Fund Evaluation Group
Industry: Company
DescriptionFounded: 1988 Subsidiaries: Feg Investment Services, Llc, FEG Private Investors, LLC, FEG Investors, LLC
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Fund Evaluation Group Employees
Employee
Years
Job
Industry
Erin Miller Flynn, SPHR Erin Miller Flynn, SPHR's Fund Evaluation Group Experience March 2014 - Present
Job HR Manager at Fund Evaluation Group
Industry Investment Banking
Experience
Fund Evaluation Group March 2014 - Present
Peck, Shaffer & Williams December 2012 - February 2014
Katz Teller Brant & Hild October 2008 - December 2012
Western & Southern Financial Group July 2005 - October 2008
Health Alliance 2003 - 2005
Group Health Associates 1998 - 2003
Skills
Employee Relations, HRIS, Human Resources, Recruiting, Employee Benefits, Succession Planning, Payroll, FMLA, Training, Interviews, Policy, Onboarding, Team Building, Performance Management, Leadership, Personnel Management, Employment Law, Employee Engagement, Benefits Administration, Management, Temporary Placement, Deferred Compensation, Compensation & Benefit, New Hire Orientations
Education
University of Cincinnati
MHR, Human Resources
PHR/SPHR Certification
Fund Evaluation Group March 2014 - Present
Peck, Shaffer & Williams December 2012 - February 2014
Katz Teller Brant & Hild October 2008 - December 2012
Western & Southern Financial Group July 2005 - October 2008
Health Alliance 2003 - 2005
Group Health Associates 1998 - 2003
Skills
Employee Relations, HRIS, Human Resources, Recruiting, Employee Benefits, Succession Planning, Payroll, FMLA, Training, Interviews, Policy, Onboarding, Team Building, Performance Management, Leadership, Personnel Management, Employment Law, Employee Engagement, Benefits Administration, Management, Temporary Placement, Deferred Compensation, Compensation & Benefit, New Hire Orientations
Education
University of Cincinnati
MHR, Human Resources
PHR/SPHR Certification
Ryan Wheeler, CAIA Ryan Wheeler, CAIA's Fund Evaluation Group Experience October 2012 - Present
Job Director of Fund Operations at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group October 2012 - Present
Fund Evaluation Group August 2008 - October 2012
Fund Evaluation Group 2008 - August 2010
Spectrum Global Fund Administration April 2007 - August 2008
Corporex Companies April 2006 - April 2007
Total Quality Lawn Care LLC April 2000 - November 2006
Skills
Investments, Hedge Funds, Alternative Investments, Finance, Financial Analysis, Asset Managment, Analysis, Financial Modeling, Microsoft Excel, Risk Management, Portfolio Management, Due Diligence
Education
Northern Kentucky University—Salmon P. Chase College of Law 2013 — 2016
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law, 1L
Ohio University 2008 — 2009
MFE, Master Financial Economics
Universidad del Desarrollo 2004 — 2004
Minor, International Business
University of Cincinnati 2001 — 2004
BBA, Finance
Archbishop Moeller High School
High School Diploma
Fund Evaluation Group October 2012 - Present
Fund Evaluation Group August 2008 - October 2012
Fund Evaluation Group 2008 - August 2010
Spectrum Global Fund Administration April 2007 - August 2008
Corporex Companies April 2006 - April 2007
Total Quality Lawn Care LLC April 2000 - November 2006
Skills
Investments, Hedge Funds, Alternative Investments, Finance, Financial Analysis, Asset Managment, Analysis, Financial Modeling, Microsoft Excel, Risk Management, Portfolio Management, Due Diligence
Education
Northern Kentucky University—Salmon P. Chase College of Law 2013 — 2016
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law, 1L
Ohio University 2008 — 2009
MFE, Master Financial Economics
Universidad del Desarrollo 2004 — 2004
Minor, International Business
University of Cincinnati 2001 — 2004
BBA, Finance
Archbishop Moeller High School
High School Diploma
James Wm. Hale James Wm. Hale's Fund Evaluation Group Experience March 2010 - October 2012
Job Director, Alternative Investments Group at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Fund Evaluation Group March 2010 - October 2012
Walnut Street Advisory, LLC October 2009 - December 2010
Property Advisors, LLC 2007 - 2009
Skills
Private Equity, Alternative Investments, Operations Management, Financial Analysis, Financial Modeling, Process Improvement, Risk Management, Data Analysis, Asset Management, Investments, Asset Allocation, Problem Solving, Economic Development, Microsoft Office, Excel, Microsoft Office..., Mergers & Acquisitions, Asset Managment, Finance, Strategy, Management
Education
University of Kentucky 2002 — 2006
Bachelor of Business Adminstration
Raymond James Financial Inc. November 2012 - Present
Fund Evaluation Group March 2010 - October 2012
Walnut Street Advisory, LLC October 2009 - December 2010
Property Advisors, LLC 2007 - 2009
Skills
Private Equity, Alternative Investments, Operations Management, Financial Analysis, Financial Modeling, Process Improvement, Risk Management, Data Analysis, Asset Management, Investments, Asset Allocation, Problem Solving, Economic Development, Microsoft Office, Excel, Microsoft Office..., Mergers & Acquisitions, Asset Managment, Finance, Strategy, Management
Education
University of Kentucky 2002 — 2006
Bachelor of Business Adminstration
Brad Eden Brad Eden's Fund Evaluation Group Experience 1985 - 1998
Job Executive Vice President at Hirzel Capital Management
Industry Investment Management
Experience
Hirzel Capital Management July 2014 - Present
Cortex Capital Management, LLC January 2013 - July 2014
Kleinheinz Capital Partners March 2010 - December 2012
Eden Capital, LLC December 1998 - March 2010
Fund Evaluation Group 1985 - 1998
Education
Centre College 1977 — 1981
BA, Government
Northern Kentucky University—Salmon P. Chase College of Law 1981 — 1985
JD, Law
Hirzel Capital Management July 2014 - Present
Cortex Capital Management, LLC January 2013 - July 2014
Kleinheinz Capital Partners March 2010 - December 2012
Eden Capital, LLC December 1998 - March 2010
Fund Evaluation Group 1985 - 1998
Education
Centre College 1977 — 1981
BA, Government
Northern Kentucky University—Salmon P. Chase College of Law 1981 — 1985
JD, Law
Cory Herald's Fund Evaluation Group Experience May 2013 - August 2013
Job Financial Analyst at Perfetti Van Melle
Industry Food & Beverages
Experience
Perfetti Van Melle August 2015 - Present
Sumitomo Electric Wiring Systems, Inc. January 2014 - Present
Fund Evaluation Group May 2013 - August 2013
Fidelity Investments January 2012 - May 2013
Lerner, Sampson, & Rothfuss, LPA September 2007 - August 2011
Fidelity Investments September 2005 - September 2007
Skills
Financial Analysis, Product Cost Analysis, Financial Forecasting, Finance, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Series 7, Series 63, Alpha Generation, Trend Forecasting, Data Analysis, Risk Management, Financial Services
Education
Northern Kentucky University
Bachelor of Science (B.S.), Economics
Perfetti Van Melle August 2015 - Present
Sumitomo Electric Wiring Systems, Inc. January 2014 - Present
Fund Evaluation Group May 2013 - August 2013
Fidelity Investments January 2012 - May 2013
Lerner, Sampson, & Rothfuss, LPA September 2007 - August 2011
Fidelity Investments September 2005 - September 2007
Skills
Financial Analysis, Product Cost Analysis, Financial Forecasting, Finance, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Series 7, Series 63, Alpha Generation, Trend Forecasting, Data Analysis, Risk Management, Financial Services
Education
Northern Kentucky University
Bachelor of Science (B.S.), Economics
Alexander Mergard's Fund Evaluation Group Experience June 2012 - August 2012
Job Investment Banking Analyst at J.P. Morgan Securities, LLC
Industry Investment Banking
Experience
J.P. Morgan September 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
University of Cincinnati Chief Investment Office September 2011 - April 2013
American Financial Group, Inc. May 2011 - September 2012
Fund Evaluation Group June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Asset Allocation, Economic Modeling, Risk Management, Due Diligence, Team Leadership, Mentoring, Performance Measurement, Research, Asset Management, Valuation, Equities, Leadership, Quantitative Analytics, Access, Bloomberg, Corporate Finance, Investment Research, Time Management, Bloomberg Terminal, Hedge Funds, R, Investment Performance, Alternative Investments, Fixed Income, Forecasting
Education
University of Cincinnati 2010 — 2014
B.B.A. in Finance, B.A. in Economics, 3.98
CFA Institute
J.P. Morgan September 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
University of Cincinnati Chief Investment Office September 2011 - April 2013
American Financial Group, Inc. May 2011 - September 2012
Fund Evaluation Group June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Asset Allocation, Economic Modeling, Risk Management, Due Diligence, Team Leadership, Mentoring, Performance Measurement, Research, Asset Management, Valuation, Equities, Leadership, Quantitative Analytics, Access, Bloomberg, Corporate Finance, Investment Research, Time Management, Bloomberg Terminal, Hedge Funds, R, Investment Performance, Alternative Investments, Fixed Income, Forecasting
Education
University of Cincinnati 2010 — 2014
B.B.A. in Finance, B.A. in Economics, 3.98
CFA Institute
Richard J. Perry III, JD's Fund Evaluation Group Experience April 1998 - July 2003
Job Investment Advisor/Consultant
Industry Financial Services
Experience
Cincinnati State Foundation January 2011 - Present
PNC Institutional Investments February 2010 - August 2012
Asset Management August 2003 - February 2010
Fund Evaluation Group April 1998 - July 2003
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Alternative Investments, Investment Strategies, Investment Management, Institutional Investors, Financial Analysis, Risk Management, Investment Advisory, Hedge Funds, Due Diligence, Wealth Management, Strategic Planning, Fixed Income, Mutual Funds, Securities, Treasury Management, Private Equity, Equities, Series 7, Institutional..., High Net Worth..., Asset Management
Education
University of Cincinnati College of Law 1994 — 1997
Juris Doctor, Law
Thomas More College 1991 — 1994
BA, Economics
Cincinnati State Foundation January 2011 - Present
PNC Institutional Investments February 2010 - August 2012
Asset Management August 2003 - February 2010
Fund Evaluation Group April 1998 - July 2003
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Alternative Investments, Investment Strategies, Investment Management, Institutional Investors, Financial Analysis, Risk Management, Investment Advisory, Hedge Funds, Due Diligence, Wealth Management, Strategic Planning, Fixed Income, Mutual Funds, Securities, Treasury Management, Private Equity, Equities, Series 7, Institutional..., High Net Worth..., Asset Management
Education
University of Cincinnati College of Law 1994 — 1997
Juris Doctor, Law
Thomas More College 1991 — 1994
BA, Economics
Eric Malm Eric Malm's Fund Evaluation Group Experience July 2013 - August 2013
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Western Reserve Partners LLC January 2014 - January 2014
Fund Evaluation Group July 2013 - August 2013
Fanatics, Inc. January 2013 - June 2013
Baldwin & Lyons, Inc. May 2011 - August 2012
Finish Line May 2009 - August 2010
Skills
Microsoft Excel, Sales, Management, Financial Analysis, Insurance, Microsoft Word, Financial Accounting, Managerial Finance, Public Speaking, PowerPoint, Business Strategy, M&A analysis, Economics
Education
DePauw University 2010 — 2014
Bachelor's Degree, Economics, cum laude
Hamilton Southeastern High School 2006 — 2010
Academic Honors Diploma
J.P. Morgan July 2014 - Present
Western Reserve Partners LLC January 2014 - January 2014
Fund Evaluation Group July 2013 - August 2013
Fanatics, Inc. January 2013 - June 2013
Baldwin & Lyons, Inc. May 2011 - August 2012
Finish Line May 2009 - August 2010
Skills
Microsoft Excel, Sales, Management, Financial Analysis, Insurance, Microsoft Word, Financial Accounting, Managerial Finance, Public Speaking, PowerPoint, Business Strategy, M&A analysis, Economics
Education
DePauw University 2010 — 2014
Bachelor's Degree, Economics, cum laude
Hamilton Southeastern High School 2006 — 2010
Academic Honors Diploma
Daniel Tirpack Daniel Tirpack's Fund Evaluation Group Experience February 2014 - June 2015
Job Private Capital Investment Analyst
Industry Investment Management
Experience
Arbor Hills Asset Management March 2014 - Present
Fund Evaluation Group February 2014 - June 2015
Paragon Capital Group June 2013 - August 2013
Case Western Reserve University September 2012 - May 2013
Case Western Reserve University 2012 - 2013
Grange Insurance May 2012 - August 2012
Case Western Reserve University January 2012 - May 2012
John Ricotta, LLP May 2011 - August 2011
Christopher Ernst, Ohio Treatise on Torts January 2011 - July 2011
Diamondback Capital September 2009 - July 2010
Skills
Research, Microsoft Office, Financial Modeling, SQL, VBA, Microsoft Excel, Business Organizations, Corporate Law, Private Equity, Asset Management
Education
Case Western Reserve University School of Law 2010 — 2013
Doctor of Law (J.D.), Concentration in Business Organizations, Dean’s List – Fall 2011, Spring 2012, Fall 2012
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance, General; Business Legal Studies Minor; Advanced Mathematics Sequence
Arbor Hills Asset Management March 2014 - Present
Fund Evaluation Group February 2014 - June 2015
Paragon Capital Group June 2013 - August 2013
Case Western Reserve University September 2012 - May 2013
Case Western Reserve University 2012 - 2013
Grange Insurance May 2012 - August 2012
Case Western Reserve University January 2012 - May 2012
John Ricotta, LLP May 2011 - August 2011
Christopher Ernst, Ohio Treatise on Torts January 2011 - July 2011
Diamondback Capital September 2009 - July 2010
Skills
Research, Microsoft Office, Financial Modeling, SQL, VBA, Microsoft Excel, Business Organizations, Corporate Law, Private Equity, Asset Management
Education
Case Western Reserve University School of Law 2010 — 2013
Doctor of Law (J.D.), Concentration in Business Organizations, Dean’s List – Fall 2011, Spring 2012, Fall 2012
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance, General; Business Legal Studies Minor; Advanced Mathematics Sequence
Rajan Bawa's Fund Evaluation Group Experience October 2013 - Present
Job Analyst at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group October 2013 - Present
Unifund CCR Partners June 2012 - August 2012
B.C. Ziegler and Company June 2011 - August 2011
Bawa Property Group June 2009 - August 2010
Skills
Sales, Time Management, Leadership, Management, Salesforce.com, Access, Data Analysis, Microsoft Excel, Market Research, Financial Analysis, Finance, Financial Modeling, Investments, Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelors of Science, Finance
Indiana University Bloomington 2009 — 2013
Fund Evaluation Group October 2013 - Present
Unifund CCR Partners June 2012 - August 2012
B.C. Ziegler and Company June 2011 - August 2011
Bawa Property Group June 2009 - August 2010
Skills
Sales, Time Management, Leadership, Management, Salesforce.com, Access, Data Analysis, Microsoft Excel, Market Research, Financial Analysis, Finance, Financial Modeling, Investments, Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelors of Science, Finance
Indiana University Bloomington 2009 — 2013
Douglas Walouke, CFA Douglas Walouke, CFA's Fund Evaluation Group Experience 2012 - Present
Job
Industry Investment Management
Experience
Fund Evaluation Group 2012 - Present
University of Cincinnati 2010 - 2012
Ohio Bureau of Workers' Compensation 2006 - 2010
Hilliard Lyons 1999 - 2006
The Ohio Company 1997 - 1999
The Ohio Company 1994 - 1997
The Ohio Company 1992 - 1994
One Banc 1991 - 1992
Skills
Alternative Investments, Fixed Income Portfolio..., Investments operations..., Investments, Business Operations, Asset Allocation, Governance, Due Diligence, Equities, Fixed Income, Investment Banking, Investment Management, Private Equity
Education
University of Cincinnati 1986 — 1990
BBA
Fund Evaluation Group 2012 - Present
University of Cincinnati 2010 - 2012
Ohio Bureau of Workers' Compensation 2006 - 2010
Hilliard Lyons 1999 - 2006
The Ohio Company 1997 - 1999
The Ohio Company 1994 - 1997
The Ohio Company 1992 - 1994
One Banc 1991 - 1992
Skills
Alternative Investments, Fixed Income Portfolio..., Investments operations..., Investments, Business Operations, Asset Allocation, Governance, Due Diligence, Equities, Fixed Income, Investment Banking, Investment Management, Private Equity
Education
University of Cincinnati 1986 — 1990
BBA
Sarah Wessling Sarah Wessling's Fund Evaluation Group Experience April 2014 - Present
Job Marketing Associate at Fund Evaluation Group
Industry Marketing and Advertising
Experience
Fund Evaluation Group April 2014 - Present
Cincinnati Art Museum August 2013 - April 2014
Ohio Center for Law-Related Education December 2011 - June 2013
City of Dublin May 2011 - August 2011
Crazy Horse High School August 2008 - June 2010
Teach for America June 2008 - June 2010
Ohio Supercomputer Center 2007 - 2008
Ohio Historical Society 2006 - 2007
Paramount's Kings Island 2003 - 2006
Skills
Strategic Planning, Organization, Leadership, Program Implementation, Marketing, Social Media Strategist, Non-profits, Curriculum Design, Grant Writing, Sponsorship, Strategic Communications, Public Relations, Event Planning, Customer Service, Public Speaking, Nonprofits, Social Media, Press Releases
Education
Xavier University 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2004 — 2008
Bachelor of Arts (B.A.), Communication, General
The Ohio State University 2004 — 2008
Bachelor of Arts (B.A.), History
Fund Evaluation Group April 2014 - Present
Cincinnati Art Museum August 2013 - April 2014
Ohio Center for Law-Related Education December 2011 - June 2013
City of Dublin May 2011 - August 2011
Crazy Horse High School August 2008 - June 2010
Teach for America June 2008 - June 2010
Ohio Supercomputer Center 2007 - 2008
Ohio Historical Society 2006 - 2007
Paramount's Kings Island 2003 - 2006
Skills
Strategic Planning, Organization, Leadership, Program Implementation, Marketing, Social Media Strategist, Non-profits, Curriculum Design, Grant Writing, Sponsorship, Strategic Communications, Public Relations, Event Planning, Customer Service, Public Speaking, Nonprofits, Social Media, Press Releases
Education
Xavier University 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2004 — 2008
Bachelor of Arts (B.A.), Communication, General
The Ohio State University 2004 — 2008
Bachelor of Arts (B.A.), History
Maureen Kiefer-Goldenberg's Fund Evaluation Group Experience January 2011 - Present
Job Partner/Chief Risk and Compliance Officer at Mercer Investments
Industry Financial Services
Experience
Mercer Investments September 2015 - Present
Fund Evaluation Group January 2011 - Present
Northern Kentucky University October 2013 - Present
Touchstone Investments December 2005 - December 2010
Ohio National Financial Services 2000 - 2005
Skills
Hedge Funds, Private Funds, SEC, FINRA, Alternative Investments, Mutual Funds, Management, Change Management, Teaching/Training, Securities, Asset Management, Series 7, Series 24, Investments, Internal Audit, Investment Advisory, Series 63, Risk Management, Asset Managment, Securities Regulation, Wealth Management, Equities, Financial Services
Education
Northern Kentucky University 2010 — 2012
Master of Science (M.S.), Executive Leadership and Organizational Change
Northern Kentucky University 2005 — 2010
Bachelor of Science (B.S.), Organizational Leadership, Magna Cum Laude
Mercer Investments September 2015 - Present
Fund Evaluation Group January 2011 - Present
Northern Kentucky University October 2013 - Present
Touchstone Investments December 2005 - December 2010
Ohio National Financial Services 2000 - 2005
Skills
Hedge Funds, Private Funds, SEC, FINRA, Alternative Investments, Mutual Funds, Management, Change Management, Teaching/Training, Securities, Asset Management, Series 7, Series 24, Investments, Internal Audit, Investment Advisory, Series 63, Risk Management, Asset Managment, Securities Regulation, Wealth Management, Equities, Financial Services
Education
Northern Kentucky University 2010 — 2012
Master of Science (M.S.), Executive Leadership and Organizational Change
Northern Kentucky University 2005 — 2010
Bachelor of Science (B.S.), Organizational Leadership, Magna Cum Laude
Samuel Ragan Samuel Ragan's Fund Evaluation Group Experience January 2014 - Present
Job Research Analyst at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group January 2014 - Present
Meyer Capital Management Inc. June 2012 - December 2013
Skills
Research, Finance, Leadership, Portfolio Management, Time Management, Return on Investment..., Process Improvement
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.) in Business, Major: Finance; Minors: Economics and Decision Sciences
Fund Evaluation Group January 2014 - Present
Meyer Capital Management Inc. June 2012 - December 2013
Skills
Research, Finance, Leadership, Portfolio Management, Time Management, Return on Investment..., Process Improvement
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.) in Business, Major: Finance; Minors: Economics and Decision Sciences
Christian Busken Christian Busken's Fund Evaluation Group Experience February 2002 - Present
Job Senior Vice President Director of Real Assets Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group February 2002 - Present
FranklinCovey October 1997 - June 1998
Franklin Templeton Investments 1998 - 1998
Education
Thunderbird School of Global Management 1999 — 2001
MBA, International Business
Brigham Young University 1993 — 1997
B.A, Spanish & Latin American Studies
Indian Hill High School
Indian Hill High School
Indian Hill High School
Fund Evaluation Group February 2002 - Present
FranklinCovey October 1997 - June 1998
Franklin Templeton Investments 1998 - 1998
Education
Thunderbird School of Global Management 1999 — 2001
MBA, International Business
Brigham Young University 1993 — 1997
B.A, Spanish & Latin American Studies
Indian Hill High School
Indian Hill High School
Indian Hill High School
David Mason, CAIA David Mason, CAIA's Fund Evaluation Group Experience March 2008 - September 2014
Job Vice President Investment Strategies at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC October 2014 - Present
Fund Evaluation Group March 2008 - September 2014
Fifth Third Asset Management March 2005 - March 2008
Fidelity Investments September 2000 - February 2005
Skills
Portfolio Management, Equities, Alternative Investments, Asset Management, Investments, Series 7, Hedge Funds, Trading, Fixed Income
Education
Xavier University
In Progress, MBA-Finance
University of Cincinnati College of Business 1995 — 2000
BS, Finance and International Business
The Summit Country Day School
Fund Evaluation Group, LLC October 2014 - Present
Fund Evaluation Group March 2008 - September 2014
Fifth Third Asset Management March 2005 - March 2008
Fidelity Investments September 2000 - February 2005
Skills
Portfolio Management, Equities, Alternative Investments, Asset Management, Investments, Series 7, Hedge Funds, Trading, Fixed Income
Education
Xavier University
In Progress, MBA-Finance
University of Cincinnati College of Business 1995 — 2000
BS, Finance and International Business
The Summit Country Day School
Christopher Tschieder's Fund Evaluation Group Experience April 1998 - May 2002
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2010 - Present
PNC Institutional Investments July 2005 - June 2010
INVESCO-NAM May 2002 - June 2005
Fund Evaluation Group April 1998 - May 2002
Fifth Third Bank March 1997 - April 1998
United States Air Force August 1988 - March 1997
Education
United States Air Force Academy 1983 — 1988
BS, Civil Engineering
Xavier University 1993 — 1995
MBA, Finance
Longwood Lyman High school
PNC Wealth Management July 2010 - Present
PNC Institutional Investments July 2005 - June 2010
INVESCO-NAM May 2002 - June 2005
Fund Evaluation Group April 1998 - May 2002
Fifth Third Bank March 1997 - April 1998
United States Air Force August 1988 - March 1997
Education
United States Air Force Academy 1983 — 1988
BS, Civil Engineering
Xavier University 1993 — 1995
MBA, Finance
Longwood Lyman High school
Trey Rouse, CFA Trey Rouse, CFA's Fund Evaluation Group Experience 1995 - 1998
Job Director Consultant Relations at Diamond Hill Capital Manangement
Industry Investment Management
Experience
Diamond Hill Capital Management, Inc. June 2008 - Present
Nationwide Financial August 1998 - May 2008
Fund Evaluation Group 1995 - 1998
Household International 1993 - 1995
Arthur Andersen 1990 - 1993
Skills
Mutual Funds, Investment Strategies
Education
Xavier University 1988 — 1990
1990, MBA -Finance
Miami University 1984 — 1988
1988, Accounting
St. Xavier
Diamond Hill Capital Management, Inc. June 2008 - Present
Nationwide Financial August 1998 - May 2008
Fund Evaluation Group 1995 - 1998
Household International 1993 - 1995
Arthur Andersen 1990 - 1993
Skills
Mutual Funds, Investment Strategies
Education
Xavier University 1988 — 1990
1990, MBA -Finance
Miami University 1984 — 1988
1988, Accounting
St. Xavier
Elizabeth Flower Elizabeth Flower's Fund Evaluation Group Experience September 2006 - December 2008
Job Merchandising National Accounts
Industry Marketing and Advertising
Experience
Citizen Watch Company 2014 - Present
Modern Ice Equipment & Supply November 2011 - April 2013
Hillenbrand Inc. November 2009 - June 2011
Fund Evaluation Group September 2006 - December 2008
Eli Lilly and Company July 2003 - June 2006
Ferndale Laboratories June 2001 - June 2003
International Paper April 1997 - June 2001
Skills
Marketing Strategy, Forecasting, Management
Education
University of Cincinnati College of Business
BBA, Management and Marketing
Citizen Watch Company 2014 - Present
Modern Ice Equipment & Supply November 2011 - April 2013
Hillenbrand Inc. November 2009 - June 2011
Fund Evaluation Group September 2006 - December 2008
Eli Lilly and Company July 2003 - June 2006
Ferndale Laboratories June 2001 - June 2003
International Paper April 1997 - June 2001
Skills
Marketing Strategy, Forecasting, Management
Education
University of Cincinnati College of Business
BBA, Management and Marketing
Mariann Hucke Mariann Hucke's Fund Evaluation Group Experience May 2014 - Present
Job Consulting Analyst
Industry Financial Services
Experience
Fund Evaluation Group May 2014 - Present
MRM Capital February 2013 - May 2013
Taft Museum of Art September 2012 - December 2012
Johnson Investment Counsel June 2012 - August 2012
Fifth Third Asset Management January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Investments, Teamwork, Portfolio Management, Customer Service, CRM, Morningstar, Coates Analytics, Bloomberg Terminal
Education
University of Cincinnati 2009 — 2013
Bachelor of Arts (B.A.), Art History
University of Cincinnati 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Fund Evaluation Group May 2014 - Present
MRM Capital February 2013 - May 2013
Taft Museum of Art September 2012 - December 2012
Johnson Investment Counsel June 2012 - August 2012
Fifth Third Asset Management January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Investments, Teamwork, Portfolio Management, Customer Service, CRM, Morningstar, Coates Analytics, Bloomberg Terminal
Education
University of Cincinnati 2009 — 2013
Bachelor of Arts (B.A.), Art History
University of Cincinnati 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Adam J. Smith, CFA, CAIA Adam J. Smith, CFA, CAIA's Fund Evaluation Group Experience June 2001 - October 2007
Job Director of Investments at Mercy Health
Industry Investment Management
Experience
Mercy Health (formerly Catholic Health Partners) September 2012 - Present
Lancaster Pollard April 2009 - August 2012
Perspecta Trust October 2007 - November 2008
Fund Evaluation Group June 2001 - October 2007
John F. Brown Company January 2000 - June 2001
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investments, Pensions, Endowments, Investment Strategies, Due Diligence, Institutional, Research, Performance Attribution, Asset Management, Performance Measurement, Investment Policy, Institutional Investors, ETFs, Bloomberg, Mutual Funds, Risk Management, Asset Managment, Institutional..., Private Equity, Fund Of Funds, Finance, Bonds, Investment Advisory
Education
Brown University 1995 — 1999
BA, Organizational/Behavior Management
Mercy Health (formerly Catholic Health Partners) September 2012 - Present
Lancaster Pollard April 2009 - August 2012
Perspecta Trust October 2007 - November 2008
Fund Evaluation Group June 2001 - October 2007
John F. Brown Company January 2000 - June 2001
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investments, Pensions, Endowments, Investment Strategies, Due Diligence, Institutional, Research, Performance Attribution, Asset Management, Performance Measurement, Investment Policy, Institutional Investors, ETFs, Bloomberg, Mutual Funds, Risk Management, Asset Managment, Institutional..., Private Equity, Fund Of Funds, Finance, Bonds, Investment Advisory
Education
Brown University 1995 — 1999
BA, Organizational/Behavior Management
Dave Hyland Dave Hyland's Fund Evaluation Group Experience June 2010 - Present
Job Associate Professor at Xavier University
Industry Higher Education
Experience
Fund Evaluation Group June 2010 - Present
Sterling Valuation Group January 2006 - Present
Xavier University June 2004 - Present
University of Texas - Arlington 1997 - 2004
Owens Corning 1988 - 1990
Sterling Drug 1986 - 1988
Skills
Portfolio Management, Economics, Finance
Education
The Ohio State University Fisher College of Business 1992 — 1997
PhD, Finance
Purdue University 1988 — 1990
M.S.M, Finance and Accounting
Indiana University 1982 — 1986
B.A, Economics and Telecommunications
Fund Evaluation Group June 2010 - Present
Sterling Valuation Group January 2006 - Present
Xavier University June 2004 - Present
University of Texas - Arlington 1997 - 2004
Owens Corning 1988 - 1990
Sterling Drug 1986 - 1988
Skills
Portfolio Management, Economics, Finance
Education
The Ohio State University Fisher College of Business 1992 — 1997
PhD, Finance
Purdue University 1988 — 1990
M.S.M, Finance and Accounting
Indiana University 1982 — 1986
B.A, Economics and Telecommunications
Nathan Werner Nathan Werner's Fund Evaluation Group Experience February 2005 - Present
Job Director of Private Equity at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group February 2005 - Present
Irwin Management Company June 1998 - January 2005
Education
Indiana University - Kelley School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
DePauw University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Memorial High School 1990 — 1994
Fund Evaluation Group February 2005 - Present
Irwin Management Company June 1998 - January 2005
Education
Indiana University - Kelley School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
DePauw University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Memorial High School 1990 — 1994
Michael Aluise, CFA, CAIA Michael Aluise, CFA, CAIA's Fund Evaluation Group Experience December 2013 - December 2014
Job Vice President at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group, LLC January 2015 - Present
Fund Evaluation Group December 2013 - December 2014
Fund Evaluation Group September 2011 - December 2013
Fund Evaluation Group January 2011 - September 2011
Skills
Access, Investments, Financial Markets, Bloomberg, Microsoft Excel, Asset Allocation, Hedge Funds, Financial Analysis, Valuation, Finance, Analysis, Financial Modeling
Education
Miami University 2007 — 2010
Farmer School of Business, Finance
Miami University 2006 — 2010
Bachelor of Science (BS), Finance, General
St. Xavier High School 2002 — 2006
Fund Evaluation Group, LLC January 2015 - Present
Fund Evaluation Group December 2013 - December 2014
Fund Evaluation Group September 2011 - December 2013
Fund Evaluation Group January 2011 - September 2011
Skills
Access, Investments, Financial Markets, Bloomberg, Microsoft Excel, Asset Allocation, Hedge Funds, Financial Analysis, Valuation, Finance, Analysis, Financial Modeling
Education
Miami University 2007 — 2010
Farmer School of Business, Finance
Miami University 2006 — 2010
Bachelor of Science (BS), Finance, General
St. Xavier High School 2002 — 2006
Keith Berlin's Fund Evaluation Group Experience August 2000 - Present
Job Senior Vice President at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group August 2000 - Present
Education
Thomas More College 2000 — 2001
MBA
University of Kentucky 1992 — 1996
BA, Economics
Quince Orchard
Fund Evaluation Group August 2000 - Present
Education
Thomas More College 2000 — 2001
MBA
University of Kentucky 1992 — 1996
BA, Economics
Quince Orchard
Cheryl (Ramsey) Barker Cheryl (Ramsey) Barker's Fund Evaluation Group Experience 2012 - Present
Job Senior Research Analyst at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group 2012 - Present
DCAdvisors 2010 - 2012
Oyster Capital Management LLC 2008 - 2009
Lancaster Pollard May 2007 - August 2007
Oyster Capital Management LLC December 2006 - January 2007
Baker Concrete Construction 2001 - 2006
Skills
Alternative Investments, Financial Analysis, Leadership, Valuation, Project Management, Investments, Program Management, Equity Research, Financial Modeling, Asset Management, Public Speaking, Portfolio Management, Bloomberg, Private Equity, Hedge Funds, Equities
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Finance and Investments
Miami University 2001 — 2005
BS, Business
THS
THS
Fund Evaluation Group 2012 - Present
DCAdvisors 2010 - 2012
Oyster Capital Management LLC 2008 - 2009
Lancaster Pollard May 2007 - August 2007
Oyster Capital Management LLC December 2006 - January 2007
Baker Concrete Construction 2001 - 2006
Skills
Alternative Investments, Financial Analysis, Leadership, Valuation, Project Management, Investments, Program Management, Equity Research, Financial Modeling, Asset Management, Public Speaking, Portfolio Management, Bloomberg, Private Equity, Hedge Funds, Equities
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Finance and Investments
Miami University 2001 — 2005
BS, Business
THS
THS
Bruce Benjamin, CFA's Fund Evaluation Group Experience May 1997 - Present
Job Managing Principal
Industry Financial Services
Experience
Fund Evaluation Group May 1997 - Present
Oxford Financial Group, Ltd. February 1995 - May 1997
Conseco Capital Management 1989 - 1995
Skills
Investments, Alternative Investments, Asset Allocation, Investment Strategies, Asset Management, Hedge Funds, Portfolio Management, Management, Investment Management, Investment Advisory, Fixed Income, Mutual Funds
Education
Indiana University Bloomington 1985 — 1989
BS, Finance
Fund Evaluation Group May 1997 - Present
Oxford Financial Group, Ltd. February 1995 - May 1997
Conseco Capital Management 1989 - 1995
Skills
Investments, Alternative Investments, Asset Allocation, Investment Strategies, Asset Management, Hedge Funds, Portfolio Management, Management, Investment Management, Investment Advisory, Fixed Income, Mutual Funds
Education
Indiana University Bloomington 1985 — 1989
BS, Finance
Angela Krites, PHR's Fund Evaluation Group Experience 2002 - 2003
Job HR Business Partner Consumer Bank & IT Division at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank November 2014 - Present
Fifth Third Bank October 2012 - Present
Fifth Third Bank June 2010 - October 2012
Fifth Third August 2008 - June 2010
The RightThing, Inc 2006 - 2008
Aon Consulting 2000 - 2006
Fund Evaluation Group 2002 - 2003
Skills
Talent Acquisition, Talent Management, Recruiting, Vendor Management, Applicant Tracking..., Human Resources, Employee Engagement, Change Management, Leadership, Training, Management, Team Building, Temporary Placement, College Recruiting, Onboarding, Employee Relations, Sourcing, Succession Planning, Hiring, Performance Management, Interviews, Coaching, Employee Benefits, Workforce Planning, Consulting, Outsourcing, Strategy
Education
University of Evansville 1996 — 2000
BS, Communications
Fifth Third Bank November 2014 - Present
Fifth Third Bank October 2012 - Present
Fifth Third Bank June 2010 - October 2012
Fifth Third August 2008 - June 2010
The RightThing, Inc 2006 - 2008
Aon Consulting 2000 - 2006
Fund Evaluation Group 2002 - 2003
Skills
Talent Acquisition, Talent Management, Recruiting, Vendor Management, Applicant Tracking..., Human Resources, Employee Engagement, Change Management, Leadership, Training, Management, Team Building, Temporary Placement, College Recruiting, Onboarding, Employee Relations, Sourcing, Succession Planning, Hiring, Performance Management, Interviews, Coaching, Employee Benefits, Workforce Planning, Consulting, Outsourcing, Strategy
Education
University of Evansville 1996 — 2000
BS, Communications
Benjamin Keefe Benjamin Keefe's Fund Evaluation Group Experience May 2013 - May 2014
Job Financial Management Program at GE Aviation
Industry Aviation & Aerospace
Experience
GE Aviation October 2014 - Present
Center for the Study of the Presidency & Congress (CSPC) July 2014 - May 2015
GE Aviation May 2014 - August 2014
Fund Evaluation Group May 2013 - May 2014
Cincinnati Children's Hospital Medical Center June 2011 - January 2013
Skills
Community Outreach, Finance, Financial Analysis, Research, Leadership, Six Sigma, Microsoft Office, Event Management, Customer Service, Budgets, Team Building, Corporate Finance, Financial Modeling, Investments, Water Polo, Strategy Execution, Psychic Readings, Office Management, Microsoft Excel, Internet Strategy, High Performance..., Executive Calendar..., Deal Flow, Data Analysis, Business Networking, Analysis
Education
University of Cincinnati 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
2006-2010Sycamore High School 2006 — 2010
GE Aviation October 2014 - Present
Center for the Study of the Presidency & Congress (CSPC) July 2014 - May 2015
GE Aviation May 2014 - August 2014
Fund Evaluation Group May 2013 - May 2014
Cincinnati Children's Hospital Medical Center June 2011 - January 2013
Skills
Community Outreach, Finance, Financial Analysis, Research, Leadership, Six Sigma, Microsoft Office, Event Management, Customer Service, Budgets, Team Building, Corporate Finance, Financial Modeling, Investments, Water Polo, Strategy Execution, Psychic Readings, Office Management, Microsoft Excel, Internet Strategy, High Performance..., Executive Calendar..., Deal Flow, Data Analysis, Business Networking, Analysis
Education
University of Cincinnati 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
2006-2010Sycamore High School 2006 — 2010
Sam Chambers Sam Chambers's Fund Evaluation Group Experience February 2012 - December 2014
Job Performance Analyst at Fund Evaluation Group, LLC
Industry Financial Services
Experience
Fund Evaluation Group, LLC September 2015 - Present
ARAMARK November 2012 - Present
University of Cincinnati August 2012 - Present
Fund Evaluation Group, LLC January 2015 - September 2015
Fund Evaluation Group February 2012 - December 2014
SIRS March 2011 - July 2011
Skills
Teamwork, Communication Skills, Data Entry, Telephone Interviewing, Databases, Microsoft Office, Executive Positions, Business Analysis, Leadership, Research, Social Media
Education
University of Cincinnati 2012 — 2017
Finance and Accounting
Highlands High School 2009 — 2012
Fund Evaluation Group, LLC September 2015 - Present
ARAMARK November 2012 - Present
University of Cincinnati August 2012 - Present
Fund Evaluation Group, LLC January 2015 - September 2015
Fund Evaluation Group February 2012 - December 2014
SIRS March 2011 - July 2011
Skills
Teamwork, Communication Skills, Data Entry, Telephone Interviewing, Databases, Microsoft Office, Executive Positions, Business Analysis, Leadership, Research, Social Media
Education
University of Cincinnati 2012 — 2017
Finance and Accounting
Highlands High School 2009 — 2012
Matt Finke's Fund Evaluation Group Experience March 2011 - Present
Job Institutional Client Development at Fund Evaluation Group, LLC
Industry Financial Services
Experience
Fund Evaluation Group March 2011 - Present
Marvin Lewis Community Fund September 2009 - March 2011
Thomas More College July 2006 - May 2009
Skills
Financial Analysis, Financial Reporting, Public Speaking, Strategic Financial..., Financial Modeling, Microsoft Excel, Non-profits, Microsoft Office, Strategic Planning, Event Planning, Customer Service, PowerPoint, Social Media, Fundraising, Public Relations, Microsoft Word, Leadership, Nonprofits, Coaching, Program Management
Education
Thomas More College 2007 — 2009
Masters, Business Administration
Transylvania University 2002 — 2006
Bachelor of Arts, Business Administration
Fund Evaluation Group March 2011 - Present
Marvin Lewis Community Fund September 2009 - March 2011
Thomas More College July 2006 - May 2009
Skills
Financial Analysis, Financial Reporting, Public Speaking, Strategic Financial..., Financial Modeling, Microsoft Excel, Non-profits, Microsoft Office, Strategic Planning, Event Planning, Customer Service, PowerPoint, Social Media, Fundraising, Public Relations, Microsoft Word, Leadership, Nonprofits, Coaching, Program Management
Education
Thomas More College 2007 — 2009
Masters, Business Administration
Transylvania University 2002 — 2006
Bachelor of Arts, Business Administration
Christina Sunderman Christina Sunderman's Fund Evaluation Group Experience June 2006 - August 2013
Job Accounting Leader at GE Aviation
Industry Airlines/Aviation
Experience
GE Aviation June 2015 - Present
Convergys February 2015 - May 2015
Medpace November 2013 - October 2014
Fund Evaluation Group June 2006 - August 2013
Marsh June 2004 - June 2006
American Money Management June 2000 - August 2003
Skills
Financial Analysis, Due Diligence, Management, Global Equity Manager..., Team Leadership, Market Research, Investment Management, Financial Services, Risk Management, Project Management, Writing Skills, Report Writing, Government Accounting, Relationship Development, Experienced Business..., Interviewing Skills, Institutional..., Equity Research, MBA, Institutional Relations, Oral & Written..., Strategic Leadership, Client Facing Skills, Portfolio Performance..., Industry Research, Business Strategy, Thought Leadership, Presentation Coaching, Presentation Design, Client Relations Skills, Industry Analyst..., Written & Oral..., Business Process..., Financial Markets, Corporate Communications, Team-oriented, Investment Advisory, Presentation Development, Brand Implementation, Technical Writing, Gap Analysis, Benchmarking, Insurance Brokerage, Claims Consulting, Business Decision Making, Six Sigma, Internal Audit
Education
Xavier University - School of Business Administration 2005 — 2008
MBA
Miami University 2000 — 2004
BS, Finance
GE Aviation June 2015 - Present
Convergys February 2015 - May 2015
Medpace November 2013 - October 2014
Fund Evaluation Group June 2006 - August 2013
Marsh June 2004 - June 2006
American Money Management June 2000 - August 2003
Skills
Financial Analysis, Due Diligence, Management, Global Equity Manager..., Team Leadership, Market Research, Investment Management, Financial Services, Risk Management, Project Management, Writing Skills, Report Writing, Government Accounting, Relationship Development, Experienced Business..., Interviewing Skills, Institutional..., Equity Research, MBA, Institutional Relations, Oral & Written..., Strategic Leadership, Client Facing Skills, Portfolio Performance..., Industry Research, Business Strategy, Thought Leadership, Presentation Coaching, Presentation Design, Client Relations Skills, Industry Analyst..., Written & Oral..., Business Process..., Financial Markets, Corporate Communications, Team-oriented, Investment Advisory, Presentation Development, Brand Implementation, Technical Writing, Gap Analysis, Benchmarking, Insurance Brokerage, Claims Consulting, Business Decision Making, Six Sigma, Internal Audit
Education
Xavier University - School of Business Administration 2005 — 2008
MBA
Miami University 2000 — 2004
BS, Finance
Jenny Hampton Jenny Hampton's Fund Evaluation Group Experience October 2003 - October 2006
Job Senior Customer Relations Specialist at HillRom
Industry Medical Devices
Experience
Hill-Rom March 2007 - Present
Hill-Rom March 2007 - June 2014
WESTERN SOUTHERN FINANCIAL October 2006 - March 2007
Fund Evaluation Group October 2003 - October 2006
ACOSTA SALES AND MARKETING November 2001 - October 2003
Skills
Medical Devices, Healthcare, Salesforce.com, Product Management, Management, Team Building, Process Improvement, Hospitals, Data Analysis, JD Edwards, Microsoft Excel, Analysis, Project Management, Operations Management, SAP, Customer Service, Supply Chain Management, Financial Reporting, Troubleshooting, Microsoft Office, FDA, Healthcare Information..., Cognos, Access, Purchasing, Competitive Analysis, Sales Operations, Lotus Notes, Account Management, Supply Chain, Product Launch, Cross-functional Team..., Forecasting, PowerPoint, Marketing, Sales, Manufacturing, Six Sigma, Leadership, Capital Equipment, Sales Management, Microsoft Word, Continuous Improvement, Sales Process
Education
Kaplan University-Davenport Campus 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Southern ohio University 1999 — 2001
Associates Degree, Business Management
Hill-Rom March 2007 - Present
Hill-Rom March 2007 - June 2014
WESTERN SOUTHERN FINANCIAL October 2006 - March 2007
Fund Evaluation Group October 2003 - October 2006
ACOSTA SALES AND MARKETING November 2001 - October 2003
Skills
Medical Devices, Healthcare, Salesforce.com, Product Management, Management, Team Building, Process Improvement, Hospitals, Data Analysis, JD Edwards, Microsoft Excel, Analysis, Project Management, Operations Management, SAP, Customer Service, Supply Chain Management, Financial Reporting, Troubleshooting, Microsoft Office, FDA, Healthcare Information..., Cognos, Access, Purchasing, Competitive Analysis, Sales Operations, Lotus Notes, Account Management, Supply Chain, Product Launch, Cross-functional Team..., Forecasting, PowerPoint, Marketing, Sales, Manufacturing, Six Sigma, Leadership, Capital Equipment, Sales Management, Microsoft Word, Continuous Improvement, Sales Process
Education
Kaplan University-Davenport Campus 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Southern ohio University 1999 — 2001
Associates Degree, Business Management
Cynthia Hanes Cynthia Hanes's Fund Evaluation Group Experience 1992 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Asset Performance Partners (now Fourth Street Performance Partners) 1997 - 2002
Fund Evaluation Group 1992 - 1997
Coopers & Lybrand (Now PwC) 1989 - 1992
Anderson Consulting (now Accenture) 1987 - 1988
Skills
Business Development, Board of Directors..., Senior Executive Client..., Prepare and Present New..., New Business Development, New Business Procurement, Institutional..., Investment Strategies, High Net Worth..., Investment Policy..., CPA, Elijah Watt Sells Award..., Kentucky Society of..., Wealth, Endowments, Investment Advisory, Asset Allocation, Wealth Management, Wealth Accumulation, Retirement Plan..., Investment Advisory..., Strategic Financial...
Education
University of Cincinnati 1990 — 1993
Master of Science (M.S.), Taxation, 3.75
University of Kentucky 1988 — 1988
15 additional hours in Accounting needed to qualify for CPA exam, 4.0
Texas A&M University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude 3.5
Asset Performance Partners (now Fourth Street Performance Partners) 1997 - 2002
Fund Evaluation Group 1992 - 1997
Coopers & Lybrand (Now PwC) 1989 - 1992
Anderson Consulting (now Accenture) 1987 - 1988
Skills
Business Development, Board of Directors..., Senior Executive Client..., Prepare and Present New..., New Business Development, New Business Procurement, Institutional..., Investment Strategies, High Net Worth..., Investment Policy..., CPA, Elijah Watt Sells Award..., Kentucky Society of..., Wealth, Endowments, Investment Advisory, Asset Allocation, Wealth Management, Wealth Accumulation, Retirement Plan..., Investment Advisory..., Strategic Financial...
Education
University of Cincinnati 1990 — 1993
Master of Science (M.S.), Taxation, 3.75
University of Kentucky 1988 — 1988
15 additional hours in Accounting needed to qualify for CPA exam, 4.0
Texas A&M University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude 3.5
Jennie Kinne Jennie Kinne's Fund Evaluation Group Experience January 2007 - Present
Job Senior Marketing Associate at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group January 2007 - Present
Skills
Digital Strategy, Project Management, Visual Communication, Inbound Marketing, Website Development, Marketing Communications, Marketing Analytics, Lead Generation, Email Marketing, Market Research, Social Networking, Designing Marketing..., Marketing, Event Planning, HubSpot, Marketing Strategy, Online Marketing, Social Media, Web Analytics, SEO, Collateral Production, Social Media Marketing, Digital Distribution, Graphic Design, Brand Awareness, Emotional Intelligence, Landing Page..., Adobe Creative Suite, Google Analytics, Competitive Analysis
Education
University of Cincinnati 2012 — 2015
Bachelor of Business Administration (BBA), Marketing
Sam Houston State University 2000 — 2004
Graphic Design
Fund Evaluation Group January 2007 - Present
Skills
Digital Strategy, Project Management, Visual Communication, Inbound Marketing, Website Development, Marketing Communications, Marketing Analytics, Lead Generation, Email Marketing, Market Research, Social Networking, Designing Marketing..., Marketing, Event Planning, HubSpot, Marketing Strategy, Online Marketing, Social Media, Web Analytics, SEO, Collateral Production, Social Media Marketing, Digital Distribution, Graphic Design, Brand Awareness, Emotional Intelligence, Landing Page..., Adobe Creative Suite, Google Analytics, Competitive Analysis
Education
University of Cincinnati 2012 — 2015
Bachelor of Business Administration (BBA), Marketing
Sam Houston State University 2000 — 2004
Graphic Design
Steve Oblack's Fund Evaluation Group Experience July 2012 - August 2014
Job Head of Distribution at TFS Capital
Industry Financial Services
Experience
TFS Capital September 2014 - Present
Fund Evaluation Group July 2012 - August 2014
myCIO Wealth Partners October 2011 - July 2012
Morgan Stanley 2006 - 2011
Goldman Sachs 2003 - 2006
Bayerische Landesbank 1996 - 2001
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Financial Modeling, Investments, Fixed Income, Capital Markets, Private Equity, Equities, Valuation, Bloomberg, Series 7, Asset Allocation, Asset Managment, Derivatives
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Bates College 1992 — 1996
BA, Economics
TFS Capital September 2014 - Present
Fund Evaluation Group July 2012 - August 2014
myCIO Wealth Partners October 2011 - July 2012
Morgan Stanley 2006 - 2011
Goldman Sachs 2003 - 2006
Bayerische Landesbank 1996 - 2001
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Financial Modeling, Investments, Fixed Income, Capital Markets, Private Equity, Equities, Valuation, Bloomberg, Series 7, Asset Allocation, Asset Managment, Derivatives
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Bates College 1992 — 1996
BA, Economics
Rob Van Den Brink, CFA Rob Van Den Brink, CFA's Fund Evaluation Group Experience 2014 - Present
Job Senior Vice President at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group 2014 - Present
Aon Hewitt 1997 - 2013
Hewitt Associates 2004 - 2006
Fund Evaluation Group 1996 - 1997
Goldman Sachs 1991 - 1994
Skills
Investment Management, Investments, Asset Management, Asset Allocation, Pensions, Defined Benefit, Investment Strategies, Defined Contribution, Pension Funds, Fixed Income, Retirement, 401k, Investment Advisory, Mutual Funds, Alternative Investments, Institutional..., Series 7, Equities
Education
Miami University 1987 — 1991
B.S. in Business, Finance, Accounting
Fund Evaluation Group 2014 - Present
Aon Hewitt 1997 - 2013
Hewitt Associates 2004 - 2006
Fund Evaluation Group 1996 - 1997
Goldman Sachs 1991 - 1994
Skills
Investment Management, Investments, Asset Management, Asset Allocation, Pensions, Defined Benefit, Investment Strategies, Defined Contribution, Pension Funds, Fixed Income, Retirement, 401k, Investment Advisory, Mutual Funds, Alternative Investments, Institutional..., Series 7, Equities
Education
Miami University 1987 — 1991
B.S. in Business, Finance, Accounting
Scott Tabor, CAIA's Fund Evaluation Group Experience November 2012 - Present
Job Vice President at Fund Evaluation Group
Industry Venture Capital & Private Equity
Experience
Fund Evaluation Group November 2012 - Present
Fort Washington Capital Partners November 2009 - November 2012
Commerce Street Venture Group October 2006 - May 2008
Bear, Stearns & Co. Inc. June 2004 - September 2006
Skills
Valuation, Financial Services, Private Equity, Venture Capital, Financial Modeling, Financial Analysis, Bloomberg, Alternative Investments
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance and Accounting
Cornell University 2000 — 2004
BA, Economics
Fund Evaluation Group November 2012 - Present
Fort Washington Capital Partners November 2009 - November 2012
Commerce Street Venture Group October 2006 - May 2008
Bear, Stearns & Co. Inc. June 2004 - September 2006
Skills
Valuation, Financial Services, Private Equity, Venture Capital, Financial Modeling, Financial Analysis, Bloomberg, Alternative Investments
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance and Accounting
Cornell University 2000 — 2004
BA, Economics
Susan Fasig's Fund Evaluation Group Experience 1998 - Present
Job Managing Principal at Fund Evaluation Group and Owner, Fund Evaluation Group
Industry Venture Capital & Private Equity
Experience
Fund Evaluation Group 1998 - Present
Anthem 1991 - 1996
Evaluation Associates 1986 - 1990
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Asset Management, Asset Allocation, Portfolio Management, Valuation, Investment Management, Due Diligence, Financial Modeling, Equities
Education
DePauw University 1982 — 1986
BA, Economics
Fund Evaluation Group 1998 - Present
Anthem 1991 - 1996
Evaluation Associates 1986 - 1990
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Asset Management, Asset Allocation, Portfolio Management, Valuation, Investment Management, Due Diligence, Financial Modeling, Equities
Education
DePauw University 1982 — 1986
BA, Economics
Kevin Kersting's Fund Evaluation Group Experience November 2000 - Present
Job Vice President at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group November 2000 - Present
Union Central June 1999 - November 2000
Skills
Asset Allocation, Fixed Income, Asset Managment, Investments, Portfolio Management, Private Equity, Financial Modeling, Financial Analysis, Process Improvement, Data Analysis, Microsoft Excel, Research
Education
Miami University 1994 — 1999
Bachelor's degree, Accounting
Fund Evaluation Group November 2000 - Present
Union Central June 1999 - November 2000
Skills
Asset Allocation, Fixed Income, Asset Managment, Investments, Portfolio Management, Private Equity, Financial Modeling, Financial Analysis, Process Improvement, Data Analysis, Microsoft Excel, Research
Education
Miami University 1994 — 1999
Bachelor's degree, Accounting
Ralph F. (Rocky) Doering's Fund Evaluation Group Experience June 1996 - Present
Job Vice President/Consultant at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group June 1996 - Present
Skills
Asset Allocation, Alternative Investments, Investments, Hedge Funds, Asset Management
Education
University of Cincinnati College of Business 1986 — 1989
Fund Evaluation Group June 1996 - Present
Skills
Asset Allocation, Alternative Investments, Investments, Hedge Funds, Asset Management
Education
University of Cincinnati College of Business 1986 — 1989
Andrea Granville's Fund Evaluation Group Experience March 2012 - Present
Job Document Management Coordinator at Fund Evaluation Group
Industry Medical Practice
Experience
Fund Evaluation Group March 2012 - Present
Passport Health January 2007 - October 2011
North Coast Orthotics and Prosthetics 2005 - 2006
Education
University of Massachusetts Lowell 2002 — 2005
Edison High School
Fund Evaluation Group March 2012 - Present
Passport Health January 2007 - October 2011
North Coast Orthotics and Prosthetics 2005 - 2006
Education
University of Massachusetts Lowell 2002 — 2005
Edison High School
Anthony Festa, CFA's Fund Evaluation Group Experience January 1997 - Present
Job Managing Principal, Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group January 1997 - Present
Procter & Gamble 1996 - 1997
University of Cincinnati College of Medicine March 1991 - August 1996
Education
Xavier University 1995 — 1998
MBA, Finance
University of Cincinnati 1991 — 1994
B.S., Biology
CFA
CFA, Chartered Financial Analyst Program
Fund Evaluation Group January 1997 - Present
Procter & Gamble 1996 - 1997
University of Cincinnati College of Medicine March 1991 - August 1996
Education
Xavier University 1995 — 1998
MBA, Finance
University of Cincinnati 1991 — 1994
B.S., Biology
CFA
CFA, Chartered Financial Analyst Program
Brian Hooper's Fund Evaluation Group Experience June 2006 - Present
Job Senior Research Analyst at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group June 2006 - Present
C.H. Dean, Inc 2004 - 2006
Education
University of Dayton 2000 — 2004
Fund Evaluation Group June 2006 - Present
C.H. Dean, Inc 2004 - 2006
Education
University of Dayton 2000 — 2004
Jeff Furst's Fund Evaluation Group Experience September 2011 - Present
Job Senior Research Analyst at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group September 2011 - Present
Summer Hill January 2007 - August 2011
Education
Xavier University 2003 — 2006
MBA, Finance
Miami University 1997 — 2001
Fund Evaluation Group September 2011 - Present
Summer Hill January 2007 - August 2011
Education
Xavier University 2003 — 2006
MBA, Finance
Miami University 1997 — 2001
Melissa Burroughs, MBA's Fund Evaluation Group Experience September 2001 - December 2004
Job Business Manager Global Health Center at Cincinnati Childrens Hospital Medical Center
Industry International Affairs
Experience
Cincinnati Childrens Hospital Medical Center August 2010 - Present
Northern Kentucky University June 2009 - June 2010
Procter & Gamble December 2004 - February 2009
Fund Evaluation Group September 2001 - December 2004
Fidelity Investments 2000 - 2001
Skills
Data Analysis, Event Planning, Research, Non-profits, Public Speaking, Qualitative Research, Social Media, Statistics, Public Relations, Microsoft Office, Strategic Planning, Marketing Research, Business Analysis, Business Strategy, Business Planning
Education
Northern Kentucky University 2006 — 2010
MBA, International Business
Miami University 1996 — 2000
Bachelors, Marketing
Cincinnati Childrens Hospital Medical Center August 2010 - Present
Northern Kentucky University June 2009 - June 2010
Procter & Gamble December 2004 - February 2009
Fund Evaluation Group September 2001 - December 2004
Fidelity Investments 2000 - 2001
Skills
Data Analysis, Event Planning, Research, Non-profits, Public Speaking, Qualitative Research, Social Media, Statistics, Public Relations, Microsoft Office, Strategic Planning, Marketing Research, Business Analysis, Business Strategy, Business Planning
Education
Northern Kentucky University 2006 — 2010
MBA, International Business
Miami University 1996 — 2000
Bachelors, Marketing
Kathryn Mawer's Fund Evaluation Group Experience June 2006 - Present
Job Vice President, Director of Marketing at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group June 2006 - Present
BASES 1997 - 2001
Education
Boston University - School of Management
Fund Evaluation Group June 2006 - Present
BASES 1997 - 2001
Education
Boston University - School of Management
Nancy Maksoud's Fund Evaluation Group Experience 2005 - 2008
Job Operations Associate, Johnson Investment Counsel
Industry Financial Services
Experience
Johnson Investment Counsel May 2012 - Present
Fund Evaluation Group 2005 - 2008
Education
McGill University 1995 — 1998
Johnson Investment Counsel May 2012 - Present
Fund Evaluation Group 2005 - 2008
Education
McGill University 1995 — 1998
Carolyn McClintock's Fund Evaluation Group Experience June 2001 - Present
Job Vice President at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group June 2001 - Present
National Sports & Recreation Association 1999 - 2000
Education
Miami University 1979 — 1983
bs, Business
Fund Evaluation Group June 2001 - Present
National Sports & Recreation Association 1999 - 2000
Education
Miami University 1979 — 1983
bs, Business
Jill Accurso's Fund Evaluation Group Experience July 1999 - July 2004
Job Marketing Project Manager at WellPoint
Industry Health, Wellness and Fitness
Experience
WellPoint September 2013 - Present
CMPG,LLC August 2011 - August 2013
The Community Press November 2004 - October 2011
Mercy Health Partners September 2009 - August 2011
CMPG,LLC March 2005 - September 2009
Fund Evaluation Group July 1999 - July 2004
Skills
Editing, Business Strategy, Marketing Communications, Social Media, Public Relations, Strategic Planning, Public Speaking, Microsoft Office, Marketing Strategy, Microsoft Excel, Email Marketing, Social Media Marketing, Microsoft Word, Research, Event Planning, Marketing Research, Office Administration, Copywriting, Management
Education
Northern Kentucky University 1995 — 1999
BA, Journalism
Mother of Mercy H.S. 1987 — 1991
College Prep
WellPoint September 2013 - Present
CMPG,LLC August 2011 - August 2013
The Community Press November 2004 - October 2011
Mercy Health Partners September 2009 - August 2011
CMPG,LLC March 2005 - September 2009
Fund Evaluation Group July 1999 - July 2004
Skills
Editing, Business Strategy, Marketing Communications, Social Media, Public Relations, Strategic Planning, Public Speaking, Microsoft Office, Marketing Strategy, Microsoft Excel, Email Marketing, Social Media Marketing, Microsoft Word, Research, Event Planning, Marketing Research, Office Administration, Copywriting, Management
Education
Northern Kentucky University 1995 — 1999
BA, Journalism
Mother of Mercy H.S. 1987 — 1991
College Prep
Emily Crail's Fund Evaluation Group Experience January 2006 - Present
Job Vice President at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group January 2006 - Present
Fund Evaluation Group January 2003 - December 2005
Fund Evaluation Group September 1996 - December 2002
SAI Consulting June 1994 - June 1996
Skills
Asset Allocation, Fixed Income, Alternative Investments, Portfolio Management, Investments, Asset Managment, Financial Modeling, Hedge Funds, Investment Strategies, Private Equity, Investment Management, Financial Analysis
Education
Northern Kentucky University 1992 — 1997
B.S., Business Administration
Fund Evaluation Group January 2006 - Present
Fund Evaluation Group January 2003 - December 2005
Fund Evaluation Group September 1996 - December 2002
SAI Consulting June 1994 - June 1996
Skills
Asset Allocation, Fixed Income, Alternative Investments, Portfolio Management, Investments, Asset Managment, Financial Modeling, Hedge Funds, Investment Strategies, Private Equity, Investment Management, Financial Analysis
Education
Northern Kentucky University 1992 — 1997
B.S., Business Administration
Clarence Hartman's Fund Evaluation Group Experience July 2008 - August 2008
Job Finance & Accounting Professional
Industry Insurance
Experience
Anthem, Inc. October 2013 - Present
HighPoint Global, LLC March 2013 - September 2013
Anthem, Inc. March 2012 - March 2013
Anthem, Inc. June 2009 - March 2012
Fund Evaluation Group July 2008 - August 2008
Procter & Gamble January 2005 - August 2007
Skills
Forecasting, Financial Analysis, Data Analysis, Budgets, Analysis, Management, Access, Finance, Process Improvement, Financial Modeling, Cross-functional Team..., Project Management, Leadership, Business Strategy, Procurement, Negotiation, Financial Reporting, Project Planning, Accounting, Contract Management, Minitab, Vendor Management, Contract Negotiation, Supply Management, Portfolio Management, Team Leadership, Market Research, Budgeting, Competitive Analysis, Excel, PowerPoint, Word, PeopleSoft, Supply Chain Management, Supplier Management, Essbase, Variance Analysis, Financial Statements, Visio, General Ledger, Strategic Sourcing, Investments, Hyperion Enterprise, Financial Accounting, US GAAP, Statutory Accounting, Financial Statement..., Microsoft Excel
Education
Indiana University-Purdue University at Indianapolis 2014 — 2016
Master of Science (MS), Accounting
Purdue University 2007 — 2009
Masters, Business Administration
University of Cincinnati 2001 — 2007
Bachelor, Chemical Technology
Anthem, Inc. October 2013 - Present
HighPoint Global, LLC March 2013 - September 2013
Anthem, Inc. March 2012 - March 2013
Anthem, Inc. June 2009 - March 2012
Fund Evaluation Group July 2008 - August 2008
Procter & Gamble January 2005 - August 2007
Skills
Forecasting, Financial Analysis, Data Analysis, Budgets, Analysis, Management, Access, Finance, Process Improvement, Financial Modeling, Cross-functional Team..., Project Management, Leadership, Business Strategy, Procurement, Negotiation, Financial Reporting, Project Planning, Accounting, Contract Management, Minitab, Vendor Management, Contract Negotiation, Supply Management, Portfolio Management, Team Leadership, Market Research, Budgeting, Competitive Analysis, Excel, PowerPoint, Word, PeopleSoft, Supply Chain Management, Supplier Management, Essbase, Variance Analysis, Financial Statements, Visio, General Ledger, Strategic Sourcing, Investments, Hyperion Enterprise, Financial Accounting, US GAAP, Statutory Accounting, Financial Statement..., Microsoft Excel
Education
Indiana University-Purdue University at Indianapolis 2014 — 2016
Master of Science (MS), Accounting
Purdue University 2007 — 2009
Masters, Business Administration
University of Cincinnati 2001 — 2007
Bachelor, Chemical Technology
Linda Schlissel's Fund Evaluation Group Experience April 2014 - Present
Job Sr. Vice President at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group April 2014 - Present
Mercer Investment Consulting July 2011 - December 2013
Evaluation Associates January 1979 - June 2011
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Hedge Funds, Equities, Investment Management, Investments, Mutual Funds, Fixed Income, Fund Of Funds, Portfolio Management, Series 7, Private Equity, Institutional..., Wealth Management, Securities, Bloomberg, Investment Advisory, Capital Markets, Equity Research, Due Diligence, Series 3
Education
Ithaca College
Fund Evaluation Group April 2014 - Present
Mercer Investment Consulting July 2011 - December 2013
Evaluation Associates January 1979 - June 2011
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Hedge Funds, Equities, Investment Management, Investments, Mutual Funds, Fixed Income, Fund Of Funds, Portfolio Management, Series 7, Private Equity, Institutional..., Wealth Management, Securities, Bloomberg, Investment Advisory, Capital Markets, Equity Research, Due Diligence, Series 3
Education
Ithaca College
Ken Hodge's Fund Evaluation Group Experience 1999 - 2000
Job CoFounder and CEO Red E Real Estate, LLC
Industry Real Estate
Experience
Red E Real Estate, LLC February 2011 - Present
Hodge Homes, LLC 2004 - 2012
Norton Healthcare 2000 - 2004
Fund Evaluation Group 1999 - 2000
Renaissance Inc. 1997 - 1999
Providian Capital Management 1992 - 1997
Coopers & Lybrand Consulting 1988 - 1990
Skills
Real Estate, Investors, Negotiation, Contract Negotiation, Non-profits, Strategic Planning, Accounting, Administration, Customer Relations, Budgeting, Business Planning, New Business Development, Team Building, Public Speaking, Management Consulting, Financial Analysis, Business Strategy, Writing, Investments, Property Management, Construction, Foreclosures, Coaching, Home, Sellers, Fundraising, Auditing, Nonprofits, Budgets, Asset Management, Training, Marketing, Entrepreneurship, Start-ups, Selling, Philanthropy, Leadership Development, Customer Service, Sales
Education
University of Louisville 1984 — 1988
Bachelor of Science in Business Administration, Accounting
Trinity High School 1980 — 1984
Red E Real Estate, LLC February 2011 - Present
Hodge Homes, LLC 2004 - 2012
Norton Healthcare 2000 - 2004
Fund Evaluation Group 1999 - 2000
Renaissance Inc. 1997 - 1999
Providian Capital Management 1992 - 1997
Coopers & Lybrand Consulting 1988 - 1990
Skills
Real Estate, Investors, Negotiation, Contract Negotiation, Non-profits, Strategic Planning, Accounting, Administration, Customer Relations, Budgeting, Business Planning, New Business Development, Team Building, Public Speaking, Management Consulting, Financial Analysis, Business Strategy, Writing, Investments, Property Management, Construction, Foreclosures, Coaching, Home, Sellers, Fundraising, Auditing, Nonprofits, Budgets, Asset Management, Training, Marketing, Entrepreneurship, Start-ups, Selling, Philanthropy, Leadership Development, Customer Service, Sales
Education
University of Louisville 1984 — 1988
Bachelor of Science in Business Administration, Accounting
Trinity High School 1980 — 1984
Bill Goslee's Fund Evaluation Group Experience 2008 - Present
Job at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group 2008 - Present
Nationwide Financial July 1995 - March 2008
Goldman Sachs Asset Management September 1988 - June 1995
Arthur Andersen 1985 - 1988
Education
University of Notre Dame 1981 — 1985
BBA
Fund Evaluation Group 2008 - Present
Nationwide Financial July 1995 - March 2008
Goldman Sachs Asset Management September 1988 - June 1995
Arthur Andersen 1985 - 1988
Education
University of Notre Dame 1981 — 1985
BBA
Lisa Crabtree's Fund Evaluation Group Experience Wine Deskheidelberg distributing company2000 - 2004
Job Portfolio Administrator at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group Wine Deskheidelberg distributing company2000 - 2004
heidelberg distributing comapnt 2000 - 2004
Education
Ball State University 1985 — 1989
Fund Evaluation Group Wine Deskheidelberg distributing company2000 - 2004
heidelberg distributing comapnt 2000 - 2004
Education
Ball State University 1985 — 1989
Jason Chamlee's Fund Evaluation Group Experience August 2007 - August 2009
Job Project Manager at The Model Group
Industry Real Estate
Experience
The Model Group March 2015 - Present
Pleasant Ridge Development Corporation July 2011 - Present
Port of Greater Cincinnati Development Authority April 2012 - March 2015
CityLink Center March 2012 - July 2012
Cincinnati Development Fund September 2010 - September 2011
City of Cincinnati - Office of Budget and Evaluation June 2010 - September 2010
Northern Kentucky Tri-County Economic Development Corporation (Tri-ED) February 2010 - June 2010
Fund Evaluation Group August 2007 - August 2009
Fidelity Investments August 2006 - August 2007
Education
University of Cincinnati 2009 — 2011
Masters, Community Planning
Miami University 2000 — 2004
Bachelors, History, Economics
The Model Group March 2015 - Present
Pleasant Ridge Development Corporation July 2011 - Present
Port of Greater Cincinnati Development Authority April 2012 - March 2015
CityLink Center March 2012 - July 2012
Cincinnati Development Fund September 2010 - September 2011
City of Cincinnati - Office of Budget and Evaluation June 2010 - September 2010
Northern Kentucky Tri-County Economic Development Corporation (Tri-ED) February 2010 - June 2010
Fund Evaluation Group August 2007 - August 2009
Fidelity Investments August 2006 - August 2007
Education
University of Cincinnati 2009 — 2011
Masters, Community Planning
Miami University 2000 — 2004
Bachelors, History, Economics
Jason Raiti, CFA, CAIA's Fund Evaluation Group Experience August 2007 - August 2011
Job Senior Manager, Pension Investments Worldwide at Eastman Kodak
Industry Financial Services
Experience
Eastman Kodak June 2014 - Present
Wesleyan University September 2011 - May 2014
Fund Evaluation Group August 2007 - August 2011
Marcus & Millichap June 2006 - June 2007
Skills
Investments, Financial Modeling, Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Private Equity, Financial Analysis, Due Diligence, Fixed Income, Bloomberg, Equities, Asset Allocation, Economics, Asset Management
Education
Dartmouth College 2002 — 2006
B.A., Economics
Dartmouth College 2002 — 2006
Bachelor of Arts, Economics
Eastman Kodak June 2014 - Present
Wesleyan University September 2011 - May 2014
Fund Evaluation Group August 2007 - August 2011
Marcus & Millichap June 2006 - June 2007
Skills
Investments, Financial Modeling, Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Private Equity, Financial Analysis, Due Diligence, Fixed Income, Bloomberg, Equities, Asset Allocation, Economics, Asset Management
Education
Dartmouth College 2002 — 2006
B.A., Economics
Dartmouth College 2002 — 2006
Bachelor of Arts, Economics
Phil Scherrer, CFA, CAIA's Fund Evaluation Group Experience 2012 - Present
Job Vice President at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group 2012 - Present
Blue Capital Group June 2009 - 2011
Susquehanna 2002 - 2009
Skills
Volatility, Derivatives, Portfolio Management, Trading, Hedge Funds, Equities, Fixed Income, Bloomberg, Investments, Alternative Investments, Trading Systems
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Analytical Finance
Harvard University 1998 — 2002
Economics
Highlands High School 1994 — 1998
Fund Evaluation Group 2012 - Present
Blue Capital Group June 2009 - 2011
Susquehanna 2002 - 2009
Skills
Volatility, Derivatives, Portfolio Management, Trading, Hedge Funds, Equities, Fixed Income, Bloomberg, Investments, Alternative Investments, Trading Systems
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Analytical Finance
Harvard University 1998 — 2002
Economics
Highlands High School 1994 — 1998
Lisa (Crabtree) Gillespie's Fund Evaluation Group Experience October 2005 - October 2010
Job Executive Assistant at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank December 2010 - Present
Fund Evaluation Group October 2005 - October 2010
Heidelberg Distributing 2003 - 2005
Skills
Event Planning, Office Administration, Credit, Portfolio Management, Database Administration, Management, Commercial Banking, Banking, Microsoft Office, Investments, Fixed Income, Asset Managment, Payments, Mobile Payments, Credit Analysis, Relationship Management
Education
Ball State University 1984 — 1988
Elementary Education and Teaching
Fifth Third Bank December 2010 - Present
Fund Evaluation Group October 2005 - October 2010
Heidelberg Distributing 2003 - 2005
Skills
Event Planning, Office Administration, Credit, Portfolio Management, Database Administration, Management, Commercial Banking, Banking, Microsoft Office, Investments, Fixed Income, Asset Managment, Payments, Mobile Payments, Credit Analysis, Relationship Management
Education
Ball State University 1984 — 1988
Elementary Education and Teaching
Cynthia Henderson, CPA's Fund Evaluation Group Experience July 1995 - November 2009
Job Managing Director at Quadrant Partners, LLC
Industry Investment Management
Eric T. Masters, CFA, CIPM, CAIA's Fund Evaluation Group Experience February 2011 - Present
Job Senior Consulting Analyst at Fund Evaluation Group helping clients meet their investment objectives
Industry Financial Services
Experience
Fund Evaluation Group February 2011 - Present
Becker Professional Review September 2009 - June 2010
The Finance Club June 2009 - June 2010
CincyTech USA January 2010 - March 2010
General Electric June 2008 - September 2009
Smith Barney April 2008 - June 2008
Skills
Performance Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Statistical Modeling, Quantitative Analysis, Research, Asset Management, Organizing, Data Analysis, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Innovation & Entrepreneurship; Finance; Marketing
University of Cincinnati College of Business 2006 — 2010
BBA, Finance, 3.8
CAIA Association
Charted Alternative Investment Analyst, Alternative Investments
CFA Institute
CFA Charterholder; CIPM Certificant, Investments; Performance Measurement
Fund Evaluation Group February 2011 - Present
Becker Professional Review September 2009 - June 2010
The Finance Club June 2009 - June 2010
CincyTech USA January 2010 - March 2010
General Electric June 2008 - September 2009
Smith Barney April 2008 - June 2008
Skills
Performance Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Statistical Modeling, Quantitative Analysis, Research, Asset Management, Organizing, Data Analysis, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Innovation & Entrepreneurship; Finance; Marketing
University of Cincinnati College of Business 2006 — 2010
BBA, Finance, 3.8
CAIA Association
Charted Alternative Investment Analyst, Alternative Investments
CFA Institute
CFA Charterholder; CIPM Certificant, Investments; Performance Measurement
Kevin Conroy's Fund Evaluation Group Experience May 2011 - Present
Job Senior Research Analyst Hedged Strategies at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group May 2011 - Present
Fund Evaluation Group April 2005 - May 2011
Integrated Fund Services - Western Southern Life Insurance February 2003 - April 2005
Skills
CFA, CAIA, Alternative Investments, Investment Management, Asset Allocation, Investment Strategies, Hedge Funds, Portfolio Management, Fixed Income, Asset Management, Equities, Bloomberg, Investments, Institutional..., Mutual Funds, Financial Modeling, Valuation, Investment Advisory, Securities
Education
Grand Valley State University 1998 — 2001
Bachelor of Business Administration (BBA), Finance, General
Fund Evaluation Group May 2011 - Present
Fund Evaluation Group April 2005 - May 2011
Integrated Fund Services - Western Southern Life Insurance February 2003 - April 2005
Skills
CFA, CAIA, Alternative Investments, Investment Management, Asset Allocation, Investment Strategies, Hedge Funds, Portfolio Management, Fixed Income, Asset Management, Equities, Bloomberg, Investments, Institutional..., Mutual Funds, Financial Modeling, Valuation, Investment Advisory, Securities
Education
Grand Valley State University 1998 — 2001
Bachelor of Business Administration (BBA), Finance, General
Gregory D. Houser, CFA, CAIA's Fund Evaluation Group Experience March 2008 - Present
Job Senior Vice President, Capital Markets at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group March 2008 - Present
JP Morgan Asset Management 1998 - 2008
Skills
Alternative Investments, Asset Management, Fixed Income, Investment Strategies, Hedge Funds, Mutual Funds, Equities, Bloomberg
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1998
MBA, Finance
Miami University 1990 — 1994
Bachelors, Finance, General Business
Fund Evaluation Group March 2008 - Present
JP Morgan Asset Management 1998 - 2008
Skills
Alternative Investments, Asset Management, Fixed Income, Investment Strategies, Hedge Funds, Mutual Funds, Equities, Bloomberg
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1998
MBA, Finance
Miami University 1990 — 1994
Bachelors, Finance, General Business
Tony Stertz, CPA's Fund Evaluation Group Experience October 2013 - July 2014
Job Senior Accountant at Barnes Dennig
Industry Accounting
Experience
Barnes Dennig August 2014 - Present
Fund Evaluation Group October 2013 - July 2014
Barnes Dennig December 2012 - October 2013
Deloitte & Touche LLP September 2010 - December 2012
Deloitte & Touche LLP June 2009 - August 2009
Skills
Financial Reporting, Auditing, Financial Analysis
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Accounting
Indiana University - Kelley School of Business 2005 — 2008
BS, Accounting and Finance
Barnes Dennig August 2014 - Present
Fund Evaluation Group October 2013 - July 2014
Barnes Dennig December 2012 - October 2013
Deloitte & Touche LLP September 2010 - December 2012
Deloitte & Touche LLP June 2009 - August 2009
Skills
Financial Reporting, Auditing, Financial Analysis
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Accounting
Indiana University - Kelley School of Business 2005 — 2008
BS, Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY