Asset Consulting Group
Industry: Company
DescriptionFounded: 1989 Subsidiary: Asset Consulting Group, Llc, Asset Management Arm
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Asset Consulting Group Employees
Employee
Years
Job
Industry
Alex Nixon Alex Nixon's Asset Consulting Group Experience April 2014 - Present
Job Performance Analyst at Asset Consulting Group
Industry Investment Management
Experience
Asset Consulting Group April 2014 - Present
Kansas City Royals January 2013 - January 2014
Cerner Corporation June 2012 - January 2013
Lockton Companies June 2011 - July 2011
Skills
Financial Analysis, Investment Strategies, Asset Allocation, Performance Measurement, Advent, Client Relations Skills, Financial Reporting, Leadership, Microsoft Excel, PowerPoint, Time Management
Education
Drury University 2008 — 2012
Finance, Global Studies, Spanish
Asset Consulting Group April 2014 - Present
Kansas City Royals January 2013 - January 2014
Cerner Corporation June 2012 - January 2013
Lockton Companies June 2011 - July 2011
Skills
Financial Analysis, Investment Strategies, Asset Allocation, Performance Measurement, Advent, Client Relations Skills, Financial Reporting, Leadership, Microsoft Excel, PowerPoint, Time Management
Education
Drury University 2008 — 2012
Finance, Global Studies, Spanish
Elise Thiemann Elise Thiemann's Asset Consulting Group Experience May 2012 - August 2012
Job Investment Consulting Associate at Mercer
Industry Financial Services
Experience
Asset Consulting Group May 2012 - August 2012
Nordstrom May 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Bloomberg, Spanish-speaking, Prezi
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance/Spanish, Cum Laude
Asset Consulting Group May 2012 - August 2012
Nordstrom May 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Bloomberg, Spanish-speaking, Prezi
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance/Spanish, Cum Laude
Andrew Austermann's Asset Consulting Group Experience May 2010 - August 2010
Job Graduate of Loyola Univeristy 2011
Industry Financial Services
Experience
Loyola University August 2009 - May 2011
Asset Consulting Group May 2010 - August 2010
Education
Loyola University New Orleans 2007 — 2011
BA Business, Finance
Loyola University August 2009 - May 2011
Asset Consulting Group May 2010 - August 2010
Education
Loyola University New Orleans 2007 — 2011
BA Business, Finance
Christina Kavanaugh Christina Kavanaugh's Asset Consulting Group Experience June 2010 - August 2010
Job Account Executive at Taylor
Industry Public Relations and Communications
Experience
Taylor September 2011 - Present
ARB Meeting and Events LL August 2011 - August 2011
Asset Consulting Group June 2010 - August 2010
Maryland Heights Chamber of Commerce May 2010 - August 2010
Skills
Cision, Social Media, Press Releases, Public Relations, Media Relations, Facebook, Social Media Marketing, Ap Style, Event Planning, Foursquare, Social Media Measurement, Advertising, Editing, Newsletters, Event Management
Education
University of Missouri-Columbia 2007 — 2011
General Studies, Business Marketing, Organizational Communication, Event Management
The Umbra Institute 2010 — 2010
General Studies
Taylor September 2011 - Present
ARB Meeting and Events LL August 2011 - August 2011
Asset Consulting Group June 2010 - August 2010
Maryland Heights Chamber of Commerce May 2010 - August 2010
Skills
Cision, Social Media, Press Releases, Public Relations, Media Relations, Facebook, Social Media Marketing, Ap Style, Event Planning, Foursquare, Social Media Measurement, Advertising, Editing, Newsletters, Event Management
Education
University of Missouri-Columbia 2007 — 2011
General Studies, Business Marketing, Organizational Communication, Event Management
The Umbra Institute 2010 — 2010
General Studies
Jason Stillwell Jason Stillwell's Asset Consulting Group Experience September 1996 - September 1998
Job Tools & Automation Engineer
Industry Internet
Experience
Zendesk December 2012 - Present
Twitter June 2011 - July 2012
eBay August 2003 - June 2011
Project Napa August 2002 - June 2003
Worldres Ltd June 1999 - March 2001
Bradford & Galt September 1998 - March 1999
Asset Consulting Group September 1996 - September 1998
Network Publishing Technologies January 1996 - September 1996
Skills
Go, Riak, Microservices, Docker, Amazon Web Services..., Amazon S3, Linux, Ruby, JavaScript, Python, Java, MySQL, Databases, Web Applications, SQL, Software Development, REST, Agile Methodologies, Web Development, Web Services, System Administration, Git, Hadoop, AJAX, Distributed Systems, Scalability, SaaS, HTML, XML, VMware, Automation, J2EE, Django, MongoDB, CSS, Ruby on Rails, Oracle, Scrum, Chef, System Monitoring, Code Review, Nginx
Education
University of Missouri-Saint Louis 1994 — 1996
Computer Science
Zendesk December 2012 - Present
Twitter June 2011 - July 2012
eBay August 2003 - June 2011
Project Napa August 2002 - June 2003
Worldres Ltd June 1999 - March 2001
Bradford & Galt September 1998 - March 1999
Asset Consulting Group September 1996 - September 1998
Network Publishing Technologies January 1996 - September 1996
Skills
Go, Riak, Microservices, Docker, Amazon Web Services..., Amazon S3, Linux, Ruby, JavaScript, Python, Java, MySQL, Databases, Web Applications, SQL, Software Development, REST, Agile Methodologies, Web Development, Web Services, System Administration, Git, Hadoop, AJAX, Distributed Systems, Scalability, SaaS, HTML, XML, VMware, Automation, J2EE, Django, MongoDB, CSS, Ruby on Rails, Oracle, Scrum, Chef, System Monitoring, Code Review, Nginx
Education
University of Missouri-Saint Louis 1994 — 1996
Computer Science
Brett Vanover Brett Vanover's Asset Consulting Group Experience August 2014 - January 2015
Job Manager Research US Fixed Income; CFA Level I Candidate
Industry Financial Services
Experience
Towers Watson March 2015 - Present
Asset Consulting Group August 2014 - January 2015
Saint Louis University August 2010 - May 2014
Best Buy August 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Time Management, Public Speaking, Research, Data Analysis, Team Leadership, Leadership
Education
Saint Louis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.3
Towers Watson March 2015 - Present
Asset Consulting Group August 2014 - January 2015
Saint Louis University August 2010 - May 2014
Best Buy August 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Time Management, Public Speaking, Research, Data Analysis, Team Leadership, Leadership
Education
Saint Louis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.3
Dane Gray Dane Gray's Asset Consulting Group Experience September 2010 - April 2015
Job Mutual Fund Analyst at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2015 - Present
Asset Consulting Group September 2010 - April 2015
Hammond Associates October 2008 - September 2010
Education
Eastern Illinois University 2004 — 2008
MBA
Edward Jones April 2015 - Present
Asset Consulting Group September 2010 - April 2015
Hammond Associates October 2008 - September 2010
Education
Eastern Illinois University 2004 — 2008
MBA
Andrew Gillentine Andrew Gillentine's Asset Consulting Group Experience August 2008 - December 2014
Job VP, Sr. Institutional Client Advisor at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors January 2015 - Present
Asset Consulting Group August 2008 - December 2014
Skills
Fixed Income, Equities, Asset Allocation, Hedge Funds, Alternative Investments
Education
Texas Christian University 2003 — 2007
Economics
PNC Capital Advisors January 2015 - Present
Asset Consulting Group August 2008 - December 2014
Skills
Fixed Income, Equities, Asset Allocation, Hedge Funds, Alternative Investments
Education
Texas Christian University 2003 — 2007
Economics
Chris Engelman, CFA® Chris Engelman, CFA®'s Asset Consulting Group Experience September 1999 - June 2003
Job Managing Director and Partner Focusing on Alternative Investments
Industry Investment Management
Experience
Cedar Hill July 2003 - Present
Asset Consulting Group September 1999 - June 2003
Security Trust Company August 1996 - August 1997
Skills
Investments, Hedge Funds, Fund Of Funds, Alternative Investments, Investment Strategies, Private Equity, Investment Advisory, Real Estate Investment, Investment Products, Investment Promotion
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Finance
Gettysburg College 1989 — 1993
BA, Politcal Science and Economics
Cedar Hill July 2003 - Present
Asset Consulting Group September 1999 - June 2003
Security Trust Company August 1996 - August 1997
Skills
Investments, Hedge Funds, Fund Of Funds, Alternative Investments, Investment Strategies, Private Equity, Investment Advisory, Real Estate Investment, Investment Products, Investment Promotion
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Finance
Gettysburg College 1989 — 1993
BA, Politcal Science and Economics
Sarah Scheidker, MBA Sarah Scheidker, MBA's Asset Consulting Group Experience June 2014 - Present
Job Performance Analyst at Asset Consulting Group
Industry Financial Services
Experience
Asset Consulting Group June 2014 - Present
Asset Consulting Group January 2006 - January 2015
Skills
Microsoft Excel, Investment Strategies, Financial Modeling, Asset Allocation, Financial Analysis, Investments, Asset Management, Fixed Income, Equities, Hedge Funds, Data Analysis, Mutual Funds, Securities, Bloomberg, Wealth Management, Investment Management, Financial Reporting, Financial Markets, Valuation, Microsoft Office, Portfolio Management, Analysis
Education
Maryville University of Saint Louis 2006 — 2008
MBA, Business Administration and Management, General
Maryville University of Saint Louis 2000 — 2004
Bachelors, Actuarial Science
Maryville University of Saint Louis 2000 — 2004
Bachelors, Business Administration
Asset Consulting Group June 2014 - Present
Asset Consulting Group January 2006 - January 2015
Skills
Microsoft Excel, Investment Strategies, Financial Modeling, Asset Allocation, Financial Analysis, Investments, Asset Management, Fixed Income, Equities, Hedge Funds, Data Analysis, Mutual Funds, Securities, Bloomberg, Wealth Management, Investment Management, Financial Reporting, Financial Markets, Valuation, Microsoft Office, Portfolio Management, Analysis
Education
Maryville University of Saint Louis 2006 — 2008
MBA, Business Administration and Management, General
Maryville University of Saint Louis 2000 — 2004
Bachelors, Actuarial Science
Maryville University of Saint Louis 2000 — 2004
Bachelors, Business Administration
Dan Lehrer, CFA, CFP® Dan Lehrer, CFA, CFP®'s Asset Consulting Group Experience December 1989 - December 1990
Job Managing Director at MPC Capital Advisors, LLC
Industry Investment Management
Experience
MPC Capital Advisors, LLC February 2014 - Present
Clearbrook Global Advisors, LLC March 2011 - February 2014
Madison Portfolio Consultants December 1990 - March 2011
Asset Consulting Group December 1989 - December 1990
Prudential Financial December 1985 - December 1989
Merrill Lynch December 1975 - December 1985
Skills
Private Equity, Alternative Investments, Investment Strategies, Equities, Hedge Funds, Asset Management
Education
Pace University - Lubin School of Business 1983 — 1985
MBA, Finance
City University of New York-Brooklyn College 1972 — 1978
BA, Economics
MPC Capital Advisors, LLC February 2014 - Present
Clearbrook Global Advisors, LLC March 2011 - February 2014
Madison Portfolio Consultants December 1990 - March 2011
Asset Consulting Group December 1989 - December 1990
Prudential Financial December 1985 - December 1989
Merrill Lynch December 1975 - December 1985
Skills
Private Equity, Alternative Investments, Investment Strategies, Equities, Hedge Funds, Asset Management
Education
Pace University - Lubin School of Business 1983 — 1985
MBA, Finance
City University of New York-Brooklyn College 1972 — 1978
BA, Economics
Charlie Ferretti Charlie Ferretti's Asset Consulting Group Experience June 2011 - August 2011
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial October 2012 - Present
Asset Consulting Group June 2011 - August 2011
Oppenheimer & Co. May 2010 - August 2010
Meramec Valley Bank May 2009 - August 2009
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Renaissance Financial October 2012 - Present
Asset Consulting Group June 2011 - August 2011
Oppenheimer & Co. May 2010 - August 2010
Meramec Valley Bank May 2009 - August 2009
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Kathleen McGrath, CFA's Asset Consulting Group Experience August 2015 - Present
Job Senior Research Analyst, Asset Consulting Group
Industry Financial Services
Experience
Asset Consulting Group August 2015 - Present
WallachBeth Capital March 2013 - July 2015
Leerink Swann July 2012 - February 2013
Leerink Swann May 2012 - July 2012
Juvenile Diabetes Cure Alliance February 2012 - June 2012
Susquehanna International Group July 2010 - January 2012
Stifel Nicolaus July 2005 - June 2010
Century Securities Associates November 2004 - July 2005
Skills
Equity Research, Equity Valuation, DCF, Sell Side, Bloomberg, Equities, Valuation, Financial Modeling, Hedge Funds, Microsoft Excel, FactSet, VBA, Medical Devices, Equity Research Analysis, PowerPoint, Thomson One Analytics, Corporate Governance, Corporate Finance, Econometric Modeling, Multivariate Statistics, Economic Statistics, Business Strategy, Business Analysis, Business Statistics, Writing, Report Writing, Series 7, Series 63, Series 65, Series 86, Series 87, FINRA
Education
Southern Illinois University, Edwardsville 2002 — 2004
Bachelor of Science, Finance, Economics, Mathematics
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Finance and Business Economics
JHS 1996 — 2000
Asset Consulting Group August 2015 - Present
WallachBeth Capital March 2013 - July 2015
Leerink Swann July 2012 - February 2013
Leerink Swann May 2012 - July 2012
Juvenile Diabetes Cure Alliance February 2012 - June 2012
Susquehanna International Group July 2010 - January 2012
Stifel Nicolaus July 2005 - June 2010
Century Securities Associates November 2004 - July 2005
Skills
Equity Research, Equity Valuation, DCF, Sell Side, Bloomberg, Equities, Valuation, Financial Modeling, Hedge Funds, Microsoft Excel, FactSet, VBA, Medical Devices, Equity Research Analysis, PowerPoint, Thomson One Analytics, Corporate Governance, Corporate Finance, Econometric Modeling, Multivariate Statistics, Economic Statistics, Business Strategy, Business Analysis, Business Statistics, Writing, Report Writing, Series 7, Series 63, Series 65, Series 86, Series 87, FINRA
Education
Southern Illinois University, Edwardsville 2002 — 2004
Bachelor of Science, Finance, Economics, Mathematics
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Finance and Business Economics
JHS 1996 — 2000
Aaron Lassanske, CFA, CAIA's Asset Consulting Group Experience November 1999 - July 2002
Job
Industry Investment Management
Experience
BlackRock September 2011 - Present
Merrill Lynch Global Wealth Management April 2009 - September 2011
Bank of America September 2008 - April 2009
Bank of America May 2004 - September 2008
Northern Trust Global Investments May 2003 - August 2003
Asset Consulting Group November 1999 - July 2002
Skills
Investments, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Series 7, Portfolio Management, Asset Managment, Mutual Funds, Financial Modeling, Equity Research
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Truman State University
BA, Business Administration (Finance/Economics)
BlackRock September 2011 - Present
Merrill Lynch Global Wealth Management April 2009 - September 2011
Bank of America September 2008 - April 2009
Bank of America May 2004 - September 2008
Northern Trust Global Investments May 2003 - August 2003
Asset Consulting Group November 1999 - July 2002
Skills
Investments, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Series 7, Portfolio Management, Asset Managment, Mutual Funds, Financial Modeling, Equity Research
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Truman State University
BA, Business Administration (Finance/Economics)
Brian F. Crawford, CFA's Asset Consulting Group Experience 2001 - 2002
Job Partner and Senior Consultant at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC April 2005 - Present
Colonial Consulting LLC January 2013 - Present
Banc of America Investments 2002 - 2005
Asset Consulting Group 2001 - 2002
Arthur Andersen LLP May 1997 - April 2001
Price Waterhouse Coopers 1996 - 1997
Skills
Asset Managment, Securities, Research, Bloomberg, Wealth Management, Financial Modeling, Equity Research, Investment Advisory, Capital Markets, Asset Management, Mergers & Acquisitions, Real Estate, Financial Analysis, Venture Capital, Valuation, Banking, Investment Management, Mutual Funds, Series 24, Investment Banking, Financial Structuring, Wealth Management..., Financial Markets, Finance, Emerging Markets, Corporate Finance, Pensions, Institutional..., Risk Management, Separately Managed..., Bonds, ETFs, Series 7, Structured Finance, 401k, Series 63, Strategic Financial..., Team Leadership, Investor Relations, Financial Advisory, Unified Managed Accounts, Structured Products, Trading, Performance Attribution
Education
Boston University
Masters, Finance
Colonial Consulting LLC April 2005 - Present
Colonial Consulting LLC January 2013 - Present
Banc of America Investments 2002 - 2005
Asset Consulting Group 2001 - 2002
Arthur Andersen LLP May 1997 - April 2001
Price Waterhouse Coopers 1996 - 1997
Skills
Asset Managment, Securities, Research, Bloomberg, Wealth Management, Financial Modeling, Equity Research, Investment Advisory, Capital Markets, Asset Management, Mergers & Acquisitions, Real Estate, Financial Analysis, Venture Capital, Valuation, Banking, Investment Management, Mutual Funds, Series 24, Investment Banking, Financial Structuring, Wealth Management..., Financial Markets, Finance, Emerging Markets, Corporate Finance, Pensions, Institutional..., Risk Management, Separately Managed..., Bonds, ETFs, Series 7, Structured Finance, 401k, Series 63, Strategic Financial..., Team Leadership, Investor Relations, Financial Advisory, Unified Managed Accounts, Structured Products, Trading, Performance Attribution
Education
Boston University
Masters, Finance
Scott Solsvig, CFA's Asset Consulting Group Experience 2008 - Present
Job Vice President at Asset Consulting Group
Industry Financial Services
Experience
Asset Consulting Group 2008 - Present
Skills
Equity Research, Alternative Investments, Asset Allocation, Hedge Funds, Equities, Fixed Income, Asset Management, Investments, Financial Modeling, Portfolio Management, Valuation, Investment Management, Private Equity, Bloomberg
Education
Miami University
BS
Northwestern University - Kellogg School of Management
MBA
Asset Consulting Group 2008 - Present
Skills
Equity Research, Alternative Investments, Asset Allocation, Hedge Funds, Equities, Fixed Income, Asset Management, Investments, Financial Modeling, Portfolio Management, Valuation, Investment Management, Private Equity, Bloomberg
Education
Miami University
BS
Northwestern University - Kellogg School of Management
MBA
Steve Ott's Asset Consulting Group Experience December 2010 - Present
Job Investment Management Professional
Industry Financial Services
Experience
Asset Consulting Group December 2010 - Present
Anheuser-Busch InBev September 2003 - February 2010
Education
University of Missouri-Columbia 1977 — 1981
BSBA, Finance
Washington University in St. Louis - Olin Business School
MBA, Finance
Asset Consulting Group December 2010 - Present
Anheuser-Busch InBev September 2003 - February 2010
Education
University of Missouri-Columbia 1977 — 1981
BSBA, Finance
Washington University in St. Louis - Olin Business School
MBA, Finance
Jason Pulos's Asset Consulting Group Experience November 2000 - Present
Job Managing Director at Asset Consulting Group
Industry Investment Management
Experience
Asset Consulting Group November 2000 - Present
Pulos, Blankenship & Jianakoplos June 1995 - November 2000
Skills
Alternative Investments, Hedge Funds, Investments, Due Diligence, Investment Strategies, Asset Allocation, Equities, Private Equity, Public Speaking, Risk Management, Real Estate, Portfolio Management, Investment Management, Mutual Funds, Fixed Income
Education
Saint Louis University School of Law 1989 — 1992
JD, Law
University of Missouri-Columbia 1985 — 1989
Bachelors, Political Science
Asset Consulting Group November 2000 - Present
Pulos, Blankenship & Jianakoplos June 1995 - November 2000
Skills
Alternative Investments, Hedge Funds, Investments, Due Diligence, Investment Strategies, Asset Allocation, Equities, Private Equity, Public Speaking, Risk Management, Real Estate, Portfolio Management, Investment Management, Mutual Funds, Fixed Income
Education
Saint Louis University School of Law 1989 — 1992
JD, Law
University of Missouri-Columbia 1985 — 1989
Bachelors, Political Science
Robert Moreland's Asset Consulting Group Experience 2005 - 2007
Job Finance and Operations Professional
Industry Financial Services
Experience
Chicago Sinfonietta 2014 - Present
Columbia College Chicago 2008 - 2014
BerchWood Partners 2007 - 2008
Asset Consulting Group 2005 - 2007
Proof Statement Advisors 1999 - 2004
Bankers Trust 1997 - 1998
Aon Hewitt 1994 - 1997
Kemper Corporation 1986 - 1994
University of Illinois at Urbana-Champaign 1979 - 1985
Eastern Illinois University 1982 - 1983
Skills
Teaching, Editing, Microsoft Office, Social Media, Nonprofits, Public Speaking, Theatre, Microsoft Excel, Event Planning, Music, Creative Writing, Fundraising, Blogging, Curriculum Design, Research, PowerPoint, Customer Service
Education
University of Illinois at Urbana-Champaign 1979 — 1981
Master's Degree, Finance
University of Illinois at Chicago 1975 — 1979
Bachelor's Degree, Economics and Finance
Chicago Sinfonietta 2014 - Present
Columbia College Chicago 2008 - 2014
BerchWood Partners 2007 - 2008
Asset Consulting Group 2005 - 2007
Proof Statement Advisors 1999 - 2004
Bankers Trust 1997 - 1998
Aon Hewitt 1994 - 1997
Kemper Corporation 1986 - 1994
University of Illinois at Urbana-Champaign 1979 - 1985
Eastern Illinois University 1982 - 1983
Skills
Teaching, Editing, Microsoft Office, Social Media, Nonprofits, Public Speaking, Theatre, Microsoft Excel, Event Planning, Music, Creative Writing, Fundraising, Blogging, Curriculum Design, Research, PowerPoint, Customer Service
Education
University of Illinois at Urbana-Champaign 1979 — 1981
Master's Degree, Finance
University of Illinois at Chicago 1975 — 1979
Bachelor's Degree, Economics and Finance
Diane Bryant's Asset Consulting Group Experience DirectorGuggenheim Partners1992 - Present
Job Director at Asset Consulting Group
Industry Financial Services
Experience
Asset Consulting Group DirectorGuggenheim Partners1992 - Present
Boatmen's Trust Company 1986 - 1992
Education
Southwestern Illinois College 1980 — 1990
Associates, Business
Asset Consulting Group DirectorGuggenheim Partners1992 - Present
Boatmen's Trust Company 1986 - 1992
Education
Southwestern Illinois College 1980 — 1990
Associates, Business
Joe Libbra's Asset Consulting Group Experience 2003 - 2008
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
Jacob Montgomery's Asset Consulting Group Experience September 2014 - Present
Job Performance Analyst at Asset Consulting Group
Industry Financial Services
Experience
Asset Consulting Group September 2014 - Present
U.S. Bank July 2013 - September 2014
Kennedy Capital Management May 2011 - July 2013
Skills
Financial Analysis, Finance, Investments, Financial Modeling, Client Service Oriented, Financial Forecasting, Problem Solving, Multi Tasking, Interpersonal Skill, Corporate Actions, Operational Support
Education
University of Missouri-Saint Louis 2011 — 2013
Bachelor's of Science, Business Administration w/ Finance emphais
Millikin University 2005 — 2009
Bachelor's of Science, Fitness and Sports w/ emphais in Sport Management
Asset Consulting Group September 2014 - Present
U.S. Bank July 2013 - September 2014
Kennedy Capital Management May 2011 - July 2013
Skills
Financial Analysis, Finance, Investments, Financial Modeling, Client Service Oriented, Financial Forecasting, Problem Solving, Multi Tasking, Interpersonal Skill, Corporate Actions, Operational Support
Education
University of Missouri-Saint Louis 2011 — 2013
Bachelor's of Science, Business Administration w/ Finance emphais
Millikin University 2005 — 2009
Bachelor's of Science, Fitness and Sports w/ emphais in Sport Management
Roger Willis, CFA's Asset Consulting Group Experience August 2010 - Present
Job Director ACG
Industry Financial Services
Experience
Asset Consulting Group August 2010 - Present
Wells Fargo (previously Wachovia) January 2009 - August 2010
Wachovia Bank (previously A.G. Edwards Trust) January 2008 - December 2008
AG Edwards Trust Company FSB May 2006 - December 2007
AG Edwards Trust Company FSB April 2005 - May 2006
AG Edwards Trust Company FSB January 2001 - April 2005
AG Edwards Trust Company FSB August 1999 - December 2000
RMB Asset Management December 1995 - August 1998
Standard Corporate & Merchant Bank October 1993 - December 1995
Education
University of KwaZulu-Natal 1992 — 1992
Econ (Hons), Economics
University of KwaZulu-Natal 1989 — 1991
BComm, Economics & Finance
Asset Consulting Group August 2010 - Present
Wells Fargo (previously Wachovia) January 2009 - August 2010
Wachovia Bank (previously A.G. Edwards Trust) January 2008 - December 2008
AG Edwards Trust Company FSB May 2006 - December 2007
AG Edwards Trust Company FSB April 2005 - May 2006
AG Edwards Trust Company FSB January 2001 - April 2005
AG Edwards Trust Company FSB August 1999 - December 2000
RMB Asset Management December 1995 - August 1998
Standard Corporate & Merchant Bank October 1993 - December 1995
Education
University of KwaZulu-Natal 1992 — 1992
Econ (Hons), Economics
University of KwaZulu-Natal 1989 — 1991
BComm, Economics & Finance
Don Mueth, CFA's Asset Consulting Group Experience February 2001 - Present
Job CFO at Asset Consulting Group
Industry Investment Management
Experience
Asset Consulting Group February 2001 - Present
General American Life Insurance Company 1994 - 2001
Walnut Street Securities, Inc. 1994 - 2001
Mark Twain Bank May 1989 - May 1994
Education
University of Missouri - St. Louis 1980 — 1984
BSBA, Finance
Asset Consulting Group February 2001 - Present
General American Life Insurance Company 1994 - 2001
Walnut Street Securities, Inc. 1994 - 2001
Mark Twain Bank May 1989 - May 1994
Education
University of Missouri - St. Louis 1980 — 1984
BSBA, Finance
Michael Hotz, CFA, CPA's Asset Consulting Group Experience December 2010 - Present
Job Vice President
Industry Investment Management
Experience
Asset Consulting Group December 2010 - Present
KPMG LLP Transaction Services May 2010 - November 2010
KPMG LLP July 2008 - April 2010
KPMG LLP September 2006 - June 2008
Education
Indiana University - Kelley School of Business 2005 — 2006
MBA, Finance
Indiana University - Kelley School of Business 2001 — 2005
BS, Accounting
Asset Consulting Group December 2010 - Present
KPMG LLP Transaction Services May 2010 - November 2010
KPMG LLP July 2008 - April 2010
KPMG LLP September 2006 - June 2008
Education
Indiana University - Kelley School of Business 2005 — 2006
MBA, Finance
Indiana University - Kelley School of Business 2001 — 2005
BS, Accounting
Kiran Satwani's Asset Consulting Group Experience 2011 - Present
Job Analyst at Asset Consulting Group
Industry
Experience
Asset Consulting Group 2011 - Present
Standard Chartered Bank Pakistan Limited March 2004 - November 2004
Standard Chartered Bank Pakistan Limited January 2001 - February 2004
Education
Harvard University 2007 — 2007
Political Science
Institute of Business Administration 1997 — 2000
MBA, Finance
The CFA Institute
Finance
Asset Consulting Group 2011 - Present
Standard Chartered Bank Pakistan Limited March 2004 - November 2004
Standard Chartered Bank Pakistan Limited January 2001 - February 2004
Education
Harvard University 2007 — 2007
Political Science
Institute of Business Administration 1997 — 2000
MBA, Finance
The CFA Institute
Finance
Haley Rives's Asset Consulting Group Experience April 2007 - Present
Job Vice President at Asset Consulting Group
Industry Investment Management
Experience
Asset Consulting Group April 2007 - Present
Skills
Alternative Investments, Asset Allocation, Equities, Fixed Income, Investments, Investment Strategies, Capital Markets, Due Diligence, Hedge Funds, Fund Of Funds
Education
Washington University in St. Louis 2004 — 2006
M.B.A., Concentration in Finance
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
Asset Consulting Group April 2007 - Present
Skills
Alternative Investments, Asset Allocation, Equities, Fixed Income, Investments, Investment Strategies, Capital Markets, Due Diligence, Hedge Funds, Fund Of Funds
Education
Washington University in St. Louis 2004 — 2006
M.B.A., Concentration in Finance
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
Tom Janisch, CFA's Asset Consulting Group Experience
Job Director of Hedge Fund Research at Asset Consulting Group
Industry Investment Management
Experience
Asset Consulting Group
Education
Saint Louis U High
Saint Louis University
Bachelor of Arts (B.A.)
Washington University in St. Louis
Master of Business Administration (MBA)
Asset Consulting Group
Education
Saint Louis U High
Saint Louis University
Bachelor of Arts (B.A.)
Washington University in St. Louis
Master of Business Administration (MBA)
Naghman Waheed's Asset Consulting Group Experience August 2000 - April 2001
Job Enterprise Information Architecture Lead
Industry Biotechnology
Experience
Monsanto September 2011 - Present
Monsanto January 2008 - September 2011
Monsanto July 2006 - December 2007
Monsanto February 2005 - June 2006
Monsanto July 2002 - January 2005
Technology Partners May 2001 - June 2002
Asset Consulting Group August 2000 - April 2001
Daugherty Business Solutions November 1993 - July 2000
McClure Consultants Ltd. June 1991 - October 1993
Skills
SDLC, Data Warehousing, Business Intelligence, Agile Methodologies, SOA, Business Analysis, SharePoint, Project Management, ETL, Data Modeling, Enterprise Architecture, Visio, IT Strategy, Oracle, Integration
Education
Washington University in St. Louis
BSc, MBA, MIM, Electrical Engineering, Business Administration, Information Management
University of Illinois
MSc, Electrical & Computer Engineering
Knox College
BA, Computer Science
Monsanto September 2011 - Present
Monsanto January 2008 - September 2011
Monsanto July 2006 - December 2007
Monsanto February 2005 - June 2006
Monsanto July 2002 - January 2005
Technology Partners May 2001 - June 2002
Asset Consulting Group August 2000 - April 2001
Daugherty Business Solutions November 1993 - July 2000
McClure Consultants Ltd. June 1991 - October 1993
Skills
SDLC, Data Warehousing, Business Intelligence, Agile Methodologies, SOA, Business Analysis, SharePoint, Project Management, ETL, Data Modeling, Enterprise Architecture, Visio, IT Strategy, Oracle, Integration
Education
Washington University in St. Louis
BSc, MBA, MIM, Electrical Engineering, Business Administration, Information Management
University of Illinois
MSc, Electrical & Computer Engineering
Knox College
BA, Computer Science
Carolyn Buselmeier's Asset Consulting Group Experience December 2003 - April 2014
Job Financial Analyst at EquiTrust Life Insurance Company
Industry Investment Management
Experience
EquiTrust Life Insurance Company April 2014 - Present
Asset Consulting Group December 2003 - April 2014
Guggenheim Partners 2003 - 2014
GMAC Insurance March 1989 - March 2003
Skills
Finance, Investments, Financial Analysis, Financial Reporting
Education
Walsh College of Accountancy and Business Administration 1997 — 2000
Master of Science (MS), Finance
Madonna University
Bachelor of Science (BS), Accounting
EquiTrust Life Insurance Company April 2014 - Present
Asset Consulting Group December 2003 - April 2014
Guggenheim Partners 2003 - 2014
GMAC Insurance March 1989 - March 2003
Skills
Finance, Investments, Financial Analysis, Financial Reporting
Education
Walsh College of Accountancy and Business Administration 1997 — 2000
Master of Science (MS), Finance
Madonna University
Bachelor of Science (BS), Accounting
Jim Shafer's Asset Consulting Group Experience October 2005 - Present
Job Investment Consulting at Asset Consulting Group
Industry Investment Management
Experience
Asset Consulting Group October 2005 - Present
Walnut Street Sec 2000 - 2005
Skills
Asset Allocation, Investments, Fixed Income, Equities, Fund Of Funds, Private Equity, Investment Strategies, Separately Managed..., Performance Attribution, Investment Advisory..., Hedge Funds, Institutional..., Financial Analysis, Alternative Investments, Portfolio Management, Financial Advisory, Investment Management, Series 7, Investment Advisory
Education
Westminster College (MO) 1981 — 1984
Bachelor's Degree, Accounting and Business/Management
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance, 3.5
Asset Consulting Group October 2005 - Present
Walnut Street Sec 2000 - 2005
Skills
Asset Allocation, Investments, Fixed Income, Equities, Fund Of Funds, Private Equity, Investment Strategies, Separately Managed..., Performance Attribution, Investment Advisory..., Hedge Funds, Institutional..., Financial Analysis, Alternative Investments, Portfolio Management, Financial Advisory, Investment Management, Series 7, Investment Advisory
Education
Westminster College (MO) 1981 — 1984
Bachelor's Degree, Accounting and Business/Management
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance, 3.5
Elgin Marsted's Asset Consulting Group Experience 2012 - Present
Job Vice President at Asset Consulting Group
Industry Investment Management
Experience
Asset Consulting Group 2012 - Present
Platte River Capital 2010 - 2012
Braddock Financial 2006 - 2008
Hanover Square Associates 2000 - 2006
Skills
Hedge Funds, Investment Advisory, Alternative Investments, Asset Allocation, Investment Strategies
Education
Montana State University-Bozeman
Asset Consulting Group 2012 - Present
Platte River Capital 2010 - 2012
Braddock Financial 2006 - 2008
Hanover Square Associates 2000 - 2006
Skills
Hedge Funds, Investment Advisory, Alternative Investments, Asset Allocation, Investment Strategies
Education
Montana State University-Bozeman
John Sheehan, CFA's Asset Consulting Group Experience December 2007 - March 2009
Job Research analyst at A financial services company
Industry Financial Services
Experience
Financial services company March 2009 - Present
Asset Consulting Group December 2007 - March 2009
A.G. Edwards March 1997 - November 2007
Skills
Investments, Equities
Education
University of Missouri-Columbia 1990 — 1991
Master of Business Administration (M.B.A.), Finance
University of Missouri-Columbia 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Webster groves high school 1980 — 1984
Financial services company March 2009 - Present
Asset Consulting Group December 2007 - March 2009
A.G. Edwards March 1997 - November 2007
Skills
Investments, Equities
Education
University of Missouri-Columbia 1990 — 1991
Master of Business Administration (M.B.A.), Finance
University of Missouri-Columbia 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Webster groves high school 1980 — 1984
Diane (Fallon) Nelson's Asset Consulting Group Experience 2005 - 2006
Job Marketing and Recruiting for Rodan + Fields
Industry Cosmetics
Experience
Rodan + Fields Dermatologists February 2013 - Present
Actuarial Designs & Solutions, Inc. August 2006 - December 2011
Snelling Personnel April 2006 - May 2006
Today's Staffing March 2005 - March 2006
Asset Consulting Group 2005 - 2006
Snelling Personnel September 2004 - March 2005
Mellon Financial January 2002 - April 2004
Mellon Financial May 2000 - January 2002
Market Basket November 1995 - April 2000
Skills
Social Media Marketing, Direct Sales, Customer Service, 401k, Defined Contribution, Defined Benefit, Microsoft Office
Education
University of Maine at Machias 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
North Andover High School 1992 — 1996
Rodan + Fields Dermatologists February 2013 - Present
Actuarial Designs & Solutions, Inc. August 2006 - December 2011
Snelling Personnel April 2006 - May 2006
Today's Staffing March 2005 - March 2006
Asset Consulting Group 2005 - 2006
Snelling Personnel September 2004 - March 2005
Mellon Financial January 2002 - April 2004
Mellon Financial May 2000 - January 2002
Market Basket November 1995 - April 2000
Skills
Social Media Marketing, Direct Sales, Customer Service, 401k, Defined Contribution, Defined Benefit, Microsoft Office
Education
University of Maine at Machias 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
North Andover High School 1992 — 1996
Jeremy Bell's Asset Consulting Group Experience 2006 - 2011
Job Director of Research at Conway Investment Research
Industry Investment Management
Experience
Conway Investment Research August 2011 - Present
Asset Consulting Group 2006 - 2011
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Fund Of Funds, Investments, Private Equity, Portfolio Management, Financial Modeling, Asset Management, Due Diligence, Mutual Funds
Education
John Cook School of Business at Saint Louis University 2001 — 2003
Master of Business Administration (MBA), Finance, General
Miami University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Conway Investment Research August 2011 - Present
Asset Consulting Group 2006 - 2011
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Fund Of Funds, Investments, Private Equity, Portfolio Management, Financial Modeling, Asset Management, Due Diligence, Mutual Funds
Education
John Cook School of Business at Saint Louis University 2001 — 2003
Master of Business Administration (MBA), Finance, General
Miami University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Amanda Akin's Asset Consulting Group Experience October 2005 - Present
Job Performance Analyst at Asset Consulting Group
Industry Investment Management
Experience
Asset Consulting Group October 2005 - Present
Chesterfield Presbyterian Church August 1999 - November 2004
Education
Truman State University 1994 — 1999
Bachelor of Science (B.S.), Psychology
Asset Consulting Group October 2005 - Present
Chesterfield Presbyterian Church August 1999 - November 2004
Education
Truman State University 1994 — 1999
Bachelor of Science (B.S.), Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY