Aon Investment Consulting
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Aon Investment Consulting Employees
Employee
Years
Job
Industry
Kimberly D. Overman, CFP Kimberly D. Overman, CFP's Aon Investment Consulting Experience 1995 - 1997
Job CEO President at The Financial Well, Inc.
Industry Investment Management
Experience
The Financial Well, Inc. March 1998 - Present
Schwab Institutional March 1995 - Present
Tampa Bay Estate Planning Council July 2010 - Present
City of Tampa October 2011 - Present
Financial Planning Association of Florida January 2010 - Present
Business Guild of Seminole Heights August 2014 - Present
FPA of Tampa Bay January 2010 - December 2010
Financial Planning Association of Tampa Bay January 2009 - December 2009
Aon Investment Consulting 1995 - 1997
Invest Financial 1989 - 1994
Skills
Strategic Financial..., Wealth Management, Women Owned Business, Retirement Planning, Investment Advisory..., Fiduciary Services, Estate Planning, Elder Care, Personal Tax Planning, Investment Advisory, Investments, Retirement, Financial Advisory, Wealth, Financial Planners, Asset Management, Financial Services, Wealth Management..., Finance, Risk Management, Personal Finance, Asset Allocation, Mutual Funds, Investment Strategies, Employee Benefits, Trusts, Investment Management, High Net Worth..., Leadership, Management, Securities, Strategic Planning, Public Speaking, Portfolio Management, Small Business, Budgets, Due Diligence, Nonprofits, Team Building
Education
College for Financial Planning 1985 — 1989
CFP, Financial Planning
University of Maryland College Park 1976 — 1982
BS, Agricultural Resource Economics
Woodrow Wilson High School 1974 — 1976
High School
The Financial Well, Inc. March 1998 - Present
Schwab Institutional March 1995 - Present
Tampa Bay Estate Planning Council July 2010 - Present
City of Tampa October 2011 - Present
Financial Planning Association of Florida January 2010 - Present
Business Guild of Seminole Heights August 2014 - Present
FPA of Tampa Bay January 2010 - December 2010
Financial Planning Association of Tampa Bay January 2009 - December 2009
Aon Investment Consulting 1995 - 1997
Invest Financial 1989 - 1994
Skills
Strategic Financial..., Wealth Management, Women Owned Business, Retirement Planning, Investment Advisory..., Fiduciary Services, Estate Planning, Elder Care, Personal Tax Planning, Investment Advisory, Investments, Retirement, Financial Advisory, Wealth, Financial Planners, Asset Management, Financial Services, Wealth Management..., Finance, Risk Management, Personal Finance, Asset Allocation, Mutual Funds, Investment Strategies, Employee Benefits, Trusts, Investment Management, High Net Worth..., Leadership, Management, Securities, Strategic Planning, Public Speaking, Portfolio Management, Small Business, Budgets, Due Diligence, Nonprofits, Team Building
Education
College for Financial Planning 1985 — 1989
CFP, Financial Planning
University of Maryland College Park 1976 — 1982
BS, Agricultural Resource Economics
Woodrow Wilson High School 1974 — 1976
High School
Mark Vorhees,CFA, CAIA Mark Vorhees,CFA, CAIA's Aon Investment Consulting Experience June 2001 - October 2010
Job Happily Retired, unless something compelling comes along
Industry Investment Management
Experience
Cooking School January 2014 - Present
Hewitt EnnisKnupp June 1999 - July 2013
Aon Investment Consulting June 2001 - October 2010
Performance Analytics 1997 - 1999
ADP 1995 - 1997
Education
Principia College
BA, Economics & Business
Sylvania HS
University of Detroit Mercy
MBA, Finance & Economics
Cooking School January 2014 - Present
Hewitt EnnisKnupp June 1999 - July 2013
Aon Investment Consulting June 2001 - October 2010
Performance Analytics 1997 - 1999
ADP 1995 - 1997
Education
Principia College
BA, Economics & Business
Sylvania HS
University of Detroit Mercy
MBA, Finance & Economics
Brian Coker, CFA Brian Coker, CFA's Aon Investment Consulting Experience January 1994 - January 2000
Job Instl Investment Sales and Marketing
Industry Investment Management
Experience
Wespath, a division of the General Board of Pension and Health Benefits June 2012 - Present
Clear Investment Strategies, LLC January 2011 - May 2012
Invesco April 2000 - June 2010
Aon Investment Consulting January 1994 - January 2000
Mercer Investment Consulting January 1987 - January 1993
Skills
sales, Investment Strategies, Investments, Institutional, Equities, Asset, CFA, Taft Hartley, Corporate, Public Funds, Alternative Investments, Chartered Financial..., Asset Allocation, Asset Management, CRM, Hedge Funds, Investment Advisory, Portfolio Management, Start-ups, Fixed Income, Investment Management, Corporate Law, Leadership, Mutual Funds, Series 7, Management, Sales, Securities, Bloomberg, Fund Of Funds, Series 63
Education
University of Louisville 1993 — 1997
MBA, Business
Centre College 1982 — 1987
Bachelors, Economics
Wespath, a division of the General Board of Pension and Health Benefits June 2012 - Present
Clear Investment Strategies, LLC January 2011 - May 2012
Invesco April 2000 - June 2010
Aon Investment Consulting January 1994 - January 2000
Mercer Investment Consulting January 1987 - January 1993
Skills
sales, Investment Strategies, Investments, Institutional, Equities, Asset, CFA, Taft Hartley, Corporate, Public Funds, Alternative Investments, Chartered Financial..., Asset Allocation, Asset Management, CRM, Hedge Funds, Investment Advisory, Portfolio Management, Start-ups, Fixed Income, Investment Management, Corporate Law, Leadership, Mutual Funds, Series 7, Management, Sales, Securities, Bloomberg, Fund Of Funds, Series 63
Education
University of Louisville 1993 — 1997
MBA, Business
Centre College 1982 — 1987
Bachelors, Economics
Drew Mallory, CFA Drew Mallory, CFA's Aon Investment Consulting Experience April 2005 - October 2006
Job Senior Vice President & Manager Investment Management
Industry Investment Management
Experience
Reliance Trust Company an FIS Company October 2006 - Present
AON Investment Consulting April 2005 - October 2006
INVESCO Retirement, Inc April 2001 - April 2005
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Equities, Alternative Investments, Hedge Funds, Fixed Income Portfolio..., Sales and Marketing, Wealth Management, Asset Managment, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2014
Tuck Executive Program (TEP) / Strategic Financial Leadership Program (SFLP).
Kennesaw State University - Michael J. Coles College of Business 2003 — 2005
MBA, Business Administration
University of Georgia - Terry College of Business 1998 — 2000
BBA, Finance
Reliance Trust Company an FIS Company October 2006 - Present
AON Investment Consulting April 2005 - October 2006
INVESCO Retirement, Inc April 2001 - April 2005
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Equities, Alternative Investments, Hedge Funds, Fixed Income Portfolio..., Sales and Marketing, Wealth Management, Asset Managment, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2014
Tuck Executive Program (TEP) / Strategic Financial Leadership Program (SFLP).
Kennesaw State University - Michael J. Coles College of Business 2003 — 2005
MBA, Business Administration
University of Georgia - Terry College of Business 1998 — 2000
BBA, Finance
John Hess, CFA John Hess, CFA's Aon Investment Consulting Experience January 2005 - April 2009
Job Institiutional investment research on demand
Industry Investment Management
Experience
Hess Enterprises June 2012 - Present
LCG Associates June 2009 - December 2011
Aon Investment Consulting January 2005 - April 2009
Aon Investment Consulting 2002 - 2004
Aon Investment Consulting 1999 - 2002
Aon 1995 - 1998
INVESCO 1993 - 1995
Towers Perrin 1990 - 1993
Allied Group Insurance Services 1989 - 1989
Ashford International 1987 - 1988
Skills
Due Diligence, Investments, Asset Allocation, Portfolio Management, Asset Managment, Equity Research, Pension Funds, Investment Strategies, Equities, Financial Modeling, Valuation, Retirement Planning, Fixed Income, Mutual Funds, Financial Analysis, Risk Management, Pensions
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1987
MBA
ESCP Europe 1986 — 1986
MS
Georgia Institute of Technology 1979 — 1983
Bachelor of Science (BSc)
Galloway 1975 — 1979
High school diploma
Hess Enterprises June 2012 - Present
LCG Associates June 2009 - December 2011
Aon Investment Consulting January 2005 - April 2009
Aon Investment Consulting 2002 - 2004
Aon Investment Consulting 1999 - 2002
Aon 1995 - 1998
INVESCO 1993 - 1995
Towers Perrin 1990 - 1993
Allied Group Insurance Services 1989 - 1989
Ashford International 1987 - 1988
Skills
Due Diligence, Investments, Asset Allocation, Portfolio Management, Asset Managment, Equity Research, Pension Funds, Investment Strategies, Equities, Financial Modeling, Valuation, Retirement Planning, Fixed Income, Mutual Funds, Financial Analysis, Risk Management, Pensions
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1987
MBA
ESCP Europe 1986 — 1986
MS
Georgia Institute of Technology 1979 — 1983
Bachelor of Science (BSc)
Galloway 1975 — 1979
High school diploma
Jill Menyuk Jill Menyuk's Aon Investment Consulting Experience January 2001 - October 2001
Job Clinical Trial Associate at Derma Sciences
Industry Biotechnology
Experience
Derma Sciences April 2014 - Present
A Sparkly of Your Very Own April 2012 - Present
LifeCell Corporation January 2013 - April 2014
LifeCell Corporation July 2011 - January 2013
LifeCell Corporation November 2006 - July 2011
Theradex December 2004 - November 2006
Atrium Staffing May 2004 - December 2004
Spherion Staffing January 2004 - April 2004
Rensselaer Polytechnic Institute October 2001 - August 2003
Aon Investment Consulting January 2001 - October 2001
Skills
Document Management, GCP, Data Entry, Pharmaceutical Industry, Clinical Trials, Proofreading, FDA, Clinical Research, SOP development, PowerPoint, Management, Sop, Quality Control, Validation, Software Documentation, Medical Devices, Biotechnology, CRO, SOP
Education
Ithaca College 1993 — 1997
BA, English
Derma Sciences April 2014 - Present
A Sparkly of Your Very Own April 2012 - Present
LifeCell Corporation January 2013 - April 2014
LifeCell Corporation July 2011 - January 2013
LifeCell Corporation November 2006 - July 2011
Theradex December 2004 - November 2006
Atrium Staffing May 2004 - December 2004
Spherion Staffing January 2004 - April 2004
Rensselaer Polytechnic Institute October 2001 - August 2003
Aon Investment Consulting January 2001 - October 2001
Skills
Document Management, GCP, Data Entry, Pharmaceutical Industry, Clinical Trials, Proofreading, FDA, Clinical Research, SOP development, PowerPoint, Management, Sop, Quality Control, Validation, Software Documentation, Medical Devices, Biotechnology, CRO, SOP
Education
Ithaca College 1993 — 1997
BA, English
Tom Toale Tom Toale's Aon Investment Consulting Experience August 1991 - January 2008
Job Director at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
Mercer January 2015 - May 2015
Pension Risk Issues, LLC April 2013 - December 2014
MetLife February 2008 - February 2013
Aon Investment Consulting August 1991 - January 2008
Skills
Defined Benefit, Pensions, Retirement Planning, Fiduciary Services, Investments, Fixed Annuities, Retirement, Insurance, Financial Advisory, Financial Risk, Variable Annuities, Asset Allocation, Finance, Behavioral Finance, Pension plan...
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1985
MBA
Boston College
BA, magna cum laude
PwC June 2015 - Present
Mercer January 2015 - May 2015
Pension Risk Issues, LLC April 2013 - December 2014
MetLife February 2008 - February 2013
Aon Investment Consulting August 1991 - January 2008
Skills
Defined Benefit, Pensions, Retirement Planning, Fiduciary Services, Investments, Fixed Annuities, Retirement, Insurance, Financial Advisory, Financial Risk, Variable Annuities, Asset Allocation, Finance, Behavioral Finance, Pension plan...
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1985
MBA
Boston College
BA, magna cum laude
Grant Verhaeghe Grant Verhaeghe's Aon Investment Consulting Experience May 1999 - July 2010
Job Senior Director|Investment Research at CAPTRUST
Industry Investment Management
Experience
CAPTRUST July 2010 - Present
Aon Investment Consulting May 1999 - July 2010
Skills
Asset Allocation, Mutual Funds, Defined Benefit, Alternative Investments, Investments, Investment Strategies, Retirement, Asset Managment, Investment Advisory, Portfolio Management, Liability Driven..., Defined Contribution, Operating Reserve Pools, Pension Risk Transfer, Endowments & Foundations
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (BA), Economics & Industrial Relations
CAPTRUST July 2010 - Present
Aon Investment Consulting May 1999 - July 2010
Skills
Asset Allocation, Mutual Funds, Defined Benefit, Alternative Investments, Investments, Investment Strategies, Retirement, Asset Managment, Investment Advisory, Portfolio Management, Liability Driven..., Defined Contribution, Operating Reserve Pools, Pension Risk Transfer, Endowments & Foundations
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (BA), Economics & Industrial Relations
Ashish Gandhi's Aon Investment Consulting Experience November 2007 - May 2009
Job Director of Consultant Relations at LMCG Investments
Industry Financial Services
Experience
LMCG Investments, LLC September 2013 - Present
Northern Trust April 2011 - August 2013
Towers Watson Investment Services May 2009 - April 2011
Aon Investment Consulting November 2007 - May 2009
Aon Consulting June 2006 - October 2007
Hy Vee 2004 - 2006
Skills
Defined Benefit, Defined Contribution, Consulting, Asset Managment, Investment Advisory, Investments, Investment Strategies, Investment Management, Mutual Funds, Asset Management, CRM, Pensions, Pension Funds, Morningstar, Institutional..., Fixed Income, Asset Allocation, 401k, Equities, Alternative Investments, Hedge Funds, Retirement, Securities, Portfolio Management, Financial Services
Education
Drake University 2004 — 2006
Actuarial Science
North Park University 1997 — 2001
B.S., Business Administration/Marketing
LMCG Investments, LLC September 2013 - Present
Northern Trust April 2011 - August 2013
Towers Watson Investment Services May 2009 - April 2011
Aon Investment Consulting November 2007 - May 2009
Aon Consulting June 2006 - October 2007
Hy Vee 2004 - 2006
Skills
Defined Benefit, Defined Contribution, Consulting, Asset Managment, Investment Advisory, Investments, Investment Strategies, Investment Management, Mutual Funds, Asset Management, CRM, Pensions, Pension Funds, Morningstar, Institutional..., Fixed Income, Asset Allocation, 401k, Equities, Alternative Investments, Hedge Funds, Retirement, Securities, Portfolio Management, Financial Services
Education
Drake University 2004 — 2006
Actuarial Science
North Park University 1997 — 2001
B.S., Business Administration/Marketing
Dan Herd's Aon Investment Consulting Experience April 2004 - March 2007
Job Senior Executive Advisor at CEB
Industry Management Consulting
Experience
CEB August 2010 - Present
StreetAccount LLC March 2007 - August 2010
Aon Investment Consulting April 2004 - March 2007
CEB June 2003 - April 2004
Skills
Risk Management, Strategy, Investments, Analysis, Public Speaking, Government, CRM, Leadership, Management Consulting, Public Policy, Program Management, Management, Enterprise Risk..., Market Research, Finance, Business Strategy, Economics, Equities, Business Development, Data Analysis, Analytics, Marketing, Project Management, Government Relations, Governmental Affairs, Strategic Planning, Salesforce.com, Consulting, Change Management, Sales, Research, Marketing Strategy, Business Process..., Financial Risk, Social Media, Business Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
B.S., Finance and Political Science
Mercer University - Stetson School of Business and Economics 2007 — 2009
MBA, Concentration in Finance
CEB August 2010 - Present
StreetAccount LLC March 2007 - August 2010
Aon Investment Consulting April 2004 - March 2007
CEB June 2003 - April 2004
Skills
Risk Management, Strategy, Investments, Analysis, Public Speaking, Government, CRM, Leadership, Management Consulting, Public Policy, Program Management, Management, Enterprise Risk..., Market Research, Finance, Business Strategy, Economics, Equities, Business Development, Data Analysis, Analytics, Marketing, Project Management, Government Relations, Governmental Affairs, Strategic Planning, Salesforce.com, Consulting, Change Management, Sales, Research, Marketing Strategy, Business Process..., Financial Risk, Social Media, Business Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
B.S., Finance and Political Science
Mercer University - Stetson School of Business and Economics 2007 — 2009
MBA, Concentration in Finance
Nicholas P. Harrell, CFA, CAIA's Aon Investment Consulting Experience 2009 - Present
Job Investment Consultant at Aon Investment Consulting
Industry Investment Management
Experience
Aon Investment Consulting 2009 - Present
Georgia Pacific 2001 - 2008
Suntrust Bank - Atlanta 1999 - 2001
Suntrust Service Corporation 1997 - 1999
David C. Cooper & Associates 1996 - 1997
Greaves Capital Management 1991 - 1995
Skills
Asset Management, Portfolio Management, Risk Management, Commodities, Alternative Investments, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Investment Management, Derivatives, Securities, Bloomberg, Finance, Fixed Income, Investments, Commodity, Wealth Management, Hedge Funds, Valuation, Financial Markets, Capital Markets, Investment Advisory, Options, Financial Modeling, Private Equity, Trading, Series 7, Financial Services
Education
Atlanta University
Master of Business Administration, Finance
University of South Carolina-Columbia
Bachelor of Science, Statistics
Aon Investment Consulting 2009 - Present
Georgia Pacific 2001 - 2008
Suntrust Bank - Atlanta 1999 - 2001
Suntrust Service Corporation 1997 - 1999
David C. Cooper & Associates 1996 - 1997
Greaves Capital Management 1991 - 1995
Skills
Asset Management, Portfolio Management, Risk Management, Commodities, Alternative Investments, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Investment Management, Derivatives, Securities, Bloomberg, Finance, Fixed Income, Investments, Commodity, Wealth Management, Hedge Funds, Valuation, Financial Markets, Capital Markets, Investment Advisory, Options, Financial Modeling, Private Equity, Trading, Series 7, Financial Services
Education
Atlanta University
Master of Business Administration, Finance
University of South Carolina-Columbia
Bachelor of Science, Statistics
Clint Cary's Aon Investment Consulting Experience August 2009 - March 2012
Job Head of US Delegated Solutions, Chief Investment Officer at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt August 2009 - Present
Aon Investment Consulting August 2009 - March 2012
Northern Trust November 2006 - July 2009
Education
Drake University 1987 — 1991
Bachelor of Business Administration (BBA), Actuarial Science/Accounting
Aon Hewitt August 2009 - Present
Aon Investment Consulting August 2009 - March 2012
Northern Trust November 2006 - July 2009
Education
Drake University 1987 — 1991
Bachelor of Business Administration (BBA), Actuarial Science/Accounting
Rainer Germann's Aon Investment Consulting Experience August 2004 - October 2005
Job Education Coordination Committee Member at Seattle CFA Society
Industry Investment Management
Experience
Parametric October 2005 - Present
Seattle CFA Society December 2009 - March 2012
Aon Investment Consulting August 2004 - October 2005
Aon Benfield November 1999 - November 2003
Skills
Investments, Portfolio Management, Risk Management, Financial Analysis, Financial Modeling, VBA
Education
CFA Institute
CFA charterholder
University of Manitoba
B.S., Actuarial Sciences
Parametric October 2005 - Present
Seattle CFA Society December 2009 - March 2012
Aon Investment Consulting August 2004 - October 2005
Aon Benfield November 1999 - November 2003
Skills
Investments, Portfolio Management, Risk Management, Financial Analysis, Financial Modeling, VBA
Education
CFA Institute
CFA charterholder
University of Manitoba
B.S., Actuarial Sciences
Drew McCorkle's Aon Investment Consulting Experience January 2001 - August 2014
Job Vice President, Financial Advisor at CAPTRUST
Industry Investment Management
Experience
CAPTRUST August 2014 - Present
Aon Investment Consulting January 2001 - August 2014
Arthur Andersen 1996 - 2000
Arthur Andersen 1996 - 2000
Education
Davis and Elkins College
Bachelor of Science, Economics and Management
Georgetown University
Post-Juris Doctor Work
The George Washington University
Juris Doctor
CAPTRUST August 2014 - Present
Aon Investment Consulting January 2001 - August 2014
Arthur Andersen 1996 - 2000
Arthur Andersen 1996 - 2000
Education
Davis and Elkins College
Bachelor of Science, Economics and Management
Georgetown University
Post-Juris Doctor Work
The George Washington University
Juris Doctor