Strategy, Institutional..., Investment Management, Investment Strategies, Asset Management, Capital Markets, Mutual Funds, Hedge Funds, Finance, Asset Managment, Equities, Fixed Income, Investment Advisory, Consulting, Personal Finance, Financial Advisory, Investment Advisory...
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
M.B.A., Finance
University of Michigan 1987 — 1991
A.B., Communication / Political Science
Mercer Investment Consulting August 2011 - Present
Evaluation Associates 1999 - August 2011
American Planning Group (APG) 1997 - 1998
Skills
Investments, Asset Allocation, Alternative Investments, Strategy, Institutional..., Investment Management, Investment Strategies, Asset Management, Capital Markets, Mutual Funds, Hedge Funds, Finance, Asset Managment, Equities, Fixed Income, Investment Advisory, Consulting, Personal Finance, Financial Advisory, Investment Advisory...
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
M.B.A., Finance
University of Michigan 1987 — 1991
A.B., Communication / Political Science
Isabella Archibald's Mercer Investment Consulting Experience June 2011 - October 2012
Job Actuarial Analyst at UnitedHealth Group
Industry
Experience
UnitedHealth Group October 2012 - Present
Mercer Investment Consulting June 2011 - October 2012
Mercer 2010 - 2010
Skills
Actuarial Science, Philanthropy, Retirement Plan..., Team Leadership, Defined Benefit, Actuarial Consulting, Risk Management, Pensions
Education
University at Albany, SUNY 2007 — 2011
UnitedHealth Group October 2012 - Present
Mercer Investment Consulting June 2011 - October 2012
Mercer 2010 - 2010
Skills
Actuarial Science, Philanthropy, Retirement Plan..., Team Leadership, Defined Benefit, Actuarial Consulting, Risk Management, Pensions
Education
University at Albany, SUNY 2007 — 2011
Stephen Cummings Stephen Cummings's Mercer Investment Consulting Experience February 1986 - February 1989
Job President of Hewitt EnnisKnupp, an Aon Company
Industry Financial Services
Experience
Hewitt EnnisKnupp, an Aon Company September 2010 - Present
Mountaintop Inn and Resort May 2002 - Present
Ennis Knupp + Associates March 1989 - September 2010
Marquette Associates June 1997 - May 2000
Mercer Investment Consulting February 1986 - February 1989
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Policy
The University of Texas at Austin 1981 — 1985
BS, Physics
Hewitt EnnisKnupp, an Aon Company September 2010 - Present
Mountaintop Inn and Resort May 2002 - Present
Ennis Knupp + Associates March 1989 - September 2010
Marquette Associates June 1997 - May 2000
Mercer Investment Consulting February 1986 - February 1989
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Policy
The University of Texas at Austin 1981 — 1985
BS, Physics
Ray Desai's Mercer Investment Consulting Experience May 2005 - April 2006
Job Capital Markets Professional
Industry Financial Services
Experience
Thomson Reuters 2013 - Present
TD Securities May 2010 - July 2013
TD Wealth Management June 2006 - June 2010
Mercer Investment Consulting May 2005 - April 2006
Fidelity Investments December 2002 - April 2005
AGF Management Limited January 2001 - December 2001
Skills
Equities, Portfolio Management, Derivatives, Electronic Trading, Fixed Income, Investments, Capital Markets, Trading, Risk Management, Bloomberg, Series 7, Equity Trading, Series 63, Securities, Investment Banking, Quantitative Analytics, Thomson Reuters Eikon, FX Options, Financial Modeling, Banking, Asset Management, Trading Systems, Financial Markets, Management, Valuation, Market Risk, Quantitative Finance, Alternative Investments, FINRA, Analytics, Credit Risk, Settlement, Options, Hedge Funds
Education
Ryerson University 2001 — 2005
Bachelor of Commerce, Finance
CFA Institute
CSI Accreditation
FINRA Licensing
Thomson Reuters 2013 - Present
TD Securities May 2010 - July 2013
TD Wealth Management June 2006 - June 2010
Mercer Investment Consulting May 2005 - April 2006
Fidelity Investments December 2002 - April 2005
AGF Management Limited January 2001 - December 2001
Skills
Equities, Portfolio Management, Derivatives, Electronic Trading, Fixed Income, Investments, Capital Markets, Trading, Risk Management, Bloomberg, Series 7, Equity Trading, Series 63, Securities, Investment Banking, Quantitative Analytics, Thomson Reuters Eikon, FX Options, Financial Modeling, Banking, Asset Management, Trading Systems, Financial Markets, Management, Valuation, Market Risk, Quantitative Finance, Alternative Investments, FINRA, Analytics, Credit Risk, Settlement, Options, Hedge Funds
Education
Ryerson University 2001 — 2005
Bachelor of Commerce, Finance
CFA Institute
CSI Accreditation
FINRA Licensing
Christine Bradford Christine Bradford's Mercer Investment Consulting Experience June 2011 - Present
Job Principal, Senior Consultant at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting June 2011 - Present
Evaluation Associates May 2001 - June 2011
Taurus Advisory Group 1999 - 2001
The Perkin-Elmer Corp 1995 - 1997
Mellon Bank 1986 - 1990
Continental Can/Continental Group 1982 - 1986
Manufacturers Hanover Trust 1981 - 1982
Lionel D. Edie & Co. 1979 - 1981
Skills
Endowments, Foundations, Socially Responsible..., Retirement Plan..., High Net Worth..., Investments, Asset Allocation, Alternative Investments, Investment Policy, Special Projects, Hedge Funds, Institutional...
Education
Rutgers University-New Brunswick
BA
Mercer Investment Consulting June 2011 - Present
Evaluation Associates May 2001 - June 2011
Taurus Advisory Group 1999 - 2001
The Perkin-Elmer Corp 1995 - 1997
Mellon Bank 1986 - 1990
Continental Can/Continental Group 1982 - 1986
Manufacturers Hanover Trust 1981 - 1982
Lionel D. Edie & Co. 1979 - 1981
Skills
Endowments, Foundations, Socially Responsible..., Retirement Plan..., High Net Worth..., Investments, Asset Allocation, Alternative Investments, Investment Policy, Special Projects, Hedge Funds, Institutional...
Education
Rutgers University-New Brunswick
BA
Bob Stein's Mercer Investment Consulting Experience May 1998 - September 2006
Job Sales Director at Institutional Investor
Industry Investment Management
Experience
Institutional Investor April 2013 - Present
Informa Investment Solutions January 2007 - October 2012
Mercer Investment Consulting May 1998 - September 2006
Eager & Associates January 1998 - May 1998
Various 1991 - 1996
Skills
Investments, Investment Management, Salesforce.com, Mutual Funds, Hedge Funds, Wealth Management, Investment Strategies, Asset Management, Fixed Income, Pension Funds, Asset Managment, Endowments, Foundations, Financial Services, Relationship Management, Asset Allocation, Pensions, Sales Management, New Business Development, Business Development, CRM, SaaS, Portfolio Management, Equities
Education
University of Louisville 1996 — 1998
MBA
Purdue University 1986 — 1991
BS, Civil Engineering
Institutional Investor April 2013 - Present
Informa Investment Solutions January 2007 - October 2012
Mercer Investment Consulting May 1998 - September 2006
Eager & Associates January 1998 - May 1998
Various 1991 - 1996
Skills
Investments, Investment Management, Salesforce.com, Mutual Funds, Hedge Funds, Wealth Management, Investment Strategies, Asset Management, Fixed Income, Pension Funds, Asset Managment, Endowments, Foundations, Financial Services, Relationship Management, Asset Allocation, Pensions, Sales Management, New Business Development, Business Development, CRM, SaaS, Portfolio Management, Equities
Education
University of Louisville 1996 — 1998
MBA
Purdue University 1986 — 1991
BS, Civil Engineering
Sandy Chotai Sandy Chotai's Mercer Investment Consulting Experience 2003 - 2006
Job Director
Industry Financial Services
Experience
Systematic Alpha Management 2012 - Present
AXA Rosenberg 2008 - 2011
Morgan Stanley 2006 - 2007
Mercer Investment Consulting 2003 - 2006
Towers Watson 1998 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Investment Strategies, Asset Managment, Asset Allocation, Portfolio Management, Commodity, Capital Markets, Derivatives, Trading, Investments, Emerging Markets, Global Macro, Asset Management, Institutional..., Fixed Income
Education
London School of Economics and Political Science
Bachelors of Science, Mathematical Statistics and Probability, First Class Honours
Systematic Alpha Management 2012 - Present
AXA Rosenberg 2008 - 2011
Morgan Stanley 2006 - 2007
Mercer Investment Consulting 2003 - 2006
Towers Watson 1998 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Investment Strategies, Asset Managment, Asset Allocation, Portfolio Management, Commodity, Capital Markets, Derivatives, Trading, Investments, Emerging Markets, Global Macro, Asset Management, Institutional..., Fixed Income
Education
London School of Economics and Political Science
Bachelors of Science, Mathematical Statistics and Probability, First Class Honours
Jenny Betz's Mercer Investment Consulting Experience January 2011 - Present
Job Manager Research Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting January 2011 - Present
Hammond Associates November 2007 - January 2011
A.G. Edwards & Sons, Inc. November 2003 - November 2007
Allstate Financial May 2002 - August 2002
Skills
Equities, Due Diligence, Finance, Investments, Financial Modeling, Analysis
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BA, Finance & Psychology
Mercer Investment Consulting January 2011 - Present
Hammond Associates November 2007 - January 2011
A.G. Edwards & Sons, Inc. November 2003 - November 2007
Allstate Financial May 2002 - August 2002
Skills
Equities, Due Diligence, Finance, Investments, Financial Modeling, Analysis
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BA, Finance & Psychology
Ric Ford Ric Ford's Mercer Investment Consulting Experience 2004 - 2006
Job Head of Pension Finance and Investments at Voya Financial
Industry Financial Services
Experience
Voya Financial August 2014 - Present
ING US August 2012 - Present
ING January 2008 - Present
ING Insurance Americas 2008 - August 2012
Mercer Investment Consulting 2004 - 2006
Skills
Pensions, Actuarial, Investments, Retirement, Defined Benefit, ALM, Asset Management, Risk Management, Plan Design, Asset Allocation, Risk, Investment Strategies, Insurance, Employee Benefits, Pension Funds, Actuarial Science, Financial Modeling, Financial Risk, Equities, Business Planning, Investment Management, Economic Capital, Asset Managment, Mutual Funds, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Valuation, Derivatives, Hedge Funds
Education
Oglethorpe University 1985 — 1988
Bachelor of Science (BS), Chemistry
New Albany High School 1982 — 1984
College Prep
Voya Financial August 2014 - Present
ING US August 2012 - Present
ING January 2008 - Present
ING Insurance Americas 2008 - August 2012
Mercer Investment Consulting 2004 - 2006
Skills
Pensions, Actuarial, Investments, Retirement, Defined Benefit, ALM, Asset Management, Risk Management, Plan Design, Asset Allocation, Risk, Investment Strategies, Insurance, Employee Benefits, Pension Funds, Actuarial Science, Financial Modeling, Financial Risk, Equities, Business Planning, Investment Management, Economic Capital, Asset Managment, Mutual Funds, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Valuation, Derivatives, Hedge Funds
Education
Oglethorpe University 1985 — 1988
Bachelor of Science (BS), Chemistry
New Albany High School 1982 — 1984
College Prep
Jim Kearney's Mercer Investment Consulting Experience 2006 - 2006
Job Senior Vice President, Director of Wealth Management Tools and Platform Strategy
Industry Financial Services
Experience
Northern Trust Corporation 2006 - Present
Mercer Investment Consulting 2006 - 2006
Northern Trust Corporation 2004 - 2006
Northern Trust Corporation 1997 - 2004
Ibbotson Associates 1993 - 1996
Kemper Financial Services 1992 - 1993
Skills
Investments, Wealth Management, Change Management, Asset Allocation, Asset Management, Portfolio Management, Investment Advisory, Strategic Planning, Public Speaking, Program Management, Institutional Investors, Business Strategy, Asset Managment, Institutional..., Product Management, Mutual Funds, Morningstar Direct, Financial Services, Risk Management, Investment Management, Hedge Funds, Equities, Investment Strategies, Securities, Wealth Management..., Series 7, High Net Worth..., Separately Managed...
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Strategic Management, Marketing, and Technology & E-Commerce
University of Iowa 1987 — 1991
Bachelor of Arts
Northern Trust Corporation 2006 - Present
Mercer Investment Consulting 2006 - 2006
Northern Trust Corporation 2004 - 2006
Northern Trust Corporation 1997 - 2004
Ibbotson Associates 1993 - 1996
Kemper Financial Services 1992 - 1993
Skills
Investments, Wealth Management, Change Management, Asset Allocation, Asset Management, Portfolio Management, Investment Advisory, Strategic Planning, Public Speaking, Program Management, Institutional Investors, Business Strategy, Asset Managment, Institutional..., Product Management, Mutual Funds, Morningstar Direct, Financial Services, Risk Management, Investment Management, Hedge Funds, Equities, Investment Strategies, Securities, Wealth Management..., Series 7, High Net Worth..., Separately Managed...
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Strategic Management, Marketing, and Technology & E-Commerce
University of Iowa 1987 — 1991
Bachelor of Arts
Sue Crosby Sue Crosby's Mercer Investment Consulting Experience September 2011 - November 2013
Job Director of Institutional Accounts at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors November 2013 - May 2015
Mercer Investment Consulting September 2011 - November 2013
Art Students League of New York 2011 - 2012
Art Students League of New York 2011 - 2012
LLC May 2008 - December 2010
NewSmith Capital Partners September 2006 - May 2008
Merrill Lynch August 1999 - March 2006
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 1997 - 1999
Skills
Portfolio Management, Alternative Investments, Asset Management, Equities, Investments, Hedge Funds, Asset Allocation, Fixed Income, Asset Managment, Investment Strategies, Private Equity, Capital Markets, Derivatives, Financial Modeling, Mutual Funds, Valuation
Education
Northern Illinois University 1984 — 1988
PHD, Economics
Hinsdale Central High School 1974 — 1978
high school
Richard Bernstein Advisors November 2013 - May 2015
Mercer Investment Consulting September 2011 - November 2013
Art Students League of New York 2011 - 2012
Art Students League of New York 2011 - 2012
LLC May 2008 - December 2010
NewSmith Capital Partners September 2006 - May 2008
Merrill Lynch August 1999 - March 2006
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 1997 - 1999
Skills
Portfolio Management, Alternative Investments, Asset Management, Equities, Investments, Hedge Funds, Asset Allocation, Fixed Income, Asset Managment, Investment Strategies, Private Equity, Capital Markets, Derivatives, Financial Modeling, Mutual Funds, Valuation
Education
Northern Illinois University 1984 — 1988
PHD, Economics
Hinsdale Central High School 1974 — 1978
high school
Laura Milligan Laura Milligan's Mercer Investment Consulting Experience 2010 - 2014
Job Senior Manager Private Markets at Boeing
Industry Financial Services
Experience
Boeing November 2014 - Present
Boeing January 2014 - November 2014
Mercer Investment Consulting 2010 - 2014
Adams Street Partners 2005 - 2008
Robert W. Baird & Co. 2004 - 2005
Robert W. Baird & Co. 2003 - 2004
Skills
Venture Capital, Private Equity, Industry Research, Investments, Due Diligence, Fund Of Funds, Alternative Investments, Industry Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Finance, Management & Organizations
University of Notre Dame 1997 — 2001
BBA, Finance, Computer Applications
Wheaton North
Boeing November 2014 - Present
Boeing January 2014 - November 2014
Mercer Investment Consulting 2010 - 2014
Adams Street Partners 2005 - 2008
Robert W. Baird & Co. 2004 - 2005
Robert W. Baird & Co. 2003 - 2004
Skills
Venture Capital, Private Equity, Industry Research, Investments, Due Diligence, Fund Of Funds, Alternative Investments, Industry Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Finance, Management & Organizations
University of Notre Dame 1997 — 2001
BBA, Finance, Computer Applications
Wheaton North
Brian Howley Brian Howley's Mercer Investment Consulting Experience August 2011 - February 2013
Job Investment Banking Associate at George K. Baum Capital Advisors
Industry Investment Banking
Experience
George K. Baum Capital Advisors January 2014 - Present
Ferrellgas February 2013 - January 2014
Mercer Investment Consulting August 2011 - February 2013
Scottrade Bank February 2009 - August 2011
Skills
Valuation, Finance, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance, Equities, Quantitative Analytics, Forecasting, Portfolio Management, Private Equity, Asset Management, Due Diligence, Mergers
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA
Saint Louis University 2005 — 2009
BS, Finance
Marquette University High School 2001 — 2005
George K. Baum Capital Advisors January 2014 - Present
Ferrellgas February 2013 - January 2014
Mercer Investment Consulting August 2011 - February 2013
Scottrade Bank February 2009 - August 2011
Skills
Valuation, Finance, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance, Equities, Quantitative Analytics, Forecasting, Portfolio Management, Private Equity, Asset Management, Due Diligence, Mergers
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA
Saint Louis University 2005 — 2009
BS, Finance
Marquette University High School 2001 — 2005
Harvey Rubinstein Harvey Rubinstein's Mercer Investment Consulting Experience 1989 - 2005
Job Strategic growth, organizational alignment and board governance consultant with nonprofit and community organizations
Industry Management Consulting
Experience
HR & Co. 2007 - Present
Mercer Investment Consulting 1989 - 2005
Skills
Start-ups, Strategic Planning, Organizational..., Venture Capital, Investments, Mergers, Philanthropy, Asset Allocation, Asset Managment, Business Strategy, Management Consulting, Leadership Development, Mergers & Acquisitions, Asset Management, Entrepreneurship, Portfolio Management, Governance, Executive Management, Executive Coaching, Fundraising, Private Equity, Corporate Development, Strategic Financial..., Business Planning, Strategy, Organizational Design, Consulting, Investment Management, Strategic Consulting, Strategic Partnerships, Board Governance, Board Development, Social Entrepreneurship, Non-profit Board..., Executive Development, Angel Investing, Workshop Facilitation, Executive Pay, Board of Directors, Board Relations, ERISA, Defined Contribution, Retreats, Investment Strategies, Institutional...
Education
Wharton School, University of Pennsylvania
MBA, Finance and Investments - Information Systems Option
Rensselaer Polytechnic Institute
BS, Management Science
MILFORD MILL
MILFORD MILL
MILFORD MILL
HR & Co. 2007 - Present
Mercer Investment Consulting 1989 - 2005
Skills
Start-ups, Strategic Planning, Organizational..., Venture Capital, Investments, Mergers, Philanthropy, Asset Allocation, Asset Managment, Business Strategy, Management Consulting, Leadership Development, Mergers & Acquisitions, Asset Management, Entrepreneurship, Portfolio Management, Governance, Executive Management, Executive Coaching, Fundraising, Private Equity, Corporate Development, Strategic Financial..., Business Planning, Strategy, Organizational Design, Consulting, Investment Management, Strategic Consulting, Strategic Partnerships, Board Governance, Board Development, Social Entrepreneurship, Non-profit Board..., Executive Development, Angel Investing, Workshop Facilitation, Executive Pay, Board of Directors, Board Relations, ERISA, Defined Contribution, Retreats, Investment Strategies, Institutional...
Education
Wharton School, University of Pennsylvania
MBA, Finance and Investments - Information Systems Option
Rensselaer Polytechnic Institute
BS, Management Science
MILFORD MILL
MILFORD MILL
MILFORD MILL
Chad Kadavi, CIPM Chad Kadavi, CIPM's Mercer Investment Consulting Experience January 2011 - Present
Job Senior Associate at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting January 2011 - Present
Hammond Associates October 2006 - December 2010
Arthur J. Gallagher & Co. January 2006 - September 2006
Northwestern Mutual April 2004 - August 2004
Skills
Financial Analysis, Asset Allocation, Cost Accounting, Performance Attribution, Advent, Excel, Performance Analysis, Financial Advisory, Microsoft Office, Non-profits, Private Wealth..., Reporting & Analysis, Investments, Insurance Planning, Database Development, Portfolio Management, Bloomberg, Investment Management, Equities, Fixed Income, Hedge Funds, Investment Strategies, Asset Management, Alternative Investments
Education
University of Missouri-Columbia 2001 — 2005
Bachelors of Science, Finance & Banking
Mercer Investment Consulting January 2011 - Present
Hammond Associates October 2006 - December 2010
Arthur J. Gallagher & Co. January 2006 - September 2006
Northwestern Mutual April 2004 - August 2004
Skills
Financial Analysis, Asset Allocation, Cost Accounting, Performance Attribution, Advent, Excel, Performance Analysis, Financial Advisory, Microsoft Office, Non-profits, Private Wealth..., Reporting & Analysis, Investments, Insurance Planning, Database Development, Portfolio Management, Bloomberg, Investment Management, Equities, Fixed Income, Hedge Funds, Investment Strategies, Asset Management, Alternative Investments
Education
University of Missouri-Columbia 2001 — 2005
Bachelors of Science, Finance & Banking
Yvan Breton Yvan Breton's Mercer Investment Consulting Experience June 1998 - July 2011
Job Head of fiduciary management for Canada
Industry Investment Management
Experience
Mercer Investment Management July 2011 - Present
Mercer Investment Consulting June 1998 - July 2011
Aon September 1994 - June 1998
Martineau Provencher June 1985 - September 1994
Skills
Investment Strategies, Alternative Investments, Asset Management, Asset Allocation, Investments, Hedge Funds, Equities, Portfolio Management, Fixed Income, Pensions, Investment Management, Defined Benefit
Education
Laval University 1982 — 1985
Bachelor es Science, Actuarial Science
Université Laval 1982 — 1985
Actuariat
Mercer Investment Management July 2011 - Present
Mercer Investment Consulting June 1998 - July 2011
Aon September 1994 - June 1998
Martineau Provencher June 1985 - September 1994
Skills
Investment Strategies, Alternative Investments, Asset Management, Asset Allocation, Investments, Hedge Funds, Equities, Portfolio Management, Fixed Income, Pensions, Investment Management, Defined Benefit
Education
Laval University 1982 — 1985
Bachelor es Science, Actuarial Science
Université Laval 1982 — 1985
Actuariat
Phillip Marks Phillip Marks's Mercer Investment Consulting Experience May 2008 - January 2011
Job
Industry Information Technology and Services
Experience
CDW June 2011 - August 2015
Mercer Investment Consulting May 2008 - January 2011
Citi April 2007 - May 2008
Metropolitan Life Insurance Company June 2003 - April 2007
Romano's Macaroni Grill August 1995 - August 2000
Walt Disney World January 1995 - December 1995
Education
University of Illinois at Chicago
Bachelor of Science (BS)
CDW June 2011 - August 2015
Mercer Investment Consulting May 2008 - January 2011
Citi April 2007 - May 2008
Metropolitan Life Insurance Company June 2003 - April 2007
Romano's Macaroni Grill August 1995 - August 2000
Walt Disney World January 1995 - December 1995
Education
University of Illinois at Chicago
Bachelor of Science (BS)
Shaun Mellnick's Mercer Investment Consulting Experience November 2009 - November 2012
Job FP&A Associate at Nextech Systems
Industry Computer Software
Experience
Nextech Systems April 2015 - Present
Greenway Health November 2012 - April 2015
Mercer Investment Consulting November 2009 - November 2012
Hammond Associates November 2009 - December 2010
AAA July 2009 - November 2009
Skills
Asset Allocation, Investments, Portfolio Management, Finance, Investment Management, Financial Analysis, Financial Modeling, Microsoft Office, Management, Leadership, Mutual Funds, Asset Management, Mergers & Acquisitions, Customer Service, Sales, Due Diligence, Analysis, Budgets, Financial Variance...
Education
University of South Florida - College of Business Administration 2005 — 2009
BS in Finance
Nextech Systems April 2015 - Present
Greenway Health November 2012 - April 2015
Mercer Investment Consulting November 2009 - November 2012
Hammond Associates November 2009 - December 2010
AAA July 2009 - November 2009
Skills
Asset Allocation, Investments, Portfolio Management, Finance, Investment Management, Financial Analysis, Financial Modeling, Microsoft Office, Management, Leadership, Mutual Funds, Asset Management, Mergers & Acquisitions, Customer Service, Sales, Due Diligence, Analysis, Budgets, Financial Variance...
Education
University of South Florida - College of Business Administration 2005 — 2009
BS in Finance
Alexandra Dubois Alexandra Dubois's Mercer Investment Consulting Experience October 2007 - October 2009
Job Client Relationship Executive at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2009 - Present
Mercer Investment Consulting October 2007 - October 2009
RBC Royal Bank 2006 - 2007
The Fairmont Banff Springs 1999 - 2003
Skills
Investments, Pensions, Mutual Funds
Education
University of Calgary 2002 — 2006
BComm, Finance, Risk Management & Insurance
Sun Life Financial October 2009 - Present
Mercer Investment Consulting October 2007 - October 2009
RBC Royal Bank 2006 - 2007
The Fairmont Banff Springs 1999 - 2003
Skills
Investments, Pensions, Mutual Funds
Education
University of Calgary 2002 — 2006
BComm, Finance, Risk Management & Insurance
Mick Moloney Mick Moloney's Mercer Investment Consulting Experience April 2002 - December 2011
Job Partner at Oliver Wyman
Industry Financial Services
Experience
Oliver Wyman January 2012 - Present
Mercer Investment Consulting April 2002 - December 2011
Skills
ALM, Actuarial, Pensions, Risk, Investments, Asset Management, Risk Management, Financial Modeling, Derivatives, Corporate Finance, Statistics, Insurance, Quantitative Analysis, Retirement, Investment Strategies, Defined Benefit, Asset Allocation, Employee Benefits, Economics
Education
University College Dublin 2004 — 2006
MBA
Oliver Wyman January 2012 - Present
Mercer Investment Consulting April 2002 - December 2011
Skills
ALM, Actuarial, Pensions, Risk, Investments, Asset Management, Risk Management, Financial Modeling, Derivatives, Corporate Finance, Statistics, Insurance, Quantitative Analysis, Retirement, Investment Strategies, Defined Benefit, Asset Allocation, Employee Benefits, Economics
Education
University College Dublin 2004 — 2006
MBA
Christian Langevin, CFA's Mercer Investment Consulting Experience January 1990 - May 1994
Job SVP, Portfolio Manger at GE Asset Management
Industry Investment Management
Experience
GE Asset Management October 2000 - Present
ING Investment Management May 1994 - September 2000
Mercer Investment Consulting January 1990 - May 1994
Skills
Portfolio Management, Investments, Pensions, Asset Management, Bloomberg, Capital Markets, Equity Research, Financial Modeling, Mutual Funds, Equities, Valuation, Corporate Finance, Financial Analysis, Investment Strategies, Investment Management, Financial Markets
Education
Université Laval 1984 — 1989
BBA, Finance
Cegep Francois-Xavier Garneau 1982 — 1984
DEC, Science
Petit Seminaire de Quebec 1977 — 1982
DES, High School
GE Asset Management October 2000 - Present
ING Investment Management May 1994 - September 2000
Mercer Investment Consulting January 1990 - May 1994
Skills
Portfolio Management, Investments, Pensions, Asset Management, Bloomberg, Capital Markets, Equity Research, Financial Modeling, Mutual Funds, Equities, Valuation, Corporate Finance, Financial Analysis, Investment Strategies, Investment Management, Financial Markets
Education
Université Laval 1984 — 1989
BBA, Finance
Cegep Francois-Xavier Garneau 1982 — 1984
DEC, Science
Petit Seminaire de Quebec 1977 — 1982
DES, High School
Steve Case Steve Case's Mercer Investment Consulting Experience September 2008 - Present
Job Partner at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting September 2008 - Present
Evaluation Associates 2007 - 2008
RogersCasey 2002 - 2007
AXA Equitable 1999 - 2001
Putnam Investments 1998 - 1999
RogersCasey 1989 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Fund Of Funds, Portfolio Management, Mutual Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance, General
Occidental College 1976 — 1980
AB, Economics
Mercer Investment Consulting September 2008 - Present
Evaluation Associates 2007 - 2008
RogersCasey 2002 - 2007
AXA Equitable 1999 - 2001
Putnam Investments 1998 - 1999
RogersCasey 1989 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Fund Of Funds, Portfolio Management, Mutual Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance, General
Occidental College 1976 — 1980
AB, Economics
Adam Craig Adam Craig's Mercer Investment Consulting Experience May 1998 - June 2004
Job Managing Director, Consultant Relations at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC April 2014 - Present
Analytic Investors May 2011 - April 2014
Columbia Management January 2007 - May 2011
Essex Investment Management June 2004 - January 2007
Mercer Investment Consulting May 1998 - June 2004
Watson Wyatt Worldwide 1986 - 1998
Skills
Investments, Alternative Investments, Investment Strategies, Financial Risk, Asset Managment, Business Development, Hedge Funds
Education
Penn State University 1982 — 1986
BS, Math
INTECH Investment Management LLC April 2014 - Present
Analytic Investors May 2011 - April 2014
Columbia Management January 2007 - May 2011
Essex Investment Management June 2004 - January 2007
Mercer Investment Consulting May 1998 - June 2004
Watson Wyatt Worldwide 1986 - 1998
Skills
Investments, Alternative Investments, Investment Strategies, Financial Risk, Asset Managment, Business Development, Hedge Funds
Education
Penn State University 1982 — 1986
BS, Math
Liana Magner's Mercer Investment Consulting Experience November 1998 - Present
Job Partner, US Delegated DC Leader, Mercer Investments
Industry Investment Management
Experience
Mercer Investment Consulting November 1998 - Present
Quadra Capital Partners, LP 1997 - 1998
Boston Investor Services, Inc. 1996 - 1997
Skills
Asset Allocation, Mutual Funds, Investment Strategies, Investments, Hedge Funds, Asset Managment, Alternative Investments, Defined Contribution, Defined Benefit, Investment Management, Portfolio Management, Equities, Pensions, ETFs, Performance Attribution, Institutional..., Fixed Income, Asset Management
Education
University of New Hampshire 1991 — 1995
BA, Economics
Mercer Investment Consulting November 1998 - Present
Quadra Capital Partners, LP 1997 - 1998
Boston Investor Services, Inc. 1996 - 1997
Skills
Asset Allocation, Mutual Funds, Investment Strategies, Investments, Hedge Funds, Asset Managment, Alternative Investments, Defined Contribution, Defined Benefit, Investment Management, Portfolio Management, Equities, Pensions, ETFs, Performance Attribution, Institutional..., Fixed Income, Asset Management
Education
University of New Hampshire 1991 — 1995
BA, Economics
Michael Hecht's Mercer Investment Consulting Experience 1997 - 1998
Job Schwab
Industry Financial Services
Experience
Charles Schwab April 2010 - Present
JMP Securities February 2009 - April 2010
Banc of America Securities July 2003 - October 2008
Credit Suisse 1999 - 2003
PaineWebber 1998 - 1999
Mercer Investment Consulting 1997 - 1998
Pershing 1992 - 1997
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Investments, Investment Banking, Series 7, Corporate Development, M
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & Accounting
Rutgers University-New Brunswick 1987 — 1991
BS, Finance
Charles Schwab April 2010 - Present
JMP Securities February 2009 - April 2010
Banc of America Securities July 2003 - October 2008
Credit Suisse 1999 - 2003
PaineWebber 1998 - 1999
Mercer Investment Consulting 1997 - 1998
Pershing 1992 - 1997
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Investments, Investment Banking, Series 7, Corporate Development, M
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & Accounting
Rutgers University-New Brunswick 1987 — 1991
BS, Finance
Brian Silverstein, CFA, ASA's Mercer Investment Consulting Experience May 1994 - May 1998
Job Portfolio Manager
Industry Investment Management
Experience
Belmont Capital Management January 2002 - Present
KCM Management October 2005 - May 2010
PEAK6 Investments May 2000 - October 2002
Mercer Investment Consulting May 1994 - May 1998
Skills
Trading, Portfolio Management, Fixed Income, Equities, Investments, Hedge Funds, Asset Management, Alternative Investments, Capital Markets, Options, Derivatives
Education
University of Colorado Boulder 1997 — 2000
Master’s Degree, Applied Mathematics
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor’s Degree, Actuarial Science
Belmont Capital Management January 2002 - Present
KCM Management October 2005 - May 2010
PEAK6 Investments May 2000 - October 2002
Mercer Investment Consulting May 1994 - May 1998
Skills
Trading, Portfolio Management, Fixed Income, Equities, Investments, Hedge Funds, Asset Management, Alternative Investments, Capital Markets, Options, Derivatives
Education
University of Colorado Boulder 1997 — 2000
Master’s Degree, Applied Mathematics
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor’s Degree, Actuarial Science
Brian Cho's Mercer Investment Consulting Experience January 2012 - June 2013
Job Compliance Officer at SunGard Brokerage & Securities Services LLC
Industry Financial Services
Experience
SunGard Brokerage & Securities Services LLC May 2014 - Present
Lighthouse Partners June 2013 - May 2014
Mercer Investment Consulting January 2012 - June 2013
UBS Global Asset Management March 2011 - January 2012
Northern Trust July 2009 - March 2011
Skills
Series 7, Series 63, Series 24, Hedge Funds, Investments, Trading, Fixed Income, Operational Risk..., Equities, Alternative Investments, Operational Risk
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accountancy
SunGard Brokerage & Securities Services LLC May 2014 - Present
Lighthouse Partners June 2013 - May 2014
Mercer Investment Consulting January 2012 - June 2013
UBS Global Asset Management March 2011 - January 2012
Northern Trust July 2009 - March 2011
Skills
Series 7, Series 63, Series 24, Hedge Funds, Investments, Trading, Fixed Income, Operational Risk..., Equities, Alternative Investments, Operational Risk
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accountancy
Patrick Billie, CFE's Mercer Investment Consulting Experience January 2012 - December 2013
Job Compliance Examiner II at National Futures Association
Industry Financial Services
Experience
National Futures Association January 2014 - Present
Mercer Investment Consulting January 2012 - December 2013
University of Illinois at Urbana-Champaign August 2007 - December 2011
LaSalle St. Securities June 2011 - August 2011
Village of Frankfort June 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Financial Analysis, Microsoft Word, Data Analysis, Public Speaking, Social Media, Analysis, Futures Trading, Trade Compliance
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Economics, Business Economics
National Futures Association January 2014 - Present
Mercer Investment Consulting January 2012 - December 2013
University of Illinois at Urbana-Champaign August 2007 - December 2011
LaSalle St. Securities June 2011 - August 2011
Village of Frankfort June 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Financial Analysis, Microsoft Word, Data Analysis, Public Speaking, Social Media, Analysis, Futures Trading, Trade Compliance
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Economics, Business Economics
Tanya Bird, CFA Tanya Bird, CFA's Mercer Investment Consulting Experience 1989 - 1994
Job Senior Investment Manager Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 1994 - Present
Mercer Investment Consulting 1989 - 1994
Skills
Investments, Asset Allocation, Wealth Management, Investment Management, Asset Management, Equities, Portfolio Management, Fixed Income
Education
The College of William and Mary - The Mason School of Business 1987 — 1989
MBA
University of Pittsburgh 1981 — 1985
BS, Mathematics
Wells Fargo Private Bank 1994 - Present
Mercer Investment Consulting 1989 - 1994
Skills
Investments, Asset Allocation, Wealth Management, Investment Management, Asset Management, Equities, Portfolio Management, Fixed Income
Education
The College of William and Mary - The Mason School of Business 1987 — 1989
MBA
University of Pittsburgh 1981 — 1985
BS, Mathematics
Elie Schoppik Elie Schoppik's Mercer Investment Consulting Experience July 2009 - September 2009
Job Full Stack Instructor at Galvanize
Industry E-Learning
Experience
Galvanize Inc May 2015 - Present
General Assembly August 2014 - May 2015
Knowyo August 2012 - August 2014
Prepmatic February 2012 - August 2012
Deloitte & Touche September 2010 - February 2012
Mercer Investment Consulting July 2009 - September 2009
Skills
Entrepreneurship, Start-ups, HTML, CSS, Investments, JavaScript, Corporate Finance, Financial Analysis, Ruby on Rails, Node.js, Bootstrap, SASS, AngularJS, CoffeeScript, Ruby, MongoDB
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS Finance, Finance
University of Melbourne - Melbourne Business School 2009 — 2009
BS Finance, Commerce
Galvanize Inc May 2015 - Present
General Assembly August 2014 - May 2015
Knowyo August 2012 - August 2014
Prepmatic February 2012 - August 2012
Deloitte & Touche September 2010 - February 2012
Mercer Investment Consulting July 2009 - September 2009
Skills
Entrepreneurship, Start-ups, HTML, CSS, Investments, JavaScript, Corporate Finance, Financial Analysis, Ruby on Rails, Node.js, Bootstrap, SASS, AngularJS, CoffeeScript, Ruby, MongoDB
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS Finance, Finance
University of Melbourne - Melbourne Business School 2009 — 2009
BS Finance, Commerce
Shane Hoover, CFA Shane Hoover, CFA's Mercer Investment Consulting Experience 1999 - 2001
Job Portfolio Manager at PTAM (PT Asset Management, LLC)
Industry Investment Management
Experience
PTAM (PT Asset Management, LLC) January 2015 - Present
PTAM (PT Asset Management, LLC) September 2013 - December 2014
PTAM (PT Asset Management, LLC) July 2010 - September 2013
Performance Trust Capital Partners January 2009 - December 2010
Performance Trust Capital Partners October 2006 - December 2008
Man Investments February 2003 - October 2006
Glenwood Capital, Inc. February 2001 - February 2003
Mercer Investment Consulting 1999 - 2001
Skills
Asset Managment, Strategic Planning, Capital Structure, Project Management, Hedge Funds, Alternative Investments, Investments, Private Equity, Fixed Income, Capital Markets, Portfolio Management, Financial Modeling, Series 7, Equities, Valuation, Mutual Funds, Due Diligence, Financial Analysis, Securities, Bloomberg, LBO, Entrepreneurship, Investment Management, Mergers & Acquisitions, Investment Banking
Education
Northwestern University - Kellogg School of Management 2004 — 2007
M.B.A., Analytical Finance & Entrepreneurship
University of Colorado Boulder 1995 — 1999
B.S., Finance & Information Systems
Eisenhower
PTAM (PT Asset Management, LLC) January 2015 - Present
PTAM (PT Asset Management, LLC) September 2013 - December 2014
PTAM (PT Asset Management, LLC) July 2010 - September 2013
Performance Trust Capital Partners January 2009 - December 2010
Performance Trust Capital Partners October 2006 - December 2008
Man Investments February 2003 - October 2006
Glenwood Capital, Inc. February 2001 - February 2003
Mercer Investment Consulting 1999 - 2001
Skills
Asset Managment, Strategic Planning, Capital Structure, Project Management, Hedge Funds, Alternative Investments, Investments, Private Equity, Fixed Income, Capital Markets, Portfolio Management, Financial Modeling, Series 7, Equities, Valuation, Mutual Funds, Due Diligence, Financial Analysis, Securities, Bloomberg, LBO, Entrepreneurship, Investment Management, Mergers & Acquisitions, Investment Banking
Education
Northwestern University - Kellogg School of Management 2004 — 2007
M.B.A., Analytical Finance & Entrepreneurship
University of Colorado Boulder 1995 — 1999
B.S., Finance & Information Systems
Eisenhower
Samip Joshi's Mercer Investment Consulting Experience June 2006 - August 2006
Job Operations at Braintree
Industry Financial Services
Experience
Braintree November 2012 - Present
Robert W. Baird & Co. July 2010 - July 2012
Irving Place Capital (fka Bear Stearns Merchant Banking) May 2008 - June 2010
Bear Stearns July 2007 - May 2008
Mercer Investment Consulting June 2006 - August 2006
Skills
Valuation, Financial Modeling, Due Diligence, Acquisitions, Strategy, Restructuring, Reorganisation, Start-up Ventures, Equities
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (Dual Degree), Finance, Economics
University of Oxford 2005 — 2006
Undergrad, Economics
Braintree November 2012 - Present
Robert W. Baird & Co. July 2010 - July 2012
Irving Place Capital (fka Bear Stearns Merchant Banking) May 2008 - June 2010
Bear Stearns July 2007 - May 2008
Mercer Investment Consulting June 2006 - August 2006
Skills
Valuation, Financial Modeling, Due Diligence, Acquisitions, Strategy, Restructuring, Reorganisation, Start-up Ventures, Equities
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (Dual Degree), Finance, Economics
University of Oxford 2005 — 2006
Undergrad, Economics
Andrew Fetzner Andrew Fetzner's Mercer Investment Consulting Experience October 2008 - May 2012
Job Client Services Analyst at Mercer
Industry Human Resources
Experience
Mercer June 2012 - Present
Mercer Investment Consulting October 2008 - May 2012
Waller Financial Planning Group February 2008 - August 2008
The Ohio State University September 2004 - September 2007
The Ohio State University June 2006 - August 2006
Skills
Morningstar, Bloomberg Terminal, Bloomberg, Investor Reporting, Microsoft Office, Excel, Advent, Data Analysis, Data Entry, Financial Analysis, Performance Measurement, Performance Appraisal, Performance Attribution, SQL, Oracle SQL
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Economics
Mercer June 2012 - Present
Mercer Investment Consulting October 2008 - May 2012
Waller Financial Planning Group February 2008 - August 2008
The Ohio State University September 2004 - September 2007
The Ohio State University June 2006 - August 2006
Skills
Morningstar, Bloomberg Terminal, Bloomberg, Investor Reporting, Microsoft Office, Excel, Advent, Data Analysis, Data Entry, Financial Analysis, Performance Measurement, Performance Appraisal, Performance Attribution, SQL, Oracle SQL
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Economics
Chad McWhorter Chad McWhorter's Mercer Investment Consulting Experience October 2009 - November 2010
Job Director, Investor Relations at Carmel Partners
Industry Investment Management
Experience
Carmel Partners September 2013 - Present
Experian August 2012 - August 2013
Ragnar Capital Advisors November 2010 - December 2012
Mercer Investment Consulting October 2009 - November 2010
Ragnar Capital Advisors February 2008 - August 2009
Pacific Property Company May 2006 - April 2008
The Dewey Group November 2004 - April 2006
Skills
Microsoft Excel, Market Research, Real Estate, Private Equity, Strategic Financial..., Business Planning, Vlookup, Pivot Tables, International Finance, Institutional..., Corporate Finance, Venture Capital, Investments, Asset Management, Financial Modeling, IRR, DCF Valuation, Enterprise Valuation, Cash Flow Forecasting, Financial Management, Sensitivity Analysis, Asset Allocation, Business Plan..., Strategic Consulting, Critical Thinking, Financial Markets, Feasibility Studies, Financial Forecasting, Strategic Thinking, Macroeconomics, International Economics, Equity Derivatives, Managed Futures, Currency, Registered Investment..., Estate Planning, Organizational..., Institutional Research, Wealth Management, Real Estate Investment..., Commercial Real Estate..., Equity Capital Markets, Hedge Funds, Private Banking, Global Macro, Institutional..., Asset Managment, Risk Management
Education
University of Georgia - Terry College of Business 2008 — 2009
MBA, Finance and Management
University of Southern California - Marshall School of Business 2001 — 2004
Bachelor of Science (BS), Corporate Finance
Carmel Partners September 2013 - Present
Experian August 2012 - August 2013
Ragnar Capital Advisors November 2010 - December 2012
Mercer Investment Consulting October 2009 - November 2010
Ragnar Capital Advisors February 2008 - August 2009
Pacific Property Company May 2006 - April 2008
The Dewey Group November 2004 - April 2006
Skills
Microsoft Excel, Market Research, Real Estate, Private Equity, Strategic Financial..., Business Planning, Vlookup, Pivot Tables, International Finance, Institutional..., Corporate Finance, Venture Capital, Investments, Asset Management, Financial Modeling, IRR, DCF Valuation, Enterprise Valuation, Cash Flow Forecasting, Financial Management, Sensitivity Analysis, Asset Allocation, Business Plan..., Strategic Consulting, Critical Thinking, Financial Markets, Feasibility Studies, Financial Forecasting, Strategic Thinking, Macroeconomics, International Economics, Equity Derivatives, Managed Futures, Currency, Registered Investment..., Estate Planning, Organizational..., Institutional Research, Wealth Management, Real Estate Investment..., Commercial Real Estate..., Equity Capital Markets, Hedge Funds, Private Banking, Global Macro, Institutional..., Asset Managment, Risk Management
Education
University of Georgia - Terry College of Business 2008 — 2009
MBA, Finance and Management
University of Southern California - Marshall School of Business 2001 — 2004
Bachelor of Science (BS), Corporate Finance
Pierre Bernard, FSA, CERA, CFA Pierre Bernard, FSA, CERA, CFA's Mercer Investment Consulting Experience July 2004 - July 2007
Job Directeur principal, Gestion de risques chez Intact Corporation Financière
Industry Insurance
Experience
Intact September 2015 - Present
Intact November 2011 - September 2015
AXA Canada July 2007 - November 2011
Mercer Investment Consulting July 2004 - July 2007
Skills
Enterprise Risk..., Risk Management, ORSA, Economic Capital, Property & Casualty..., Asset Liability..., Financial Risk, Financial Modeling, Investments, Pensions, Life Insurance, Derivatives, VBA, Bloomberg
Education
Université Laval 2001 — 2004
Bachelor’s Degree, Actuarial Science
Intact September 2015 - Present
Intact November 2011 - September 2015
AXA Canada July 2007 - November 2011
Mercer Investment Consulting July 2004 - July 2007
Skills
Enterprise Risk..., Risk Management, ORSA, Economic Capital, Property & Casualty..., Asset Liability..., Financial Risk, Financial Modeling, Investments, Pensions, Life Insurance, Derivatives, VBA, Bloomberg
Education
Université Laval 2001 — 2004
Bachelor’s Degree, Actuarial Science
Allison Ditzel Allison Ditzel's Mercer Investment Consulting Experience June 2008 - January 2011
Job Associate Vice President, Senior Client Service Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust January 2015 - Present
Atlantic Trust December 2012 - Present
Invesco Ltd. January 2011 - December 2012
Mercer Investment Consulting June 2008 - January 2011
Highland Associates; Birmingham, AL June 2007 - August 2007
Skills
Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, PowerPoint
Education
University of Georgia - Terry College of Business 2004 — 2008
Banking and Finance
University of Innsbruck 2006 — 2006
Study Abroad
Episcopal High School 2000 — 2004
Atlantic Trust January 2015 - Present
Atlantic Trust December 2012 - Present
Invesco Ltd. January 2011 - December 2012
Mercer Investment Consulting June 2008 - January 2011
Highland Associates; Birmingham, AL June 2007 - August 2007
Skills
Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, PowerPoint
Education
University of Georgia - Terry College of Business 2004 — 2008
Banking and Finance
University of Innsbruck 2006 — 2006
Study Abroad
Episcopal High School 2000 — 2004
Eric Wimer, CFA Eric Wimer, CFA's Mercer Investment Consulting Experience 1992 - 1997
Job VP, Product Development at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors May 2008 - Present
Old Mutual Asset Management 2000 - April 2008
United Asset Management May 1997 - December 1999
Mercer Investment Consulting 1992 - 1997
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Fixed Income, Equities, Asset Management, Investments, Investment Strategies, Financial Services, Derivatives, Product Development, Asset Allocation
Education
Northeastern University 1991 — 1997
MBA, Finance
Middlebury College 1985 — 1989
BA, Economics
State Street Global Advisors May 2008 - Present
Old Mutual Asset Management 2000 - April 2008
United Asset Management May 1997 - December 1999
Mercer Investment Consulting 1992 - 1997
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Fixed Income, Equities, Asset Management, Investments, Investment Strategies, Financial Services, Derivatives, Product Development, Asset Allocation
Education
Northeastern University 1991 — 1997
MBA, Finance
Middlebury College 1985 — 1989
BA, Economics
Greg Cran, MBA Greg Cran, MBA's Mercer Investment Consulting Experience August 2010 - Present
Job Consultant Investment and Risk Management
Industry Investment Management
Experience
Mercer Investment Consulting August 2010 - Present
Skills
Hedging, Volatility, Derivatives, Options, Equities, Portfolio Management, Trading, Hedge Funds, Finance, Strategy, Fixed Income, Risk Management, Financial Risk, Bonds, Asset Management, FX Options, Management, Business Process
Education
The University of Chicago Booth School of Business 2005 — 2009
MBA, Finance and Econometrics/Statistics
Wake Forest University 1992 — 1996
BA, Political Science
Mercer Investment Consulting August 2010 - Present
Skills
Hedging, Volatility, Derivatives, Options, Equities, Portfolio Management, Trading, Hedge Funds, Finance, Strategy, Fixed Income, Risk Management, Financial Risk, Bonds, Asset Management, FX Options, Management, Business Process
Education
The University of Chicago Booth School of Business 2005 — 2009
MBA, Finance and Econometrics/Statistics
Wake Forest University 1992 — 1996
BA, Political Science
Doritt Liddie Doritt Liddie's Mercer Investment Consulting Experience April 2000 - October 2013
Job Admin Asst at Mercer Investment Consulting
Industry Investment Management
Experience
Guy Carpenter & Co October 2013 - Present
Mercer Investment Consulting April 2000 - October 2013
Education
Nassau Community College 2010 — 2012
Associates Degree – Liberal Arts
Guy Carpenter & Co October 2013 - Present
Mercer Investment Consulting April 2000 - October 2013
Education
Nassau Community College 2010 — 2012
Associates Degree – Liberal Arts
Bobby Tsai's Mercer Investment Consulting Experience November 2002 - December 2004
Job Director, Global Real Estate at Gap Inc./ Gap
Industry Retail
Experience
Gap Inc./ Gap April 2015 - Present
Coach May 2014 - April 2015
Gap Inc./China September 2012 - April 2014
Gap Inc./China January 2012 - September 2012
Gap Inc./Old Navy March 2011 - January 2012
Gap Inc. June 2006 - March 2011
Mercer Investment Consulting November 2002 - December 2004
The Ayco Company, LP 1999 - 2001
Skills
Real Estate Economics, Financial Analysis, Financial Modeling, Investments, Valuation, Due Diligence, Finance, Asset Management, Strategy, Business Planning, Business Development, Entrepreneurship, Corporate Finance, Mergers & Acquisitions, Retail, Management
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Finance
University of California, Los Angeles 1992 — 1997
BA, Economics
Gap Inc./ Gap April 2015 - Present
Coach May 2014 - April 2015
Gap Inc./China September 2012 - April 2014
Gap Inc./China January 2012 - September 2012
Gap Inc./Old Navy March 2011 - January 2012
Gap Inc. June 2006 - March 2011
Mercer Investment Consulting November 2002 - December 2004
The Ayco Company, LP 1999 - 2001
Skills
Real Estate Economics, Financial Analysis, Financial Modeling, Investments, Valuation, Due Diligence, Finance, Asset Management, Strategy, Business Planning, Business Development, Entrepreneurship, Corporate Finance, Mergers & Acquisitions, Retail, Management
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Finance
University of California, Los Angeles 1992 — 1997
BA, Economics
Erik Sebusch's Mercer Investment Consulting Experience September 2013 - Present
Job Private Markets Investment Consultant at Mercer Investment Consulting
Industry Venture Capital & Private Equity
Experience
Mercer Investment Consulting September 2013 - Present
Beautylish April 2013 - October 2013
CMEA Capital August 2010 - September 2013
UPS October 2007 - August 2010
UPS 2004 - 2008
UPS 2001 - 2004
Various and 1988 - 2000
SAG 1990 - 1999
Skills
Emerging Technologies, International Marketing, Corporate Venture..., Investments, Partnerships, Product Development, Venture Capital, Corporate Development, Start-ups, Entrepreneurship, Mergers, Global Business..., Due Diligence, Private Equity, International Business..., Strategy, Strategic Partnerships, Executive Management, Strategic Consulting, Portfolio Management, Enterprise Software, Management, Mergers & Acquisitions, Fundraising, Strategic Planning, Management Consulting, Business Development, Financial Analysis, International Business, Business Strategy, Financial Modeling
Education
Thunderbird 2000 — 2001
MBA International, International Business
Thunderbird School of Global Management 2000 — 2001
MBA (International), International Studies
Euclid Senior High School
Euclid Senior High School
Mercer Investment Consulting September 2013 - Present
Beautylish April 2013 - October 2013
CMEA Capital August 2010 - September 2013
UPS October 2007 - August 2010
UPS 2004 - 2008
UPS 2001 - 2004
Various and 1988 - 2000
SAG 1990 - 1999
Skills
Emerging Technologies, International Marketing, Corporate Venture..., Investments, Partnerships, Product Development, Venture Capital, Corporate Development, Start-ups, Entrepreneurship, Mergers, Global Business..., Due Diligence, Private Equity, International Business..., Strategy, Strategic Partnerships, Executive Management, Strategic Consulting, Portfolio Management, Enterprise Software, Management, Mergers & Acquisitions, Fundraising, Strategic Planning, Management Consulting, Business Development, Financial Analysis, International Business, Business Strategy, Financial Modeling
Education
Thunderbird 2000 — 2001
MBA International, International Business
Thunderbird School of Global Management 2000 — 2001
MBA (International), International Studies
Euclid Senior High School
Euclid Senior High School
Lars Jimmie Asplund's Mercer Investment Consulting Experience 2010 - 2011
Job Managing Director of Lipper
Industry Financial Services
Experience
Lipper, a Thomson Reuters Company December 2011 - Present
Mercer Investment Consulting 2010 - 2011
F.R.I. Consulting 2007 - 2010
Morningstar 2000 - 2007
Fondstar AB (now Morningstar Sweden AB) 1998 - 2000
Skills
Mutual Funds, Hedge Funds, Asset Management, Investments, Alternative Investments, Market Data, Analytics, Asset Managment, Business Development, Business Strategy, CRM, Capital Markets, Entrepreneurship, Equities, Financial Markets, Financial Modeling, Fixed Income, Business Analysis, Management, Portfolio Management, Strategy
Education
Stockholm School of Economics 2005 — 2007
Executive-MBA
Stockholm School of Economics 2002 — 2003
LDP
University at Albany, SUNY
B.S.
Lipper, a Thomson Reuters Company December 2011 - Present
Mercer Investment Consulting 2010 - 2011
F.R.I. Consulting 2007 - 2010
Morningstar 2000 - 2007
Fondstar AB (now Morningstar Sweden AB) 1998 - 2000
Skills
Mutual Funds, Hedge Funds, Asset Management, Investments, Alternative Investments, Market Data, Analytics, Asset Managment, Business Development, Business Strategy, CRM, Capital Markets, Entrepreneurship, Equities, Financial Markets, Financial Modeling, Fixed Income, Business Analysis, Management, Portfolio Management, Strategy
Education
Stockholm School of Economics 2005 — 2007
Executive-MBA
Stockholm School of Economics 2002 — 2003
LDP
University at Albany, SUNY
B.S.
Jill Sutherland Walker's Mercer Investment Consulting Experience April 2015 - Present
Job Principal at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting April 2015 - Present
Mercer Investment Consulting March 2008 - March 2015
Mercer Investment Consulting October 2004 - February 2008
Pioneer Investments 1998 - 2004
State Street Corporation 1996 - 1998
Skills
Investments, Leadership, Alternative Investments, Asset Managment, Asset Allocation, Investment Management, Hedge Funds, Equities, Investment Strategies, Financial Services, Mutual Funds, Fixed Income
Education
Simmons College - Simmons School of Management 2010 — 2012
MBA
Ohio Wesleyan University 1992 — 1996
BA, Spanish, Economics Management
Acton-Boxborough Regional High School 1988 — 1992
Mercer Investment Consulting April 2015 - Present
Mercer Investment Consulting March 2008 - March 2015
Mercer Investment Consulting October 2004 - February 2008
Pioneer Investments 1998 - 2004
State Street Corporation 1996 - 1998
Skills
Investments, Leadership, Alternative Investments, Asset Managment, Asset Allocation, Investment Management, Hedge Funds, Equities, Investment Strategies, Financial Services, Mutual Funds, Fixed Income
Education
Simmons College - Simmons School of Management 2010 — 2012
MBA
Ohio Wesleyan University 1992 — 1996
BA, Spanish, Economics Management
Acton-Boxborough Regional High School 1988 — 1992
Denis Bastin's Mercer Investment Consulting Experience 1996 - 2003
Job Principal at Bastin Advisory, Inc
Industry Financial Services
Experience
Bastin Advisory, Inc November 2009 - Present
oliver wyman January 2004 - October 2009
mercer investment consulting 1996 - 2003
credit lyonnais 1990 - 1996
Credit Lyonnais Asset Management 1990 - 1996
Credit Lyonnais Asset Management 1990 - 1996
paribas 1971 - 1990
Skills
Private Equity, Investments, Management Consulting, Asset Managment, Due Diligence, Management, Asset Management, Emerging Markets, Valuation, Corporate Development, Investment Banking, Financial Modeling, Analysis, Hedge Funds, Asset Allocation, Mergers, Portfolio Management, Financial Markets, Equities
Education
Sciences Po 1969 — 1971
ma, international relations
Bastin Advisory, Inc November 2009 - Present
oliver wyman January 2004 - October 2009
mercer investment consulting 1996 - 2003
credit lyonnais 1990 - 1996
Credit Lyonnais Asset Management 1990 - 1996
Credit Lyonnais Asset Management 1990 - 1996
paribas 1971 - 1990
Skills
Private Equity, Investments, Management Consulting, Asset Managment, Due Diligence, Management, Asset Management, Emerging Markets, Valuation, Corporate Development, Investment Banking, Financial Modeling, Analysis, Hedge Funds, Asset Allocation, Mergers, Portfolio Management, Financial Markets, Equities
Education
Sciences Po 1969 — 1971
ma, international relations
Jon Fiore's Mercer Investment Consulting Experience June 2009 - August 2009
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch July 2013 - July 2015
Merrill Lynch August 2010 - July 2013
Mercer Investment Consulting June 2009 - August 2009
Skills
Economics, Business Analysis, Series 7, Series 66, Financial Modeling, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
BA, Economics, with Statistics Minor
Merrill Lynch July 2015 - Present
Merrill Lynch July 2013 - July 2015
Merrill Lynch August 2010 - July 2013
Mercer Investment Consulting June 2009 - August 2009
Skills
Economics, Business Analysis, Series 7, Series 66, Financial Modeling, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
BA, Economics, with Statistics Minor
Chris Ebersole's Mercer Investment Consulting Experience July 2010 - Present
Job Principal at Mercer Investment Consulting
Industry Human Resources
Experience
Mercer Investment Consulting July 2010 - Present
Mercer October 1995 - July 2010
Aon Consulting May 1994 - October 1995
Skills
Defined Benefit, Actuarial Science, Funding, Valuation
Education
University of Delaware 1989 — 1993
BA, cum laude, Mathematics
Mercer Investment Consulting July 2010 - Present
Mercer October 1995 - July 2010
Aon Consulting May 1994 - October 1995
Skills
Defined Benefit, Actuarial Science, Funding, Valuation
Education
University of Delaware 1989 — 1993
BA, cum laude, Mathematics
Ken Kantner's Mercer Investment Consulting Experience October 1996 - January 1999
Job Regional Sales Manager Institutional Services
Industry Financial Services
Experience
Zacks Investment Research April 2008 - Present
CIT - Specialty Finance June 2005 - September 2007
Manor Financial Group March 2002 - June 2005
Executive Financial Corporation January 1999 - March 2002
Mercer Investment Consulting October 1996 - January 1999
Skills
Portfolio Management, Credit, Investments, Loans, Valuation, Finance, Loan Origination, Business Development, Underwriting, Mortgage Lending, Sales Management, Sales, Equities, Management, Financial Markets, Series 7, New Business Development, Relationship Management, Fixed Income, Alternative Investments, Selling, Financial Services, Cold Calling, Asset Management, Marketing, Solution Selling, Salesforce.com, Training, Account Management, B2B, Enterprise Software, Banking, Budgets, Team Management, Mutual Funds, Financial Analysis, Marketing Strategy, Risk Management, Strategic Financial..., Capital Markets, Wealth Management, Trading, Investment Advisory
Education
Northeastern Illinois University 1993 — 1997
Bachelors of Science, Finance
Zacks Investment Research April 2008 - Present
CIT - Specialty Finance June 2005 - September 2007
Manor Financial Group March 2002 - June 2005
Executive Financial Corporation January 1999 - March 2002
Mercer Investment Consulting October 1996 - January 1999
Skills
Portfolio Management, Credit, Investments, Loans, Valuation, Finance, Loan Origination, Business Development, Underwriting, Mortgage Lending, Sales Management, Sales, Equities, Management, Financial Markets, Series 7, New Business Development, Relationship Management, Fixed Income, Alternative Investments, Selling, Financial Services, Cold Calling, Asset Management, Marketing, Solution Selling, Salesforce.com, Training, Account Management, B2B, Enterprise Software, Banking, Budgets, Team Management, Mutual Funds, Financial Analysis, Marketing Strategy, Risk Management, Strategic Financial..., Capital Markets, Wealth Management, Trading, Investment Advisory
Education
Northeastern Illinois University 1993 — 1997
Bachelors of Science, Finance
Marc Gutnayer's Mercer Investment Consulting Experience September 2008 - March 2011
Job Financial Trader & Developer
Industry Financial Services
Experience
Self-Employed September 2013 - Present
Tower Hill Trading January 2012 - September 2013
Mercer Investment Consulting September 2008 - March 2011
Village of Northbrook May 2004 - August 2007
Skills
Financial Markets, Trading, Investments, Financial Analysis, Asset Allocation, Foreign Exchange, Options, Proprietary Trading, Equities, Equity Trading, Equity Derivatives, Derivatives, Electronic Trading, Trading Strategies, Trading Systems, Visual Basic, VBA, SQL, PL/SQL, Python
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor’s Degree, Economics, Business
Glenbrook North High School
Self-Employed September 2013 - Present
Tower Hill Trading January 2012 - September 2013
Mercer Investment Consulting September 2008 - March 2011
Village of Northbrook May 2004 - August 2007
Skills
Financial Markets, Trading, Investments, Financial Analysis, Asset Allocation, Foreign Exchange, Options, Proprietary Trading, Equities, Equity Trading, Equity Derivatives, Derivatives, Electronic Trading, Trading Strategies, Trading Systems, Visual Basic, VBA, SQL, PL/SQL, Python
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor’s Degree, Economics, Business
Glenbrook North High School
Mark Phelps, CFA's Mercer Investment Consulting Experience September 2007 - March 2013
Job VP, Portfolio Strategy at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments October 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - October 2014
Mercer Investment Consulting September 2007 - March 2013
Jeffrey Slocum & Associates December 2003 - August 2007
Wells Fargo Home Mortgage October 2002 - December 2003
Skills
Mutual Funds, Portfolio Management, Investment Strategies, Economics, Capital Markets, Leadership, Endowments, Bloomberg, Investment Management, Hedge Funds, Fixed Income, Bonds, Due Diligence, Equities
Education
University of Minnesota-Twin Cities
BS, Applied Economics, Emphasis in Management and Finance
Nuveen Investments October 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - October 2014
Mercer Investment Consulting September 2007 - March 2013
Jeffrey Slocum & Associates December 2003 - August 2007
Wells Fargo Home Mortgage October 2002 - December 2003
Skills
Mutual Funds, Portfolio Management, Investment Strategies, Economics, Capital Markets, Leadership, Endowments, Bloomberg, Investment Management, Hedge Funds, Fixed Income, Bonds, Due Diligence, Equities
Education
University of Minnesota-Twin Cities
BS, Applied Economics, Emphasis in Management and Finance
Bryan Boudreau's Mercer Investment Consulting Experience February 2010 - December 2010
Job SVP Global Head of ALM at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
New York Life Insurance Company December 2010 - July 2013
Mercer Investment Consulting February 2010 - December 2010
Barclays Capital August 2006 - February 2010
Lehman Brothers 2006 - 2008
Morgan Stanley May 1996 - May 2006
MetLife July 1990 - May 1996
Hewitt Associates September 1987 - June 1990
Skills
Asset Liability..., Asset Liability..., Liability Driven..., Risk Management, Quantitative Portfolio..., Investment Manager Due..., Pension Risk Management, Due Diligence, Asset Allocation, Fixed Income, ALM, Asset Management, Portfolio Management, Capital Markets, Investments, Alternative Investments
Education
State University of New York at Stony Brook 1983 — 1987
MA, Economics
State University of New York at Stony Brook 1979 — 1983
BS, Biology/Economics
MetLife July 2013 - Present
New York Life Insurance Company December 2010 - July 2013
Mercer Investment Consulting February 2010 - December 2010
Barclays Capital August 2006 - February 2010
Lehman Brothers 2006 - 2008
Morgan Stanley May 1996 - May 2006
MetLife July 1990 - May 1996
Hewitt Associates September 1987 - June 1990
Skills
Asset Liability..., Asset Liability..., Liability Driven..., Risk Management, Quantitative Portfolio..., Investment Manager Due..., Pension Risk Management, Due Diligence, Asset Allocation, Fixed Income, ALM, Asset Management, Portfolio Management, Capital Markets, Investments, Alternative Investments
Education
State University of New York at Stony Brook 1983 — 1987
MA, Economics
State University of New York at Stony Brook 1979 — 1983
BS, Biology/Economics
Jennifer Sennott Cram's Mercer Investment Consulting Experience August 1997 - April 2000
Job Investment Consultant
Industry Financial Services
Experience
MyHomeLifeIndustries 2008 - Present
Angeles Investment Advisors August 2007 - May 2008
Bel Air Investment Advisors, LLC 2005 - 2007
Callan Associates April 2000 - March 2005
Mercer Investment Consulting August 1997 - April 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Mutual Funds, Equities, Fixed Income, Asset Management, Series 7, Portfolio Management, Capital Markets, Bloomberg, Financial Modeling, Wealth Management, Private Equity, Valuation, Investment Advisory, Financial Services, Investment Strategies, Securities
Education
Syracuse University 1993 — 1997
BA, Econ/PolSci
Kent School 1990 — 1993
Latin School of Chicago 1981 — 1990
MyHomeLifeIndustries 2008 - Present
Angeles Investment Advisors August 2007 - May 2008
Bel Air Investment Advisors, LLC 2005 - 2007
Callan Associates April 2000 - March 2005
Mercer Investment Consulting August 1997 - April 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Mutual Funds, Equities, Fixed Income, Asset Management, Series 7, Portfolio Management, Capital Markets, Bloomberg, Financial Modeling, Wealth Management, Private Equity, Valuation, Investment Advisory, Financial Services, Investment Strategies, Securities
Education
Syracuse University 1993 — 1997
BA, Econ/PolSci
Kent School 1990 — 1993
Latin School of Chicago 1981 — 1990
Naura Pierre, CAPM's Mercer Investment Consulting Experience 1998 - 2001
Job Wealth Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Northern Trust Corporation June 2014 - Present
Northern Trust Wealth Management June 2011 - June 2014
Northern Trust Asset Management December 2007 - 2011
Northern Trust Corporation November 2001 - 2007
Mercer Investment Consulting 1998 - 2001
Skills
Equities, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Asset Management, Alternative Investments, Mutual Funds, Performance Measurement, Product Management, Product Development, Performance Reporting, Lotus Notes, Wealth Management
Education
University of Maryland College Park
Bachelor's Degree, Economics/Finance
Northwestern University
Certified Financial Planning (CFP) Program
LPL Financial June 2015 - Present
Northern Trust Corporation June 2014 - Present
Northern Trust Wealth Management June 2011 - June 2014
Northern Trust Asset Management December 2007 - 2011
Northern Trust Corporation November 2001 - 2007
Mercer Investment Consulting 1998 - 2001
Skills
Equities, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Asset Management, Alternative Investments, Mutual Funds, Performance Measurement, Product Management, Product Development, Performance Reporting, Lotus Notes, Wealth Management
Education
University of Maryland College Park
Bachelor's Degree, Economics/Finance
Northwestern University
Certified Financial Planning (CFP) Program
Doug Kreszl's Mercer Investment Consulting Experience 2007 - December 2012
Job Director of Sales and Marketing at National Benefit Partners
Industry Insurance
Experience
National Benefit Partners May 2015 - Present
Hartford Funds December 2013 - April 2015
The Hartford January 2013 - December 2013
Mercer Investment Consulting 2007 - December 2012
Mercer Investment Consulting 2004 - 2009
Mercer June 2002 - August 2004
Skills
Alternative Investments, Asset Allocation, Portfolio Optimization, Asset Management, Investment Management, Pensions, Hedge Funds, Investments, Defined Contribution, Equities, Financial Analysis, Investment Strategies, Institutional..., Portfolio Management, Defined Benefit
Education
Rider University 1998 — 2002
Bachelor of Science (BS), Finance, Magna Cum Laude
National Benefit Partners May 2015 - Present
Hartford Funds December 2013 - April 2015
The Hartford January 2013 - December 2013
Mercer Investment Consulting 2007 - December 2012
Mercer Investment Consulting 2004 - 2009
Mercer June 2002 - August 2004
Skills
Alternative Investments, Asset Allocation, Portfolio Optimization, Asset Management, Investment Management, Pensions, Hedge Funds, Investments, Defined Contribution, Equities, Financial Analysis, Investment Strategies, Institutional..., Portfolio Management, Defined Benefit
Education
Rider University 1998 — 2002
Bachelor of Science (BS), Finance, Magna Cum Laude
Michelle Gibley's Mercer Investment Consulting Experience June 1993 - February 1997
Job Director of International Research at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2012 - Present
Charles Schwab November 2008 - March 2012
Community School for the Gifted January 2007 - November 2008
Cordillera Asset Management March 1999 - December 2006
Crestone Capital Management March 1998 - March 1999
Entermedia Growth Partners February 1997 - March 1998
Mercer Investment Consulting June 1993 - February 1997
Standard & Poor's Compustat Services October 1989 - May 1993
Skills
Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Asset Management, Financial Analysis, Hedge Funds, Alternative Investments, Bloomberg, International, Research, Strategy, Finance, Investment Management, Securities, Economics, Asset Allocation
Education
University of Colorado Denver 1985 — 1989
Bachelors of Science, Business degree, Major in Finance
University of Colorado Denver 1985 — 1989
Bachelor's of Science, Finance, Finance, General
Charles Schwab March 2012 - Present
Charles Schwab November 2008 - March 2012
Community School for the Gifted January 2007 - November 2008
Cordillera Asset Management March 1999 - December 2006
Crestone Capital Management March 1998 - March 1999
Entermedia Growth Partners February 1997 - March 1998
Mercer Investment Consulting June 1993 - February 1997
Standard & Poor's Compustat Services October 1989 - May 1993
Skills
Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Asset Management, Financial Analysis, Hedge Funds, Alternative Investments, Bloomberg, International, Research, Strategy, Finance, Investment Management, Securities, Economics, Asset Allocation
Education
University of Colorado Denver 1985 — 1989
Bachelors of Science, Business degree, Major in Finance
University of Colorado Denver 1985 — 1989
Bachelor's of Science, Finance, Finance, General
Brian Yadao, CFA's Mercer Investment Consulting Experience July 2009 - September 2011
Job Research Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2015 - Present
Russell Investments September 2011 - Present
Mercer Investment Consulting July 2009 - September 2011
Fisher Investments June 2008 - September 2008
Alaska Permanent Fund Corporation June 2007 - September 2007
Enterprise Rent-A-Car June 2006 - September 2006
Skills
Investments, Alternative Investments, Finance, Equities, Mutual Funds, Fixed Income, Bloomberg, Investment Management, Hedge Funds, Financial Modeling, Financial Services, Asset Management, Portfolio Management, Economics, Asset Allocation
Education
Seattle University 2005 — 2009
BABA, Finance & Business Economics
Russell Investments September 2015 - Present
Russell Investments September 2011 - Present
Mercer Investment Consulting July 2009 - September 2011
Fisher Investments June 2008 - September 2008
Alaska Permanent Fund Corporation June 2007 - September 2007
Enterprise Rent-A-Car June 2006 - September 2006
Skills
Investments, Alternative Investments, Finance, Equities, Mutual Funds, Fixed Income, Bloomberg, Investment Management, Hedge Funds, Financial Modeling, Financial Services, Asset Management, Portfolio Management, Economics, Asset Allocation
Education
Seattle University 2005 — 2009
BABA, Finance & Business Economics
Larry J. Walker, CFA's Mercer Investment Consulting Experience 1976 - 1992
Job Partner/Strategist at Waycross Partners
Industry Investment Management
Experience
Waycross Partners April 2008 - Present
INVESCO 2001 - 2004
INVESCO-NAM 1992 - 2004
Mercer Investment Consulting 1976 - 1992
Skills
Alternative Investments, Investment Strategies, Fixed Income, Asset Management, Portfolio Management, Equities, Asset Managment, Investment Management, Asset Allocation
Education
University of Louisville 1974 — 1976
MBA, Finance
Purdue University - Krannert School of Management 1968 — 1973
Waycross Partners April 2008 - Present
INVESCO 2001 - 2004
INVESCO-NAM 1992 - 2004
Mercer Investment Consulting 1976 - 1992
Skills
Alternative Investments, Investment Strategies, Fixed Income, Asset Management, Portfolio Management, Equities, Asset Managment, Investment Management, Asset Allocation
Education
University of Louisville 1974 — 1976
MBA, Finance
Purdue University - Krannert School of Management 1968 — 1973
Charles Meythaler's Mercer Investment Consulting Experience 2011 - Present
Job Principal at Mercer
Industry Investment Management
Experience
Mercer Investments January 2011 - Present
Mercer Investment Consulting 2011 - Present
Shepherd Kaplan 2009 - 2010
ING Investment Management 2000 - 2003
SEI 1985 - 2003
SEI Investments 1985 - 1993
Education
University of Missouri-Columbia
Juris Doctor
Mercer Investments January 2011 - Present
Mercer Investment Consulting 2011 - Present
Shepherd Kaplan 2009 - 2010
ING Investment Management 2000 - 2003
SEI 1985 - 2003
SEI Investments 1985 - 1993
Education
University of Missouri-Columbia
Juris Doctor
Jennifer Proga's Mercer Investment Consulting Experience February 2002 - January 2004
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2004 - Present
Mercer Investment Consulting February 2002 - January 2004
Evaluation Associates February 1994 - February 2001
Education
University of Pennsylvania 1976 — 1979
Bachelor of Arts (B.A.), Economics and English
Deutsche Bank June 2004 - Present
Mercer Investment Consulting February 2002 - January 2004
Evaluation Associates February 1994 - February 2001
Education
University of Pennsylvania 1976 — 1979
Bachelor of Arts (B.A.), Economics and English
Michelle Simmons Reuter's Mercer Investment Consulting Experience February 2004 - October 2015
Job Consultant Relations at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Bank October 2015 - Present
Mercer Investment Consulting February 2004 - October 2015
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Investments, Investment Management, Portfolio Management, Investment Advisory, Institutional Investors, Due Diligence, Mutual Funds, Pension Funds, Bloomberg, Derivatives, Emerging Markets, Equity Research, Fund Of Funds, Investor Relations, Pensions, Securities, Real Estate, Valuation
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2009
MBA, Finance
University of Florida 1999 — 2003
BS, Finance
Deutsche Bank October 2015 - Present
Mercer Investment Consulting February 2004 - October 2015
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Investments, Investment Management, Portfolio Management, Investment Advisory, Institutional Investors, Due Diligence, Mutual Funds, Pension Funds, Bloomberg, Derivatives, Emerging Markets, Equity Research, Fund Of Funds, Investor Relations, Pensions, Securities, Real Estate, Valuation
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2009
MBA, Finance
University of Florida 1999 — 2003
BS, Finance
Judy Kukowski's Mercer Investment Consulting Experience May 1987 - July 1997
Job CoFounder & Vice President Business Development at Cash Flow Map Method, LLC
Industry Financial Services
Experience
Cash Flow Map Method, LLC 2014 - Present
Morgan Stanley 2000 - 2012
Morgan Stanley Investment Management 2000 - 2012
Mercer Investment Consulting May 1987 - July 1997
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Hedge Funds, Fixed Income, Investments, Finance, Financial Services, Portfolio Management, Due Diligence, Cash Flow Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1983 — 1987
MBA, Business
University of Pittsburgh 1978 — 1982
Bachelor of Arts (B.A.), Business and Rhetoric/Communications
Cash Flow Map Method, LLC 2014 - Present
Morgan Stanley 2000 - 2012
Morgan Stanley Investment Management 2000 - 2012
Mercer Investment Consulting May 1987 - July 1997
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Hedge Funds, Fixed Income, Investments, Finance, Financial Services, Portfolio Management, Due Diligence, Cash Flow Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1983 — 1987
MBA, Business
University of Pittsburgh 1978 — 1982
Bachelor of Arts (B.A.), Business and Rhetoric/Communications
Dan Mattison's Mercer Investment Consulting Experience January 2011 - November 2011
Job Operations and project management leader, retired
Industry Pharmaceuticals
Experience
Mercer Investment Consulting January 2011 - November 2011
Hammond Associates January 2008 - January 2011
Hammond Associates September 2005 - January 2008
Covidien September 2001 - September 2005
TycoHealthcare-Mallinckrodt September 1995 - September 2001
Mallinckrodt June 1991 - January 1995
Mallinckrodt September 1985 - June 1991
Mallinckrodt February 1978 - September 1985
Monsanto Chemical May 1973 - January 1978
Skills
Project Management, Management, Factory, Human Resources, Pharmaceutical Industry, Construction, Process Improvement, Mergers & Acquisitions, Financial Modeling, Start-ups, Financial Analysis, Due Diligence, Product Development, Organizational..., Strategy, Cross-functional Team..., Business Development, Forecasting, Change Management, Business Analysis, Business Process..., Budgets, Analysis, Business Planning, Six Sigma, Business Strategy, Portfolio Management, Finance, Competitive Analysis, Leadership, Management Consulting, Team Leadership, Process Engineering, Risk Management, Operational Excellence, Vendor Management, Training, Program Management, Operations Management, Product Management, Strategic Planning, Project Planning, Quality Assurance, Sales Operations, Strategic Leadership, Leadership Development, Utilities Management, Maintenance Management, Building Relationships, Plant Management
Education
University of Missouri-Columbia 1969 — 1973
BSEE, Engineering
Mercer Investment Consulting January 2011 - November 2011
Hammond Associates January 2008 - January 2011
Hammond Associates September 2005 - January 2008
Covidien September 2001 - September 2005
TycoHealthcare-Mallinckrodt September 1995 - September 2001
Mallinckrodt June 1991 - January 1995
Mallinckrodt September 1985 - June 1991
Mallinckrodt February 1978 - September 1985
Monsanto Chemical May 1973 - January 1978
Skills
Project Management, Management, Factory, Human Resources, Pharmaceutical Industry, Construction, Process Improvement, Mergers & Acquisitions, Financial Modeling, Start-ups, Financial Analysis, Due Diligence, Product Development, Organizational..., Strategy, Cross-functional Team..., Business Development, Forecasting, Change Management, Business Analysis, Business Process..., Budgets, Analysis, Business Planning, Six Sigma, Business Strategy, Portfolio Management, Finance, Competitive Analysis, Leadership, Management Consulting, Team Leadership, Process Engineering, Risk Management, Operational Excellence, Vendor Management, Training, Program Management, Operations Management, Product Management, Strategic Planning, Project Planning, Quality Assurance, Sales Operations, Strategic Leadership, Leadership Development, Utilities Management, Maintenance Management, Building Relationships, Plant Management
Education
University of Missouri-Columbia 1969 — 1973
BSEE, Engineering
Trent Cohan's Mercer Investment Consulting Experience June 2011 - October 2013
Job Investment Research Analyst
Industry Investment Management
Experience
Northern Trust Corporation February 2015 - Present
Northern Trust Corporation October 2013 - February 2015
Mercer Investment Consulting June 2011 - October 2013
Evaluation Associates September 2010 - June 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Stylus, InvestorForce, Style Research, Institutional..., Peer Group Analysis, Return on Investment..., Performance Benchmarking, Investment Performance, Retirement Plan..., Benchmarking, Index Funds, Data Management, Return on Investment, TPA, Lipper, Morningstar, Equities, Fixed Income, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Investment Management
Education
Providence College 2003 — 2007
B.A., Business Economics
Charles University, Prague, Czech Republic 2005 — 2005
Business Economics, Study Abroad Program
Trumbull High School
Trumbull High School
Northern Trust Corporation February 2015 - Present
Northern Trust Corporation October 2013 - February 2015
Mercer Investment Consulting June 2011 - October 2013
Evaluation Associates September 2010 - June 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Stylus, InvestorForce, Style Research, Institutional..., Peer Group Analysis, Return on Investment..., Performance Benchmarking, Investment Performance, Retirement Plan..., Benchmarking, Index Funds, Data Management, Return on Investment, TPA, Lipper, Morningstar, Equities, Fixed Income, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Investment Management
Education
Providence College 2003 — 2007
B.A., Business Economics
Charles University, Prague, Czech Republic 2005 — 2005
Business Economics, Study Abroad Program
Trumbull High School
Trumbull High School
Cedric Brabant, M.Sc.'s Mercer Investment Consulting Experience June 2011 - March 2012
Job Advisor, Business Development and Strategies at Fonds de solidarité FTQ
Industry Investment Management
Experience
Fonds de solidarité FTQ January 2014 - Present
Université du Québec à Montréal September 2012 - Present
Fonds de solidarité FTQ March 2012 - January 2014
Mercer Investment Consulting June 2011 - March 2012
Cégep André-Laurendeau September 2009 - January 2012
Fonds de solidarité FTQ December 2009 - June 2011
Title Trading April 2009 - September 2009
Caisse de dépôt et placement du Québec May 2008 - September 2008
Skills
Applied Mathematics, Market Research, Market Analysis, Business Process..., Business Analysis, Statistics, Derivatives, Business Strategy, Pension Funds, Pensions, Investments, Finance, Analysis, Business Development, Options, Financial Modeling, Valuation
Education
Université du Québec à Montréal 2007 — 2009
Master of Science (M.Sc.), Applied Finance
Université du Québec à Montréal 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Fonds de solidarité FTQ January 2014 - Present
Université du Québec à Montréal September 2012 - Present
Fonds de solidarité FTQ March 2012 - January 2014
Mercer Investment Consulting June 2011 - March 2012
Cégep André-Laurendeau September 2009 - January 2012
Fonds de solidarité FTQ December 2009 - June 2011
Title Trading April 2009 - September 2009
Caisse de dépôt et placement du Québec May 2008 - September 2008
Skills
Applied Mathematics, Market Research, Market Analysis, Business Process..., Business Analysis, Statistics, Derivatives, Business Strategy, Pension Funds, Pensions, Investments, Finance, Analysis, Business Development, Options, Financial Modeling, Valuation
Education
Université du Québec à Montréal 2007 — 2009
Master of Science (M.Sc.), Applied Finance
Université du Québec à Montréal 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Aaron Kelley, CFA's Mercer Investment Consulting Experience March 2009 - March 2011
Job Client Strategist
Industry Investment Management
Experience
AQR Capital Management April 2015 - Present
J.P. Morgan August 2013 - April 2015
PIMCO June 2012 - August 2012
Mercer Investment Consulting March 2009 - March 2011
Mercer Investment Consulting September 2006 - March 2009
JP Morgan June 2005 - August 2005
Key Bank May 2004 - August 2004
Skills
Portfolio Management, Investment Management, Economic Modeling, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Equities, Investment Education, Asset Allocation, Equity Research, Investment Strategies
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Finance, Strategy
Morehouse College 2002 — 2006
BA, Economics, Finance
AQR Capital Management April 2015 - Present
J.P. Morgan August 2013 - April 2015
PIMCO June 2012 - August 2012
Mercer Investment Consulting March 2009 - March 2011
Mercer Investment Consulting September 2006 - March 2009
JP Morgan June 2005 - August 2005
Key Bank May 2004 - August 2004
Skills
Portfolio Management, Investment Management, Economic Modeling, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Equities, Investment Education, Asset Allocation, Equity Research, Investment Strategies
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Finance, Strategy
Morehouse College 2002 — 2006
BA, Economics, Finance
Eric Rudy's Mercer Investment Consulting Experience April 2002 - Present
Job Associate, Private Equity Manager Research, Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting April 2002 - Present
First Financial Planners March 2000 - March 2002
Skills
Investments, Alternative Investments, Mutual Funds, Private Equity
Education
University of Missouri-Columbia 1996 — 1999
BSBA, Finance and Banking
Mercer Investment Consulting April 2002 - Present
First Financial Planners March 2000 - March 2002
Skills
Investments, Alternative Investments, Mutual Funds, Private Equity
Education
University of Missouri-Columbia 1996 — 1999
BSBA, Finance and Banking
Liam Molloy, CFA's Mercer Investment Consulting Experience September 1997 - February 2000
Job Partner at Greenfield Capital
Industry Investment Management
Experience
Greenfield Capital October 2014 - Present
Van Girl Productions August 2013 - Present
Galway Family Partners (formerly Galway Investment Strategy) February 2009 - Present
Mangham Associates Endowment Management February 2014 - September 2014
Singer Xenos Wealth Management April 2006 - December 2008
Olson Investment Advisors February 2000 - March 2006
Mercer Investment Consulting September 1997 - February 2000
Technimetrics May 1992 - September 1995
Skills
Asset Management, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Alternative Investments
Education
University of Notre Dame 1990 — 1992
BA, Finance & Int'l. Business
Suffolk County Community College 1988 — 1990
AS, Business Administration
Greenfield Capital October 2014 - Present
Van Girl Productions August 2013 - Present
Galway Family Partners (formerly Galway Investment Strategy) February 2009 - Present
Mangham Associates Endowment Management February 2014 - September 2014
Singer Xenos Wealth Management April 2006 - December 2008
Olson Investment Advisors February 2000 - March 2006
Mercer Investment Consulting September 1997 - February 2000
Technimetrics May 1992 - September 1995
Skills
Asset Management, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Alternative Investments
Education
University of Notre Dame 1990 — 1992
BA, Finance & Int'l. Business
Suffolk County Community College 1988 — 1990
AS, Business Administration
Joe Libbra's Mercer Investment Consulting Experience Investment ConsultantMercer2008 - Present
Job Principal Senior Investment Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting Investment ConsultantMercer2008 - Present
Asset Consulting Group 2003 - 2008
A.G. Edwards 1997 - 2003
Skills
Investment Strategies, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1989 — 1992
Bachelor’s Degree, Finance / Politicial Science
Mercer Investment Consulting Investment ConsultantMercer2008 - Present
Asset Consulting Group 2003 - 2008
A.G. Edwards 1997 - 2003
Skills
Investment Strategies, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1989 — 1992
Bachelor’s Degree, Finance / Politicial Science
Kelly (Frericks) Bell's Mercer Investment Consulting Experience January 2011 - Present
Job Associate at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments April 2015 - Present
Mercer Investment Consulting January 2011 - Present
Skills
Private Equity, Alternative Investments, Performance Reporting, Fund Of Funds
Education
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance & Banking
Mercer - Investments April 2015 - Present
Mercer Investment Consulting January 2011 - Present
Skills
Private Equity, Alternative Investments, Performance Reporting, Fund Of Funds
Education
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance & Banking
Ravi Venkataraman, CFA's Mercer Investment Consulting Experience 1992 - 2005
Job Senior Managing Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management 2009 - Present
Mercer Global Investments 2005 - 2008
Mercer Investment Consulting 1992 - 2005
Skills
Portfolio Management, Investments, Equities, Institutional..., Defined Benefit, Risk Management, Defined Contribution, Management, Leadership, Alternative Investments, Asset Allocation, Mutual Funds
Education
Tufts University 1988 — 1990
M.A., Economics
St. Xavier's College 1985 — 1988
B.A., Economics
MFS Investment Management 2009 - Present
Mercer Global Investments 2005 - 2008
Mercer Investment Consulting 1992 - 2005
Skills
Portfolio Management, Investments, Equities, Institutional..., Defined Benefit, Risk Management, Defined Contribution, Management, Leadership, Alternative Investments, Asset Allocation, Mutual Funds
Education
Tufts University 1988 — 1990
M.A., Economics
St. Xavier's College 1985 — 1988
B.A., Economics
Brad Blalock's Mercer Investment Consulting Experience June 1989 - March 2007
Job Principal at Prudential Fixed Income
Industry Investment Management
Experience
Prudential Fixed Income April 2013 - Present
Lockwell Investments, LLC August 2010 - April 2013
Morgan Stanley Investment Management April 2007 - August 2010
Mercer Investment Consulting June 1989 - March 2007
Skills
Valuation, Private Equity, Investment Management, Investment Advisory, Portfolio Management, Hedge Funds, Pensions, Alternative Investments, Wealth Management, Asset Managment, Investments, Investment Strategies, Institutional Investors, Asset Allocation, Equities, Fixed Income, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Actuarial Science
Prudential Fixed Income April 2013 - Present
Lockwell Investments, LLC August 2010 - April 2013
Morgan Stanley Investment Management April 2007 - August 2010
Mercer Investment Consulting June 1989 - March 2007
Skills
Valuation, Private Equity, Investment Management, Investment Advisory, Portfolio Management, Hedge Funds, Pensions, Alternative Investments, Wealth Management, Asset Managment, Investments, Investment Strategies, Institutional Investors, Asset Allocation, Equities, Fixed Income, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Actuarial Science
Donny Bui Khac's Mercer Investment Consulting Experience December 2009 - November 2011
Job Trader DBK Inc
Industry Investment Management
Experience
DBK Inc. July 2012 - Present
Mercer Investment Consulting December 2009 - November 2011
Mercer Investment Consulting September 2008 - November 2011
TD Asset Management December 2004 - November 2006
Skills
Investment Management, Fixed Income, Bloomberg, Derivatives, Financial Markets, Investments, Portfolio Management, Equities, Capital Markets, Asset Management, Investment Strategies, Hedge Funds, Trading
Education
Université du Québec à Montréal 2006 — 2008
Master's, Applied Finance
CFA Institute
Level 2 Candidate
DBK Inc. July 2012 - Present
Mercer Investment Consulting December 2009 - November 2011
Mercer Investment Consulting September 2008 - November 2011
TD Asset Management December 2004 - November 2006
Skills
Investment Management, Fixed Income, Bloomberg, Derivatives, Financial Markets, Investments, Portfolio Management, Equities, Capital Markets, Asset Management, Investment Strategies, Hedge Funds, Trading
Education
Université du Québec à Montréal 2006 — 2008
Master's, Applied Finance
CFA Institute
Level 2 Candidate
Don Delaney's Mercer Investment Consulting Experience 1999 - 2002
Job Senior Analyst at Pavilion Advisory Group
Industry Financial Services
Experience
Pavilion Advisory Group (formerly Stratford Advisory Group) 2002 - Present
Mercer Investment Consulting 1999 - 2002
Skills
Bloomberg, Equities, Economics, Investments, Excel, PowerPoint, Asset Allocation, Hedge Funds, Private Equity
Education
University of Illinois at Urbana-Champaign
Economics
Pavilion Advisory Group (formerly Stratford Advisory Group) 2002 - Present
Mercer Investment Consulting 1999 - 2002
Skills
Bloomberg, Equities, Economics, Investments, Excel, PowerPoint, Asset Allocation, Hedge Funds, Private Equity
Education
University of Illinois at Urbana-Champaign
Economics
Meenal Pandya's Mercer Investment Consulting Experience July 2011 - July 2011
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - December 2012
Mercer Investment Consulting July 2011 - July 2011
Netixis Global March 2010 - May 2010
Fidelity Investments July 2007 - February 2009
Skills
White Papers, Financial Markets, Web Content, Writing, Banking, Blogging, Press Releases, Newsletters, Financial Services, Marketing
Education
Sacred Heart University
MBA, Finance
Fidelity Investments January 2012 - December 2012
Mercer Investment Consulting July 2011 - July 2011
Netixis Global March 2010 - May 2010
Fidelity Investments July 2007 - February 2009
Skills
White Papers, Financial Markets, Web Content, Writing, Banking, Blogging, Press Releases, Newsletters, Financial Services, Marketing
Education
Sacred Heart University
MBA, Finance
Harry Leggat's Mercer Investment Consulting Experience January 2011 - Present
Job Partner, Private Markets
Industry Financial Services
Experience
Mercer Investment Consulting January 2011 - Present
Hammond Associates Institutional Fund Consultants, Inc. 2007 - 2011
Skills
Alternative Investments, Investments, Private Equity, Asset Management, Due Diligence, Asset Allocation, Venture Capital, Financial Modeling, Portfolio Management, Investment Advisory, Hedge Funds, Investment Management, Asset Managment, Investment Strategies, Wealth Management, Corporate Finance, Fund Of Funds, Strategic Planning, Financial Analysis, Mutual Funds, Bloomberg
Education
Washington University in St. Louis - Olin Business School 1992 — 1994
MBA, Finance, General
University of Pennsylvania 1985 — 1989
Bachelor's degree, Economics
Mercer Investment Consulting January 2011 - Present
Hammond Associates Institutional Fund Consultants, Inc. 2007 - 2011
Skills
Alternative Investments, Investments, Private Equity, Asset Management, Due Diligence, Asset Allocation, Venture Capital, Financial Modeling, Portfolio Management, Investment Advisory, Hedge Funds, Investment Management, Asset Managment, Investment Strategies, Wealth Management, Corporate Finance, Fund Of Funds, Strategic Planning, Financial Analysis, Mutual Funds, Bloomberg
Education
Washington University in St. Louis - Olin Business School 1992 — 1994
MBA, Finance, General
University of Pennsylvania 1985 — 1989
Bachelor's degree, Economics
Monish Arora, CFA's Mercer Investment Consulting Experience May 2007 - June 2009
Job CIBC Asset Management Inc.
Industry Investment Management
Experience
CIBC Asset Management May 2012 - Present
Dancap Global Asset Management November 2010 - May 2012
Ontario Teachers' Pension Plan June 2009 - September 2010
Mercer Investment Consulting May 2007 - June 2009
Skills
Investment Strategies, Investment Management, Investments, Equities, Alternative Investments, Bloomberg, Valuation, Equity Research, Fixed Income, Hedge Funds, Mutual Funds, Financial Modeling, Asset Allocation, Portfolio Management, Asset Management, Capital Markets, Derivatives
Education
Queen's University 2003 — 2007
Bachelor of Commerce, Finance
CIBC Asset Management May 2012 - Present
Dancap Global Asset Management November 2010 - May 2012
Ontario Teachers' Pension Plan June 2009 - September 2010
Mercer Investment Consulting May 2007 - June 2009
Skills
Investment Strategies, Investment Management, Investments, Equities, Alternative Investments, Bloomberg, Valuation, Equity Research, Fixed Income, Hedge Funds, Mutual Funds, Financial Modeling, Asset Allocation, Portfolio Management, Asset Management, Capital Markets, Derivatives
Education
Queen's University 2003 — 2007
Bachelor of Commerce, Finance
Sarah Pader Brooks's Mercer Investment Consulting Experience July 2008 - June 2010
Job Manager, Institutional Investments at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein July 2014 - Present
AllianceBernstein June 2010 - June 2014
Mercer Investment Consulting July 2008 - June 2010
UBS Wealth Management August 2007 - May 2008
Skills
Investments, Asset Management, Asset Managment
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Finance
University of New South Wales 2007 — 2007
Business, Semester Abroad
AllianceBernstein July 2014 - Present
AllianceBernstein June 2010 - June 2014
Mercer Investment Consulting July 2008 - June 2010
UBS Wealth Management August 2007 - May 2008
Skills
Investments, Asset Management, Asset Managment
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Finance
University of New South Wales 2007 — 2007
Business, Semester Abroad
Jim Hensel, CFA, CAIA's Mercer Investment Consulting Experience June 2011 - September 2013
Job Senior Vice President, Investment Program Solutions
Industry Financial Services
Experience
The Northern Trust Company January 2014 - Present
CNB Bank & Trust November 2013 - January 2014
Mercer Investment Consulting June 2011 - September 2013
Mercer Investment Consulting January 2011 - June 2011
Hammond Associates January 2008 - January 2011
Sterling, a National City company April 2001 - January 2008
Old Kent Bank 1998 - 2001
A.G. Edwards Trust Co. 1994 - 1998
Boatmen's Trust Company 1991 - 1994
INTRUST Bank 1986 - 1991
Skills
Asset Allocation, Investments, Portfolio Management, Private Equity, Fixed Income, Equities, Capital Markets, Alternative Investments
Education
Central High School
University of Iowa
Bachelor of Science (B.S.), Economics
Unversity of Iowa
B.S., M.A., Economics
The Northern Trust Company January 2014 - Present
CNB Bank & Trust November 2013 - January 2014
Mercer Investment Consulting June 2011 - September 2013
Mercer Investment Consulting January 2011 - June 2011
Hammond Associates January 2008 - January 2011
Sterling, a National City company April 2001 - January 2008
Old Kent Bank 1998 - 2001
A.G. Edwards Trust Co. 1994 - 1998
Boatmen's Trust Company 1991 - 1994
INTRUST Bank 1986 - 1991
Skills
Asset Allocation, Investments, Portfolio Management, Private Equity, Fixed Income, Equities, Capital Markets, Alternative Investments
Education
Central High School
University of Iowa
Bachelor of Science (B.S.), Economics
Unversity of Iowa
B.S., M.A., Economics
Pierre Lavigne's Mercer Investment Consulting Experience 2008 - 2009
Job Principal Advisor Governance chez Rio Tinto
Industry Human Resources
Experience
Rio Tinto December 2010 - Present
Mercer Investment Consulting 2008 - 2009
Mercer Human Resource Consulting 2007 - 2008
Bell Canada Entreprises 1989 - 2007
Skills
Pension Funds, Investments, Defined Benefit, Pensions, Financial Modeling, Retirement, Employee Benefits, Executive Pay, Pension Administration, Risk Management, Financial Analysis
Education
Université Laval 1983 — 1986
B.Sc., Actuarial Science
Rio Tinto December 2010 - Present
Mercer Investment Consulting 2008 - 2009
Mercer Human Resource Consulting 2007 - 2008
Bell Canada Entreprises 1989 - 2007
Skills
Pension Funds, Investments, Defined Benefit, Pensions, Financial Modeling, Retirement, Employee Benefits, Executive Pay, Pension Administration, Risk Management, Financial Analysis
Education
Université Laval 1983 — 1986
B.Sc., Actuarial Science
Alan Parikh's Mercer Investment Consulting Experience March 2001 - March 2010
Job Associate Partner at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt March 2010 - Present
Mercer Investment Consulting March 2001 - March 2010
JPMorgan Compensation and Benefit Strategies January 1996 - March 2001
Towers Perrin 1988 - 1995
Skills
Defined Benefit, Pensions, Actuarial Science, Defined Contribution, Pension Funds, Pension Administration, Retirement, ALM, ERISA, Employee Benefits, Executive Pay, Investment Strategies, Asset Allocation, Investments, 401k, Financial Modeling, Asset Management, Investment Management, Risk Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign
Aon Hewitt March 2010 - Present
Mercer Investment Consulting March 2001 - March 2010
JPMorgan Compensation and Benefit Strategies January 1996 - March 2001
Towers Perrin 1988 - 1995
Skills
Defined Benefit, Pensions, Actuarial Science, Defined Contribution, Pension Funds, Pension Administration, Retirement, ALM, ERISA, Employee Benefits, Executive Pay, Investment Strategies, Asset Allocation, Investments, 401k, Financial Modeling, Asset Management, Investment Management, Risk Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign
Michelle Loder's Mercer Investment Consulting Experience January 1996 - September 2008
Job Partner Defined Contribution Solutions at Morneau Shepell
Industry Management Consulting
Experience
Morneau Shepell March 2015 - Present
Towers Watson October 2008 - September 2014
Mercer Investment Consulting January 1996 - September 2008
Coopers & Lybrand May 1994 - January 1996
McCay Duff 1992 - 1994
BDO Dunwoody 1990 - 1992
Skills
Business Strategy, New Business Development, Client Relationship..., Pensions, Investments, Retirement, Defined Contribution, Retirement Planning, Institutional..., Retirement Plan..., Strategic Communications, Investment Strategies, Pension Funds, Pension Administration, Defined Benefit, Investment Management, Actuarial Science
Education
University of Ottawa 1987 — 1990
B.Comm Hnrs. Acctg., Accounting
CEGEP St. Lawrence; Ste. Foy 1985 — 1987
DEC, Accounting
Queen Elizabeth High School 1980 — 1985
Morneau Shepell March 2015 - Present
Towers Watson October 2008 - September 2014
Mercer Investment Consulting January 1996 - September 2008
Coopers & Lybrand May 1994 - January 1996
McCay Duff 1992 - 1994
BDO Dunwoody 1990 - 1992
Skills
Business Strategy, New Business Development, Client Relationship..., Pensions, Investments, Retirement, Defined Contribution, Retirement Planning, Institutional..., Retirement Plan..., Strategic Communications, Investment Strategies, Pension Funds, Pension Administration, Defined Benefit, Investment Management, Actuarial Science
Education
University of Ottawa 1987 — 1990
B.Comm Hnrs. Acctg., Accounting
CEGEP St. Lawrence; Ste. Foy 1985 — 1987
DEC, Accounting
Queen Elizabeth High School 1980 — 1985
Eileen Kwei, CFA's Mercer Investment Consulting Experience August 2009 - May 2013
Job Institutional Client Service and Sales at Artisan Partners
Industry Investment Management
Experience
Artisan Partners June 2013 - Present
Mercer Investment Consulting August 2009 - May 2013
Callan Associates June 2001 - August 2009
Education
University of California, Berkeley
Artisan Partners June 2013 - Present
Mercer Investment Consulting August 2009 - May 2013
Callan Associates June 2001 - August 2009
Education
University of California, Berkeley
Joshua Davenport's Mercer Investment Consulting Experience May 2010 - August 2010
Job Analyst
Industry Financial Services
Experience
Grosvenor Capital Management March 2011 - April 2013
Mercer Investment Consulting May 2010 - August 2010
Mutuelle d'Epargne et Credit March 2009 - May 2009
CETIDE Conseils March 2009 - May 2009
Skills
Investment Strategies, Investments, Financial Analysis, Alternative Investments, Investment Management, Hedge Funds, Equities, Bloomberg, Fixed Income, Asset Managment
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor's, Finance, Urban Planning
Grosvenor Capital Management March 2011 - April 2013
Mercer Investment Consulting May 2010 - August 2010
Mutuelle d'Epargne et Credit March 2009 - May 2009
CETIDE Conseils March 2009 - May 2009
Skills
Investment Strategies, Investments, Financial Analysis, Alternative Investments, Investment Management, Hedge Funds, Equities, Bloomberg, Fixed Income, Asset Managment
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor's, Finance, Urban Planning
Karen Corcoran's Mercer Investment Consulting Experience January 2004 - August 2006
Job Investment Banking Associate at Livingstone
Industry Investment Banking
Experience
Livingstone January 2015 - Present
Alpha Alternatives LLC 2012 - 2014
Bank of America August 2006 - July 2011
Mercer Investment Consulting January 2004 - August 2006
Skills
Credit Analysis, Asset Allocation, Asset Managment, Options, Due Diligence, Asset Management, Mutual Funds, Investment Banking, Financial Markets, Equity Research, Securities, Finance, Structured Products
Education
The University of Chicago - Booth School of Business 2008 — 2011
Masters of Business Administration, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Livingstone January 2015 - Present
Alpha Alternatives LLC 2012 - 2014
Bank of America August 2006 - July 2011
Mercer Investment Consulting January 2004 - August 2006
Skills
Credit Analysis, Asset Allocation, Asset Managment, Options, Due Diligence, Asset Management, Mutual Funds, Investment Banking, Financial Markets, Equity Research, Securities, Finance, Structured Products
Education
The University of Chicago - Booth School of Business 2008 — 2011
Masters of Business Administration, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Poonam Agnihotri's Mercer Investment Consulting Experience March 2010 - June 2010
Job Credit and Collection Analysts at AquaTerra (Canadian Springs)
Industry Food & Beverages
Experience
AquaTerra Corporation July 2015 - Present
Plastic Moulders Limited May 2012 - July 2015
Mercer Investment Consulting March 2010 - June 2010
Ramada Hotel Dubai October 2004 - May 2009
Club Millenium, Juhu, Mumbai January 2001 - June 2001
Network Investment and Financial Consultancy February 2000 - January 2001
Hotel Holiday Inn, Mumbai, India April 1995 - January 2000
Skills
Accounts Payable, Microsoft Word, Customer Service, Teamwork, Research, Event Planning, Administrative..., Time Management, PowerPoint, Outlook, Microsoft Excel, Data Entry, Benefits Administration, Account Reconciliation, Microsoft Office, Accounts Receivable, Hospitality, Management, Internal Audit, Accounting, Training, Invoicing, Administration, Hotels, Hospitality Industry, Leadership
Education
Credit Institute of Canada 2015 — 2015
National Collector Certification Program
Seneca College of Applied Arts and Technology 2013 — 2013
Financial Accounting
Canadian Payroll Association 2012 — 2013
Certified Payroll Compliance Practitioner, Canadian Payroll Legislation and Compliance, A+
AquaTerra Corporation July 2015 - Present
Plastic Moulders Limited May 2012 - July 2015
Mercer Investment Consulting March 2010 - June 2010
Ramada Hotel Dubai October 2004 - May 2009
Club Millenium, Juhu, Mumbai January 2001 - June 2001
Network Investment and Financial Consultancy February 2000 - January 2001
Hotel Holiday Inn, Mumbai, India April 1995 - January 2000
Skills
Accounts Payable, Microsoft Word, Customer Service, Teamwork, Research, Event Planning, Administrative..., Time Management, PowerPoint, Outlook, Microsoft Excel, Data Entry, Benefits Administration, Account Reconciliation, Microsoft Office, Accounts Receivable, Hospitality, Management, Internal Audit, Accounting, Training, Invoicing, Administration, Hotels, Hospitality Industry, Leadership
Education
Credit Institute of Canada 2015 — 2015
National Collector Certification Program
Seneca College of Applied Arts and Technology 2013 — 2013
Financial Accounting
Canadian Payroll Association 2012 — 2013
Certified Payroll Compliance Practitioner, Canadian Payroll Legislation and Compliance, A+
Julija Kod, CFA's Mercer Investment Consulting Experience October 2014 - Present
Job Associate at Mercer Investments
Industry Investment Management
Experience
Mercer Investment Consulting October 2014 - Present
Mercer Investment Consulting August 2011 - September 2014
Mercer Investment Consulting June 2010 - August 2010
Centre for Market and Public Organisation, Bristol University July 2009 - September 2009
Danske Capital Asset Management July 2008 - September 2009
Skills
Financial Analysis, Data Analysis, Investment Consulting, Datastream, Thomson One Banker, Excel, Performance Monitoring, Investment Strategies, Manager Selection, Pension Funds, Investments, Valuation, Microsoft Excel, Investment Advisory..., Investment Management, Performance Management
Education
University of Bristol 2010 — 2011
MSc Finance and Investment, Merit
University of Bristol 2007 — 2010
BSc Economics and Finance
Vilnius Lyceum 2005 — 2007
International Baccalaureate
Mercer Investment Consulting October 2014 - Present
Mercer Investment Consulting August 2011 - September 2014
Mercer Investment Consulting June 2010 - August 2010
Centre for Market and Public Organisation, Bristol University July 2009 - September 2009
Danske Capital Asset Management July 2008 - September 2009
Skills
Financial Analysis, Data Analysis, Investment Consulting, Datastream, Thomson One Banker, Excel, Performance Monitoring, Investment Strategies, Manager Selection, Pension Funds, Investments, Valuation, Microsoft Excel, Investment Advisory..., Investment Management, Performance Management
Education
University of Bristol 2010 — 2011
MSc Finance and Investment, Merit
University of Bristol 2007 — 2010
BSc Economics and Finance
Vilnius Lyceum 2005 — 2007
International Baccalaureate
Robert Hale, CFA's Mercer Investment Consulting Experience March 2011 - Present
Job Senior Analyst at Mercer Global Investments
Industry Financial Services
Experience
Mercer Investment Consulting March 2011 - Present
Columbia Management March 2007 - December 2010
Columbia Management July 2003 - March 2007
Columbia Management March 2000 - July 2003
Hapco Inc. July 1996 - March 2000
Education
University of Rochester 1992 — 1996
Bio/Geo, Marine Biology, Geology
Mercer Investment Consulting March 2011 - Present
Columbia Management March 2007 - December 2010
Columbia Management July 2003 - March 2007
Columbia Management March 2000 - July 2003
Hapco Inc. July 1996 - March 2000
Education
University of Rochester 1992 — 1996
Bio/Geo, Marine Biology, Geology
Debbie Clarke's Mercer Investment Consulting Experience November 2005 - Present
Job Global Head of Investment Research
Industry Investment Management
Experience
Mercer Investment Consulting November 2005 - Present
Watson Wyatt 2003 - 2005
F&C Asset Management 1983 - 2003
Skills
Equities, Portfolio Management, Emerging Markets, Management, Hedge Funds, Investment Strategies, Alternative Investments, Investment Management, Asset Allocation, Asset Management, Pension Funds, Pensions, Investment Advisory, Asset Managment, Investments, ALM, Defined Benefit, Financial Services, Bloomberg, Financial Markets, Fixed Income, Institutional..., Funding, Derivatives, Relationship Management, Retirement, Wealth Management, Actuarial Science, Equity Research, Financial Advisory, Mutual Funds, Fund Of Funds
Education
University of Plymouth 1979 — 1983
Business Studies
Mercer Investment Consulting November 2005 - Present
Watson Wyatt 2003 - 2005
F&C Asset Management 1983 - 2003
Skills
Equities, Portfolio Management, Emerging Markets, Management, Hedge Funds, Investment Strategies, Alternative Investments, Investment Management, Asset Allocation, Asset Management, Pension Funds, Pensions, Investment Advisory, Asset Managment, Investments, ALM, Defined Benefit, Financial Services, Bloomberg, Financial Markets, Fixed Income, Institutional..., Funding, Derivatives, Relationship Management, Retirement, Wealth Management, Actuarial Science, Equity Research, Financial Advisory, Mutual Funds, Fund Of Funds
Education
University of Plymouth 1979 — 1983
Business Studies
Matthew Hagbom, CFA's Mercer Investment Consulting Experience May 2006 - Present
Job Principal at Mercer Investments
Industry Investment Management
Experience
Mercer - Investments April 2015 - Present
Mercer Investment Consulting May 2006 - Present
AllianceBernstein May 2004 - May 2006
Education
Michigan State University 2000 — 2003
Finance
Mercer - Investments April 2015 - Present
Mercer Investment Consulting May 2006 - Present
AllianceBernstein May 2004 - May 2006
Education
Michigan State University 2000 — 2003
Finance
Samantha Wei's Mercer Investment Consulting Experience June 2011 - September 2011
Job Research Associate at Aurora Investment Management
Industry Financial Services
Experience
Aurora Investment Management July 2014 - Present
Pavilion Advisory Group July 2012 - June 2014
Northwestern University September 2008 - July 2012
Mercer Investment Consulting June 2011 - September 2011
Merrill Lynch September 2010 - December 2010
Zurich Financial Services July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Stata, R, Bloomberg Terminal
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Statistics, BIP Minor
Stevenson High School
Aurora Investment Management July 2014 - Present
Pavilion Advisory Group July 2012 - June 2014
Northwestern University September 2008 - July 2012
Mercer Investment Consulting June 2011 - September 2011
Merrill Lynch September 2010 - December 2010
Zurich Financial Services July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Stata, R, Bloomberg Terminal
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Statistics, BIP Minor
Stevenson High School
Steve Lachance, CFA, CAIA, CIPM's Mercer Investment Consulting Experience February 2011 - Present
Job Associate
Industry Financial Services
Experience
Mercer Investment Consulting February 2011 - Present
Hammond Associates October 2008 - February 2011
Walgreens December 2007 - October 2008
Smith Moore, Co May 2007 - August 2007
Skills
Portfolio Management, Investments, Financial Modeling, Bloomberg, Asset Allocation, Equities, Alternative Investments, Asset Management, Hedge Funds, Capital Markets, Private Equity, Fixed Income, Mutual Funds, Investment Management
Education
Truman State University 2004 — 2007
Business Administration, Finance, Economics
Mercer Investment Consulting February 2011 - Present
Hammond Associates October 2008 - February 2011
Walgreens December 2007 - October 2008
Smith Moore, Co May 2007 - August 2007
Skills
Portfolio Management, Investments, Financial Modeling, Bloomberg, Asset Allocation, Equities, Alternative Investments, Asset Management, Hedge Funds, Capital Markets, Private Equity, Fixed Income, Mutual Funds, Investment Management
Education
Truman State University 2004 — 2007
Business Administration, Finance, Economics
Verede Bendavid, ASA, CFA's Mercer Investment Consulting Experience January 2007 - Present
Job Senior Associate at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting January 2007 - Present
Desjardins Financial Security June 2006 - September 2006
Optimum General September 2005 - December 2005
Skills
Actuarial, Defined Benefit, Asset Allocation, Asset Management, Fixed Income, Mutual Funds
Education
Université de Montréal 2004 — 2006
Bachelor, Mathematics specialist in Actuarial Science
Mercer Investment Consulting January 2007 - Present
Desjardins Financial Security June 2006 - September 2006
Optimum General September 2005 - December 2005
Skills
Actuarial, Defined Benefit, Asset Allocation, Asset Management, Fixed Income, Mutual Funds
Education
Université de Montréal 2004 — 2006
Bachelor, Mathematics specialist in Actuarial Science
Peter Choi, CFA, CAIA's Mercer Investment Consulting Experience July 2011 - September 2012
Job Senior Analyst at Salesforce
Industry Financial Services
Experience
Salesforce July 2015 - Present
State Street September 2012 - July 2015
Mercer Investment Consulting July 2011 - September 2012
Citi June 2009 - August 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Mutual Funds, Equities, Microsoft Office, Alternative Investments, Valuation, Asset Managment, Hedge Funds, Data Analysis, PowerPoint, Portfolio Management, Performance Management, Investment Strategies, Asset Management, Strategy, Asset Allocation, Analysis, Due Diligence, Economics, Fixed Income, Finance
Education
University of California, Berkeley 2007 — 2011
B.A., Political Economy, Public Policy
Salesforce July 2015 - Present
State Street September 2012 - July 2015
Mercer Investment Consulting July 2011 - September 2012
Citi June 2009 - August 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Mutual Funds, Equities, Microsoft Office, Alternative Investments, Valuation, Asset Managment, Hedge Funds, Data Analysis, PowerPoint, Portfolio Management, Performance Management, Investment Strategies, Asset Management, Strategy, Asset Allocation, Analysis, Due Diligence, Economics, Fixed Income, Finance
Education
University of California, Berkeley 2007 — 2011
B.A., Political Economy, Public Policy
Lawrence Gillum, CFA, CAIA's Mercer Investment Consulting Experience August 2005 - June 2007
Job Investment Management at Raymond James
Industry Investment Management
Experience
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Greg Spain, CFA's Mercer Investment Consulting Experience June 2003 - December 2006
Job Campus & Student Prime Finance at Amazon
Industry Computer Software
Experience
Amazon September 2014 - Present
Microsoft October 2013 - September 2014
Microsoft January 2012 - October 2013
Microsoft April 2008 - January 2012
Microsoft January 2007 - April 2008
Mercer Investment Consulting June 2003 - December 2006
Russell/Mellon Analytical Services September 2001 - May 2003
Russell/Mellon Analytical Services April 2000 - September 2001
Skills
Financial Analysis, Investments, Budgeting, Forecasting, Strategic Planning, Long Range Planning, Business Valuation, Equity Valuation, Budgets, Business Planning, Financial Modeling, Analysis, CRM, Strategic Financial..., Finance, Corporate Finance, Analytics, Managerial Finance, Management, Business Analysis, Strategy, Cross-functional Team..., Business Strategy, Process Improvement, Financial Reporting, Competitive Analysis, Business Intelligence, Program Management, Leadership, Consulting, Project Management
Education
University of Puget Sound
Bachelor of Science (BS), Economics and Business Administration
Amazon September 2014 - Present
Microsoft October 2013 - September 2014
Microsoft January 2012 - October 2013
Microsoft April 2008 - January 2012
Microsoft January 2007 - April 2008
Mercer Investment Consulting June 2003 - December 2006
Russell/Mellon Analytical Services September 2001 - May 2003
Russell/Mellon Analytical Services April 2000 - September 2001
Skills
Financial Analysis, Investments, Budgeting, Forecasting, Strategic Planning, Long Range Planning, Business Valuation, Equity Valuation, Budgets, Business Planning, Financial Modeling, Analysis, CRM, Strategic Financial..., Finance, Corporate Finance, Analytics, Managerial Finance, Management, Business Analysis, Strategy, Cross-functional Team..., Business Strategy, Process Improvement, Financial Reporting, Competitive Analysis, Business Intelligence, Program Management, Leadership, Consulting, Project Management
Education
University of Puget Sound
Bachelor of Science (BS), Economics and Business Administration
Kate Jamgochian's Mercer Investment Consulting Experience 2011 - March 2012
Job Senior Associate at Mercer Investments
Industry Financial Services
Experience
Mercer Investments 2013 - Present
Mercer Investments March 2012 - 2013
Mercer Investment Consulting 2011 - March 2012
Coeur de Cuisine Catering December 2005 - May 2011
Mercer 2009 - March 2011
Skills
Investment Strategies, Due Diligence, Retirement Planning, Asset Allocation, Financial Modeling, Investments, Hedge Funds, Defined Contribution, Investment Management, Capital Markets, Analysis
Education
University of Southern California 2006 — 2010
BS, Finance and Entrepreneurship
University of Southern California - Marshall School of Business 2006 — 2010
BS Business Administration, Finance and Entrepreneurship
Mercer Investments 2013 - Present
Mercer Investments March 2012 - 2013
Mercer Investment Consulting 2011 - March 2012
Coeur de Cuisine Catering December 2005 - May 2011
Mercer 2009 - March 2011
Skills
Investment Strategies, Due Diligence, Retirement Planning, Asset Allocation, Financial Modeling, Investments, Hedge Funds, Defined Contribution, Investment Management, Capital Markets, Analysis
Education
University of Southern California 2006 — 2010
BS, Finance and Entrepreneurship
University of Southern California - Marshall School of Business 2006 — 2010
BS Business Administration, Finance and Entrepreneurship
Rob Pollak's Mercer Investment Consulting Experience April 2008 - April 2013
Job Relationship Manager at Mercer Outsourcing
Industry Outsourcing/Offshoring
Experience
Mercer Investment Consulting April 2008 - April 2013
Xerox May 2005 - October 2007
BNY Mellon January 2002 - May 2005
PwC May 1980 - December 2001
Skills
Mutual Funds, Investments, 401k, Defined Benefit, Retirement, Pensions, Defined Contribution, Risk Management, Retirement Planning, Employee Benefits, Business Analysis, ERISA, Vendor Management, Business Strategy, Outsourcing
Education
SUNY Albany
Bachelor of Arts (B.A.), Psychology/Math
Mercer Investment Consulting April 2008 - April 2013
Xerox May 2005 - October 2007
BNY Mellon January 2002 - May 2005
PwC May 1980 - December 2001
Skills
Mutual Funds, Investments, 401k, Defined Benefit, Retirement, Pensions, Defined Contribution, Risk Management, Retirement Planning, Employee Benefits, Business Analysis, ERISA, Vendor Management, Business Strategy, Outsourcing
Education
SUNY Albany
Bachelor of Arts (B.A.), Psychology/Math
Moran Judy's Mercer Investment Consulting Experience Technical Team LeadHewitt Associates1995 - 2002
Job IT Manager at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting Technical Team LeadHewitt Associates1995 - 2002
Education
University of Illinois at Chicago 1981 — 1985
BS, Mathematics
Mercer Investment Consulting Technical Team LeadHewitt Associates1995 - 2002
Education
University of Illinois at Chicago 1981 — 1985
BS, Mathematics
Sean Hewitt, CFA's Mercer Investment Consulting Experience June 2010 - June 2011
Job Director, Pension Assets at Canadian Pacific Railway
Industry Transportation/Trucking/Railroad
Experience
Canadian Pacific Railway June 2011 - Present
Mercer Investment Consulting June 2010 - June 2011
Balancing Pool September 2005 - June 2010
Skills
Asset Managment, Pensions, Capital Markets, Investment Strategies, Alternative Investments, Asset Management, Valuation, Asset Allocation, Portfolio Management, Financial Modeling, Investments, Investment Management, Derivatives, Economics
Education
The University of Calgary 2000 — 2005
BA, Economics
CFA Institute
CFA Charter
Canadian Pacific Railway June 2011 - Present
Mercer Investment Consulting June 2010 - June 2011
Balancing Pool September 2005 - June 2010
Skills
Asset Managment, Pensions, Capital Markets, Investment Strategies, Alternative Investments, Asset Management, Valuation, Asset Allocation, Portfolio Management, Financial Modeling, Investments, Investment Management, Derivatives, Economics
Education
The University of Calgary 2000 — 2005
BA, Economics
CFA Institute
CFA Charter
Keith Gallagher's Mercer Investment Consulting Experience July 2011 - Present
Job Senior Technical Products Analyst at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting July 2011 - Present
Evaluation Associates August 2008 - June 2011
Skills
Lotus Notes, Microsoft Office, Microsoft Excel, Equities, Bloomberg, Alternative Investments, Asset Allocation
Education
The University of Connecticut 2004 — 2007
Economics
Mercer Investment Consulting July 2011 - Present
Evaluation Associates August 2008 - June 2011
Skills
Lotus Notes, Microsoft Office, Microsoft Excel, Equities, Bloomberg, Alternative Investments, Asset Allocation
Education
The University of Connecticut 2004 — 2007
Economics
Linda Compton's Mercer Investment Consulting Experience Assistant Office ManagerMercerJanuary 2013 - Present
Job Assistant Office Manager at Mercer
Industry Public Relations and Communications
Experience
Mercer Investment Consulting Assistant Office ManagerMercerJanuary 2013 - Present
Mercer February 2010 - Present
Parsons Brinckerhoff March 2001 - February 2010
Skills
Administrative..., Microsoft Excel, Office Administration, Office Management, Outlook, Data Entry, Administrative..., Employee Relations, Microsoft Office, Customer Service, Project Management, Microsoft Word, Vendor Management, Process Improvement, Benefits Administration, Employee Benefits, Leadership, Training
Education
University of Phoenix 2003 — 2004
Business Administration and Management, General
Mercer Investment Consulting Assistant Office ManagerMercerJanuary 2013 - Present
Mercer February 2010 - Present
Parsons Brinckerhoff March 2001 - February 2010
Skills
Administrative..., Microsoft Excel, Office Administration, Office Management, Outlook, Data Entry, Administrative..., Employee Relations, Microsoft Office, Customer Service, Project Management, Microsoft Word, Vendor Management, Process Improvement, Benefits Administration, Employee Benefits, Leadership, Training
Education
University of Phoenix 2003 — 2004
Business Administration and Management, General
Frederick Hermanson's Mercer Investment Consulting Experience June 1997 - January 2001
Job Senior Advisor at China Investment Corporation (CIC)
Industry Banking
Experience
China Investment Corporation (CIC) November 2012 - Present
GIN June 2009 - September 2012
Goldman Sachs May 2006 - February 2009
Nomura May 2001 - March 2006
Mercer Investment Consulting June 1997 - January 2001
Skills
Banking, Investment Banking, Capital Markets, Asset Management
Education
Oxford University 1986 — 1989
MBA
Institut Le Rosey 1981 — 1986
China Investment Corporation (CIC) November 2012 - Present
GIN June 2009 - September 2012
Goldman Sachs May 2006 - February 2009
Nomura May 2001 - March 2006
Mercer Investment Consulting June 1997 - January 2001
Skills
Banking, Investment Banking, Capital Markets, Asset Management
Education
Oxford University 1986 — 1989
MBA
Institut Le Rosey 1981 — 1986
Bill Pettit's Mercer Investment Consulting Experience November 1992 - Present
Job Senior Associate at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting November 1992 - Present
Education
Syracuse University 1970 — 1974
BA, Psychology
Mercer Investment Consulting November 1992 - Present
Education
Syracuse University 1970 — 1974
BA, Psychology
Greg Frese's Mercer Investment Consulting Experience January 2011 - Present
Job Technical Products and Services Operations Leader at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting January 2011 - Present
Hammond Associates October 2009 - January 2011
Hammond Associates June 2003 - October 2009
Hammond Associates June 2002 - June 2003
United States Army National Guard June 1997 - December 2002
Hammond Associates June 2001 - June 2002
Hammond Associates October 2000 - June 2001
US Army November 1994 - May 1997
Skills
Financial Reporting, Team Building, Contract Negotiation, Financial Services, Leadership, Business Strategy, Strategic Planning, Vendor Management, Project Management, Bloomberg, Process Improvement, Alternative Investments, Asset Allocation, Equities, Financial Analysis, Management
Education
Southern Illinois University, Edwardsville 1997 — 1999
B.S. Business Administration, Finance
Mercer Investment Consulting January 2011 - Present
Hammond Associates October 2009 - January 2011
Hammond Associates June 2003 - October 2009
Hammond Associates June 2002 - June 2003
United States Army National Guard June 1997 - December 2002
Hammond Associates June 2001 - June 2002
Hammond Associates October 2000 - June 2001
US Army November 1994 - May 1997
Skills
Financial Reporting, Team Building, Contract Negotiation, Financial Services, Leadership, Business Strategy, Strategic Planning, Vendor Management, Project Management, Bloomberg, Process Improvement, Alternative Investments, Asset Allocation, Equities, Financial Analysis, Management
Education
Southern Illinois University, Edwardsville 1997 — 1999
B.S. Business Administration, Finance
Kyle Dean's Mercer Investment Consulting Experience January 2007 - Present
Job Performance Analyst at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting January 2007 - Present
Intel Corporation August 2000 - July 2003
Skills
Asset Allocation, Bloomberg, Access, Customer Relations, Excel, Fixed Income, Alternative Investments, Equity Indices, Hedge Funds, Investment Strategies, Mutual Funds, Valuation, Equities, Asset Management, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Risk Management, Investment Management, Analysis, Microsoft Office
Education
Northeastern Illinois University 2005 — 2007
Bachelor of Science (B.S.), Finance, General
Mercer Investment Consulting January 2007 - Present
Intel Corporation August 2000 - July 2003
Skills
Asset Allocation, Bloomberg, Access, Customer Relations, Excel, Fixed Income, Alternative Investments, Equity Indices, Hedge Funds, Investment Strategies, Mutual Funds, Valuation, Equities, Asset Management, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Risk Management, Investment Management, Analysis, Microsoft Office
Education
Northeastern Illinois University 2005 — 2007
Bachelor of Science (B.S.), Finance, General
Wanda Hammack's Mercer Investment Consulting Experience June 1987 - Present
Job Senior Implementation Analysist at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting June 1987 - Present
Skills
SDLC, 401k, Vendor Management, Outsourcing, Data Warehousing, Requirements Analysis
Education
Sullivan University
Bachelor of Applied Science (B.A.Sc.), Computer Technology/Computer Systems Technology
Mercer Investment Consulting June 1987 - Present
Skills
SDLC, 401k, Vendor Management, Outsourcing, Data Warehousing, Requirements Analysis
Education
Sullivan University
Bachelor of Applied Science (B.A.Sc.), Computer Technology/Computer Systems Technology
Louisa Onita, CIPM's Mercer Investment Consulting Experience September 2009 - Present
Job Technical Products Associate at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting September 2009 - Present
Skills
Valuation, Capital Markets, ETFs, Financial Markets, Wealth Management, Private Equity, Hedging, Emerging Markets, Investment Advisory..., Bloomberg Terminal, Financial Analysis
Education
Northeastern Illinois University 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General, 4.0
Northeastern Illinois University 2005 — 2008
Bachelor of Science (B.S.), Finance, General, 3.95
Mercer Investment Consulting September 2009 - Present
Skills
Valuation, Capital Markets, ETFs, Financial Markets, Wealth Management, Private Equity, Hedging, Emerging Markets, Investment Advisory..., Bloomberg Terminal, Financial Analysis
Education
Northeastern Illinois University 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General, 4.0
Northeastern Illinois University 2005 — 2008
Bachelor of Science (B.S.), Finance, General, 3.95