Hewitt Investment Group
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Hewitt Investment Group Employees
Employee
Years
Job
Industry
John W. Allen John W. Allen's Hewitt Investment Group Experience November 1978 - December 2010
Job Vice President at Dwight Asset Management
Industry Investment Management
Experience
Dwight Asset Management May 2011 - Present
Hewitt Investment Group November 1978 - December 2010
Skills
Investment Management, Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Mutual Funds, Series 63, Hedge Funds
Education
University of Minnesota - Carlson School of Management 1973 — 1976
MBA, finance
University of Minnesota-Twin Cities
BA, Economics
Dwight Asset Management May 2011 - Present
Hewitt Investment Group November 1978 - December 2010
Skills
Investment Management, Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Mutual Funds, Series 63, Hedge Funds
Education
University of Minnesota - Carlson School of Management 1973 — 1976
MBA, finance
University of Minnesota-Twin Cities
BA, Economics
Jason Stuck, CFA Jason Stuck, CFA's Hewitt Investment Group Experience January 1999 - January 2000
Job Performance Trust Capital Partners, LLC
Industry Financial Services
Experience
Performance Trust Capital Partners January 2012 - Present
BMO Capital Markets January 2004 - January 2012
Driehaus Capital Management January 2000 - January 2004
Hewitt Investment Group January 1999 - January 2000
Skills
Bonds, Municipal Bonds, Fixed Income Strategies, Fixed Income Portfolio..., CMO, CDs, Mortgage Securities, Fixed Income Analysis, Fixed Asset Management, Fixed Rate Mortgages, Fixed Income, Portfolio Management, Investments, Investment Management, Asset Management, Finance, Equities, Alternative Investments, Mutual Funds, Capital Markets, Series 7, Financial Analysis, Securities, Bloomberg
Education
Northwestern University - Kellogg School of Management 2003 — 2007
MBA, Finance, Management
Wheaton College 1996 — 1999
BA, Finance
North High School 1991 — 1996
Performance Trust Capital Partners January 2012 - Present
BMO Capital Markets January 2004 - January 2012
Driehaus Capital Management January 2000 - January 2004
Hewitt Investment Group January 1999 - January 2000
Skills
Bonds, Municipal Bonds, Fixed Income Strategies, Fixed Income Portfolio..., CMO, CDs, Mortgage Securities, Fixed Income Analysis, Fixed Asset Management, Fixed Rate Mortgages, Fixed Income, Portfolio Management, Investments, Investment Management, Asset Management, Finance, Equities, Alternative Investments, Mutual Funds, Capital Markets, Series 7, Financial Analysis, Securities, Bloomberg
Education
Northwestern University - Kellogg School of Management 2003 — 2007
MBA, Finance, Management
Wheaton College 1996 — 1999
BA, Finance
North High School 1991 — 1996
Anders Hall Anders Hall's Hewitt Investment Group Experience September 1996 - August 2002
Job Vice Chancellor for Investments and Chief Investment Officer at Vanderbilt University
Industry Investment Management
Experience
Vanderbilt University August 2013 - Present
DUMAC, Inc. August 2002 - August 2013
Hewitt Investment Group September 1996 - August 2002
Prudential Financial July 1993 - September 1996
Skills
Hedge Funds, Fixed Income, Asset Allocation, Equities, Alternative Investments, Asset Managment, Investments, Investment Strategies, Portfolio Management, Investment Management, Private Equity, Emerging Markets, Investment Advisory, Mutual Funds, Pension Funds, Equity Research, Valuation, Capital Markets, Financial Modeling, Series 7, Due Diligence, Securities, Bloomberg, Investment Banking, Commodity, Venture Capital, Asset Management, Equity Valuation, Bonds
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
M.B.A., Finance and Economics
Duke University 1990 — 1993
A.B., Economics and Public Policy Studies
Vanderbilt University August 2013 - Present
DUMAC, Inc. August 2002 - August 2013
Hewitt Investment Group September 1996 - August 2002
Prudential Financial July 1993 - September 1996
Skills
Hedge Funds, Fixed Income, Asset Allocation, Equities, Alternative Investments, Asset Managment, Investments, Investment Strategies, Portfolio Management, Investment Management, Private Equity, Emerging Markets, Investment Advisory, Mutual Funds, Pension Funds, Equity Research, Valuation, Capital Markets, Financial Modeling, Series 7, Due Diligence, Securities, Bloomberg, Investment Banking, Commodity, Venture Capital, Asset Management, Equity Valuation, Bonds
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
M.B.A., Finance and Economics
Duke University 1990 — 1993
A.B., Economics and Public Policy Studies
Anil Thomas's Hewitt Investment Group Experience 2000 - 2005
Job OFI Global VP, Institutional Sales Midwest
Industry Financial Services
Experience
OFI Global/OppenheimerFunds Inc July 2013 - Present
Geneva Advisors October 2005 - July 2013
Hewitt Investment Group 2000 - 2005
Hewitt Associates 1999 - 2000
Skills
Marketing Strategy, Marketing Communications, Product Marketing, Sales Management, Direct Sales, Project Planning, Project Execution, Brand Development, Digital Branding, Website Development, Website Management, Website Redesign, RFP preparation, Client Service, Client Development, Client Acquisition, Client Communication, New Business Development, Financial Services, Project Management, Investment Management, Series 7, Series 65, Asset Allocation, Institutional..., Management, Series 63, Client Services, Customer Acquisition, RFP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
Master of Business Administration (MBA), Marketing
Carthage College 1995 — 1999
BS, Business Administration and Marketing
OFI Global/OppenheimerFunds Inc July 2013 - Present
Geneva Advisors October 2005 - July 2013
Hewitt Investment Group 2000 - 2005
Hewitt Associates 1999 - 2000
Skills
Marketing Strategy, Marketing Communications, Product Marketing, Sales Management, Direct Sales, Project Planning, Project Execution, Brand Development, Digital Branding, Website Development, Website Management, Website Redesign, RFP preparation, Client Service, Client Development, Client Acquisition, Client Communication, New Business Development, Financial Services, Project Management, Investment Management, Series 7, Series 65, Asset Allocation, Institutional..., Management, Series 63, Client Services, Customer Acquisition, RFP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
Master of Business Administration (MBA), Marketing
Carthage College 1995 — 1999
BS, Business Administration and Marketing
Robert Penter's Hewitt Investment Group Experience April 2003 - July 2006
Job Investment Consultant
Industry Financial Services
Experience
Hewitt EnnisKnupp, Inc. April 2009 - Present
RLP Consulting, LLc August 2006 - April 2009
Hewitt Investment Group April 2003 - July 2006
Hewitt Associates September 1992 - March 2003
Hewitt Associates June 1987 - August 1992
Skills
Defined Benefit, Pensions, Actuarial Science, Asset Allocation, Investments, Risk Management, Portfolio Management, Outsourcing, Business Analysis, Mutual Funds, Employee Benefits, Asset Management, Retirement, Defined Contribution, Management Consulting, Change Management, Equities, Pension Funds, Mergers & Acquisitions, Business Process...
Education
University of Florida - Warrington College Of Business 1981 — 1987
Master of Business Administration (MBA), Finance, General
Hewitt EnnisKnupp, Inc. April 2009 - Present
RLP Consulting, LLc August 2006 - April 2009
Hewitt Investment Group April 2003 - July 2006
Hewitt Associates September 1992 - March 2003
Hewitt Associates June 1987 - August 1992
Skills
Defined Benefit, Pensions, Actuarial Science, Asset Allocation, Investments, Risk Management, Portfolio Management, Outsourcing, Business Analysis, Mutual Funds, Employee Benefits, Asset Management, Retirement, Defined Contribution, Management Consulting, Change Management, Equities, Pension Funds, Mergers & Acquisitions, Business Process...
Education
University of Florida - Warrington College Of Business 1981 — 1987
Master of Business Administration (MBA), Finance, General
Melissa Carlucci's Hewitt Investment Group Experience January 2001 - June 2007
Job Principal, COO at The London Company
Industry Financial Services
Experience
The London Company January 2011 - Present
The London Company July 2007 - December 2010
Hewitt Investment Group January 2001 - June 2007
Skills
Portfolio Management, Due Diligence, Business Planning, Financial Modeling, Asset Allocation, Equities, Investments, Asset Management, Project Management, Risk Management, Process Improvement, Business Analysis, Valuation
Education
Sacred Heart University
BS, Finance and Business Mgmt Major
The London Company January 2011 - Present
The London Company July 2007 - December 2010
Hewitt Investment Group January 2001 - June 2007
Skills
Portfolio Management, Due Diligence, Business Planning, Financial Modeling, Asset Allocation, Equities, Investments, Asset Management, Project Management, Risk Management, Process Improvement, Business Analysis, Valuation
Education
Sacred Heart University
BS, Finance and Business Mgmt Major
David Grosner's Hewitt Investment Group Experience September 2002 - June 2009
Job Chief Investment Officer (CIO) at Lebanese American University
Industry Investment Management
Experience
Lebanese American University October 2009 - Present
Hewitt Investment Group September 2002 - June 2009
Cap Gemini Ernst & Young March 2001 - September 2002
Commonwealth Bank of Australia April 2000 - February 2001
RXR Capital Management (Currently SSARIS) May 1993 - April 2000
Skills
Due Diligence, Investment Manager..., Risk Management, Board Presentations, Independent Thinker, Client Relationship..., Client Interfacing, People Management, Management, CRM, Investment Management, Financial Advisory, Funding, Equities, Financial Services, Financial Modeling, Strategic Planning, Options, Alternative Investments, Equity Research, Hedge Funds, Free Thinking, Capital Markets, Private Equity, Fixed Income, Leadership, Trading, Asset Allocation, Analysis, Investment Strategies, Finance, Asset Management, Investments, Portfolio Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance/International Business
Providence College 1989 — 1993
BS, Finance/Management
Fairfield High School
Lebanese American University October 2009 - Present
Hewitt Investment Group September 2002 - June 2009
Cap Gemini Ernst & Young March 2001 - September 2002
Commonwealth Bank of Australia April 2000 - February 2001
RXR Capital Management (Currently SSARIS) May 1993 - April 2000
Skills
Due Diligence, Investment Manager..., Risk Management, Board Presentations, Independent Thinker, Client Relationship..., Client Interfacing, People Management, Management, CRM, Investment Management, Financial Advisory, Funding, Equities, Financial Services, Financial Modeling, Strategic Planning, Options, Alternative Investments, Equity Research, Hedge Funds, Free Thinking, Capital Markets, Private Equity, Fixed Income, Leadership, Trading, Asset Allocation, Analysis, Investment Strategies, Finance, Asset Management, Investments, Portfolio Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance/International Business
Providence College 1989 — 1993
BS, Finance/Management
Fairfield High School
Jonathan Moll, CFA's Hewitt Investment Group Experience January 1996 - October 1998
Job Managing Director Marketing at White Oak Global Advisors
Industry Investment Management
Experience
White Oak Global Advisors February 2014 - Present
Vector Capital January 2012 - February 2014
KKR June 2010 - December 2011
Morgan Creek Capital Management June 2008 - June 2010
MBIA Corporation December 2005 - June 2008
PIMCO October 1998 - December 2005
Hewitt Investment Group January 1996 - October 1998
Exxon August 1994 - August 1996
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Asset Management, Equities, Emerging Markets, Valuation, Venture Capital, Investment Banking, Due Diligence, Financial Modeling, Capital Markets, Asset Allocation, Investment Strategies
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA - with Distinction, Investment Finance
Gettysburg College 1984 — 1988
BA - Phi Beta Kappa, summa cum laude, Presidential Scholar, Chemistry/Biology
North Allegheny HS 1980 — 1984
White Oak Global Advisors February 2014 - Present
Vector Capital January 2012 - February 2014
KKR June 2010 - December 2011
Morgan Creek Capital Management June 2008 - June 2010
MBIA Corporation December 2005 - June 2008
PIMCO October 1998 - December 2005
Hewitt Investment Group January 1996 - October 1998
Exxon August 1994 - August 1996
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Asset Management, Equities, Emerging Markets, Valuation, Venture Capital, Investment Banking, Due Diligence, Financial Modeling, Capital Markets, Asset Allocation, Investment Strategies
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA - with Distinction, Investment Finance
Gettysburg College 1984 — 1988
BA - Phi Beta Kappa, summa cum laude, Presidential Scholar, Chemistry/Biology
North Allegheny HS 1980 — 1984
Chetan Grover, CFA's Hewitt Investment Group Experience November 2006 - Present
Job Senior Investment Consultant at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Hewitt Investment Group November 2006 - Present
Aon Hewitt Investment Consulting November 2006 - Present
Hewitt Associates 2002 - 2006
Nexgenix 2000 - 2001
Nexgenix 2000 - 2001
Skills
Vendor Management, SDLC, Business Analysis, Pensions, Asset Managment, Process Improvement, Investments, Asset Allocation, Investment Management, Asset Management, Defined Benefit, Portfolio Management, 401k, Financial Services, Equities, Retirement, Mutual Funds, Investment Advisory, Alternative Investments
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, MIS
don bosco
Hewitt Investment Group November 2006 - Present
Aon Hewitt Investment Consulting November 2006 - Present
Hewitt Associates 2002 - 2006
Nexgenix 2000 - 2001
Nexgenix 2000 - 2001
Skills
Vendor Management, SDLC, Business Analysis, Pensions, Asset Managment, Process Improvement, Investments, Asset Allocation, Investment Management, Asset Management, Defined Benefit, Portfolio Management, 401k, Financial Services, Equities, Retirement, Mutual Funds, Investment Advisory, Alternative Investments
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, MIS
don bosco
Colleen Stott's Hewitt Investment Group Experience June 2001 - April 2006
Job Investment Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Hewitt Investment Group June 2001 - April 2006
Skills
Retirement, 401k, Pensions, Defined Benefit, Retirement Plan..., Defined Contribution, Investments, Due Diligence, Mutual Funds, Investment Management
Education
University of Connecticut 1999 — 2001
MBA, Finance
Seton Hall University 1995 — 1999
B.S. Business Administration, Management and a minor in Economics
Merrill Lynch November 2006 - Present
Hewitt Investment Group June 2001 - April 2006
Skills
Retirement, 401k, Pensions, Defined Benefit, Retirement Plan..., Defined Contribution, Investments, Due Diligence, Mutual Funds, Investment Management
Education
University of Connecticut 1999 — 2001
MBA, Finance
Seton Hall University 1995 — 1999
B.S. Business Administration, Management and a minor in Economics
Weston Tompkins, CFA's Hewitt Investment Group Experience August 1996 - August 2006
Job Investor Relations North America at Securis Investment Partners LLP
Industry Investment Management
Experience
Securis Investment Partners LLP April 2013 - Present
Towers Watson Investment Services February 2011 - March 2013
Towers Watson Investment Services January 2010 - February 2011
Watson Wyatt Investment Consulting September 2006 - December 2009
Hewitt Investment Group August 1996 - August 2006
NEPC 1994 - 1996
The Principal/ EGT 1993 - 1994
U.S. Army and Florida Army National Guard May 1987 - May 1993
Skills
Pension Funds, Defined Benefit, Pensions, Investment Strategies, Investments, Alternative Investments, Investment Management, Asset Managment, Hedge Funds, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, ALM, Equities, Fixed Income, Mutual Funds, Risk Management
Education
University of Florida - Warrington College Of Business 1989 — 1993
BSBA, Finance, Economics
Securis Investment Partners LLP April 2013 - Present
Towers Watson Investment Services February 2011 - March 2013
Towers Watson Investment Services January 2010 - February 2011
Watson Wyatt Investment Consulting September 2006 - December 2009
Hewitt Investment Group August 1996 - August 2006
NEPC 1994 - 1996
The Principal/ EGT 1993 - 1994
U.S. Army and Florida Army National Guard May 1987 - May 1993
Skills
Pension Funds, Defined Benefit, Pensions, Investment Strategies, Investments, Alternative Investments, Investment Management, Asset Managment, Hedge Funds, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, ALM, Equities, Fixed Income, Mutual Funds, Risk Management
Education
University of Florida - Warrington College Of Business 1989 — 1993
BSBA, Finance, Economics