Fund Evaluation Group, LLC
Industry: Company
DescriptionFounded: 1988 Subsidiaries: Feg Investment Services, Llc, FEG Private Investors, LLC, FEG Investors, LLC
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Fund Evaluation Group, LLC Employees
Employee
Years
Job
Industry
Scott B. Harsh Scott B. Harsh's Fund Evaluation Group, LLC Experience 1990 - Present
Job President & CEO Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group, LLC 1990 - Present
Hunter Savings Association 1988 - 1990
Skills
Investments, Portfolio Management, Endowments, Asset Managment, Alternative Investments, Asset Allocation, Investment Management, Investment Advisory, Private Equity, Hedge Funds, Investment Strategies, Fixed Income, Due Diligence, Financial Modeling, Risk Management, Capital Markets, Management
Education
University of Cincinnati College of Business 1982 — 1988
BBA, Finance and Real Estate
St. Xavier High School 1979 — 1981
Fund Evaluation Group, LLC 1990 - Present
Hunter Savings Association 1988 - 1990
Skills
Investments, Portfolio Management, Endowments, Asset Managment, Alternative Investments, Asset Allocation, Investment Management, Investment Advisory, Private Equity, Hedge Funds, Investment Strategies, Fixed Income, Due Diligence, Financial Modeling, Risk Management, Capital Markets, Management
Education
University of Cincinnati College of Business 1982 — 1988
BBA, Finance and Real Estate
St. Xavier High School 1979 — 1981
Jason Diamond's Fund Evaluation Group, LLC Experience May 2011 - August 2011
Job IT Project Manager/Business Analyst at CNA Insurance
Industry Information Technology and Services
Experience
CNA Insurance July 2014 - Present
State Farm May 2013 - August 2013
Sequoia Financial Advisors, Inc. May 2012 - August 2012
Fund Evaluation Group, LLC May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Process Improvement, Process Design, Project Management, Strategy, Data Collection, Teamwork, HIPAA, Project Delivery
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science (BS), Business Process Management & Marketing
Wyoming High School 2006 — 2010
CNA Insurance July 2014 - Present
State Farm May 2013 - August 2013
Sequoia Financial Advisors, Inc. May 2012 - August 2012
Fund Evaluation Group, LLC May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Process Improvement, Process Design, Project Management, Strategy, Data Collection, Teamwork, HIPAA, Project Delivery
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science (BS), Business Process Management & Marketing
Wyoming High School 2006 — 2010
David DiFiore David DiFiore's Fund Evaluation Group, LLC Experience August 2014 - December 2014
Job Private Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
Chartwells (Higher Education Division) April 2013 - Present
Fund Evaluation Group, LLC August 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Skills
PowerPoint, Public Speaking, Microsoft Word, Event Management, Creative Problem Solving, Communication, Critical Thinking, Outlook, Leadership, Microsoft Excel, Access, Finance
Education
Xavier University 2011 — 2016
BSBA, Finance, Junior
Queen Mary, U. of London 2013 — 2013
University of Detroit Jesuit HS
Graduate
Chartwells (Higher Education Division) April 2013 - Present
Fund Evaluation Group, LLC August 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Skills
PowerPoint, Public Speaking, Microsoft Word, Event Management, Creative Problem Solving, Communication, Critical Thinking, Outlook, Leadership, Microsoft Excel, Access, Finance
Education
Xavier University 2011 — 2016
BSBA, Finance, Junior
Queen Mary, U. of London 2013 — 2013
University of Detroit Jesuit HS
Graduate
David Mason, CAIA David Mason, CAIA's Fund Evaluation Group, LLC Experience October 2014 - Present
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
J. David Stein J. David Stein's Fund Evaluation Group, LLC Experience July 1995 - April 2012
Job Money For the Rest of Us
Industry Media Production
Experience
Money For the Rest of Us May 2014 - Present
Darby Creek Advisors LLC April 2012 - Present
Fund Evaluation Group, LLC July 1995 - April 2012
AT&T Capital Corporation August 1992 - July 1995
Skills
Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Investments, Global Macro, Macroeconomics, Business Strategy, Asset Managment, Investment Management, Fixed Income, Equities, Private Equity, Asset Allocation, Finance, Capital Markets, Financial Modeling, Economics, Strategy, Investment Strategies
Education
Miami University 1991 — 1992
MBA, Finance
University of Cincinnati 1986 — 1990
BBA, Finance
Money For the Rest of Us May 2014 - Present
Darby Creek Advisors LLC April 2012 - Present
Fund Evaluation Group, LLC July 1995 - April 2012
AT&T Capital Corporation August 1992 - July 1995
Skills
Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Investments, Global Macro, Macroeconomics, Business Strategy, Asset Managment, Investment Management, Fixed Income, Equities, Private Equity, Asset Allocation, Finance, Capital Markets, Financial Modeling, Economics, Strategy, Investment Strategies
Education
Miami University 1991 — 1992
MBA, Finance
University of Cincinnati 1986 — 1990
BBA, Finance
Michael Aluise, CFA, CAIA Michael Aluise, CFA, CAIA's Fund Evaluation Group, LLC Experience January 2015 - Present
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
April Haller's Fund Evaluation Group, LLC Experience January 2004 - February 2006
Job Marketing Enthusiast
Industry Marketing and Advertising
Experience
Signature Dermatology November 2009 - Present
Empower Media Marketing April 2008 - April 2009
JPMorgan Chase February 2006 - April 2008
Fund Evaluation Group, LLC January 2004 - February 2006
Education
Northern Kentucky University
Bachelor of Arts, Speech Communication
Signature Dermatology November 2009 - Present
Empower Media Marketing April 2008 - April 2009
JPMorgan Chase February 2006 - April 2008
Fund Evaluation Group, LLC January 2004 - February 2006
Education
Northern Kentucky University
Bachelor of Arts, Speech Communication
Sam Chambers Sam Chambers's Fund Evaluation Group, LLC Experience September 2015 - Present
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
Devinne Kelly's Fund Evaluation Group, LLC Experience June 2015 - Present
Job Investment Marketing Associate, Client Development at Fund Evaluation Group, LLC
Industry Market Research
Experience
Fund Evaluation Group, LLC June 2015 - Present
Education
University of Kentucky 2008 — 2012
B.B.A.
Fund Evaluation Group, LLC June 2015 - Present
Education
University of Kentucky 2008 — 2012
B.B.A.
Angela Utley Angela Utley's Fund Evaluation Group, LLC Experience July 2012 - Present
Job Senior Administrative Assistant, Client Development at Fund Evaluation Group, LLC
Industry Financial Services
Experience
Fund Evaluation Group, LLC July 2012 - Present
Fund Evaluation Group, LLC December 2009 - July 2012
The Payne Firm, Inc. November 1997 - March 2004
Skills
Document Processing, Editing, Administrative..., Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Management, Social Media, Project Management, Outlook, Time Management, Public Relations
Education
Grand Rapids Community College 1988 — 1990
East Kentwood High School 1984 — 1988
Diploma
Fund Evaluation Group, LLC July 2012 - Present
Fund Evaluation Group, LLC December 2009 - July 2012
The Payne Firm, Inc. November 1997 - March 2004
Skills
Document Processing, Editing, Administrative..., Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Management, Social Media, Project Management, Outlook, Time Management, Public Relations
Education
Grand Rapids Community College 1988 — 1990
East Kentwood High School 1984 — 1988
Diploma
Peter Salvator Peter Salvator's Fund Evaluation Group, LLC Experience July 2014 - Present
Job Vice President at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC July 2014 - Present
Nationwide Insurance 2002 - July 2014
Fidelity Investments 1999 - 2002
Guardian Life Insurance 1994 - 1999
Nationwide Insurance 1989 - 1994
Skills
Mutual Funds, 401k, Financial Services, Retirement, Investments, Retirement Planning, Fixed Annuities, Investment Advisory, Financial Advisory, Investment Management, Insurance, Relationship Management, Variable Annuities, Annuities
Education
The Ohio State University
BSBA, Accounting
Fund Evaluation Group, LLC July 2014 - Present
Nationwide Insurance 2002 - July 2014
Fidelity Investments 1999 - 2002
Guardian Life Insurance 1994 - 1999
Nationwide Insurance 1989 - 1994
Skills
Mutual Funds, 401k, Financial Services, Retirement, Investments, Retirement Planning, Fixed Annuities, Investment Advisory, Financial Advisory, Investment Management, Insurance, Relationship Management, Variable Annuities, Annuities
Education
The Ohio State University
BSBA, Accounting
Kevin Dee's Fund Evaluation Group, LLC Experience January 2015 - Present
Job Research Analyst Intern at Fund Evaluation Group, LLC
Industry Financial Services
Experience
Fund Evaluation Group, LLC January 2015 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, SQL, HTML, Public Speaking, Access, Accounting, Outlook, Team Leadership
Education
Miami University 2011 — 2015
Bachelor's Degree, Finance, Economics, Senior
Miami University – Farmer School of Business 2011 — 2015
Finance
Fund Evaluation Group, LLC January 2015 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, SQL, HTML, Public Speaking, Access, Accounting, Outlook, Team Leadership
Education
Miami University 2011 — 2015
Bachelor's Degree, Finance, Economics, Senior
Miami University – Farmer School of Business 2011 — 2015
Finance
Kirsten Firth's Fund Evaluation Group, LLC Experience May 1998 - Present
Job
Industry Information Technology and Services
Experience
Fund Evaluation Group, LLC May 1998 - Present
Commonwealth of Kentucky September 1994 - May 1998
Skills
SharePoint, SharePoint Designer, Visual Basic, SQL Server, Microsoft Office, VB.NET, Troubleshooting, Databases, Process Improvement, Visio, Web Development, Microsoft Technologies, Microsoft SQL Server, IIS, Microsoft Excel, Visual Studio, CSS, ASP.NET
Education
Morehead State University 1989 — 1994
BBA, Computer Information Systems
Fund Evaluation Group, LLC May 1998 - Present
Commonwealth of Kentucky September 1994 - May 1998
Skills
SharePoint, SharePoint Designer, Visual Basic, SQL Server, Microsoft Office, VB.NET, Troubleshooting, Databases, Process Improvement, Visio, Web Development, Microsoft Technologies, Microsoft SQL Server, IIS, Microsoft Excel, Visual Studio, CSS, ASP.NET
Education
Morehead State University 1989 — 1994
BBA, Computer Information Systems
Lisa (Pittinger) Golden's Fund Evaluation Group, LLC Experience March 2005 - Present
Job Brand / Communications Strategist at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC March 2005 - Present
Turner Investment Partners 2003 - 2005
Skills
Marketing Communications, Integrated Marketing
Education
Bowling Green State University 1997 — 2000
Fund Evaluation Group, LLC March 2005 - Present
Turner Investment Partners 2003 - 2005
Skills
Marketing Communications, Integrated Marketing
Education
Bowling Green State University 1997 — 2000
Nolan Bean's Fund Evaluation Group, LLC Experience 2011 - Present
Job Managing Principal at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC 2011 - Present
Fund Evaluation Group, LLC 2004 - 2011
Charter Life Sciences January 2004 - June 2004
Waddell & Reed Financial Services 2002 - 2003
Education
University of Cincinnati College of Business 2003 — 2004
M.B.A., Quantitative Analysis & Finance
Georgetown College 1998 — 2002
B.S.B.A, Finance
Fund Evaluation Group, LLC 2011 - Present
Fund Evaluation Group, LLC 2004 - 2011
Charter Life Sciences January 2004 - June 2004
Waddell & Reed Financial Services 2002 - 2003
Education
University of Cincinnati College of Business 2003 — 2004
M.B.A., Quantitative Analysis & Finance
Georgetown College 1998 — 2002
B.S.B.A, Finance
Michael Stonecipher's Fund Evaluation Group, LLC Experience March 1997 - Present
Job Managing Principal, Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC March 1997 - Present
Education
Ohio University 1983 — 1988
Fund Evaluation Group, LLC March 1997 - Present
Education
Ohio University 1983 — 1988
Keith Lum's Fund Evaluation Group, LLC Experience February 1998 - February 2004
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS January 2005 - Present
Fund Evaluation Group, LLC February 1998 - February 2004
Skills
Series 7, Series 66, Wealth Management..., Portfolio Management, Asset Management, Retirement Planning, Life, Health and...
Education
Xavier University 2000 — 2002
MBA, Finance
Purdue University 1987 — 1992
UBS January 2005 - Present
Fund Evaluation Group, LLC February 1998 - February 2004
Skills
Series 7, Series 66, Wealth Management..., Portfolio Management, Asset Management, Retirement Planning, Life, Health and...
Education
Xavier University 2000 — 2002
MBA, Finance
Purdue University 1987 — 1992
Jonathan Weikert's Fund Evaluation Group, LLC Experience September 2013 - Present
Job Senior Institutional Business Development Analyst at Fund Evaluation Group, LLC
Industry Financial Services
Experience
Fund Evaluation Group, LLC September 2013 - Present
Touchstone Investments October 2010 - September 2013
Touchstone Investments September 2008 - October 2010
Protective Life May 2005 - September 2008
Protective Life May 2005 - September 2008
Skills
Mutual Funds, Equities, Asset Management, Series 7, Fixed Annuities, Relationship Management, Retirement, Insurance, Series 63, Securities, Financial Services
Education
Xavier University - Williams College of Business 2007 — 2008
MBA, Business
University of Cincinnati 2002 — 2005
BA, Organizational Leadership
Fund Evaluation Group, LLC September 2013 - Present
Touchstone Investments October 2010 - September 2013
Touchstone Investments September 2008 - October 2010
Protective Life May 2005 - September 2008
Protective Life May 2005 - September 2008
Skills
Mutual Funds, Equities, Asset Management, Series 7, Fixed Annuities, Relationship Management, Retirement, Insurance, Series 63, Securities, Financial Services
Education
Xavier University - Williams College of Business 2007 — 2008
MBA, Business
University of Cincinnati 2002 — 2005
BA, Organizational Leadership
Scott Stumpf's Fund Evaluation Group, LLC Experience November 1995 - Present
Job Vice President, Director of Information Technology
Industry Financial Services
Experience
Fund Evaluation Group, LLC November 1995 - Present
Pomeroy December 1993 - November 1995
Skills
Management, Leadership, Virtualization, Process Improvement, Business Continuity, Microsoft Technologies, Project Management, Vendor Relationship..., Integrated Systems
Education
Miami University 1988 — 1993
Bachelors of Applied Science, Systems Analysis
Fund Evaluation Group, LLC November 1995 - Present
Pomeroy December 1993 - November 1995
Skills
Management, Leadership, Virtualization, Process Improvement, Business Continuity, Microsoft Technologies, Project Management, Vendor Relationship..., Integrated Systems
Education
Miami University 1988 — 1993
Bachelors of Applied Science, Systems Analysis
Nicola da Roza, CFA's Fund Evaluation Group, LLC Experience September 2015 - Present
Job Investment professional
Industry Financial Services
Experience
Fund Evaluation Group, LLC September 2015 - Present
Fund Evaluation Group, LLC May 2014 - Present
Permanens Capital December 2012 - Present
Colonial Consulting LLC March 2011 - December 2012
Pitney Bowes May 2009 - August 2009
Sidoti & Co. 2006 - 2008
Morgan Stanley Investment Management 2004 - 2006
John Hancock 2002 - 2004
Skills
Asset Allocation, Investments, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
Tufts University 1998 — 2002
BA, Int'l Relations, Economics
Fund Evaluation Group, LLC September 2015 - Present
Fund Evaluation Group, LLC May 2014 - Present
Permanens Capital December 2012 - Present
Colonial Consulting LLC March 2011 - December 2012
Pitney Bowes May 2009 - August 2009
Sidoti & Co. 2006 - 2008
Morgan Stanley Investment Management 2004 - 2006
John Hancock 2002 - 2004
Skills
Asset Allocation, Investments, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
Tufts University 1998 — 2002
BA, Int'l Relations, Economics
Mark Koenig's Fund Evaluation Group, LLC Experience 2014 - Present
Job Director of Quantitative Analysis at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC 2014 - Present
Fifth Third Asset Management 2004 - 2013
National City Investment Management Company 1998 - 2004
National City Corporation 1995 - 1998
Skills
Portfolio Management, Valuation, Derivatives, Investment Management, Quantitative Finance, Equity Research, Trading, Hedging, Quantitative Equity..., Securities, Mutual Funds, Wealth Management, Time Series Analysis, Equity Valuation, Monte Carlo Simulation, Bonds, Strategic Financial...
Education
Carnegie Mellon University
Master of Science (MS), Computational Finance
Case Western Reserve University, Massachusetts Institute of Technology
Advanced Graduate Studies (non-degree), Mathematical Statistics and Probability, Estimation and Control Theory
University of Arizona
Master of Science (MS), Electrical and Computer Engineering
Fund Evaluation Group, LLC 2014 - Present
Fifth Third Asset Management 2004 - 2013
National City Investment Management Company 1998 - 2004
National City Corporation 1995 - 1998
Skills
Portfolio Management, Valuation, Derivatives, Investment Management, Quantitative Finance, Equity Research, Trading, Hedging, Quantitative Equity..., Securities, Mutual Funds, Wealth Management, Time Series Analysis, Equity Valuation, Monte Carlo Simulation, Bonds, Strategic Financial...
Education
Carnegie Mellon University
Master of Science (MS), Computational Finance
Case Western Reserve University, Massachusetts Institute of Technology
Advanced Graduate Studies (non-degree), Mathematical Statistics and Probability, Estimation and Control Theory
University of Arizona
Master of Science (MS), Electrical and Computer Engineering
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EY