Independent Fiduciary Services

Description

Address: Post Office Box 1941, Novato, CA 94948 Hours: Closed ⋅ Opens 9AM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 892-7925Category: Place name: : Website: : : : : : Category: Legal Services Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Independent Fiduciary Services Posting publicly on the Web Write a review Reviews Be the first to review

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Independent Fiduciary Services Employees

Employee
Years
Job
Industry
Spencer Rand Spencer Rand Washington D.C. Metro Area Details
Spencer Rand's Independent Fiduciary Services Experience November 2006 - June 2010
Job Asset Management Associate at Monument Wealth Management
Industry Financial Services
Experience
Monument Wealth Management   December 2012 - Present
Gallagher Fiduciary Advisors (fka Independent Fiduciary Services)   June 2010 - December 2012
Independent Fiduciary Services   November 2006 - June 2010
IBM  October 2004 - November 2006
Arvidson Pools & Spas   June 2003 - October 2004

Skills
Investment Performance..., Investment Performance..., Asset Allocation, eVestment Alliance, Morningstar Direct, FactSet, VBA, SAS, Delphi, C++, SQL

Education
Principia College   2000 — 2003
BA, Business Administration and Computer Science

Principia Upper School

Steven Ginsberg Steven Ginsberg Greater New York City Area Details
Steven Ginsberg's Independent Fiduciary Services Experience February 2009 - July 2010
Job Director Trust Investments at Dun & Bradstreet
Industry Investment Management
Experience
Dun & Bradstreet  July 2010 - Present
Independent Fiduciary Services   February 2009 - July 2010
Johnson & Johnson  May 2007 - September 2008
HSBC investments  December 2004 - April 2007
Federal Reserve  April 1998 - November 2004
HSBC Investments  April 1996 - April 1998

Skills
Asset Allocation, Fixed Income, Investment Strategies, Securities, Equities, Mutual Funds, Retirement Planning, Investments, Pensions, Financial Risk, Insurance, Relationship Management, Analysis, Due Diligence, Portfolio Management, Investment Management, Financial Services, Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Finance, Management, Strategy

Education
City University of New York-Baruch College - Zicklin School of Business   1995 — 1999
MBA, Finance, Cum Laude

State University of New York at Buffalo - School of Management   1987 — 1991
BS, Accounting, Cum Laude

University at Buffalo   1987 — 1990
BA, Economics, Cum Laude

University of Houston   1986 — 1987
Business Administration and Management, General

Carl Gagnon Carl Gagnon Portland, Maine Area Details
Carl Gagnon's Independent Fiduciary Services Experience January 1997 - January 1998
Job AVP Retirement Programs at Unum
Industry Insurance
Experience
Unum  August 2005 - Present
Apogent Technologies - Fisher Scientific   January 2000 - July 2005
Northern New England Carpenters Benefit Funds   1989 - 2000
Independent Fiduciary Services   January 1997 - January 1998

Skills
Employee Benefits, Regulatory Reporting, Regulatory Requirements, Employee Benefit Plan..., Group Presentations, Pension Administration, 401k, Pension Funds, Benefits Administration, Conversions, Project Implementation, Canadian Pension Plans, Executive Pay, Retirement, ERISA, Defined Contribution, Mergers & Acquisitions, Mutual Funds, Investments, Management, Human Resources

Education
University of New Hampshire   1977 — 1981
Bachelor of Science, Health Administration and Planning

Berlin High School   1974 — 1977

Monte Tarbox Monte Tarbox Washington, District Of Columbia Details
Monte Tarbox's Independent Fiduciary Services Experience September 2001 - May 2006
Job Executive Director, Investments at National Electrical Benefit Fund
Industry Financial Services
Experience
National Electrical Benefit Fund  January 2013 - Present
International Association of Machinists National Pension Fund   October 2011 - January 2013
Industry Funds Management   December 2006 - October 2011
Independent Fiduciary Services   September 2001 - May 2006
AFL-CIO Center for Working Capital   September 1999 - September 2001
Industry Funds Services   December 1996 - August 1999
Marco Consulting Group  April 1990 - November 1996
Citizens Utility Board  1985 - 1990
U.S. Representative Lane Evans   1983 - 1984

Skills
Asset Allocation, Asset Management, Asset Managment, Client Services, Corporate Finance, Due Diligence, Equities, Hedge Funds, Investment Management, Pension Funds, Pensions, Investments, Investment Advisory, Infrastructure, Governance, Alternative Investments, Portfolio Management, Risk Management, Wealth Management

Education
The University of Chicago Booth School of Business   1985 — 1990
MBA, Finance

Carleton College   1974 — 1978
BA, Political Economy

Alan Stiles Alan Stiles Washington D.C. Metro Area Details
Alan Stiles's Independent Fiduciary Services Experience 2007 - 2011
Job Chief Operating Officer, The Wistar Institute
Industry Biotechnology
Experience
The Wistar Institute  July 2012 - Present
Freedom Information Systems  2011 - 2012
Independent Fiduciary Services   2007 - 2011
Freedom Information Systems/NASA   February 2005 - March 2007
McKinsey & Company  January 1997 - February 2005
Howard Hughes Medical Institute  July 1984 - January 1997
Design Space International (GE Mobile/Modular)   May 1982 - July 1984

Skills
Management Consulting, Strategic Planning, Executive Management, Business Planning, Change Management, Process Improvement, General Administration, Staff Development, Operations Management, Business Strategy, Start-ups, Due Diligence, Performance Management, Supply Chain Management, Facilities Management, Accounting, Operational Excellence, Strategic Leadership, Biotechnology, Organizational..., Team Building, New Business Development, Organizational Design, Project Management, Biotechnology Industry, Brand Development, Marketing Strategy, Financial Analysis, Human Resources, Information Management, Information Technology, Historical Buildings, Higher Education, Budgeting, Small Business..., Non-profits, Strategy Development, Finance, Research Administration, Business Development

Education
Sam Houston State University   1978 — 1982
BBA, Business Administration

Theodore Madias Theodore Madias Novato, California Details
Theodore Madias's Independent Fiduciary Services Experience March 2014 - July 2014
Job Marketing and Public Relations Manager at Novato Chamber of Commerce and Visitors Center
Industry International Trade and Development
Experience
Novato Chamber of Commerce and Visitors Center   June 2014 - Present
Guide Dogs for the Blind  January 2001 - Present
County of Marin  June 2014 - June 2015
Cabernet Corp   July 2014 - December 2014
Independent Fiduciary Services   March 2014 - July 2014
Cabernet Corporations   May 2011 - December 2013
San Marin High School, Novato Unified School District   February 2009 - June 2011
Boy Scouts of America, Marin Council   May 2010 - July 2010
Guide Dogs for the Blind  July 2007 - August 2007
Boy Scouts of America  August 2004 - February 2007

Skills
Microsoft Office, International Relations, Italian languages, Spanish-English, Greek, Teaching, Presentations, Globalization, History, Training Delivery, Communication, Team Leadership, Economic Development, Process Improvement, Mentoring, Event Planning, Event Management, Woodworking, Gardening, Landscaping, Volunteer Management, Public Speaking, Leadership, Coaching, Community Outreach, Fundraising, Customer Service, Grant Writing, Management, Training, Leadership Development, Spanish

Education
UC Santa Barbara   2011 — 2013
Bachelor of Arts (B.A.), Global Studies, 3.4/4.0

Santa Rosa Junior College   2008 — 2011
Associate's degree, Social & Behavioral Sciences, Natural Sciences, 3.6/4.0

Theresa Deliantis Theresa Deliantis Greater New York City Area Details
Theresa Deliantis's Independent Fiduciary Services Experience September 2004 - May 2011
Job Senior Administrative Assistant at Institutional Investment & Fiduciary Services, Arthur J. Gallagher & Co.
Industry Financial Services
Experience
Arthur J. Gallagher and Co.   May 2011 - Present
Independent Fiduciary Services   September 2004 - May 2011

Education
Wallington High School   1975 — 1980
HS, Business

Bergen Community College
Accounting and Computer Science

James Bungerz James Bungerz Greater New York City Area Details
James Bungerz's Independent Fiduciary Services Experience August 2007 - Present
Job Vice President Fiduciary Decision Making at Independent Fiduciary Services
Industry Investment Management
Experience
Independent Fiduciary Services   August 2007 - Present
ID PILOT Corporation   January 2005 - Present
Brascan Strategic Asset Management   June 2004 - January 2005
TimesSquare Capital Management  June 2001 - June 2004
Barclays Capital  April 1998 - June 2001

Education
Fordham Gabelli School of Business   1988 — 1989
MBA, Finance

Muhlenberg College   1978 — 1982
BA, Political Science, Pre-law

Jeff Covell, CFA Jeff Covell, CFA Washington D.C. Metro Area Details
Jeff Covell, CFA's Independent Fiduciary Services Experience March 2005 - January 2007
Job Area Senior Vice President and Area Assistant Director at Institutional Investment & Fiduciary Services at AJG
Industry Investment Management
Experience
Institutional Investment & Fiduciary Services at AJG   March 2008 - Present
Fairfax County Retirement Agency   January 2007 - March 2008
Independent Fiduciary Services   March 2005 - January 2007
Delaware Investments, a member of the Macquarie Group  September 2002 - April 2005

Skills
Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments, Capital Markets, Due Diligence, Pension Funds, Research, Risk Management, Dynamic Asset Allocation

Education
The Johns Hopkins University - Carey Business School   2008 — 2011
Master of Science, Finance

Kutztown University of Pennsylvania   1998 — 2002
Bachelors, Finance

Adam Marks Adam Marks Washington D.C. Metro Area Details
Adam Marks's Independent Fiduciary Services Experience 2000 - 2004
Job Area Vice President, Institutional Investment & Fiduciary Services at Arthur J. Gallagher, & Co.
Industry Financial Services
Experience
Arthur J. Gallagher & Co.   May 2013 - Present
USEC  August 2004 - May 2013
Independent Fiduciary Services   2000 - 2004

Skills
Pension Funds, Corporate Finance, Investment Policy, Financial Modeling, Asset Allocation, Asset Management, Investment Strategies, Due Diligence, Hedge Funds

Education
The Johns Hopkins University - Carey Business School   2003 — 2006
MS, Finance

The George Washington University   1989 — 1993
Bachelor of Arts (B.A.), Economics

Verna Shaheen Verna Shaheen San Francisco Bay Area Details
Verna Shaheen's Independent Fiduciary Services Experience
Job Fiduciary at Independent Fiduciary Services
Industry Individual & Family Services
Experience
Independent Fiduciary Services  

Skills
Trust Services, Non-profits, Elder Care, Investments, Estate Planning, Nonprofits, Research, Accounting, Powers of Attorney, Trusts, Estate Tax Planning, Special Needs Trusts, Estate Law, Conservatorships, Estate Administration, Guardianship, Trust Management, Wills

Education
University of Massachusetts, Amherst   1969 — 1974
BS, Home Economics

Rene Moore Rene Moore Orange County, California Area Details
Rene Moore's Independent Fiduciary Services Experience
Job FINANCIAL ADMINISTRATOR at Independent Fiduciary Services
Industry Investment Management
Experience
Independent Fiduciary Services  

Skills
Investment Advisory, Investment Strategies, Investments, Portfolio Management

Education
University of Phoenix   2004 — 2008
Bachelor of Arts (BA), Business Administration and Management, General, 3.54 GPA

Jeanna Cullins Jeanna Cullins Greater Chicago Area Details
Jeanna Cullins's Independent Fiduciary Services Experience 1998 - 2008
Job Partner at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting  September 2008 - Present
Independent Fiduciary Services   1998 - 2008
D.C, Retirement Board - D.C, Government   1993 - 1998
D.C. Retirement Board - DC Government   1985 - 1993

Skills
Fiduciary Education, Good Governance, Operational Risk..., Policy/Procedure..., Policy Analysis, Pension Fund..., Investment Consulting, Pension Law, Investment Strategies, Asset Allocation, Pension Funds, Pensions, Investment Advisory..., Equities, Hedge Funds, Institutional..., Asset Management, Private Equity, Alternative Investments, Fixed Income, Investment Advisory, Investments, Portfolio Management

Education
Georgetown University Law Center   1977 — 1980
J.D

Brooklyn College   1972 — 1976
BS, cum laude, Psychology/English