Mercer Investment Consulting
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Mercer Investment Consulting Employees
Employee
Years
Job
Industry
Kirk Stebbins, CFA Kirk Stebbins, CFA's Mercer Investment Consulting Experience May 1988 - March 1995
Job Chief Investment Officer
Industry Government Administration
Experience
Oklahoma Teachers Retirement System September 2015 - Present
COAERS October 2008 - September 2015
Oklahoma Public Employees' Retirement System January 2000 - October 2008
Dain Rauscher, Morgan Keegan, First American June 1996 - January 2000
Boy Scouts of America March 1995 - June 1996
Mercer Investment Consulting May 1988 - March 1995
Ouachita National Bank Trust Department August 1985 - August 1986
Skills
Investments, Government, Customer Service, Policy, Strategic Planning, Research, Public Speaking, Microsoft Excel, Change Management, Project Management, Microsoft Office, Risk Management, Program Management, Analysis, Contract Negotiation, Financial Analysis, Training, Budgets, Management Consulting, Team Leadership, Management, Business Planning, Project Planning, Coaching, Business Strategy, Data Analysis, Leadership, Negotiation, Leadership Development, Process Improvement, Organizational...
Education
Texas A&M University 1986 — 1988
Master of Science (MS), Finance, General
Louisiana Tech University 1980 — 1985
Bachelor of Science (BS), Finance, General
Oklahoma Teachers Retirement System September 2015 - Present
COAERS October 2008 - September 2015
Oklahoma Public Employees' Retirement System January 2000 - October 2008
Dain Rauscher, Morgan Keegan, First American June 1996 - January 2000
Boy Scouts of America March 1995 - June 1996
Mercer Investment Consulting May 1988 - March 1995
Ouachita National Bank Trust Department August 1985 - August 1986
Skills
Investments, Government, Customer Service, Policy, Strategic Planning, Research, Public Speaking, Microsoft Excel, Change Management, Project Management, Microsoft Office, Risk Management, Program Management, Analysis, Contract Negotiation, Financial Analysis, Training, Budgets, Management Consulting, Team Leadership, Management, Business Planning, Project Planning, Coaching, Business Strategy, Data Analysis, Leadership, Negotiation, Leadership Development, Process Improvement, Organizational...
Education
Texas A&M University 1986 — 1988
Master of Science (MS), Finance, General
Louisiana Tech University 1980 — 1985
Bachelor of Science (BS), Finance, General
Martha Grant Martha Grant's Mercer Investment Consulting Experience July 2011 - August 2012
Job Manager
Industry Management Consulting
Experience
Treasury Strategies, Inc. August 2014 - Present
Mercer Investment Consulting July 2011 - August 2012
Mercer Investment Consulting September 2009 - July 2011
Mercer Investment Consulting May 2008 - August 2008
CME Group May 2007 - August 2007
Skills
Investments, Asset Allocation, Investment Management, Investment Advisory, Business Strategy, Team Leadership, Management Consulting, Strategy, Leadership, Cross-functional Team..., Management, Change Management, Marketing Strategy, Recruiting, Financial Services, Financial Analysis
Education
University College Dublin 2012 — 2013
Master of Business Administration (MBA)
ESCP Europe 2008 — 2009
Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
2009, Finance
Montini Catholic High School 2001 — 2005
Treasury Strategies, Inc. August 2014 - Present
Mercer Investment Consulting July 2011 - August 2012
Mercer Investment Consulting September 2009 - July 2011
Mercer Investment Consulting May 2008 - August 2008
CME Group May 2007 - August 2007
Skills
Investments, Asset Allocation, Investment Management, Investment Advisory, Business Strategy, Team Leadership, Management Consulting, Strategy, Leadership, Cross-functional Team..., Management, Change Management, Marketing Strategy, Recruiting, Financial Services, Financial Analysis
Education
University College Dublin 2012 — 2013
Master of Business Administration (MBA)
ESCP Europe 2008 — 2009
Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
2009, Finance
Montini Catholic High School 2001 — 2005
Don Sheridan Don Sheridan's Mercer Investment Consulting Experience September 2006 - October 2010
Job Fixed Income Portfolio Manager at The Marco Consulting Group
Industry Financial Services
Experience
The Marco Consulting Group October 2010 - Present
Mercer Investment Consulting September 2006 - October 2010
CME November 2001 - September 2006
Skills
Fixed Income, Portfolio Management, Bonds, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Equities, Investment Management, Investment Strategies, Investments, Mutual Funds, Trading, Investment Advisory
Education
University of Illinois at Urbana-Champaign 1993 — 1997
B.S., Economics
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2011
MBA, Concentration in Finance
The Marco Consulting Group October 2010 - Present
Mercer Investment Consulting September 2006 - October 2010
CME November 2001 - September 2006
Skills
Fixed Income, Portfolio Management, Bonds, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Equities, Investment Management, Investment Strategies, Investments, Mutual Funds, Trading, Investment Advisory
Education
University of Illinois at Urbana-Champaign 1993 — 1997
B.S., Economics
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2011
MBA, Concentration in Finance
Jacob Counter Jacob Counter's Mercer Investment Consulting Experience March 2000 - March 2005
Job Strategic Thought Leader With Proven Track Record
Industry Financial Services
Experience
Invesco September 2007 - September 2012
RogersCasey March 2005 - September 2007
Mercer Investment Consulting March 2000 - March 2005
Invesco 1997 - 2000
Skills
Management, Product Marketing, Project Management, Business Development, Business Process..., RFP Generation, RFP Design, Financial Analysis, Investments, Competitive Analysis, Financial Reporting, Databases, Investment Consulting, Manage Client...
Education
Georgia Southern University 1992 — 1997
Bachelor of Business Administration
Invesco September 2007 - September 2012
RogersCasey March 2005 - September 2007
Mercer Investment Consulting March 2000 - March 2005
Invesco 1997 - 2000
Skills
Management, Product Marketing, Project Management, Business Development, Business Process..., RFP Generation, RFP Design, Financial Analysis, Investments, Competitive Analysis, Financial Reporting, Databases, Investment Consulting, Manage Client...
Education
Georgia Southern University 1992 — 1997
Bachelor of Business Administration
Daniel Burke's Mercer Investment Consulting Experience 2010 - 2013
Job Director, Consultant Relations at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management 2014 - Present
Mercer Investment Consulting 2010 - 2013
Gottex Fund Management Ltd. 2007 - 2011
Enterprise Bank 2003 - 2007
OppenheimerFunds, Inc. 1998 - 2002
Morrison Mahoney & Miller 1988 - 1992
Skills
Consultant Relations, Leadership, Investment Strategies, Institutional..., Investment Consulting, Institutional Sales, Private Foundations, Endowment Funds, Hedge Funds, Defined Benefit, Business Development, Alternative Investments, Asset Allocation, Team Building, Asset Managment, Investment Advisory..., Portfolio Management, Investment Management, Mutual Funds, Equities, Wealth Management, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
M.B.A., Finance
Boston College
BA, Political Science and Government
Boston College Law School
J.D., Law
BMO Global Asset Management 2014 - Present
Mercer Investment Consulting 2010 - 2013
Gottex Fund Management Ltd. 2007 - 2011
Enterprise Bank 2003 - 2007
OppenheimerFunds, Inc. 1998 - 2002
Morrison Mahoney & Miller 1988 - 1992
Skills
Consultant Relations, Leadership, Investment Strategies, Institutional..., Investment Consulting, Institutional Sales, Private Foundations, Endowment Funds, Hedge Funds, Defined Benefit, Business Development, Alternative Investments, Asset Allocation, Team Building, Asset Managment, Investment Advisory..., Portfolio Management, Investment Management, Mutual Funds, Equities, Wealth Management, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
M.B.A., Finance
Boston College
BA, Political Science and Government
Boston College Law School
J.D., Law
Jonathan Kang's Mercer Investment Consulting Experience June 2009 - September 2009
Job Information Management Reporting and Analytics Consultant at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte November 2014 - Present
Deloitte July 2013 - November 2014
Deloitte & Touche January 2011 - June 2013
Bank of America January 2007 - November 2010
Mercer Investment Consulting June 2009 - September 2009
Safeco Insurance - Liberty Mutual June 2008 - October 2008
US Bank June 2005 - January 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Enterprise Risk..., IT Audit, Business Process..., Risk Management, Sarbanes-Oxley, Business Analysis, Accounting, Management Consulting, Business Process, CISA, SAP ERP, Process Improvement, Banking, Governance, Financial Modeling, Change Management, Financial Reporting, ERP, Corporate Finance, Investments, Access, PeopleSoft, Software Licensing, Information Security, Data Privacy, Financial Advisory, Compliance Testing, Business Intelligence, SDLC, Data Analysis, Analytics, SAP Implementation, Information Management, Enterprise Data Modeling, Business Process Design, SAP BW, SAP BI, Data Warehousing, Data Modeling, Databases, SAP HANA, Predictive Analytics, SAP Portal, SAP Fiori, Dashboarding
Education
Seattle University 2008 — 2010
BA, Finance & Accounting
University of Washington, Michael G. Foster School of Business 2004 — 2008
Bachelor of Science (BS), Information Technology
Bellevue College 2001 — 2004
Associate of Science, Computer Science
Deloitte November 2014 - Present
Deloitte July 2013 - November 2014
Deloitte & Touche January 2011 - June 2013
Bank of America January 2007 - November 2010
Mercer Investment Consulting June 2009 - September 2009
Safeco Insurance - Liberty Mutual June 2008 - October 2008
US Bank June 2005 - January 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Enterprise Risk..., IT Audit, Business Process..., Risk Management, Sarbanes-Oxley, Business Analysis, Accounting, Management Consulting, Business Process, CISA, SAP ERP, Process Improvement, Banking, Governance, Financial Modeling, Change Management, Financial Reporting, ERP, Corporate Finance, Investments, Access, PeopleSoft, Software Licensing, Information Security, Data Privacy, Financial Advisory, Compliance Testing, Business Intelligence, SDLC, Data Analysis, Analytics, SAP Implementation, Information Management, Enterprise Data Modeling, Business Process Design, SAP BW, SAP BI, Data Warehousing, Data Modeling, Databases, SAP HANA, Predictive Analytics, SAP Portal, SAP Fiori, Dashboarding
Education
Seattle University 2008 — 2010
BA, Finance & Accounting
University of Washington, Michael G. Foster School of Business 2004 — 2008
Bachelor of Science (BS), Information Technology
Bellevue College 2001 — 2004
Associate of Science, Computer Science
Leslie Van Zee's Mercer Investment Consulting Experience January 2011 - February 2012
Job Marketing & Communications Manager at Mosaic Financial Partners
Industry Marketing and Advertising
Experience
Mosaic Financial Partners May 2013 - Present
Vantage Local May 2012 - May 2013
UControl Media February 2012 - May 2012
Kajan Padraig October 2011 - March 2012
Mercer Investment Consulting January 2011 - February 2012
Vanguard September 2009 - December 2010
The Vanguard Group July 2004 - June 2010
KBAQ Production Studio October 1999 - October 2007
Blacksmith and the Carpenter 2007 - 2007
Music Celebrations International June 2001 - June 2004
Skills
Financial Modeling, Entrepreneurship, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Market Research, Product Management, Business Strategy, Analytics, Product Marketing, Marketing Strategy, Market Analysis, Business Development, Sales, Customer Insight, Marketing Research, Cross-functional Team..., Business Model..., Marketing Communications, Content Marketing, Display Advertising, Strategy, Online Advertising, Marketing, Management, Digital Marketing, Leadership, Analysis, Social Media Marketing, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
Arizona State University 1998 — 2001
Masters
University of Arizona 1993 — 1998
Bachelors
Cortez High School 1989 — 1993
Mosaic Financial Partners May 2013 - Present
Vantage Local May 2012 - May 2013
UControl Media February 2012 - May 2012
Kajan Padraig October 2011 - March 2012
Mercer Investment Consulting January 2011 - February 2012
Vanguard September 2009 - December 2010
The Vanguard Group July 2004 - June 2010
KBAQ Production Studio October 1999 - October 2007
Blacksmith and the Carpenter 2007 - 2007
Music Celebrations International June 2001 - June 2004
Skills
Financial Modeling, Entrepreneurship, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Market Research, Product Management, Business Strategy, Analytics, Product Marketing, Marketing Strategy, Market Analysis, Business Development, Sales, Customer Insight, Marketing Research, Cross-functional Team..., Business Model..., Marketing Communications, Content Marketing, Display Advertising, Strategy, Online Advertising, Marketing, Management, Digital Marketing, Leadership, Analysis, Social Media Marketing, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
Arizona State University 1998 — 2001
Masters
University of Arizona 1993 — 1998
Bachelors
Cortez High School 1989 — 1993
Richard Dabrowski Richard Dabrowski's Mercer Investment Consulting Experience July 1987 - June 1999
Job Senior Consultant at Mercer Investments
Industry Financial Services
Experience
Mercer Investments April 2014 - Present
Strategic Investment Solutions November 2011 - February 2014
Harris Investments December 2004 - March 2011
Nicholas Applegate June 1999 - December 2004
Mercer Investment Consulting July 1987 - June 1999
Skills
Alternative Investments, Investments, Portfolio Management, Investment Strategies, Hedge Funds, Asset Managment, Asset Allocation, Investment Management, Equities, Fixed Income, Institutional Investors, Mutual Funds, Series 7, Investment Advisory, Wealth Management
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance, Business Policy
Elmhurst College 1981 — 1985
BS, Economics, Finance, Minor in Mathematics
Mercer Investments April 2014 - Present
Strategic Investment Solutions November 2011 - February 2014
Harris Investments December 2004 - March 2011
Nicholas Applegate June 1999 - December 2004
Mercer Investment Consulting July 1987 - June 1999
Skills
Alternative Investments, Investments, Portfolio Management, Investment Strategies, Hedge Funds, Asset Managment, Asset Allocation, Investment Management, Equities, Fixed Income, Institutional Investors, Mutual Funds, Series 7, Investment Advisory, Wealth Management
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance, Business Policy
Elmhurst College 1981 — 1985
BS, Economics, Finance, Minor in Mathematics
Carolyn Yuandong Deng, CFA Carolyn Yuandong Deng, CFA's Mercer Investment Consulting Experience 2009 - July 2010
Job CoChair, Panelist & Keynote at Wharton Private Equity & Venture Capital Conference 2014
Industry Venture Capital & Private Equity
Experience
Bain & Company August 2014 - Present
Wharton Private Equity & Venture Capital Conference 2014 May 2013 - April 2014
Citi June 2013 - August 2013
Ontario Teachers' Pension Plan August 2010 - August 2012
Endeavour Volunteer Consulting for Non-Profits (Endeavour) 2010 - 2011
Mercer Investment Consulting 2009 - July 2010
Oliver Wyman 2006 - 2009
Skills
Valuation, Financial Modeling, Private Equity, Strategy, Investments, Financial Analysis, Investment Banking, Venture Capital, Corporate Finance, Business Strategy, Due Diligence, Management Consulting, Mergers & Acquisitions, Management, Leadership, Portfolio Management, private equity, Insurance, LP co-investments
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
McGill University
Bachelor of Commerce (First Class Honours)
Bain & Company August 2014 - Present
Wharton Private Equity & Venture Capital Conference 2014 May 2013 - April 2014
Citi June 2013 - August 2013
Ontario Teachers' Pension Plan August 2010 - August 2012
Endeavour Volunteer Consulting for Non-Profits (Endeavour) 2010 - 2011
Mercer Investment Consulting 2009 - July 2010
Oliver Wyman 2006 - 2009
Skills
Valuation, Financial Modeling, Private Equity, Strategy, Investments, Financial Analysis, Investment Banking, Venture Capital, Corporate Finance, Business Strategy, Due Diligence, Management Consulting, Mergers & Acquisitions, Management, Leadership, Portfolio Management, private equity, Insurance, LP co-investments
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
McGill University
Bachelor of Commerce (First Class Honours)
Kelly Allison's Mercer Investment Consulting Experience September 2004 - July 2012
Job US Institutional Sales Associate
Industry Investment Management
Experience
William Blair & Company June 2014 - Present
PPM America June 2012 - May 2014
Mercer Investment Consulting September 2004 - July 2012
Skills
Operational Due..., Relationship Management, Client Presentation, Global Custody, Custody Evaluations, Transition Management, Securities Lending, Investments, Fixed Income, Performance Attribution, Investment Management, Portfolio Management, Equities, Hedge Funds, Alternative Investments
Education
Indiana University - Kelley School of Business 2000 — 2004
B.S., Finance
William Blair & Company June 2014 - Present
PPM America June 2012 - May 2014
Mercer Investment Consulting September 2004 - July 2012
Skills
Operational Due..., Relationship Management, Client Presentation, Global Custody, Custody Evaluations, Transition Management, Securities Lending, Investments, Fixed Income, Performance Attribution, Investment Management, Portfolio Management, Equities, Hedge Funds, Alternative Investments
Education
Indiana University - Kelley School of Business 2000 — 2004
B.S., Finance
Ava Song's Mercer Investment Consulting Experience January 2005 - April 2005
Job Assistant Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2007 - Present
Barclays Capital January 2006 - December 2006
Mercer Investment Consulting January 2005 - April 2005
IBM January 2004 - April 2004
Education
University of Waterloo 2002 — 2007
Bachelor, Mathematics
Wilfrid Laurier University 2002 — 2007
Bachelor, Business Administration
Harvard Business School
Barclays Capital September 2007 - Present
Barclays Capital January 2006 - December 2006
Mercer Investment Consulting January 2005 - April 2005
IBM January 2004 - April 2004
Education
University of Waterloo 2002 — 2007
Bachelor, Mathematics
Wilfrid Laurier University 2002 — 2007
Bachelor, Business Administration
Harvard Business School
Noreen Johnston, CFA Noreen Johnston, CFA's Mercer Investment Consulting Experience 1991 - 1998
Job Director of Research at Summit Financial Resources
Industry Financial Services
Experience
Brinton Eaton Wealth Advisors January 2011 - December 2012
AllianceBernstein 2002 - 2008
Citigroup 1998 - 2002
Mercer Investment Consulting 1991 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Investment Strategies, Project Management, Business Strategy, Marketing Strategy, Product Development, Product Management, Portfolio Performance..., Investment Advisory, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Economics, Operations Management
Amherst College 1984 — 1988
BA, Mathematics
Brinton Eaton Wealth Advisors January 2011 - December 2012
AllianceBernstein 2002 - 2008
Citigroup 1998 - 2002
Mercer Investment Consulting 1991 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Investment Strategies, Project Management, Business Strategy, Marketing Strategy, Product Development, Product Management, Portfolio Performance..., Investment Advisory, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Economics, Operations Management
Amherst College 1984 — 1988
BA, Mathematics
Doug Kryscio Doug Kryscio's Mercer Investment Consulting Experience April 1999 - January 2011
Job Senior Client Relationship Manager (IM) at William Blair and Company
Industry Investment Management
Experience
William Blair and Company January 2011 - Present
Mercer Investment Consulting April 1999 - January 2011
First National Bank of Chicago 1992 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
University of Kentucky 1988 — 1992
BBA, Finance
William Blair and Company January 2011 - Present
Mercer Investment Consulting April 1999 - January 2011
First National Bank of Chicago 1992 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
University of Kentucky 1988 — 1992
BBA, Finance
Mike Sandrasagra Mike Sandrasagra's Mercer Investment Consulting Experience December 2000 - November 2003
Job Director Institutional Client Management at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors, A Fidelity Investments Company September 2010 - Present
Russell Investments October 2006 - August 2010
Sun Life Financial November 2003 - October 2006
Mercer Investment Consulting December 2000 - November 2003
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Portfolio Management
Education
Concordia University 1989 — 1994
Bachelors, Finance
Pyramis Global Advisors, A Fidelity Investments Company September 2010 - Present
Russell Investments October 2006 - August 2010
Sun Life Financial November 2003 - October 2006
Mercer Investment Consulting December 2000 - November 2003
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Portfolio Management
Education
Concordia University 1989 — 1994
Bachelors, Finance
Brian Coker, CFA Brian Coker, CFA's Mercer Investment Consulting Experience January 1987 - January 1993
Job Instl Investment Sales and Marketing
Industry Investment Management
Experience
Wespath, a division of the General Board of Pension and Health Benefits June 2012 - Present
Clear Investment Strategies, LLC January 2011 - May 2012
Invesco April 2000 - June 2010
Aon Investment Consulting January 1994 - January 2000
Mercer Investment Consulting January 1987 - January 1993
Skills
sales, Investment Strategies, Investments, Institutional, Equities, Asset, CFA, Taft Hartley, Corporate, Public Funds, Alternative Investments, Chartered Financial..., Asset Allocation, Asset Management, CRM, Hedge Funds, Investment Advisory, Portfolio Management, Start-ups, Fixed Income, Investment Management, Corporate Law, Leadership, Mutual Funds, Series 7, Management, Sales, Securities, Bloomberg, Fund Of Funds, Series 63
Education
University of Louisville 1993 — 1997
MBA, Business
Centre College 1982 — 1987
Bachelors, Economics
Wespath, a division of the General Board of Pension and Health Benefits June 2012 - Present
Clear Investment Strategies, LLC January 2011 - May 2012
Invesco April 2000 - June 2010
Aon Investment Consulting January 1994 - January 2000
Mercer Investment Consulting January 1987 - January 1993
Skills
sales, Investment Strategies, Investments, Institutional, Equities, Asset, CFA, Taft Hartley, Corporate, Public Funds, Alternative Investments, Chartered Financial..., Asset Allocation, Asset Management, CRM, Hedge Funds, Investment Advisory, Portfolio Management, Start-ups, Fixed Income, Investment Management, Corporate Law, Leadership, Mutual Funds, Series 7, Management, Sales, Securities, Bloomberg, Fund Of Funds, Series 63
Education
University of Louisville 1993 — 1997
MBA, Business
Centre College 1982 — 1987
Bachelors, Economics
Brant Hughes Brant Hughes's Mercer Investment Consulting Experience July 2007 - Present
Job Senior Associate at Mercer Human Resource Consulting
Industry Information Technology and Services
Experience
Mercer Investment Consulting July 2007 - Present
Investors Bank & Trust July 2005 - June 2007
Deutsche Bank June 2000 - May 2005
Skills
Investments, Performance Management, Defined Benefit, Organizational Design, Financial Modeling, Strategy, Pensions, Financial Analysis, Talent Management, Mergers & Acquisitions, Equities, Employee Benefits, Strategic Planning, Management Consulting
Education
Gettysburg College 1993 — 2007
Mercer Investment Consulting July 2007 - Present
Investors Bank & Trust July 2005 - June 2007
Deutsche Bank June 2000 - May 2005
Skills
Investments, Performance Management, Defined Benefit, Organizational Design, Financial Modeling, Strategy, Pensions, Financial Analysis, Talent Management, Mergers & Acquisitions, Equities, Employee Benefits, Strategic Planning, Management Consulting
Education
Gettysburg College 1993 — 2007
Grant Leslie, CFA, CAIA Grant Leslie, CFA, CAIA's Mercer Investment Consulting Experience January 2011 - May 2013
Job Senior Portfolio Manager, Private Equity at Tennessee Consolidated Retirement System (TCRS)
Industry Venture Capital & Private Equity
Experience
Tennessee Consolidated Retirement System (TCRS) May 2014 - Present
Private Markets Diligence October 2013 - April 2014
Mercer Investment Consulting January 2011 - May 2013
Hammond Associates January 2004 - January 2011
Yale International Institute for Corporate Governance April 2003 - August 2003
A.G. Edwards & Sons, Inc. August 1998 - August 2001
Skills
Alternative Investments, Investments, Private Equity, Venture Capital, Real Estate, Energy, Distressed Debt, Mezzanine, Buyouts, Portfolio Management, Fixed Income, Mergers & Acquisitions, Fund Of Funds, Due Diligence, Asset Allocation
Education
Yale School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
Georgetown University 1994 — 1998
BSFS, International Economics
Institut d'Etudes politiques de Strasbourg 1996 — 1997
Certificat d'Etudes Politiques, Economics
Saint Louis Priory 1988 — 1994
Tennessee Consolidated Retirement System (TCRS) May 2014 - Present
Private Markets Diligence October 2013 - April 2014
Mercer Investment Consulting January 2011 - May 2013
Hammond Associates January 2004 - January 2011
Yale International Institute for Corporate Governance April 2003 - August 2003
A.G. Edwards & Sons, Inc. August 1998 - August 2001
Skills
Alternative Investments, Investments, Private Equity, Venture Capital, Real Estate, Energy, Distressed Debt, Mezzanine, Buyouts, Portfolio Management, Fixed Income, Mergers & Acquisitions, Fund Of Funds, Due Diligence, Asset Allocation
Education
Yale School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
Georgetown University 1994 — 1998
BSFS, International Economics
Institut d'Etudes politiques de Strasbourg 1996 — 1997
Certificat d'Etudes Politiques, Economics
Saint Louis Priory 1988 — 1994
Jay Love Jay Love's Mercer Investment Consulting Experience 1995 - Present
Job Partner at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting 1995 - Present
Mercer Investment Consulting 1995 - 2000
Skills
Hedge Funds, Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, Asset Managment, Fixed Income, Portfolio Management, Equities, Institutional...
Education
Choate Rosemary Hall 1985 — 1989
Millsaps College
Bachelor of Science (BS)
Mercer Investment Consulting 1995 - Present
Mercer Investment Consulting 1995 - 2000
Skills
Hedge Funds, Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, Asset Managment, Fixed Income, Portfolio Management, Equities, Institutional...
Education
Choate Rosemary Hall 1985 — 1989
Millsaps College
Bachelor of Science (BS)
Brendan Mazur, CFA Brendan Mazur, CFA's Mercer Investment Consulting Experience 2004 - 2005
Job Financial Institution Examiner at FDIC
Industry Banking
Experience
FDIC July 2009 - Present
XL Capital 2006 - 2008
UBS Global Asset Management 2005 - 2006
Mercer Investment Consulting 2004 - 2005
Education
Boston College 2008 — 2009
MS Finance
Loyola University Chicago 2000 — 2004
BA, Finance, Economics
FDIC July 2009 - Present
XL Capital 2006 - 2008
UBS Global Asset Management 2005 - 2006
Mercer Investment Consulting 2004 - 2005
Education
Boston College 2008 — 2009
MS Finance
Loyola University Chicago 2000 — 2004
BA, Finance, Economics
John Wetnicka's Mercer Investment Consulting Experience 2006 - Present
Job Implementation Analyst at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting 2006 - Present
Putnam Investments November 1997 - June 2006
New York Life Insurance Company September 1990 - November 1997
Skills
Finance, Asset Management, Project Management, Defined Benefit, Business Requirements, Financial Analysis, Hedge Funds, Requirements Analysis, Bloomberg, Pensions, Analysis, Securities, Business Analysis, Benefits Administration, Change Management, Fixed Income, Investments, Employee Benefits, Strategic Planning, Microsoft Office, Relationship Management, Management, Mutual Funds, 401k, SQL, Valuation, CRM, Equities, Financial Services, Retirement, Business Development, Microsoft Excel, Vendor Management, SaaS, Risk Management, Business Process..., Process Improvement
Education
Bentley College 1985 — 1989
Finance
Mercer Investment Consulting 2006 - Present
Putnam Investments November 1997 - June 2006
New York Life Insurance Company September 1990 - November 1997
Skills
Finance, Asset Management, Project Management, Defined Benefit, Business Requirements, Financial Analysis, Hedge Funds, Requirements Analysis, Bloomberg, Pensions, Analysis, Securities, Business Analysis, Benefits Administration, Change Management, Fixed Income, Investments, Employee Benefits, Strategic Planning, Microsoft Office, Relationship Management, Management, Mutual Funds, 401k, SQL, Valuation, CRM, Equities, Financial Services, Retirement, Business Development, Microsoft Excel, Vendor Management, SaaS, Risk Management, Business Process..., Process Improvement
Education
Bentley College 1985 — 1989
Finance
Daniel Natale, CFA's Mercer Investment Consulting Experience November 2011 - Present
Job Senior Associate, Manager Research at Mercer Investments
Industry Financial Services
Experience
Mercer Investment Consulting November 2011 - Present
Bank of New York Mellon July 2008 - November 2011
Fitch Ratings June 2007 - June 2008
Deerfield Capital Management November 2005 - December 2006
ABN AMRO Bank N.V. May 2004 - November 2005
Skills
Fixed Income, CDO, Settlement, Bloomberg, Hedge Funds, Asset Management, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Investments, Valuation, Asset Allocation, Derivatives, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, General
University of Dayton 1999 — 2003
Bachelor's of Science, Finance
Mercer Investment Consulting November 2011 - Present
Bank of New York Mellon July 2008 - November 2011
Fitch Ratings June 2007 - June 2008
Deerfield Capital Management November 2005 - December 2006
ABN AMRO Bank N.V. May 2004 - November 2005
Skills
Fixed Income, CDO, Settlement, Bloomberg, Hedge Funds, Asset Management, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Investments, Valuation, Asset Allocation, Derivatives, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, General
University of Dayton 1999 — 2003
Bachelor's of Science, Finance
Corey Waddell's Mercer Investment Consulting Experience January 2012 - September 2013
Job Associate Consultant / Investment Analyst at Capital Cities, LLC
Industry Financial Services
Experience
Capital Cities, LLC September 2013 - Present
Mercer Investment Consulting January 2012 - September 2013
DiMeo Schneider & Associates July 2008 - May 2011
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Asset Management, Financial Modeling, Valuation, Alternative Investments, Asset Allocation, Fixed Income, Mutual Funds
Education
Butler University 2004 — 2008
Bachelors, Finance, MIS
Capital Cities, LLC September 2013 - Present
Mercer Investment Consulting January 2012 - September 2013
DiMeo Schneider & Associates July 2008 - May 2011
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Asset Management, Financial Modeling, Valuation, Alternative Investments, Asset Allocation, Fixed Income, Mutual Funds
Education
Butler University 2004 — 2008
Bachelors, Finance, MIS
David Hammond David Hammond's Mercer Investment Consulting Experience January 2011 - April 2011
Job Strategic Business Advisor, Author
Industry Management Consulting
Experience
LEGACIES of HOPE institute December 2013 - Present
Hammond Ink Advisors April 2011 - Present
SANDPOINTE LLC (Formerly Global Capital Econometrix) July 2013 - February 2015
Mercer Investment Consulting January 2011 - April 2011
Hammond Associates Institutional Consultants [Acquired by Mercer] 2005 - 2011
Deloitte Consulting 2000 - 2002
Accenture 1997 - 1999
Skills
Venture Capital, Start-ups, Portfolio Management, Marketing Communications, Strategy, Business Development, Marketing Strategy, Mergers & Acquisitions, Leadership, Marketing, B2B, Team Leadership, E-commerce, Product Development, Sales, Due Diligence, Selling, Investments, Competitive Analysis, Hedge Funds, Entrepreneurship, Private Equity, Public Speaking, Published Author, Asset Management, Alternative Investments, Emerging Markets, Investor Relations, Fund Of Funds, Investment Management, Financial Services, CRM, Mutual Funds, Investment Strategies, Equities, Wealth Management, Financial Markets, Asset Allocation, Executive Management, Capital Markets
Education
Columbia College 1978 — 1980
BS, Marketing / International Affairs
University of Missouri-Columbia 1975 — 1978
Bachelor of Science (BS), Business
LEGACIES of HOPE institute December 2013 - Present
Hammond Ink Advisors April 2011 - Present
SANDPOINTE LLC (Formerly Global Capital Econometrix) July 2013 - February 2015
Mercer Investment Consulting January 2011 - April 2011
Hammond Associates Institutional Consultants [Acquired by Mercer] 2005 - 2011
Deloitte Consulting 2000 - 2002
Accenture 1997 - 1999
Skills
Venture Capital, Start-ups, Portfolio Management, Marketing Communications, Strategy, Business Development, Marketing Strategy, Mergers & Acquisitions, Leadership, Marketing, B2B, Team Leadership, E-commerce, Product Development, Sales, Due Diligence, Selling, Investments, Competitive Analysis, Hedge Funds, Entrepreneurship, Private Equity, Public Speaking, Published Author, Asset Management, Alternative Investments, Emerging Markets, Investor Relations, Fund Of Funds, Investment Management, Financial Services, CRM, Mutual Funds, Investment Strategies, Equities, Wealth Management, Financial Markets, Asset Allocation, Executive Management, Capital Markets
Education
Columbia College 1978 — 1980
BS, Marketing / International Affairs
University of Missouri-Columbia 1975 — 1978
Bachelor of Science (BS), Business
Dmitriy Perelstein's Mercer Investment Consulting Experience June 2000 - January 2003
Job Group Finance Director at IDG TechNetwork
Industry Financial Services
Experience
IDG TechNetwork March 2012 - Present
Cedar Street Capital, LLC November 2011 - March 2012
Alliance Bernstein December 2005 - July 2011
Tanaka Capital Management April 2003 - December 2005
Mercer Investment Consulting June 2000 - January 2003
Skills
Equities, Portfolio Management, Asset Allocation, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Valuation, Investment Banking, Asset Management, Financial Reporting, Investments, Due Diligence, Private Equity, Risk Management, Excel, Business Strategy, Emerging Markets, Equity Research, Budgeting, Strategic Planning, Research, Online Advertising, Microsoft Excel, Trading, Digital Media, Analysis, Analytics, Budgets, Finance, Strategy, Forecasting, Management
Education
NYU Stern School of Business 2011 — 2013
MBA
Fordham University 1999 — 2002
BS, Finance
Saint Petersburg State University of Engineering and Economics 1996 — 1999
Hotel and Tourism Management
IDG TechNetwork March 2012 - Present
Cedar Street Capital, LLC November 2011 - March 2012
Alliance Bernstein December 2005 - July 2011
Tanaka Capital Management April 2003 - December 2005
Mercer Investment Consulting June 2000 - January 2003
Skills
Equities, Portfolio Management, Asset Allocation, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Valuation, Investment Banking, Asset Management, Financial Reporting, Investments, Due Diligence, Private Equity, Risk Management, Excel, Business Strategy, Emerging Markets, Equity Research, Budgeting, Strategic Planning, Research, Online Advertising, Microsoft Excel, Trading, Digital Media, Analysis, Analytics, Budgets, Finance, Strategy, Forecasting, Management
Education
NYU Stern School of Business 2011 — 2013
MBA
Fordham University 1999 — 2002
BS, Finance
Saint Petersburg State University of Engineering and Economics 1996 — 1999
Hotel and Tourism Management
Matthew Tai Matthew Tai's Mercer Investment Consulting Experience January 2009 - May 2009
Job Private Equity Associate at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman 2013 - Present
Barclays Capital 2011 - 2013
Citigroup Global Markets Inc. June 2010 - September 2010
Mercer Investment Consulting January 2009 - May 2009
Ontario Teachers' Pension Plan May 2008 - September 2008
Education
McGill University
B.Com
University of Toronto
Neuberger Berman 2013 - Present
Barclays Capital 2011 - 2013
Citigroup Global Markets Inc. June 2010 - September 2010
Mercer Investment Consulting January 2009 - May 2009
Ontario Teachers' Pension Plan May 2008 - September 2008
Education
McGill University
B.Com
University of Toronto
Peter Willett Peter Willett's Mercer Investment Consulting Experience August 2008 - Present
Job Principal, Manager Research at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting August 2008 - Present
Adaptive Edge Capital February 2007 - August 2008
State Street Global Advisors January 1997 - February 2007
PanAgora Asset Management January 1991 - January 1997
Skills
Financials, Hedge Funds, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Asset Managment, Fixed Income, Investment Management, Investments, Portfolio Management, Mutual Funds, Fund Of Funds, Equity Research, Alpha Generation, Derivatives, Institutional Investors, Quantitative Analytics, Capital Markets, Emerging Markets
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA)
Vassar College 1977 — 1982
Bachelor of Arts (B.A.), English
Mercer Investment Consulting August 2008 - Present
Adaptive Edge Capital February 2007 - August 2008
State Street Global Advisors January 1997 - February 2007
PanAgora Asset Management January 1991 - January 1997
Skills
Financials, Hedge Funds, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Asset Managment, Fixed Income, Investment Management, Investments, Portfolio Management, Mutual Funds, Fund Of Funds, Equity Research, Alpha Generation, Derivatives, Institutional Investors, Quantitative Analytics, Capital Markets, Emerging Markets
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA)
Vassar College 1977 — 1982
Bachelor of Arts (B.A.), English
Paul Troup Paul Troup's Mercer Investment Consulting Experience February 1980 - November 1989
Job Principal at Hardwood Forest Management LLC
Industry Financial Services
Experience
Hardwood Forest Management LLC January 2014 - Present
Callan Associates 1989 - 2014
Mercer Investment Consulting February 1980 - November 1989
AG Becker 1973 - 1989
Skills
Investments, consulting, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Valuation, High Net Worth..., Consulting, Finance, Retirement, Fixed Annuities, Investment Advisory, Financial Services, Pensions, Institutional..., Relationship Management, Financial Institutions, Emerging Markets, Defined Contribution, Funding, 401k, Venture Capital, Board of Director..., Endowments, Capital Markets, Employee Benefits, Securities, Financial Modeling, Transaction Processing, Series 63, Investment Advisory..., Bloomberg
Education
University of Tennessee-Knoxville 1970 — 1973
Master of Science (MS), Industrial Management
Emory University 1963 — 1965
Master's Degree, Chemistry
Purdue University 1959 — 1963
Bachelor's Degree, Chemistry
North Central High School 1957 — 1959
High School
Hardwood Forest Management LLC January 2014 - Present
Callan Associates 1989 - 2014
Mercer Investment Consulting February 1980 - November 1989
AG Becker 1973 - 1989
Skills
Investments, consulting, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Valuation, High Net Worth..., Consulting, Finance, Retirement, Fixed Annuities, Investment Advisory, Financial Services, Pensions, Institutional..., Relationship Management, Financial Institutions, Emerging Markets, Defined Contribution, Funding, 401k, Venture Capital, Board of Director..., Endowments, Capital Markets, Employee Benefits, Securities, Financial Modeling, Transaction Processing, Series 63, Investment Advisory..., Bloomberg
Education
University of Tennessee-Knoxville 1970 — 1973
Master of Science (MS), Industrial Management
Emory University 1963 — 1965
Master's Degree, Chemistry
Purdue University 1959 — 1963
Bachelor's Degree, Chemistry
North Central High School 1957 — 1959
High School
Caroline (Aboutar) Potter's Mercer Investment Consulting Experience 2000 - 2009
Job Director at Buck Consultants
Industry Investment Management
Experience
Buck Consultants 2011 - Present
Mercer Investment Consulting 2000 - 2009
Ameritech (SBC) Pension Trust 1996 - 2000
Hewitt Associates 1991 - 1996
Skills
Investments, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Strategies, Private Equity, Management Consulting, Due Diligence, Equities, Fixed Income, Asset Management, Pensions, Management, Investment Advisory, Valuation, Capital Markets, Investment Management, Pension Funds, Defined Benefit, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
Masters in Business Administration, Finance and Management
DePaul University
Bachelor of Science, Mathematics with Concentration in Statistics
Buck Consultants 2011 - Present
Mercer Investment Consulting 2000 - 2009
Ameritech (SBC) Pension Trust 1996 - 2000
Hewitt Associates 1991 - 1996
Skills
Investments, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Strategies, Private Equity, Management Consulting, Due Diligence, Equities, Fixed Income, Asset Management, Pensions, Management, Investment Advisory, Valuation, Capital Markets, Investment Management, Pension Funds, Defined Benefit, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
Masters in Business Administration, Finance and Management
DePaul University
Bachelor of Science, Mathematics with Concentration in Statistics
Bonnie Schwerin Bonnie Schwerin's Mercer Investment Consulting Experience January 2005 - August 2005
Job Consulting Manager at Bridge Partners Consulting
Industry Management Consulting
Experience
Bridge Partners Consulting 2010 - Present
Graduate Business Forum April 2006 - March 2012
Hitachi Consulting August 2007 - 2010
Mercer Investment Consulting January 2005 - August 2005
McAdams Wright Ragen November 2001 - April 2004
State Street Bank January 2001 - August 2001
Skills
Change Management, Leadership, Strategy, Business Strategy, Business Analysis, Project Management, Management Consulting, Financial Analysis, Business Development, Program Management, Management, Project Planning, Cross-functional Team..., Business Process..., Consulting
Education
University of Washington, Michael G. Foster School of Business 2005 — 2007
MBA, International Business
Brown University 1994 — 1999
AB, Human Biology
Tabor Academy 1992 — 1994
Diploma, Calculus, Sciences, Art
Bridge Partners Consulting 2010 - Present
Graduate Business Forum April 2006 - March 2012
Hitachi Consulting August 2007 - 2010
Mercer Investment Consulting January 2005 - August 2005
McAdams Wright Ragen November 2001 - April 2004
State Street Bank January 2001 - August 2001
Skills
Change Management, Leadership, Strategy, Business Strategy, Business Analysis, Project Management, Management Consulting, Financial Analysis, Business Development, Program Management, Management, Project Planning, Cross-functional Team..., Business Process..., Consulting
Education
University of Washington, Michael G. Foster School of Business 2005 — 2007
MBA, International Business
Brown University 1994 — 1999
AB, Human Biology
Tabor Academy 1992 — 1994
Diploma, Calculus, Sciences, Art
Christopher Austin, CFA's Mercer Investment Consulting Experience 1996 - 1999
Job Global Head of Consultant Relations and Director of Marketing & Client Relations at Intermediate Capital Group (ICG)
Industry Investment Management
Experience
Standish Mellon Asset Management 2003 - May 2014
State Street Research 1999 - 2003
Mercer Investment Consulting 1996 - 1999
Skills
Investments, Alternative Investments, Institutional..., Asset Allocation, Hedge Funds, Fixed Income, Investment Management, Asset Managment, Mutual Funds, Investment Strategies, Equities, Financial Services, Strategy, Fund Of Funds, Portfolio Management, Series 7, Asset Management
Education
Lake Forest College 1992 — 1996
Bachelor's degree, Economics
The Gunnery School 1991 — 1992
Post Graduate
St. John's Prep 1987 — 1991
Standish Mellon Asset Management 2003 - May 2014
State Street Research 1999 - 2003
Mercer Investment Consulting 1996 - 1999
Skills
Investments, Alternative Investments, Institutional..., Asset Allocation, Hedge Funds, Fixed Income, Investment Management, Asset Managment, Mutual Funds, Investment Strategies, Equities, Financial Services, Strategy, Fund Of Funds, Portfolio Management, Series 7, Asset Management
Education
Lake Forest College 1992 — 1996
Bachelor's degree, Economics
The Gunnery School 1991 — 1992
Post Graduate
St. John's Prep 1987 — 1991
John Rohit Wilson's Mercer Investment Consulting Experience June 2008 - August 2008
Job Senior Associate PwC FS Advisory, Asset Management
Industry Financial Services
Experience
PwC Advisory July 2015 - Present
PwC Advisory June 2014 - August 2014
Mercer Investments July 2009 - March 2013
Mercer Investment Consulting June 2008 - August 2008
McKinsey & Company March 2007 - July 2007
Skills
Investments, Portfolio Management, Mutual Funds, Asset Allocation, Performance Attribution, Due Diligence, Emerging Markets, Investment Management, Banking, Institutional..., Finance, Management Consulting, Analysis, Financial Analysis
Education
Emory University 2005 — 2009
BBA, Management, Finance, Economics
PwC Advisory July 2015 - Present
PwC Advisory June 2014 - August 2014
Mercer Investments July 2009 - March 2013
Mercer Investment Consulting June 2008 - August 2008
McKinsey & Company March 2007 - July 2007
Skills
Investments, Portfolio Management, Mutual Funds, Asset Allocation, Performance Attribution, Due Diligence, Emerging Markets, Investment Management, Banking, Institutional..., Finance, Management Consulting, Analysis, Financial Analysis
Education
Emory University 2005 — 2009
BBA, Management, Finance, Economics
Genevieve Plourde, CFA Genevieve Plourde, CFA's Mercer Investment Consulting Experience January 2000 - January 2003
Job Investment Manager Research / Client Service VPlevel Professional
Industry Investment Management
Experience
Aristotle Capital Management, LLC December 2013 - Present
Aletheia Research and Management, Inc. June 2011 - January 2013
CIBC Asset Management Inc. March 2005 - April 2011
RBC Financial Group August 2003 - November 2004
Mercer Investment Consulting January 2000 - January 2003
Skills
Alternative Investments, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Financial Services, Analysis, Asset Managment, Due Diligence, Superior Client Service, Project Management, Accounts Receivable, Pension Funds, High Net Worth..., Separately Managed..., Unified Managed Accounts, Institutional..., Compliance, Investment Policy..., Legal Contract Review, Business Process..., Consultant Liaison, Asset Management, Finance, Portfolio Management, Strategic Financial..., Trading, Client Services
Education
Concordia University 1997 — 2000
BA. Honours (Co-op), Economics
University of Toronto - Woodsworth College 1998 — 1998
Actuarial Science
Aristotle Capital Management, LLC December 2013 - Present
Aletheia Research and Management, Inc. June 2011 - January 2013
CIBC Asset Management Inc. March 2005 - April 2011
RBC Financial Group August 2003 - November 2004
Mercer Investment Consulting January 2000 - January 2003
Skills
Alternative Investments, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Financial Services, Analysis, Asset Managment, Due Diligence, Superior Client Service, Project Management, Accounts Receivable, Pension Funds, High Net Worth..., Separately Managed..., Unified Managed Accounts, Institutional..., Compliance, Investment Policy..., Legal Contract Review, Business Process..., Consultant Liaison, Asset Management, Finance, Portfolio Management, Strategic Financial..., Trading, Client Services
Education
Concordia University 1997 — 2000
BA. Honours (Co-op), Economics
University of Toronto - Woodsworth College 1998 — 1998
Actuarial Science
Ryan McHugh Ryan McHugh's Mercer Investment Consulting Experience 2000 - 2004
Job Criminal Defense Attorney at Summit Defense
Industry Law Practice
Experience
Summit Defense November 2011 - Present
Alameda County District Attorney 2007 - 2011
Mercer Investment Consulting 2000 - 2004
Skills
Criminal Defense, Criminal Law, Jury Trials, Oral Arguments, Legal Advice, Legal Research, Legal Writing, Motions, Government, Prosecution, Litigation, International Law, Civil Litigation, Corporate Law, Intellectual Property, Trials, White Collar Criminal..., Courts, Trial Practice, Hearings
Education
University of San Francisco School of Law 2004 — 2007
J.D., Law
Georgetown University 1995 — 1999
B.S., International Economics
Summit Defense November 2011 - Present
Alameda County District Attorney 2007 - 2011
Mercer Investment Consulting 2000 - 2004
Skills
Criminal Defense, Criminal Law, Jury Trials, Oral Arguments, Legal Advice, Legal Research, Legal Writing, Motions, Government, Prosecution, Litigation, International Law, Civil Litigation, Corporate Law, Intellectual Property, Trials, White Collar Criminal..., Courts, Trial Practice, Hearings
Education
University of San Francisco School of Law 2004 — 2007
J.D., Law
Georgetown University 1995 — 1999
B.S., International Economics
Donna Wilson Donna Wilson's Mercer Investment Consulting Experience 1996 - May 1997
Job Senior Investment Professional
Industry Investment Management
Experience
Invesco May 1997 - Present
Mercer Investment Consulting 1996 - May 1997
General Motors Asset Management February 1992 - May 1996
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Hampton University 1977 — 1981
BA, Economics
Invesco May 1997 - Present
Mercer Investment Consulting 1996 - May 1997
General Motors Asset Management February 1992 - May 1996
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Hampton University 1977 — 1981
BA, Economics
Erin E. Smith Erin E. Smith's Mercer Investment Consulting Experience 2008 - 2011
Job Managing Director at Vilas Capital Management, LLC.
Industry Investment Management
Experience
Vilas Capital Management, LLC. 2014 - Present
Red Ivy Capital 2013 - Present
Commonfund 2011 - 2013
Mercer Investment Consulting 2008 - 2011
BMO Financial Group 2005 - 2008
Skills
Portfolio Management, Institutional Investors, Investment Advisory..., Fund Of Funds, Business Development, Alternative Investments, Mutual Funds, Options, Corporate Finance, Hedge Funds, Private Equity, Financial Markets, Risk Management, Institutional..., Financial Modeling, Fixed Income, Capital Markets, Separately Managed..., Asset Allocation, Asset Management, Product Management, Venture Capital, Quantitative Investing, Bloomberg, Equities, Investment Strategies, Emerging Markets, Derivatives, Investment Management, Investments, Series 7, Trading, Investment Advisory, Valuation, Securities, Investment Banking
Education
Boston University
Bachelor of Arts (B.A.), Linguistics, Latin
Loyola University of Chicago - Graduate School of Business
Master of Business Administration (M.B.A.), Finance
Wheaton Warrenville South
Vilas Capital Management, LLC. 2014 - Present
Red Ivy Capital 2013 - Present
Commonfund 2011 - 2013
Mercer Investment Consulting 2008 - 2011
BMO Financial Group 2005 - 2008
Skills
Portfolio Management, Institutional Investors, Investment Advisory..., Fund Of Funds, Business Development, Alternative Investments, Mutual Funds, Options, Corporate Finance, Hedge Funds, Private Equity, Financial Markets, Risk Management, Institutional..., Financial Modeling, Fixed Income, Capital Markets, Separately Managed..., Asset Allocation, Asset Management, Product Management, Venture Capital, Quantitative Investing, Bloomberg, Equities, Investment Strategies, Emerging Markets, Derivatives, Investment Management, Investments, Series 7, Trading, Investment Advisory, Valuation, Securities, Investment Banking
Education
Boston University
Bachelor of Arts (B.A.), Linguistics, Latin
Loyola University of Chicago - Graduate School of Business
Master of Business Administration (M.B.A.), Finance
Wheaton Warrenville South
Nelson Lam's Mercer Investment Consulting Experience 1998 - 2003
Job VicePresident, External Managers at Air Canada
Industry Airlines/Aviation
Experience
Air Canada November 2009 - Present
Gestion FERIQUE 2005 - 2009
City of Montreal Pension Plan 2003 - 2005
Mercer Investment Consulting 1998 - 2003
Skills
Bloomberg, Pensions, Financial Modeling, Fixed Income, Equities, Asset Managment, Pension Funds, Portfolio Management, Risk Management, Valuation, Investments, Investment Strategies, Derivatives, Alternative Investments
Education
1994 — 1997
Bachelor, Actuarial Science
Air Canada November 2009 - Present
Gestion FERIQUE 2005 - 2009
City of Montreal Pension Plan 2003 - 2005
Mercer Investment Consulting 1998 - 2003
Skills
Bloomberg, Pensions, Financial Modeling, Fixed Income, Equities, Asset Managment, Pension Funds, Portfolio Management, Risk Management, Valuation, Investments, Investment Strategies, Derivatives, Alternative Investments
Education
1994 — 1997
Bachelor, Actuarial Science
Iliana Sobczak Iliana Sobczak's Mercer Investment Consulting Experience July 2000 - March 2007
Job Managing Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2013 - Present
The Blackstone Group November 2009 - December 2012
FrontPoint Partners December 2008 - October 2009
Morgan Stanley Investment Management March 2007 - December 2008
Mercer Investment Consulting July 2000 - March 2007
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Investment Management, Equities, Mutual Funds, Fixed Income, Private Equity, Portfolio Management, Institutional..., Pension Funds, Capital Markets, Strategy
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance
Lake Forest College
Bachelor of Liberal Arts, International Relations & Business
The Blackstone Group January 2013 - Present
The Blackstone Group November 2009 - December 2012
FrontPoint Partners December 2008 - October 2009
Morgan Stanley Investment Management March 2007 - December 2008
Mercer Investment Consulting July 2000 - March 2007
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Investment Management, Equities, Mutual Funds, Fixed Income, Private Equity, Portfolio Management, Institutional..., Pension Funds, Capital Markets, Strategy
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance
Lake Forest College
Bachelor of Liberal Arts, International Relations & Business
Diya Luke, CFA Diya Luke, CFA's Mercer Investment Consulting Experience August 2001 - March 2004
Job Human Capital and Financial Strategist
Industry Management Consulting
Experience
Towers Watson July 2015 - Present
Towers Watson August 2012 - June 2015
Towers Watson March 2004 - August 2012
Mercer Investment Consulting August 2001 - March 2004
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Financial Modeling, Investments, Equities, Investment Management, Fixed Income, Valuation, Portfolio Management, Asset Managment, Bloomberg, Defined Benefit, Equity Research, Capital Markets, Pension Funds, Pensions, Due Diligence, Quantitative Analytics, Private Equity
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Macalester College 1997 — 2001
BA, Economics, Political Science
Kodaikanal International School 1992 — 1997
International Baccalaureate
Towers Watson July 2015 - Present
Towers Watson August 2012 - June 2015
Towers Watson March 2004 - August 2012
Mercer Investment Consulting August 2001 - March 2004
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Financial Modeling, Investments, Equities, Investment Management, Fixed Income, Valuation, Portfolio Management, Asset Managment, Bloomberg, Defined Benefit, Equity Research, Capital Markets, Pension Funds, Pensions, Due Diligence, Quantitative Analytics, Private Equity
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Macalester College 1997 — 2001
BA, Economics, Political Science
Kodaikanal International School 1992 — 1997
International Baccalaureate
Sharon Speer's Mercer Investment Consulting Experience March 1999 - April 2005
Job Executive Assistant to Managing Partners at MEC
Industry Executive Office
Experience
MEC August 2011 - Present
Sitaras, Inc. July 2008 - May 2011
Dunn & Overwith August 2008 - February 2011
Sappi Fine Paper 2007 - 2007
New England Sports Network January 2006 - July 2006
Mercer Investment Consulting March 1999 - April 2005
Harvard Pilgrim Health Care January 1987 - March 1998
Skills
Customer Service, Social Media, Event Management, PowerPoint, Leadership, Administrative..., Advertising, Event Planning, Public Speaking, Editing, Sales, Marketing, Management, Social Networking, Microsoft Word, Time Management, Public Relations, Facebook, Social Media Marketing, Online Marketing, Outlook, Market Research, Marketing Communications, Fundraising, Recruiting, Administrative..., Administration
Education
American Society for Training and Development 1994 — 1995
Certificate, Training
Southern Connecticut State University 1979 — 1983
Bachelor of Arts (B.A.), Speech Communications, Dean's List
Emerson College
Certificate, Advertising
MEC August 2011 - Present
Sitaras, Inc. July 2008 - May 2011
Dunn & Overwith August 2008 - February 2011
Sappi Fine Paper 2007 - 2007
New England Sports Network January 2006 - July 2006
Mercer Investment Consulting March 1999 - April 2005
Harvard Pilgrim Health Care January 1987 - March 1998
Skills
Customer Service, Social Media, Event Management, PowerPoint, Leadership, Administrative..., Advertising, Event Planning, Public Speaking, Editing, Sales, Marketing, Management, Social Networking, Microsoft Word, Time Management, Public Relations, Facebook, Social Media Marketing, Online Marketing, Outlook, Market Research, Marketing Communications, Fundraising, Recruiting, Administrative..., Administration
Education
American Society for Training and Development 1994 — 1995
Certificate, Training
Southern Connecticut State University 1979 — 1983
Bachelor of Arts (B.A.), Speech Communications, Dean's List
Emerson College
Certificate, Advertising
Laura Alspaugh Laura Alspaugh's Mercer Investment Consulting Experience February 1998 - November 2007
Job Senior Investment Consultant
Industry Investment Management
Experience
P-Solve December 2010 - July 2015
Mercer Global Investments September 2008 - August 2009
Invesra November 2007 - September 2008
Mercer Investment Consulting February 1998 - November 2007
Fleet Bank February 1980 - July 1994
Bank of New England 1979 - 1994
Skills
Investments, Asset Allocation, Pensions, Mutual Funds, Investment Strategies, Asset Management, Defined Contribution, Fixed Income, Investment Advisory, Retirement, Defined Benefit, Investment Management, Portfolio Management, Alternative Investments, Due Diligence, Capital Markets, Hedge Funds, Equity Research, Banking, Financial Services, Derivatives, Equities, Client Presentation, Group Presentations
Education
Boston University Questrom School of Business 1982 — 1987
MBA, Finance
Wellesley College 1974 — 1978
Bachelor of Arts (BA), Music
St. Timothy's School
P-Solve December 2010 - July 2015
Mercer Global Investments September 2008 - August 2009
Invesra November 2007 - September 2008
Mercer Investment Consulting February 1998 - November 2007
Fleet Bank February 1980 - July 1994
Bank of New England 1979 - 1994
Skills
Investments, Asset Allocation, Pensions, Mutual Funds, Investment Strategies, Asset Management, Defined Contribution, Fixed Income, Investment Advisory, Retirement, Defined Benefit, Investment Management, Portfolio Management, Alternative Investments, Due Diligence, Capital Markets, Hedge Funds, Equity Research, Banking, Financial Services, Derivatives, Equities, Client Presentation, Group Presentations
Education
Boston University Questrom School of Business 1982 — 1987
MBA, Finance
Wellesley College 1974 — 1978
Bachelor of Arts (BA), Music
St. Timothy's School
Christopher B. Alt Christopher B. Alt's Mercer Investment Consulting Experience July 2008 - August 2009
Job Visiting Assistant Professor Finance at Clark University Graduate School of Management
Industry Investment Management
Experience
Clark University August 2013 - Present
Brandeis University International Business School 1994 - Present
Providence College Business School September 2011 - June 2013
ING Financial Partners August 2010 - December 2010
Mercer Investment Consulting July 2008 - August 2009
Metropolitan Life Insurance Company 1997 - 2008
State Street Global Advisors January 1995 - April 1996
Skills
Valuation, Investments, Asset Allocation, Portfolio Management, Finance, Mutual Funds, Asset Management, Due Diligence, Investment Management, Corporate Finance, Financial Modeling, Financial Analysis, Derivatives, Equities, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1982
PhD, Management (finance and applied economics)
University of Pennsylvania - The Wharton School 1971 — 1973
MPA, Public administration
Bowdoin College
BA, Political science
Clark University August 2013 - Present
Brandeis University International Business School 1994 - Present
Providence College Business School September 2011 - June 2013
ING Financial Partners August 2010 - December 2010
Mercer Investment Consulting July 2008 - August 2009
Metropolitan Life Insurance Company 1997 - 2008
State Street Global Advisors January 1995 - April 1996
Skills
Valuation, Investments, Asset Allocation, Portfolio Management, Finance, Mutual Funds, Asset Management, Due Diligence, Investment Management, Corporate Finance, Financial Modeling, Financial Analysis, Derivatives, Equities, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1982
PhD, Management (finance and applied economics)
University of Pennsylvania - The Wharton School 1971 — 1973
MPA, Public administration
Bowdoin College
BA, Political science
Douglas Vander Linde Douglas Vander Linde's Mercer Investment Consulting Experience 2003 - 2004
Job Head of Global Development and Distribution
Industry Investment Management
Experience
Towers Watson July 2012 - Present
Mercer 2005 - June 2012
Mercer HR Services 2004 - 2005
Mercer Investment Consulting 2003 - 2004
Northern Trust Global Investments 2001 - 2003
Putnam Investments 1990 - 2001
Metropolitan Life 1984 - 1990
Skills
Executive Management, Institutional, Asset Management, Investment Strategies, Fund Of Funds, Defined Benefit, 401k, Equities, Fixed Income, Pensions, ALM, Emerging Markets, Alternative Investments, Private Equity, Real Estate, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Business Strategy, Strategic Planning, New Business Development, Market Penetration, Competitive Analysis, Marketing Strategy, Sales Management, Investment Advisory, Fortune 1000, Hedging, Change Management, Asset, Retirement, Financial Markets, Client Service, Capital Markets, Institutional Investors, Client Retention, Series 7, Series 63, Business Development, Client Services
Education
Keller Graduate School of Management, Chicago, IL 1986 — 1990
MBA, Finance
Calvin College 1977 — 1981
BA, Business/Economics
Towers Watson July 2012 - Present
Mercer 2005 - June 2012
Mercer HR Services 2004 - 2005
Mercer Investment Consulting 2003 - 2004
Northern Trust Global Investments 2001 - 2003
Putnam Investments 1990 - 2001
Metropolitan Life 1984 - 1990
Skills
Executive Management, Institutional, Asset Management, Investment Strategies, Fund Of Funds, Defined Benefit, 401k, Equities, Fixed Income, Pensions, ALM, Emerging Markets, Alternative Investments, Private Equity, Real Estate, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Business Strategy, Strategic Planning, New Business Development, Market Penetration, Competitive Analysis, Marketing Strategy, Sales Management, Investment Advisory, Fortune 1000, Hedging, Change Management, Asset, Retirement, Financial Markets, Client Service, Capital Markets, Institutional Investors, Client Retention, Series 7, Series 63, Business Development, Client Services
Education
Keller Graduate School of Management, Chicago, IL 1986 — 1990
MBA, Finance
Calvin College 1977 — 1981
BA, Business/Economics
Denis Morentsov, CFA Denis Morentsov, CFA's Mercer Investment Consulting Experience January 2004 - May 2012
Job Senior Product Manager at Amazon
Industry Financial Services
Experience
Amazon May 2015 - Present
Backstop Solutions Group November 2013 - April 2015
Backstop Solutions Group May 2012 - October 2013
Mercer Investment Consulting January 2004 - May 2012
Mercer Investment Consulting January 2000 - January 2004
VINCO Investment Company January 1995 - June 1997
Skills
Quantitative Research, Matlab, Product Management, VBA, Evaluation, Designs, R, Statistical Modeling, Data Analysis, Team Leadership, Quantitative Analytics, Asset Allocation, Alternative Investments, Performance Attribution, Hedge Funds, Analytics, Portfolio Management, Investments, Asset Management, Securities, Market Research, Agile Methodologies, SQL, Attribution, Target-Date Family..., Performance Measurement, Performance Metrics, Mutual Fund Evaluation, Mutual Fund Reporting, Private Equity, Graphic Design, Advanced CSS, HTML, Photoshop, Monte Carlo Simulation, Mutual Funds, Valuation, Fund Of Funds, Strategy, Business Analysis, Portfolio Optimization
Education
Northern Arizona University 1999 — 2000
MBA, Finance & Technology
Vinnic'kij Nacional'nij Tehnicnij Universitet 1994 — 1999
BA, Economics & Management
Amazon May 2015 - Present
Backstop Solutions Group November 2013 - April 2015
Backstop Solutions Group May 2012 - October 2013
Mercer Investment Consulting January 2004 - May 2012
Mercer Investment Consulting January 2000 - January 2004
VINCO Investment Company January 1995 - June 1997
Skills
Quantitative Research, Matlab, Product Management, VBA, Evaluation, Designs, R, Statistical Modeling, Data Analysis, Team Leadership, Quantitative Analytics, Asset Allocation, Alternative Investments, Performance Attribution, Hedge Funds, Analytics, Portfolio Management, Investments, Asset Management, Securities, Market Research, Agile Methodologies, SQL, Attribution, Target-Date Family..., Performance Measurement, Performance Metrics, Mutual Fund Evaluation, Mutual Fund Reporting, Private Equity, Graphic Design, Advanced CSS, HTML, Photoshop, Monte Carlo Simulation, Mutual Funds, Valuation, Fund Of Funds, Strategy, Business Analysis, Portfolio Optimization
Education
Northern Arizona University 1999 — 2000
MBA, Finance & Technology
Vinnic'kij Nacional'nij Tehnicnij Universitet 1994 — 1999
BA, Economics & Management
Ana C. Rabines, CFA Ana C. Rabines, CFA's Mercer Investment Consulting Experience February 1998 - October 2001
Job Investment Analyst
Industry Investment Management
Experience
Mercer Investment Consulting February 1998 - October 2001
The MacGregor Group, Inc. August 1996 - December 1996
Skills
Equities, Portfolio Management, Investment Performance, Investment Strategies, Asset Allocation, Institutional..., Pension Funds, Defined Contribution, Mutual Funds, Defined Benefit, Separately Managed..., Investment Policy, Performance Attribution, Fixed Income, Alternative Investments, Financial Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance, Finance
Suffolk University - Sawyer School of Management
Bachelor of Science in Business Administration, Finance Major, Economics Minor, Graduated Summa Cum Laude in top 1% of the Class
Colegio Villa María
Mercer Investment Consulting February 1998 - October 2001
The MacGregor Group, Inc. August 1996 - December 1996
Skills
Equities, Portfolio Management, Investment Performance, Investment Strategies, Asset Allocation, Institutional..., Pension Funds, Defined Contribution, Mutual Funds, Defined Benefit, Separately Managed..., Investment Policy, Performance Attribution, Fixed Income, Alternative Investments, Financial Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance, Finance
Suffolk University - Sawyer School of Management
Bachelor of Science in Business Administration, Finance Major, Economics Minor, Graduated Summa Cum Laude in top 1% of the Class
Colegio Villa María
Anthony Weldon Anthony Weldon's Mercer Investment Consulting Experience July 2009 - January 2013
Job MBA Financial Planning and Analysis Intern at Disney Consumer Products
Industry Entertainment
Experience
Disney Consumer Products June 2015 - Present
FilmNation Entertainment January 2015 - Present
NYU Stern School of Business August 2014 - Present
Putnam Investments February 2013 - July 2014
Mercer Investment Consulting July 2009 - January 2013
Skills
Portfolio Management, Financial Modeling, Client Relations, Data Analysis, Finance, Management, Marketing Event Planning, Fixed Income, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entertainment, Media and Technology
Boston College 2005 — 2009
Bachelor of Science (BS), Finance, General
Disney Consumer Products June 2015 - Present
FilmNation Entertainment January 2015 - Present
NYU Stern School of Business August 2014 - Present
Putnam Investments February 2013 - July 2014
Mercer Investment Consulting July 2009 - January 2013
Skills
Portfolio Management, Financial Modeling, Client Relations, Data Analysis, Finance, Management, Marketing Event Planning, Fixed Income, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entertainment, Media and Technology
Boston College 2005 — 2009
Bachelor of Science (BS), Finance, General
Catherine Yi Catherine Yi's Mercer Investment Consulting Experience 2008 - 2010
Job U.S. Institutional Client Group Burgundy Asset Management
Industry Investment Management
Experience
Burgundy Asset Management 2014 - Present
Ivey Business School 2013 - 2014
Scotiabank 2010 - 2012
Mercer Investment Consulting 2008 - 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Portfolio Management, Investments, Equity Research
Education
Ivey Business School at Western University 2013 — 2014
Master of Business Administration (M.B.A.)
University of Toronto 2008 — 2008
BBA, Finance & Economics
Burgundy Asset Management 2014 - Present
Ivey Business School 2013 - 2014
Scotiabank 2010 - 2012
Mercer Investment Consulting 2008 - 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Portfolio Management, Investments, Equity Research
Education
Ivey Business School at Western University 2013 — 2014
Master of Business Administration (M.B.A.)
University of Toronto 2008 — 2008
BBA, Finance & Economics
Steven Blomgren Steven Blomgren's Mercer Investment Consulting Experience 2002 - 2005
Job Director of Business Development at Columbia Business School Executive Education
Industry Higher Education
Experience
Percipient Strategies LLC (pending) January 2013 - August 2014
LRN June 2010 - June 2012
BlackRock, Inc. 2006 - 2008
Mercer Investment Consulting 2002 - 2005
Euromoney Institutional Investor 1998 - 2002
Skills
Account Management, Management Consulting, Strategic Communications, Corporate Communications, Investment Management, Marketing, Public Policy, Sustainability
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Percipient Strategies LLC (pending) January 2013 - August 2014
LRN June 2010 - June 2012
BlackRock, Inc. 2006 - 2008
Mercer Investment Consulting 2002 - 2005
Euromoney Institutional Investor 1998 - 2002
Skills
Account Management, Management Consulting, Strategic Communications, Corporate Communications, Investment Management, Marketing, Public Policy, Sustainability
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Tamam Kanaaan's Mercer Investment Consulting Experience October 2008 - Present
Job Administrative Assistant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting October 2008 - Present
Operation Springboard June 2007 - September 2008
Private Real Estate of Sheikh Khalifa Bin Sultan Al Nahyan-AD-UAE June 2000 - April 2002
Skills
Asset Management, Investments, Administrative..., Microsoft Excel, Outlook, Bloomberg, Office Management, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Hedge Funds, Access, PowerPoint, Administrative...
Education
Centennial College 2005 — 2007
Administrative Assistant-Executive, Executive Assistant/Executive Secretary, A
Wexford C.I. 1992 — 1996
High School Diploma
Mercer Investment Consulting October 2008 - Present
Operation Springboard June 2007 - September 2008
Private Real Estate of Sheikh Khalifa Bin Sultan Al Nahyan-AD-UAE June 2000 - April 2002
Skills
Asset Management, Investments, Administrative..., Microsoft Excel, Outlook, Bloomberg, Office Management, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Hedge Funds, Access, PowerPoint, Administrative...
Education
Centennial College 2005 — 2007
Administrative Assistant-Executive, Executive Assistant/Executive Secretary, A
Wexford C.I. 1992 — 1996
High School Diploma
Chip Rosenthal Chip Rosenthal's Mercer Investment Consulting Experience May 1994 - Present
Job Partner at Mercer Investments
Industry Investment Management
Experience
Mercer Investment Consulting May 1994 - Present
KPMG June 1986 - May 1994
Buck Consultants October 1981 - August 1984
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (MBA), Finance
Brown University 1977 — 1981
Bachelor of Arts (B.A.), Mathematical Economics
Mercer Investment Consulting May 1994 - Present
KPMG June 1986 - May 1994
Buck Consultants October 1981 - August 1984
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (MBA), Finance
Brown University 1977 — 1981
Bachelor of Arts (B.A.), Mathematical Economics
Jean-Gregoire Morand's Mercer Investment Consulting Experience August 2001 - August 2004
Job Partner at Normandin Beaudry
Industry Financial Services
Experience
Normandin Beaudry August 2004 - Present
Mercer Investment Consulting August 2001 - August 2004
Mercer Human Resources Consulting May 1996 - August 2001
Skills
Defined Benefit, Employee Benefits, Risk Management, Performance Management, Pensions, Deferred Compensation, Actuarial Science
Education
Concordia University 1993 — 1996
B.Sc. with Honours, Specialization in Actuarial Mathematics
College Laval 1987 — 1991
Normandin Beaudry August 2004 - Present
Mercer Investment Consulting August 2001 - August 2004
Mercer Human Resources Consulting May 1996 - August 2001
Skills
Defined Benefit, Employee Benefits, Risk Management, Performance Management, Pensions, Deferred Compensation, Actuarial Science
Education
Concordia University 1993 — 1996
B.Sc. with Honours, Specialization in Actuarial Mathematics
College Laval 1987 — 1991
Pam Garrud (nee Berardinelli) Pam Garrud (nee Berardinelli)'s Mercer Investment Consulting Experience September 1995 - August 2005
Job Staff Chaplain at Cleveland Clinic
Industry Hospital & Health Care
Experience
Cleveland Clinic February 2013 - Present
Mercy Regional Medical Center January 2012 - February 2013
Cleveland Clinic September 2010 - August 2011
Cleveland Clinic June 2010 - August 2010
Methodist Church of Great Britain September 2006 - August 2009
Mercer Investment Consulting September 1995 - August 2005
British Steel Pension Fund January 1989 - July 1995
Skills
Theology, Non-profits, Teaching, Public Speaking, Research, Nonprofits
Education
John Carroll University 2011 — 2013
Certificate, Spiritual Direction - Ignatian Spirituality Institute
Anglia Ruskin University 2005 — 2006
Diploma, Pastoral Theology
College of Europe 1986 — 1987
Diploma, Economics
Columbia University - School of International and Public Affairs 1981 — 1983
MIA, International Banking and Finance
Georgetown University 1975 — 1979
BA, Theology
Cleveland Clinic February 2013 - Present
Mercy Regional Medical Center January 2012 - February 2013
Cleveland Clinic September 2010 - August 2011
Cleveland Clinic June 2010 - August 2010
Methodist Church of Great Britain September 2006 - August 2009
Mercer Investment Consulting September 1995 - August 2005
British Steel Pension Fund January 1989 - July 1995
Skills
Theology, Non-profits, Teaching, Public Speaking, Research, Nonprofits
Education
John Carroll University 2011 — 2013
Certificate, Spiritual Direction - Ignatian Spirituality Institute
Anglia Ruskin University 2005 — 2006
Diploma, Pastoral Theology
College of Europe 1986 — 1987
Diploma, Economics
Columbia University - School of International and Public Affairs 1981 — 1983
MIA, International Banking and Finance
Georgetown University 1975 — 1979
BA, Theology
Sifiya Ogiste Sifiya Ogiste's Mercer Investment Consulting Experience September 2008 - Present
Job PSR at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer HR Outsourcing April 2009 - Present
Mercer Investment Consulting September 2008 - Present
UnitedHealth Group September 2008 - December 2008
Energy / Kelly April 2007 - May 2008
Radio Ratings July 2006 - March 2007
ACS, a Xerox Company October 2004 - February 2006
Education
Houston Community College 2011 — 2013
University of Houston 2000 — 2002
Houston Community College
University of Houston
Mercer HR Outsourcing April 2009 - Present
Mercer Investment Consulting September 2008 - Present
UnitedHealth Group September 2008 - December 2008
Energy / Kelly April 2007 - May 2008
Radio Ratings July 2006 - March 2007
ACS, a Xerox Company October 2004 - February 2006
Education
Houston Community College 2011 — 2013
University of Houston 2000 — 2002
Houston Community College
University of Houston
Mélissa La Haye Mélissa La Haye's Mercer Investment Consulting Experience March 2009 - Present
Job Senior Associate at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting March 2009 - Present
Skills
Investments, Investment Strategies, Retirement, Defined Contribution, Pension Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income
Education
HEC Montreal 2007 — 2009
Master of Science in Administration, Finance
HEC Montreal 2004 — 2007
Bachelor of Business Administration, Finance
Mercer Investment Consulting March 2009 - Present
Skills
Investments, Investment Strategies, Retirement, Defined Contribution, Pension Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income
Education
HEC Montreal 2007 — 2009
Master of Science in Administration, Finance
HEC Montreal 2004 — 2007
Bachelor of Business Administration, Finance
Connor Foy's Mercer Investment Consulting Experience May 2014 - August 2014
Job Associate at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
Valeo Financial Advisors LLC January 2015 - Present
CID Capital September 2014 - December 2014
Butler University Student Managed Investment Fund August 2014 - December 2014
Mercer Investment Consulting May 2014 - August 2014
CID Capital September 2013 - December 2013
Butler University August 2012 - September 2013
Lacks Enterprises April 2013 - August 2013
Skills
Leadership, Microsoft Excel, Public Speaking, Investments, Finance, Financial Analysis, Portfolio Management, Investment Consulting
Education
Butler University - College of Business Administration 2011 — 2015
Finance, General
East Grand Rapids High School 2008 — 2011
Diploma
PNC June 2015 - Present
Valeo Financial Advisors LLC January 2015 - Present
CID Capital September 2014 - December 2014
Butler University Student Managed Investment Fund August 2014 - December 2014
Mercer Investment Consulting May 2014 - August 2014
CID Capital September 2013 - December 2013
Butler University August 2012 - September 2013
Lacks Enterprises April 2013 - August 2013
Skills
Leadership, Microsoft Excel, Public Speaking, Investments, Finance, Financial Analysis, Portfolio Management, Investment Consulting
Education
Butler University - College of Business Administration 2011 — 2015
Finance, General
East Grand Rapids High School 2008 — 2011
Diploma
Laura A. Zink Laura A. Zink's Mercer Investment Consulting Experience 2002 - 2004
Job Director, Business Development & Client Service
Industry Investment Management
Experience
DDJ Capital Management May 2014 - Present
Standish Mellon Asset Management August 2012 - April 2014
BMO Global Asset Management August 2006 - August 2012
Northern Trust 2004 - 2006
Mercer Investment Consulting 2002 - 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master of Business Administration, Financial Analysis
DePaul University 1997 — 2001
Bachelor of Science Finance, Minor in Economics
DDJ Capital Management May 2014 - Present
Standish Mellon Asset Management August 2012 - April 2014
BMO Global Asset Management August 2006 - August 2012
Northern Trust 2004 - 2006
Mercer Investment Consulting 2002 - 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master of Business Administration, Financial Analysis
DePaul University 1997 — 2001
Bachelor of Science Finance, Minor in Economics
Christopher Schelling, CAIA's Mercer Investment Consulting Experience December 2009 - August 2011
Job
Industry Financial Services
Experience
Texas Municipal Retirement January 2015 - Present
University of Kentucky January 2013 - December 2014
Kentucky Retirement Systems September 2011 - December 2014
Mercer Investment Consulting December 2009 - August 2011
Thomson Reuters April 2004 - December 2009
Bear Stearns January 2004 - March 2004
CALAMOS INVESTMENTS April 2002 - January 2004
American Express Financial Advisors June 2001 - September 2001
Neumann Homes August 1999 - May 2000
Skills
Investments, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Pension Funds, Asset Management, Derivatives, Options, Strategy, Equities, Quantitative Research, Asset Managment, Finance, Financial Risk, Due Diligence, Private Equity, Quantitative Analytics, Financial Modeling, Portfolio Management, Investment Management
Education
Illinois Institute of Technology 2004 — 2006
MS
University of Illinois at Chicago 2000 — 2001
MBA
University of Illinois at Urbana-Champaign 1994 — 1998
BS
Marmion Academy
Texas Municipal Retirement January 2015 - Present
University of Kentucky January 2013 - December 2014
Kentucky Retirement Systems September 2011 - December 2014
Mercer Investment Consulting December 2009 - August 2011
Thomson Reuters April 2004 - December 2009
Bear Stearns January 2004 - March 2004
CALAMOS INVESTMENTS April 2002 - January 2004
American Express Financial Advisors June 2001 - September 2001
Neumann Homes August 1999 - May 2000
Skills
Investments, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Pension Funds, Asset Management, Derivatives, Options, Strategy, Equities, Quantitative Research, Asset Managment, Finance, Financial Risk, Due Diligence, Private Equity, Quantitative Analytics, Financial Modeling, Portfolio Management, Investment Management
Education
Illinois Institute of Technology 2004 — 2006
MS
University of Illinois at Chicago 2000 — 2001
MBA
University of Illinois at Urbana-Champaign 1994 — 1998
BS
Marmion Academy
Tatiana Deras's Mercer Investment Consulting Experience June 2006 - March 2007
Job Manager Corporate Strategy at The Estée Lauder Companies Inc.
Industry Luxury Goods & Jewelry
Experience
The Estée Lauder Companies Inc. January 2014 - Present
The Estée Lauder Companies Inc. July 2013 - August 2013
Goldman Sachs Asset Management April 2012 - October 2012
Goldman Sachs Asset Management October 2010 - April 2012
Goldman Sachs Asset Management May 2008 - October 2010
Morgan Stanley July 2007 - May 2008
Mercer Investment Consulting June 2006 - March 2007
Mercer Health & Benefits October 2005 - June 2006
Skills
Series 7, Investment Strategies, Team-oriented, Emerging Markets, Strategy, Sales&Marketing, Manage Client..., Spanish, Italian, Institutional Business..., Problem Solving, Marketing Strategy, Motivated self-starter, Interpersonal Skill, Series 63, Time Management, Leadership, Management, Marketing, Cross-functional..., Financial Modeling, Multi-Cultural Team...
Education
INSEAD 2013 — 2013
Master of Business Administration (MBA), MBA Candidate
University of Washington, Michael G. Foster School of Business 2003 — 2007
B.A., Finance and International Business
University of Washington - Cede a Roma - Rome, Italy 2005 — 2005
Italian
The Estée Lauder Companies Inc. January 2014 - Present
The Estée Lauder Companies Inc. July 2013 - August 2013
Goldman Sachs Asset Management April 2012 - October 2012
Goldman Sachs Asset Management October 2010 - April 2012
Goldman Sachs Asset Management May 2008 - October 2010
Morgan Stanley July 2007 - May 2008
Mercer Investment Consulting June 2006 - March 2007
Mercer Health & Benefits October 2005 - June 2006
Skills
Series 7, Investment Strategies, Team-oriented, Emerging Markets, Strategy, Sales&Marketing, Manage Client..., Spanish, Italian, Institutional Business..., Problem Solving, Marketing Strategy, Motivated self-starter, Interpersonal Skill, Series 63, Time Management, Leadership, Management, Marketing, Cross-functional..., Financial Modeling, Multi-Cultural Team...
Education
INSEAD 2013 — 2013
Master of Business Administration (MBA), MBA Candidate
University of Washington, Michael G. Foster School of Business 2003 — 2007
B.A., Finance and International Business
University of Washington - Cede a Roma - Rome, Italy 2005 — 2005
Italian
Gregory Rives Gregory Rives's Mercer Investment Consulting Experience January 2010 - February 2010
Job Senior Treasury Analyst at PulteGroup
Industry Financial Services
Experience
PulteGroup June 2015 - Present
PulteGroup January 2014 - May 2015
Office Depot November 2013 - December 2013
Aldridge Connors, LLP July 2011 - October 2013
Mercer Investment Consulting January 2010 - February 2010
Mercer Investment Consulting June 2009 - August 2009
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Valuation, Financial Modeling, Accounting, Finance, Forecasting, Due Diligence, Investments, Budgets, Treasury
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
MBA, Finance
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Organization & Management
Jupiter High School 2001 — 2005
High School
PulteGroup June 2015 - Present
PulteGroup January 2014 - May 2015
Office Depot November 2013 - December 2013
Aldridge Connors, LLP July 2011 - October 2013
Mercer Investment Consulting January 2010 - February 2010
Mercer Investment Consulting June 2009 - August 2009
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Valuation, Financial Modeling, Accounting, Finance, Forecasting, Due Diligence, Investments, Budgets, Treasury
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
MBA, Finance
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Organization & Management
Jupiter High School 2001 — 2005
High School
David Baeckelandt's Mercer Investment Consulting Experience November 2005 - August 2009
Job Managing Director, Institutional Sales at LaSalle St. Investment Advisors, LLC
Industry Investment Management
Experience
LaSalle St. Investment Advisors, LLC January 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM) November 2012 - August 2014
Segall Bryant & Hamill December 2009 - November 2012
Mercer Investment Consulting November 2005 - August 2009
Chicago Pacific Capital Advisors, Inc. 2002 - 2009
William Blair & Co., LLC June 1994 - August 2002
Bank of Tokyo Trust Co. of NY June 1990 - June 1994
Mitsubishi Bank Trust Co. of NY August 1988 - June 1990
Skills
Investments, Investment Management, Securities, Alternative Investments, Start-ups, Hedge Funds, Competitive Analysis, Portfolio Management, Asset Management, Equities, Sales, Asset Managment, Series 7, Finance, Investment Banking, Asset Allocation, Financial Services, Private Equity, Strategic Planning, Financial Modeling, Fixed Income, Relationship Management, Business Development, Entrepreneurship, Investment Strategies, Business Strategy, Mutual Funds, Capital Markets, Valuation, Venture Capital, Investment Advisory, Product Management, Financial Analysis, Investor Relations, Due Diligence, Emerging Markets, Financial Markets, Risk Management, Derivatives, Economics, Options, Market Research, Consulting, Non-profits, Corporate Finance, Strategic Financial..., Financial Advisory, History, Mergers, Non Profit Boards
Education
University of Illinois at Urbana-Champaign 1980 — 1988
MA, BA
Konan University 1983 — 1984
Study Abroad
NDHS
LaSalle St. Investment Advisors, LLC January 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM) November 2012 - August 2014
Segall Bryant & Hamill December 2009 - November 2012
Mercer Investment Consulting November 2005 - August 2009
Chicago Pacific Capital Advisors, Inc. 2002 - 2009
William Blair & Co., LLC June 1994 - August 2002
Bank of Tokyo Trust Co. of NY June 1990 - June 1994
Mitsubishi Bank Trust Co. of NY August 1988 - June 1990
Skills
Investments, Investment Management, Securities, Alternative Investments, Start-ups, Hedge Funds, Competitive Analysis, Portfolio Management, Asset Management, Equities, Sales, Asset Managment, Series 7, Finance, Investment Banking, Asset Allocation, Financial Services, Private Equity, Strategic Planning, Financial Modeling, Fixed Income, Relationship Management, Business Development, Entrepreneurship, Investment Strategies, Business Strategy, Mutual Funds, Capital Markets, Valuation, Venture Capital, Investment Advisory, Product Management, Financial Analysis, Investor Relations, Due Diligence, Emerging Markets, Financial Markets, Risk Management, Derivatives, Economics, Options, Market Research, Consulting, Non-profits, Corporate Finance, Strategic Financial..., Financial Advisory, History, Mergers, Non Profit Boards
Education
University of Illinois at Urbana-Champaign 1980 — 1988
MA, BA
Konan University 1983 — 1984
Study Abroad
NDHS
Amanda Dearborn Amanda Dearborn's Mercer Investment Consulting Experience July 2009 - August 2011
Job Assistant Vice President, Asia Business Development at PPM America
Industry Financial Services
Experience
PPM America, Inc. March 2014 - Present
PPM America, Inc. August 2011 - March 2014
Mercer Investment Consulting July 2009 - August 2011
JPMorgan Chase June 2008 - August 2008
Barclays Bank June 2007 - July 2007
Skills
Fixed Income, Equities, Asset Management, Portfolio Management, Investments
Education
Northwestern University - Kellogg School of Management
Bucknell University 2005 — 2009
BA, Economics
Western Reserve Academy
PPM America, Inc. March 2014 - Present
PPM America, Inc. August 2011 - March 2014
Mercer Investment Consulting July 2009 - August 2011
JPMorgan Chase June 2008 - August 2008
Barclays Bank June 2007 - July 2007
Skills
Fixed Income, Equities, Asset Management, Portfolio Management, Investments
Education
Northwestern University - Kellogg School of Management
Bucknell University 2005 — 2009
BA, Economics
Western Reserve Academy
Jerilyn Shannon Jerilyn Shannon's Mercer Investment Consulting Experience July 2011 - April 2013
Job Compliance Officer at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) April 2013 - Present
Mercer Investment Consulting July 2011 - April 2013
Evaluation Associates October 1996 - June 2011
American Signature 1994 - 1996
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investments
Education
Sacred Heart University 1994 — 1997
MBA, Finance
Bryant College 1989 — 1993
BS, Applied Actuarial Mathematics
Beirne Wealth Consulting (BWC) April 2013 - Present
Mercer Investment Consulting July 2011 - April 2013
Evaluation Associates October 1996 - June 2011
American Signature 1994 - 1996
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investments
Education
Sacred Heart University 1994 — 1997
MBA, Finance
Bryant College 1989 — 1993
BS, Applied Actuarial Mathematics
Mariana Zubritski's Mercer Investment Consulting Experience January 2004 - June 2008
Job
Industry Investment Management
Experience
Dimensional July 2014 - Present
Mercer Investments April 2012 - June 2014
Mercer Investments June 2008 - March 2012
Mercer Investment Consulting January 2004 - June 2008
Skills
Equities, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Bloomberg, Asset Managment, Investment Management, Mutual Funds, Due Diligence, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2006
MBA
DePaul University 2001 — 2004
Bachelor of Science (B.S.)
Dimensional July 2014 - Present
Mercer Investments April 2012 - June 2014
Mercer Investments June 2008 - March 2012
Mercer Investment Consulting January 2004 - June 2008
Skills
Equities, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Bloomberg, Asset Managment, Investment Management, Mutual Funds, Due Diligence, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2006
MBA
DePaul University 2001 — 2004
Bachelor of Science (B.S.)
Jon Zygelman Jon Zygelman's Mercer Investment Consulting Experience 2008 - 2008
Job Process Design Analyst at Google
Industry Human Resources
Experience
Google October 2013 - Present
The Boston Consulting Group July 2012 - October 2013
Alvarez & Marsal August 2009 - July 2012
Mercer Investment Consulting 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Financial Modeling, Management Consulting, Financial Analysis, Business Strategy, Data Analysis, Market Research, Supply Chain Management, Business Analysis, Analytics, Strategic Sourcing, Process Improvement, Change Management, Business Process..., Supplier Collaboration, Business Process Design, Supplier Management
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Marketing
ESADE Business School 2008 — 2008
BBA, Finance, Marketing
Google October 2013 - Present
The Boston Consulting Group July 2012 - October 2013
Alvarez & Marsal August 2009 - July 2012
Mercer Investment Consulting 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Financial Modeling, Management Consulting, Financial Analysis, Business Strategy, Data Analysis, Market Research, Supply Chain Management, Business Analysis, Analytics, Strategic Sourcing, Process Improvement, Change Management, Business Process..., Supplier Collaboration, Business Process Design, Supplier Management
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Marketing
ESADE Business School 2008 — 2008
BBA, Finance, Marketing
Daria Zakharchenko's Mercer Investment Consulting Experience May 2011 - September 2011
Job Manager of Investment Operations, REIT at First Reliance Asset Management
Industry Investment Management
Experience
First Reliance Asset Management November 2012 - Present
Mercer Investment Consulting May 2011 - September 2011
CPP Investment Board May 2010 - December 2010
Skills
Bloomberg Terminal, Derivatives, Statistics, Data Analysis, Project Management, Fixed Income, Equities, Bloomberg, VBA, Investments, Trading, Portfolio Management, Mutual Funds, Securities, Financial Modeling, Valuation, Hedge Funds, Equity Research, Capital Markets, Investment Management, Financial Markets, Investment Strategies, Bonds, Equity Valuation, Asset Management, Options, FX Options, Investment Banking, REIT, Equity Trading, ETFs, Private Equity, Equity Derivatives, Capital IQ, Quantitative Analytics, Financial Services, Corporate Finance, Financial Analysis, Economics, Monte Carlo Simulation, Finance, Financial Risk, Credit Risk, Risk Management, DCF, Alternative Investments, Due Diligence, Asset Allocation, Banking, Fund Of Funds
Education
University of Toronto 2008 — 2012
Bachelor of Business Administration (Co-op), Management, Finance
Boston University 2007 — 2008
Bachelor of Business Administration (BBA)
University of Toronto - Rotman School of Management
Rotman Financial Markets Practicum
The University of British Columbia
Post Graduate Certificate in Real Property Valuation (PGCV) - Candidate
First Reliance Asset Management November 2012 - Present
Mercer Investment Consulting May 2011 - September 2011
CPP Investment Board May 2010 - December 2010
Skills
Bloomberg Terminal, Derivatives, Statistics, Data Analysis, Project Management, Fixed Income, Equities, Bloomberg, VBA, Investments, Trading, Portfolio Management, Mutual Funds, Securities, Financial Modeling, Valuation, Hedge Funds, Equity Research, Capital Markets, Investment Management, Financial Markets, Investment Strategies, Bonds, Equity Valuation, Asset Management, Options, FX Options, Investment Banking, REIT, Equity Trading, ETFs, Private Equity, Equity Derivatives, Capital IQ, Quantitative Analytics, Financial Services, Corporate Finance, Financial Analysis, Economics, Monte Carlo Simulation, Finance, Financial Risk, Credit Risk, Risk Management, DCF, Alternative Investments, Due Diligence, Asset Allocation, Banking, Fund Of Funds
Education
University of Toronto 2008 — 2012
Bachelor of Business Administration (Co-op), Management, Finance
Boston University 2007 — 2008
Bachelor of Business Administration (BBA)
University of Toronto - Rotman School of Management
Rotman Financial Markets Practicum
The University of British Columbia
Post Graduate Certificate in Real Property Valuation (PGCV) - Candidate
Michael Besenyei's Mercer Investment Consulting Experience June 2011 - Present
Job Associate at Mercer Investments
Industry Financial Services
Experience
Mercer Investment Consulting June 2011 - Present
Evaluation Associates September 2010 - June 2011
Evaluation Associates May 2010 - September 2010
RogersCasey April 2007 - May 2010
Skills
Equities, Fixed Income, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Investment Management, Bloomberg, Investment Advisory, Hedge Funds
Education
Central Connecticut State University
BA, Economics, Minor in Management Information Systems
Berlin High School
Mercer Investment Consulting June 2011 - Present
Evaluation Associates September 2010 - June 2011
Evaluation Associates May 2010 - September 2010
RogersCasey April 2007 - May 2010
Skills
Equities, Fixed Income, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Investment Management, Bloomberg, Investment Advisory, Hedge Funds
Education
Central Connecticut State University
BA, Economics, Minor in Management Information Systems
Berlin High School
Tony Karafiat Tony Karafiat's Mercer Investment Consulting Experience June 2010 - August 2010
Job Audit Senior at Deloitte
Industry Accounting
Judson Root's Mercer Investment Consulting Experience November 2005 - December 2006
Job Garnet & Grey
Industry Construction
Experience
Garnet and Grey, General Contractors September 2009 - Present
TileSetters of Raleigh Inc. January 2007 - August 2009
Mercer Investment Consulting November 2005 - December 2006
Marsh May 2003 - November 2005
Skills
Renovation, Project Management, Insurance, Strategic Planning, Residential Homes, Asset Managment, Risk Management, Due Diligence, Investments, Financial Analysis, Marketing Strategy, Team Building, Construction, Budgets, Commercial Real Estate, Small Business, Business Development, Negotiation, Real Estate Development, Entrepreneurship, Contract Negotiation, New Business Development, Real Estate, Selling, Investment Properties, Start-ups, Mergers & Acquisitions, Business Planning, Sales, Management, Microsoft Office, Customer Service, Public Speaking, Marketing, Leadership, Microsoft Excel, Social Media, Account Management, Event Planning
Education
Hampden-Sydney College 1999 — 2003
Bachelor of Science, Economics
Trinity Presbyterian School 1986 — 1999
Garnet and Grey, General Contractors September 2009 - Present
TileSetters of Raleigh Inc. January 2007 - August 2009
Mercer Investment Consulting November 2005 - December 2006
Marsh May 2003 - November 2005
Skills
Renovation, Project Management, Insurance, Strategic Planning, Residential Homes, Asset Managment, Risk Management, Due Diligence, Investments, Financial Analysis, Marketing Strategy, Team Building, Construction, Budgets, Commercial Real Estate, Small Business, Business Development, Negotiation, Real Estate Development, Entrepreneurship, Contract Negotiation, New Business Development, Real Estate, Selling, Investment Properties, Start-ups, Mergers & Acquisitions, Business Planning, Sales, Management, Microsoft Office, Customer Service, Public Speaking, Marketing, Leadership, Microsoft Excel, Social Media, Account Management, Event Planning
Education
Hampden-Sydney College 1999 — 2003
Bachelor of Science, Economics
Trinity Presbyterian School 1986 — 1999
Blake Pontius's Mercer Investment Consulting Experience August 1997 - December 2003
Job International Equity Specialist at William Blair and Company
Industry Investment Management
Experience
William Blair and Company August 2005 - Present
UBS Global Asset Management December 2003 - July 2005
Mercer Investment Consulting August 1997 - December 2003
Skills
Investments, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
M.B.A., Finance
Michigan State University 1993 — 1997
B.A., Economics
William Blair and Company August 2005 - Present
UBS Global Asset Management December 2003 - July 2005
Mercer Investment Consulting August 1997 - December 2003
Skills
Investments, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
M.B.A., Finance
Michigan State University 1993 — 1997
B.A., Economics
Maureen Pankotai's Mercer Investment Consulting Experience 2003 - 2003
Job Operations and Analytics Professional
Industry Computer Software
Experience
New Relic, Inc. March 2015 - September 2015
Designworks Talent LLC March 2014 - February 2015
Self Employed September 2013 - January 2014
ID Analytics December 2012 - July 2013
iRise November 2004 - March 2011
Aspen Prep 2004 - 2004
iRise 2003 - 2004
Mercer Investment Consulting 2003 - 2003
Sun Life Financial 2001 - 2001
Skills
Business Analysis, Salesforce.com, Analytics, Start-ups, Project Management, Strategy, Enterprise Software, Operations Management, Sales Operations, CRM, SaaS, Leadership, Management, Process Improvement, Product Management, Consulting, Business Process..., Cross-functional Team..., Business Development, Technical Recruiting, Internal/External..., SDLC, Financial Analysis, Business Process, Applicant Tracking..., Talent Acquisition, Recruiting, Taleo, Requirements Analysis, Business Intelligence, Salesforce.com...
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
Master of Business Administration (MBA)
London Business School
MBA, MBA international exchange program (iep)
University of Manitoba 1989 — 1994
B.Comm (Hons), Business
New Relic, Inc. March 2015 - September 2015
Designworks Talent LLC March 2014 - February 2015
Self Employed September 2013 - January 2014
ID Analytics December 2012 - July 2013
iRise November 2004 - March 2011
Aspen Prep 2004 - 2004
iRise 2003 - 2004
Mercer Investment Consulting 2003 - 2003
Sun Life Financial 2001 - 2001
Skills
Business Analysis, Salesforce.com, Analytics, Start-ups, Project Management, Strategy, Enterprise Software, Operations Management, Sales Operations, CRM, SaaS, Leadership, Management, Process Improvement, Product Management, Consulting, Business Process..., Cross-functional Team..., Business Development, Technical Recruiting, Internal/External..., SDLC, Financial Analysis, Business Process, Applicant Tracking..., Talent Acquisition, Recruiting, Taleo, Requirements Analysis, Business Intelligence, Salesforce.com...
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
Master of Business Administration (MBA)
London Business School
MBA, MBA international exchange program (iep)
University of Manitoba 1989 — 1994
B.Comm (Hons), Business
Brie Gershick's Mercer Investment Consulting Experience October 2007 - April 2010
Job
Industry Management Consulting
Experience
Accenture April 2010 - Present
Mercer Investment Consulting October 2007 - April 2010
Accenture May 2004 - October 2007
Skills
Management Consulting, Business Analysis, Program Management, Business Transformation, Business Strategy, Health Insurance..., Affordable Care Act, Functional Design, Business Process..., Change Management, SDLC, Project Management, Process Improvement, Financial Modeling, Organizational Design, Grant Writing, Operational Improvement, IT Strategy, Health Insurance, Business Process Design, Project Planning, PMO, Governance, Performance Management
Education
Gonzaga University 2001 — 2003
BBA
Saint Mary's College 1999 — 2000
Accenture April 2010 - Present
Mercer Investment Consulting October 2007 - April 2010
Accenture May 2004 - October 2007
Skills
Management Consulting, Business Analysis, Program Management, Business Transformation, Business Strategy, Health Insurance..., Affordable Care Act, Functional Design, Business Process..., Change Management, SDLC, Project Management, Process Improvement, Financial Modeling, Organizational Design, Grant Writing, Operational Improvement, IT Strategy, Health Insurance, Business Process Design, Project Planning, PMO, Governance, Performance Management
Education
Gonzaga University 2001 — 2003
BBA
Saint Mary's College 1999 — 2000
Stanford Wyatt, CFA's Mercer Investment Consulting Experience March 2003 - March 2007
Job Portfolio Manager at Archon Capital Management LLC
Industry Investment Management
Experience
Archon Capital Management LLC March 2007 - Present
Mercer Investment Consulting March 2003 - March 2007
Education
Gonzaga University 1998 — 2002
Bachelor of Business Administration, Finance
CFA Institute
CFA Charterholder
Archon Capital Management LLC March 2007 - Present
Mercer Investment Consulting March 2003 - March 2007
Education
Gonzaga University 1998 — 2002
Bachelor of Business Administration, Finance
CFA Institute
CFA Charterholder
Jonathan Miles, CFA's Mercer Investment Consulting Experience July 2007 - August 2009
Job Hedge fund professional
Industry Investment Management
Experience
Wilshire Associates August 2009 - Present
Mercer Investment Consulting July 2007 - August 2009
Precision Investment Technology September 2006 - June 2007
Home May 2005 - June 2007
Ritchie Capital July 2001 - May 2005
Mesirow Financial June 1996 - June 1999
G-Bar Limited Partnership 1991 - 1993
Skills
Hedge Funds, Portfolio Management, Trading, Bonds, Asset Management, Asset Managment, Equities, Credit, Institutional..., Alternative Investments, Fixed Income, Mutual Funds, Investments, Capital Markets, Asset Allocation, Investment Management, Bloomberg, Derivatives, Strategy, Private Equity
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
University of Illinois at Chicago 1990 — 1997
BS
Wilshire Associates August 2009 - Present
Mercer Investment Consulting July 2007 - August 2009
Precision Investment Technology September 2006 - June 2007
Home May 2005 - June 2007
Ritchie Capital July 2001 - May 2005
Mesirow Financial June 1996 - June 1999
G-Bar Limited Partnership 1991 - 1993
Skills
Hedge Funds, Portfolio Management, Trading, Bonds, Asset Management, Asset Managment, Equities, Credit, Institutional..., Alternative Investments, Fixed Income, Mutual Funds, Investments, Capital Markets, Asset Allocation, Investment Management, Bloomberg, Derivatives, Strategy, Private Equity
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
University of Illinois at Chicago 1990 — 1997
BS
Benjamin Nugent's Mercer Investment Consulting Experience October 2009 - September 2011
Job Sr. Supervision Analyst Bank Supervision and Regulation at Federal Reserve Bank of Chicago
Industry Banking
Experience
Federal Reserve Bank of Chicago August 2014 - Present
Mercer Investments September 2011 - August 2014
Mercer Investment Consulting October 2009 - September 2011
CS STARS LLC, a division of Marsh & McLennan 2005 - 2009
Skills
VBA, Financial Modeling, Statistical Modeling, Data Analysis, Derivatives, R, Monte Carlo Simulation, Time Series Analysis, Risk Management, Quantitative Finance, Economics, Quantitative Research, Financial Analysis, SAS, SQL, Python, Econometrics, ANOVA, VAR, Process Improvement, Regression Models, GARCH, ARIMA, Option Pricing Models, Equity Valuation, Portfolio Management, Fixed Income, Equity Derivatives, Financial Statements, Data Mining, Valuation, Investments, Analysis
Education
DePaul University 2008 — 2011
MSc, Computational Finance, 3.8
University of Illinois at Urbana-Champaign 2001 — 2005
B.A., Economics
Passed Level I of the CFA Program
Federal Reserve Bank of Chicago August 2014 - Present
Mercer Investments September 2011 - August 2014
Mercer Investment Consulting October 2009 - September 2011
CS STARS LLC, a division of Marsh & McLennan 2005 - 2009
Skills
VBA, Financial Modeling, Statistical Modeling, Data Analysis, Derivatives, R, Monte Carlo Simulation, Time Series Analysis, Risk Management, Quantitative Finance, Economics, Quantitative Research, Financial Analysis, SAS, SQL, Python, Econometrics, ANOVA, VAR, Process Improvement, Regression Models, GARCH, ARIMA, Option Pricing Models, Equity Valuation, Portfolio Management, Fixed Income, Equity Derivatives, Financial Statements, Data Mining, Valuation, Investments, Analysis
Education
DePaul University 2008 — 2011
MSc, Computational Finance, 3.8
University of Illinois at Urbana-Champaign 2001 — 2005
B.A., Economics
Passed Level I of the CFA Program
Clark Koertner's Mercer Investment Consulting Experience 2001 - 2002
Job Principal, Marketing & Business Development
Industry Investment Management
Experience
Segall Bryant & Hamill January 2014 - Present
Segall Bryant & Hamill August 2004 - January 2014
Stratford Advisory Group 2002 - 2004
Mercer Investment Consulting 2001 - 2002
Bear Stearns Asset Management May 2000 - August 2000
Illinois State Treasurer's Office May 1998 - August 1999
Skills
Asset Management, Alternative Investments, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Asset Allocation, Mutual Funds, Financial Modeling, Retirement, Valuation
Education
The University of Chicago Booth School of Business
CMI
Miami University 1997 — 2001
Bachelor of Science (B.S.), Finance
Chatham 1994 — 1997
Segall Bryant & Hamill January 2014 - Present
Segall Bryant & Hamill August 2004 - January 2014
Stratford Advisory Group 2002 - 2004
Mercer Investment Consulting 2001 - 2002
Bear Stearns Asset Management May 2000 - August 2000
Illinois State Treasurer's Office May 1998 - August 1999
Skills
Asset Management, Alternative Investments, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Asset Allocation, Mutual Funds, Financial Modeling, Retirement, Valuation
Education
The University of Chicago Booth School of Business
CMI
Miami University 1997 — 2001
Bachelor of Science (B.S.), Finance
Chatham 1994 — 1997
Krista Larson's Mercer Investment Consulting Experience March 2002 - September 2006
Job Application Developer and System Analyst at Fermi National Accelerator Laboratory
Industry Computer Software
Experience
Fermi National Accelerator Laboratory December 2009 - Present
Biodiversity Synthesis Center at the Field Museum April 2009 - November 2009
DePaul University September 2007 - April 2009
The Field Museum June 2008 - December 2008
Bitmap Bioinformatics Certification Program August 2006 - December 2007
DePaul University September 2006 - September 2007
Mercer Investment Consulting March 2002 - September 2006
PricewaterhouseCoopers 1999 - 2001
ICON Clinical Research 1997 - 1999
Skills
Python, R, Database Design, JavaScript, Perl, Java, Software Development, Agile Methodologies, Software Engineering, Linux, SQL, C++, XML, Web Applications, Algorithms, MySQL, Data Analysis, Distributed Systems, Programming, Bash
Education
DePaul University 2006 — 2009
MS
University of Illinois at Chicago 2006 — 2007
Bitmap Graduate Certification
University of Iowa 1992 — 1996
BS
Fermi National Accelerator Laboratory December 2009 - Present
Biodiversity Synthesis Center at the Field Museum April 2009 - November 2009
DePaul University September 2007 - April 2009
The Field Museum June 2008 - December 2008
Bitmap Bioinformatics Certification Program August 2006 - December 2007
DePaul University September 2006 - September 2007
Mercer Investment Consulting March 2002 - September 2006
PricewaterhouseCoopers 1999 - 2001
ICON Clinical Research 1997 - 1999
Skills
Python, R, Database Design, JavaScript, Perl, Java, Software Development, Agile Methodologies, Software Engineering, Linux, SQL, C++, XML, Web Applications, Algorithms, MySQL, Data Analysis, Distributed Systems, Programming, Bash
Education
DePaul University 2006 — 2009
MS
University of Illinois at Chicago 2006 — 2007
Bitmap Graduate Certification
University of Iowa 1992 — 1996
BS
Seamus Britt, CFA's Mercer Investment Consulting Experience 2001 - 2005
Job Client Portfolio Director, Principal at Mercer Investments
Industry Investment Management
Experience
Mercer Investments 2012 - Present
The Hartford 2010 - 2012
Legg Mason 2008 - 2010
The Hartford 2005 - 2008
Mercer Investment Consulting 2001 - 2005
Scudder Investments 1999 - 2001
Education
Bowdoin College 1995 — 1999
B.A., Economics, Government
Gilman School 1983 — 1995
Mercer Investments 2012 - Present
The Hartford 2010 - 2012
Legg Mason 2008 - 2010
The Hartford 2005 - 2008
Mercer Investment Consulting 2001 - 2005
Scudder Investments 1999 - 2001
Education
Bowdoin College 1995 — 1999
B.A., Economics, Government
Gilman School 1983 — 1995
Bryon Willy, CFA's Mercer Investment Consulting Experience June 2007 - Present
Job Principal at Mercer Investment Consulting
Industry Capital Markets
Experience
Mercer Investment Consulting June 2007 - Present
Federal Home Loan Bank of Chicago March 2005 - June 2007
LaSalle Bank/ABN AMRO 2000 - 2005
ABN AMRO 2000 - 2005
HCSC September 1995 - October 2000
Skills
Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, Finance
Indiana University - Kelley School of Business 1990 — 1995
B.S., Finance
Indiana University Bloomington 1990 — 1995
B.S., Finance, Marketing, Psychology (minor)
Mercer Investment Consulting June 2007 - Present
Federal Home Loan Bank of Chicago March 2005 - June 2007
LaSalle Bank/ABN AMRO 2000 - 2005
ABN AMRO 2000 - 2005
HCSC September 1995 - October 2000
Skills
Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, Finance
Indiana University - Kelley School of Business 1990 — 1995
B.S., Finance
Indiana University Bloomington 1990 — 1995
B.S., Finance, Marketing, Psychology (minor)
Louis-Daniel Desjardins, CFA's Mercer Investment Consulting Experience September 2000 - December 2002
Job Consultant at Spencer Stuart
Industry Financial Services
Experience
Spencer Stuart January 2011 - Present
GE Asset Management January 2003 - December 2010
Mercer Investment Consulting September 2000 - December 2002
Caisse de dépôt et placement du Québec October 1998 - July 2000
Education
University of Warwick - Warwick Business School 1997 — 1998
MSc, Economics and Finance
Université de Montréal 1993 — 1996
LL.B., Law
McGill University
Spencer Stuart January 2011 - Present
GE Asset Management January 2003 - December 2010
Mercer Investment Consulting September 2000 - December 2002
Caisse de dépôt et placement du Québec October 1998 - July 2000
Education
University of Warwick - Warwick Business School 1997 — 1998
MSc, Economics and Finance
Université de Montréal 1993 — 1996
LL.B., Law
McGill University
Hillary Bolton's Mercer Investment Consulting Experience August 2002 - May 2004
Job VP, Head of US Consultant Relations at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group June 2012 - Present
Towers Watson April 2011 - June 2012
Towers Watson January 2010 - April 2011
Watson Wyatt January 2008 - December 2009
Watson Wyatt 2004 - 2008
Mercer Investment Consulting August 2002 - May 2004
Towers Perrin December 1999 - August 2002
Skills
Sales Process, People Management, Investment Advisory, Investment Strategies, Investment Products, Analysis, Management, Asset Allocation, Asset Management, Alternative Investments, Pensions, Investments, Fixed Income, Series 7, Hedge Funds, Retirement, Investment Management, Equities, Leadership, Portfolio Management, Employee Benefits, 401k, Relationship Management, Institutional..., Financial Services, Series 63, Mutual Funds, Defined Contribution, Financial Analysis, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2008
MBA, Finance
Temple University - Fox School of Business and Management 1997 — 1999
BBA, Finance and Economics
Janus Capital Group June 2012 - Present
Towers Watson April 2011 - June 2012
Towers Watson January 2010 - April 2011
Watson Wyatt January 2008 - December 2009
Watson Wyatt 2004 - 2008
Mercer Investment Consulting August 2002 - May 2004
Towers Perrin December 1999 - August 2002
Skills
Sales Process, People Management, Investment Advisory, Investment Strategies, Investment Products, Analysis, Management, Asset Allocation, Asset Management, Alternative Investments, Pensions, Investments, Fixed Income, Series 7, Hedge Funds, Retirement, Investment Management, Equities, Leadership, Portfolio Management, Employee Benefits, 401k, Relationship Management, Institutional..., Financial Services, Series 63, Mutual Funds, Defined Contribution, Financial Analysis, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2008
MBA, Finance
Temple University - Fox School of Business and Management 1997 — 1999
BBA, Finance and Economics
Mark Maly, CFA, CAIA's Mercer Investment Consulting Experience September 2004 - October 2006
Job Senior Vice President Practice Lead at The Northern Trust
Industry Investment Management
Experience
Northern Trust October 2006 - Present
Mercer Investment Consulting September 2004 - October 2006
Merrill Lynch July 1999 - September 2004
J.P. Morgan - (American National Bank Aq. by JP Morgan) October 1997 - July 1999
UBS Wealth Management (PaineWebber aq, by UBS) September 1991 - October 1997
Skills
Hedge Funds, Fund Of Funds, Asset Management, Asset Allocation, Investment Advisory, Equities, Wealth Management, Private Equity, Fixed Income, Asset Managment, Alternative Investments, Bloomberg, Derivatives, High Net Worth..., Institutional..., Investment Management, Investment Strategies, Investments, Morningstar, Mutual Funds, Portfolio Management, Securities, Risk Management
Education
Loyola University of Chicago
Master of Business Administration (MBA), Finance
University of St. Francis
Bachelor of Business Administration (BBA), Accounting and Finance, Cum Laude
Northern Trust October 2006 - Present
Mercer Investment Consulting September 2004 - October 2006
Merrill Lynch July 1999 - September 2004
J.P. Morgan - (American National Bank Aq. by JP Morgan) October 1997 - July 1999
UBS Wealth Management (PaineWebber aq, by UBS) September 1991 - October 1997
Skills
Hedge Funds, Fund Of Funds, Asset Management, Asset Allocation, Investment Advisory, Equities, Wealth Management, Private Equity, Fixed Income, Asset Managment, Alternative Investments, Bloomberg, Derivatives, High Net Worth..., Institutional..., Investment Management, Investment Strategies, Investments, Morningstar, Mutual Funds, Portfolio Management, Securities, Risk Management
Education
Loyola University of Chicago
Master of Business Administration (MBA), Finance
University of St. Francis
Bachelor of Business Administration (BBA), Accounting and Finance, Cum Laude
Robin Stillman's Mercer Investment Consulting Experience June 1976 - February 1979
Job Director, Solution Design and Delivery at CareFusion
Industry Medical Devices
Experience
CareFusion February 2013 - Present
CareFusion September 2009 - February 2013
Cardinal Health July 2004 - August 2009
Alaris Medical Systems 1994 - 2004
Cullinet Software July 1987 - October 1988
Wang February 1985 - July 1987
McCormack & Dodge 1980 - 1985
General Electric February 1979 - November 1980
Mercer Investment Consulting June 1976 - February 1979
Skills
ERP, SAP, Integration, Process Improvement, Business Analysis, Business Intelligence, Business Process..., SAP Implementation, Business Process, Requirements Analysis, Software Documentation, SDLC, IT Strategy, SAP R/3, Cross-functional Team..., Visio, Program Management, IT Management, Vendor Management, SAP ERP
Education
Boston University Questrom School of Business 1980 — 1983
MBA
University of Vermont 1972 — 1976
BS, Mathematics
Prospect High School
Prospect High School
CareFusion February 2013 - Present
CareFusion September 2009 - February 2013
Cardinal Health July 2004 - August 2009
Alaris Medical Systems 1994 - 2004
Cullinet Software July 1987 - October 1988
Wang February 1985 - July 1987
McCormack & Dodge 1980 - 1985
General Electric February 1979 - November 1980
Mercer Investment Consulting June 1976 - February 1979
Skills
ERP, SAP, Integration, Process Improvement, Business Analysis, Business Intelligence, Business Process..., SAP Implementation, Business Process, Requirements Analysis, Software Documentation, SDLC, IT Strategy, SAP R/3, Cross-functional Team..., Visio, Program Management, IT Management, Vendor Management, SAP ERP
Education
Boston University Questrom School of Business 1980 — 1983
MBA
University of Vermont 1972 — 1976
BS, Mathematics
Prospect High School
Prospect High School
Katherine Swafford's Mercer Investment Consulting Experience April 2006 - September 2008
Job Wedding Planner and Designer
Industry Events Services
Experience
Foxglove Events January 2009 - Present
Mercer Investment Consulting April 2006 - September 2008
Pacific Portfolio Consulting September 2002 - April 2006
Education
Dartmouth College 1998 — 2002
Foxglove Events January 2009 - Present
Mercer Investment Consulting April 2006 - September 2008
Pacific Portfolio Consulting September 2002 - April 2006
Education
Dartmouth College 1998 — 2002
Troy DeCastro, CFA's Mercer Investment Consulting Experience March 1994 - May 1998
Job Managing Director – Sub Advisory Services at Crawford Investment Counsel, Inc.
Industry Investment Management
Experience
Crawford Investment Counsel, Inc. January 2011 - Present
Crawford Investment Counsel June 1998 - January 2011
Mercer Investment Consulting March 1994 - May 1998
Skills
Business Development, Equities, Management, Portfolio Management, Alternative Investments, Financial Services, Investments, Wealth Management, Strategic Planning, Series 7, Asset Management, Financial Analysis, Asset Allocation, Marketing, New Business Development, Strategy, Marketing Strategy, Financial Modeling, Investment Management, Investment Strategies, Strategic Partnerships, Mutual Funds, Asset Managment, Product Development
Education
East Tennessee State University 1984 — 1988
Bachelor of Science (BS), Mathematics
Crawford Investment Counsel, Inc. January 2011 - Present
Crawford Investment Counsel June 1998 - January 2011
Mercer Investment Consulting March 1994 - May 1998
Skills
Business Development, Equities, Management, Portfolio Management, Alternative Investments, Financial Services, Investments, Wealth Management, Strategic Planning, Series 7, Asset Management, Financial Analysis, Asset Allocation, Marketing, New Business Development, Strategy, Marketing Strategy, Financial Modeling, Investment Management, Investment Strategies, Strategic Partnerships, Mutual Funds, Asset Managment, Product Development
Education
East Tennessee State University 1984 — 1988
Bachelor of Science (BS), Mathematics
Ryan Neff, CFA, CAIA's Mercer Investment Consulting Experience 2011 - 2013
Job Associate Investment Program Manager at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt 2014 - Present
Mercer Investment Consulting 2011 - 2013
Mercer Investment Consulting 2008 - 2011
MSDSonline Inc 2006 - 2007
Skills
Investments, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Equities, Bloomberg, Defined Benefit, Alternative Investments, Portfolio Management, Valuation, Corporate Finance, Private Equity, Hedge Funds, Economics, Risk Management, Due Diligence, Derivatives, Equity Research, Capital Markets, Asset Allocation, Strategic Financial..., Financial Reporting, Mutual Funds
Education
University of Chicago 2010 — 2013
MBA, Economics, Entrepreneurship, Finance, Strategic Management
Miami University 2004 — 2008
BS, Finance, Chinese
Aon Hewitt 2014 - Present
Mercer Investment Consulting 2011 - 2013
Mercer Investment Consulting 2008 - 2011
MSDSonline Inc 2006 - 2007
Skills
Investments, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Equities, Bloomberg, Defined Benefit, Alternative Investments, Portfolio Management, Valuation, Corporate Finance, Private Equity, Hedge Funds, Economics, Risk Management, Due Diligence, Derivatives, Equity Research, Capital Markets, Asset Allocation, Strategic Financial..., Financial Reporting, Mutual Funds
Education
University of Chicago 2010 — 2013
MBA, Economics, Entrepreneurship, Finance, Strategic Management
Miami University 2004 — 2008
BS, Finance, Chinese
David Dubin's Mercer Investment Consulting Experience October 2010 - March 2013
Job Project Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
DST Retirement Solutions March 2013 - May 2015
Mercer Investment Consulting October 2010 - March 2013
Barnes & Noble 2009 - 2011
DailyAccess Corporation April 2008 - May 2009
DailyAccess Corporation April 2008 - May 2009
Fidelity Investments February 2007 - November 2007
Fidelity Investments October 2006 - February 2007
Fidelity Investments May 2002 - September 2006
Fidelity Investments September 2000 - April 2002
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Customer Service, Microsoft Word, Employee Benefits, Sales, Investments, Customer Satisfaction, Microsoft Excel, Conversion Optimization, Access, Training, Finance, Leadership
Education
Bryant University Graduate School 2001 — 2005
Degree: Master, Business Administration
Bryant University 2000 — 2005
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Management
University of Massachusetts; Isenberg School of Management 1989 — 1993
Degree: Bachelor, Business Administration; Management
Baker Elementary School
Brookline high School
TIAA-CREF May 2015 - Present
DST Retirement Solutions March 2013 - May 2015
Mercer Investment Consulting October 2010 - March 2013
Barnes & Noble 2009 - 2011
DailyAccess Corporation April 2008 - May 2009
DailyAccess Corporation April 2008 - May 2009
Fidelity Investments February 2007 - November 2007
Fidelity Investments October 2006 - February 2007
Fidelity Investments May 2002 - September 2006
Fidelity Investments September 2000 - April 2002
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Customer Service, Microsoft Word, Employee Benefits, Sales, Investments, Customer Satisfaction, Microsoft Excel, Conversion Optimization, Access, Training, Finance, Leadership
Education
Bryant University Graduate School 2001 — 2005
Degree: Master, Business Administration
Bryant University 2000 — 2005
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Management
University of Massachusetts; Isenberg School of Management 1989 — 1993
Degree: Bachelor, Business Administration; Management
Baker Elementary School
Brookline high School
Cici Liu's Mercer Investment Consulting Experience September 2008 - December 2009
Job Consultant
Industry Retail
Experience
The Boston Consulting Group June 2015 - Present
Nike June 2014 - August 2014
RJ McCarthy LP June 2012 - July 2013
Deloitte Consulting July 2010 - June 2012
Mercer Investment Consulting September 2008 - December 2009
University of Toronto September 2007 - 2009
Q1 Capital Partners January 2008 - April 2008
CBL Data Recovery 2005 - 2006
Skills
Program Management, Business Strategy, Payments, Mobile Payments, Consulting, Financial Modeling, Financial Analysis, Investments, Valuation, Economics, Data Analysis, Bloomberg, Business Analysis, Capital Markets, Mutual Funds, Market Research, Finance, Banking, Management Consulting
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Toronto 2006 — 2010
Bachelors of Business Administration, Finance
University of Toronto at Scarborough 2006 — 2010
BBA, Finance
The Boston Consulting Group June 2015 - Present
Nike June 2014 - August 2014
RJ McCarthy LP June 2012 - July 2013
Deloitte Consulting July 2010 - June 2012
Mercer Investment Consulting September 2008 - December 2009
University of Toronto September 2007 - 2009
Q1 Capital Partners January 2008 - April 2008
CBL Data Recovery 2005 - 2006
Skills
Program Management, Business Strategy, Payments, Mobile Payments, Consulting, Financial Modeling, Financial Analysis, Investments, Valuation, Economics, Data Analysis, Bloomberg, Business Analysis, Capital Markets, Mutual Funds, Market Research, Finance, Banking, Management Consulting
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Toronto 2006 — 2010
Bachelors of Business Administration, Finance
University of Toronto at Scarborough 2006 — 2010
BBA, Finance
Brian Birnbaum's Mercer Investment Consulting Experience 2010 - Present
Job Senior Partner at Mercer Investments
Industry Financial Services
Experience
Mercer Investment Consulting 2010 - Present
Credit Suisse 2008 - 2010
Ennis Knupp & Associates April 2001 - January 2008
Aon 1998 - April 2001
Aon 1998 - 2001
Education
Loyola University Chicago 1991 — 1994
BBA, Finance
University of Dayton
Mercer Investment Consulting 2010 - Present
Credit Suisse 2008 - 2010
Ennis Knupp & Associates April 2001 - January 2008
Aon 1998 - April 2001
Aon 1998 - 2001
Education
Loyola University Chicago 1991 — 1994
BBA, Finance
University of Dayton
Drew Carrington, CFA, CAIA's Mercer Investment Consulting Experience 2000 - 2005
Job Senior Vice President, Head of Institutional DC at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments September 2013 - Present
DC Squared Retirement Consulting June 2013 - September 2013
UBS Global Asset Management March 2005 - May 2013
Mercer Investment Consulting 2000 - 2005
Arthur Andersen Institutional Investment Consulting 1995 - 2000
Watson Wyatt 1989 - 1995
Skills
Defined Contribution, 401k, Retirement, Investment Management, Institutional..., Defined Benefit, Asset Allocation, Investments, Pensions, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Alternative Investments, ETFs, Equities, Investment Strategies, Retirement Planning, Investment Advisory, Hedge Funds, Options, Asset Managment, Institutional Investors, Endowments, Series 7, Series 63
Education
Harvard University 1983 — 1988
BA, History
The Webb School 1977 — 1983
Summa Cum Laude
Franklin Templeton Investments September 2013 - Present
DC Squared Retirement Consulting June 2013 - September 2013
UBS Global Asset Management March 2005 - May 2013
Mercer Investment Consulting 2000 - 2005
Arthur Andersen Institutional Investment Consulting 1995 - 2000
Watson Wyatt 1989 - 1995
Skills
Defined Contribution, 401k, Retirement, Investment Management, Institutional..., Defined Benefit, Asset Allocation, Investments, Pensions, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Alternative Investments, ETFs, Equities, Investment Strategies, Retirement Planning, Investment Advisory, Hedge Funds, Options, Asset Managment, Institutional Investors, Endowments, Series 7, Series 63
Education
Harvard University 1983 — 1988
BA, History
The Webb School 1977 — 1983
Summa Cum Laude
Ashish Shrestha's Mercer Investment Consulting Experience July 2000 - August 2008
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors 2008 - Present
Mercer Investment Consulting July 2000 - August 2008
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Asset Managment, Investments, Investment Management, Investment Strategies, Investment Advisory, Mutual Funds, Financial Services, Hedge Funds, Securities
Education
University of California, Los Angeles - The Anderson School of Management
MBA
Claremont McKenna College
Dimensional Fund Advisors 2008 - Present
Mercer Investment Consulting July 2000 - August 2008
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Asset Managment, Investments, Investment Management, Investment Strategies, Investment Advisory, Mutual Funds, Financial Services, Hedge Funds, Securities
Education
University of California, Los Angeles - The Anderson School of Management
MBA
Claremont McKenna College
Dzialakiewicz, Melissa's Mercer Investment Consulting Experience 2007 - Present
Job Investment Analyst at Mercer
Industry Financial Services
Experience
William Blair August 2015 - Present
Mercer Investment Consulting 2007 - Present
Mercer January 2007 - August 2015
Skills
Asset Allocation, Asset Management, Bloomberg, Investment Management, Alternative Investments, Investments, Valuation, Financial Analysis, Equities, Portfolio Management, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2002 — 2006
B.S, Marketing
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor's degree, Business Administration - Marketing
William Blair August 2015 - Present
Mercer Investment Consulting 2007 - Present
Mercer January 2007 - August 2015
Skills
Asset Allocation, Asset Management, Bloomberg, Investment Management, Alternative Investments, Investments, Valuation, Financial Analysis, Equities, Portfolio Management, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2002 — 2006
B.S, Marketing
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor's degree, Business Administration - Marketing
Michael Lubin, CFA's Mercer Investment Consulting Experience November 1994 - September 1996
Job Senior Vice President & Principal at LCG Associates, Inc.
Industry Investment Management
Experience
LCG Associates, Inc. September 1996 - Present
Barrow, Hanley, Mewhinney & Strauss June 2002 - August 2004
Mercer Investment Consulting November 1994 - September 1996
Skills
Alternative Investments, Financial Modeling, Asset Managment, Investments, Asset Allocation, Asset Management, Portfolio Management, Valuation, Equities, Due Diligence, Fixed Income, Investment Strategies, Bloomberg, Investment Management, Financial Analysis, Mutual Funds, Private Equity, Hedge Funds
Education
Emory University - Goizueta Business School 1998 — 2000
MBA
Southern Methodist University - Cox School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Kansai Gakuin University 1993 — 1993
Asian Studies
LCG Associates, Inc. September 1996 - Present
Barrow, Hanley, Mewhinney & Strauss June 2002 - August 2004
Mercer Investment Consulting November 1994 - September 1996
Skills
Alternative Investments, Financial Modeling, Asset Managment, Investments, Asset Allocation, Asset Management, Portfolio Management, Valuation, Equities, Due Diligence, Fixed Income, Investment Strategies, Bloomberg, Investment Management, Financial Analysis, Mutual Funds, Private Equity, Hedge Funds
Education
Emory University - Goizueta Business School 1998 — 2000
MBA
Southern Methodist University - Cox School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Kansai Gakuin University 1993 — 1993
Asian Studies
Linda Schlissel's Mercer Investment Consulting Experience July 2011 - December 2013
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
Samantha Carleton's Mercer Investment Consulting Experience January 2000 - May 2001
Job Senior Relationship Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management November 2006 - Present
TIAA-CREF May 2005 - November 2006
State Street Global Advisors May 2001 - November 2004
Mercer Investment Consulting January 2000 - May 2001
Wellington Management June 1996 - December 1999
Skills
Portfolio Management, Financial Services, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Investment Strategies, Investment Management, Investments, Series 7, Series 63, Wealth Management, Securities, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
mba, Finance, General
Erasmus Universiteit Rotterdam 1991 — 1992
mba, General Studies
University of Vermont 1986 — 1990
BA Economics, Economics
Hanover high
Columbia Management November 2006 - Present
TIAA-CREF May 2005 - November 2006
State Street Global Advisors May 2001 - November 2004
Mercer Investment Consulting January 2000 - May 2001
Wellington Management June 1996 - December 1999
Skills
Portfolio Management, Financial Services, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Investment Strategies, Investment Management, Investments, Series 7, Series 63, Wealth Management, Securities, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
mba, Finance, General
Erasmus Universiteit Rotterdam 1991 — 1992
mba, General Studies
University of Vermont 1986 — 1990
BA Economics, Economics
Hanover high
Michael Ancell, CFA's Mercer Investment Consulting Experience 2011 - Present
Job National Segment Leader for Healthcare Investments at Mercer
Industry Investment Management
Experience
Mercer Investment Consulting 2011 - Present
Hammond Associates 2004 - 2010
Skills
Investments, Financial Modeling, Equities, Investment Strategies, Asset Management, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Financial Analysis, Investment Advisory, Due Diligence, Private Equity, Valuation, Mutual Funds
Education
Indiana University Bloomington 1990 — 1992
Master of Business Administration (MBA), Finance, General
Yes 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1983 — 1987
Bachelor's degree, Finance, General
Mercer Investment Consulting 2011 - Present
Hammond Associates 2004 - 2010
Skills
Investments, Financial Modeling, Equities, Investment Strategies, Asset Management, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Financial Analysis, Investment Advisory, Due Diligence, Private Equity, Valuation, Mutual Funds
Education
Indiana University Bloomington 1990 — 1992
Master of Business Administration (MBA), Finance, General
Yes 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1983 — 1987
Bachelor's degree, Finance, General
Jeff Schutes's Mercer Investment Consulting Experience April 2007 - January 2012
Job Growth Markets Business Leader, Mercer Investments
Industry Financial Services
Experience
Mercer Investments July 2013 - Present
Mercer December 1995 - Present
Mercer Investments January 2012 - July 2013
Mercer Investment Consulting April 2007 - January 2012
CDA Investment Technolgies 1984 - 1995
Skills
Pension Funds, Defined Benefit, Risk Management, Asset Allocation, Investments, Pensions, Asset Managment, Alternative Investments, Institutional Investors, Investment Management, Investment Strategies, Strategic Financial..., Mergers, Strategic Planning, Insurance, Mergers
Education
Purdue University - Krannert School of Management 1976 — 1978
BS, Management Finance
Daniel Webster College 1974 — 1976
AS, Aviation
Mercer Investments July 2013 - Present
Mercer December 1995 - Present
Mercer Investments January 2012 - July 2013
Mercer Investment Consulting April 2007 - January 2012
CDA Investment Technolgies 1984 - 1995
Skills
Pension Funds, Defined Benefit, Risk Management, Asset Allocation, Investments, Pensions, Asset Managment, Alternative Investments, Institutional Investors, Investment Management, Investment Strategies, Strategic Financial..., Mergers, Strategic Planning, Insurance, Mergers
Education
Purdue University - Krannert School of Management 1976 — 1978
BS, Management Finance
Daniel Webster College 1974 — 1976
AS, Aviation
Bill Thatcher, CFA, CAIA's Mercer Investment Consulting Experience September 2006 - July 2013
Job Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Schwab Private Client Investment Advisory November 2013 - Present
Mercer Investment Consulting September 2006 - July 2013
Commonfund Securities September 2001 - August 2006
Commonfund Securities July 1998 - September 2001
Fuller and Associates August 1992 - May 1993
ABN AMRO Bank April 1991 - July 1992
Security Pacific Merchant Bank September 1990 - March 1991
Skills
Asset Allocation, Manager Selection, Spending Policy, Investment Policy..., Alternative Investments, Equities, Fixed Income, Investment Management, Hedge Funds, Investments, Financial Advisory, Private Equity, Finance, Portfolio Management, Financial Modeling, Investment Advisory, Institutional..., Due Diligence, Risk Management, Financial Analysis, Valuation, Asset Management, Investment Strategies, Endowments, Wealth Management, Fund Of Funds
Education
Yale University - Yale School of Management 1996 — 1998
Master's Degree in Business Administration (MBA)
University of Michigan 1994 — 1996
Master of Health Services Administration
Brigham Young University 1982 — 1990
BA, French
Schwab Private Client Investment Advisory November 2013 - Present
Mercer Investment Consulting September 2006 - July 2013
Commonfund Securities September 2001 - August 2006
Commonfund Securities July 1998 - September 2001
Fuller and Associates August 1992 - May 1993
ABN AMRO Bank April 1991 - July 1992
Security Pacific Merchant Bank September 1990 - March 1991
Skills
Asset Allocation, Manager Selection, Spending Policy, Investment Policy..., Alternative Investments, Equities, Fixed Income, Investment Management, Hedge Funds, Investments, Financial Advisory, Private Equity, Finance, Portfolio Management, Financial Modeling, Investment Advisory, Institutional..., Due Diligence, Risk Management, Financial Analysis, Valuation, Asset Management, Investment Strategies, Endowments, Wealth Management, Fund Of Funds
Education
Yale University - Yale School of Management 1996 — 1998
Master's Degree in Business Administration (MBA)
University of Michigan 1994 — 1996
Master of Health Services Administration
Brigham Young University 1982 — 1990
BA, French
Thomas (T.C.) Wilson, AIF®'s Mercer Investment Consulting Experience May 1990 - September 1996
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1996 - Present
Mercer Investment Consulting May 1990 - September 1996
Education
Hampden-Sydney College 1986 — 1990
BA, Mathematics
Wells Fargo Advisors, LLC 1996 - Present
Mercer Investment Consulting May 1990 - September 1996
Education
Hampden-Sydney College 1986 — 1990
BA, Mathematics
Eric Fonacier's Mercer Investment Consulting Experience June 2013 - Present
Job Senior Associate at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting June 2013 - Present
Topmast, LLC November 2009 - October 2012
Agile Group, LLC January 2007 - August 2008
Agile Group, LLC January 2005 - January 2007
Agile Group, LLC August 2002 - January 2005
Bigfoot Interactive May 2000 - December 2001
The Horah Group May 1999 - May 2000
Skills
Hedge Funds, Due Diligence, Portfolio Management, Middle Office, Back Office, Investor Relations, Compliance, Marketing, Alternative Investments, Risk Management
Education
Boston College 1994 — 1998
Carroll School of Management - Marketing, Finance, Economics
Mercer Investment Consulting June 2013 - Present
Topmast, LLC November 2009 - October 2012
Agile Group, LLC January 2007 - August 2008
Agile Group, LLC January 2005 - January 2007
Agile Group, LLC August 2002 - January 2005
Bigfoot Interactive May 2000 - December 2001
The Horah Group May 1999 - May 2000
Skills
Hedge Funds, Due Diligence, Portfolio Management, Middle Office, Back Office, Investor Relations, Compliance, Marketing, Alternative Investments, Risk Management
Education
Boston College 1994 — 1998
Carroll School of Management - Marketing, Finance, Economics
Patrick Johnson, CIPM's Mercer Investment Consulting Experience June 2008 - October 2012
Job Financial Analyst
Industry Financial Services
Experience
Mercer Investment Consulting June 2008 - October 2012
Education
Emory University 2004 — 2008
Bachelors, Business - Finance, Consulting
Mercer Investment Consulting June 2008 - October 2012
Education
Emory University 2004 — 2008
Bachelors, Business - Finance, Consulting
Shane McMahon's Mercer Investment Consulting Experience September 1992 - October 1995
Job Vice President, Head of U.S. Institutional Sales and Service at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments July 2015 - Present
Axiom International Investors June 2008 - March 2015
New York Life Investment Management May 2005 - June 2008
BNY Asset Management September 2001 - May 2005
Deutsche Asset Management 1999 - August 2001
Bankers Trust 1995 - 2001
deutsche asset management 1995 - 2001
Bankers Trust October 1995 - 1999
Mercer Investment Consulting September 1992 - October 1995
Mercer 1992 - 1995
Skills
Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Portfolio Management, Investments, Investment Management, Securities, Series 63, Capital Markets
Education
Boston University 1988 — 1992
BA, Mathematics and Sociology
Mackenzie Investments July 2015 - Present
Axiom International Investors June 2008 - March 2015
New York Life Investment Management May 2005 - June 2008
BNY Asset Management September 2001 - May 2005
Deutsche Asset Management 1999 - August 2001
Bankers Trust 1995 - 2001
deutsche asset management 1995 - 2001
Bankers Trust October 1995 - 1999
Mercer Investment Consulting September 1992 - October 1995
Mercer 1992 - 1995
Skills
Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Portfolio Management, Investments, Investment Management, Securities, Series 63, Capital Markets
Education
Boston University 1988 — 1992
BA, Mathematics and Sociology
Jason DeSena, CFA's Mercer Investment Consulting Experience June 2009 - April 2011
Job Product Specialist at J.P. Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management April 2011 - Present
Mercer Investment Consulting June 2009 - April 2011
Merrill Lynch June 2008 - August 2008
Ernst & Young May 2007 - June 2007
Education
Lehigh University 2005 — 2009
BS, Finance
JP Morgan Asset Management April 2011 - Present
Mercer Investment Consulting June 2009 - April 2011
Merrill Lynch June 2008 - August 2008
Ernst & Young May 2007 - June 2007
Education
Lehigh University 2005 — 2009
BS, Finance
Jessica Mann Daly's Mercer Investment Consulting Experience 1990 - 1997
Job Head of Institutional Investment Product Management at Wells Capital Management
Industry Investment Management
Experience
CFA Institute 2000 - 2002
Watson Wyatt 1997 - 2000
Mercer Investment Consulting 1990 - 1997
Education
University of Virginia 1987 — 1990
BA, Mathematics
Boston University 1986 — 1987
Engineering
CFA Institute 2000 - 2002
Watson Wyatt 1997 - 2000
Mercer Investment Consulting 1990 - 1997
Education
University of Virginia 1987 — 1990
BA, Mathematics
Boston University 1986 — 1987
Engineering
Richard A Reisert's Mercer Investment Consulting Experience July 1995 - July 1998
Job Chief Operating Officer, Partner at Christenson Investment Partners
Industry Investment Management
Experience
Christenson Investment Partners April 2004 - Present
Phoenix Investment Partners March 2000 - April 2004
Banc of America Securities July 1998 - March 2000
Mercer Investment Consulting July 1995 - July 1998
Hamilton & Co. October 1984 - July 1995
Skills
Mutual Funds, Institutional..., Series 63, Capital Markets, Series 24, Asset Allocation, Investment Strategies, CRM, Series 7, Asset Management, Fund Of Funds, Wealth Management, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Securities, Investment Advisory, Portfolio Management
Education
Boston University Graduate School of Management 1998 — 2000
Investment Management
Rider University 1995 — 1998
Masters in Business Administration
Rider University 1984 — 1988
BS in Commerce, Finance, Economics, Psychology
Christenson Investment Partners April 2004 - Present
Phoenix Investment Partners March 2000 - April 2004
Banc of America Securities July 1998 - March 2000
Mercer Investment Consulting July 1995 - July 1998
Hamilton & Co. October 1984 - July 1995
Skills
Mutual Funds, Institutional..., Series 63, Capital Markets, Series 24, Asset Allocation, Investment Strategies, CRM, Series 7, Asset Management, Fund Of Funds, Wealth Management, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Securities, Investment Advisory, Portfolio Management
Education
Boston University Graduate School of Management 1998 — 2000
Investment Management
Rider University 1995 — 1998
Masters in Business Administration
Rider University 1984 — 1988
BS in Commerce, Finance, Economics, Psychology
Carla McGuire's Mercer Investment Consulting Experience March 2009 - June 2014
Job Director, Investor Relations at SandPointe, LLC
Industry Financial Services
Experience
SandPointe, LLC March 2015 - Present
Mercer Investment Consulting March 2009 - June 2014
Hammond Associates March 2009 - February 2011
DePauw University September 2003 - March 2009
University of Chicago Endowment Office January 1999 - September 2003
Skills
Investments, Asset Managment, Asset Allocation, Private Equity, Equities, Outsourcing, Entrepreneurship, Alternative Investments, Hedge Funds, Investment Management, Asset Management, Portfolio Management, Investment Strategies
Education
Saint Louis University 1990 — 1992
MBA, Emphasis Finance
Maryville University of Saint Louis
BS
SandPointe, LLC March 2015 - Present
Mercer Investment Consulting March 2009 - June 2014
Hammond Associates March 2009 - February 2011
DePauw University September 2003 - March 2009
University of Chicago Endowment Office January 1999 - September 2003
Skills
Investments, Asset Managment, Asset Allocation, Private Equity, Equities, Outsourcing, Entrepreneurship, Alternative Investments, Hedge Funds, Investment Management, Asset Management, Portfolio Management, Investment Strategies
Education
Saint Louis University 1990 — 1992
MBA, Emphasis Finance
Maryville University of Saint Louis
BS
Jeff Kearny's Mercer Investment Consulting Experience March 1997 - April 2009
Job N. American Business Development at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2012 - Present
Korte & Associates Consulting, LLC July 2010 - July 2012
Mercer Investment Consulting March 1997 - April 2009
Skills
Asset Managment, Fixed Income, Institutional Investors, Equities, Investments, Pension Funds, Pensions, Portfolio Management, Investment Management, Endowments, Hedge Funds, Alternative Investments, Defined Benefit, Asset Allocation, Investment Advisory, Hedging, Investment Strategies, Derivatives, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
MBA, Finance, with Distinction
Indiana University Bloomington 1990 — 1994
BA, Economics
Northern Trust July 2012 - Present
Korte & Associates Consulting, LLC July 2010 - July 2012
Mercer Investment Consulting March 1997 - April 2009
Skills
Asset Managment, Fixed Income, Institutional Investors, Equities, Investments, Pension Funds, Pensions, Portfolio Management, Investment Management, Endowments, Hedge Funds, Alternative Investments, Defined Benefit, Asset Allocation, Investment Advisory, Hedging, Investment Strategies, Derivatives, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
MBA, Finance, with Distinction
Indiana University Bloomington 1990 — 1994
BA, Economics
Kellie (Scheurell) Monroe, CFA's Mercer Investment Consulting Experience January 1993 - May 2004
Job Institutional Project Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments October 2013 - Present
Waddell & Reed June 2004 - May 2008
Mercer Investment Consulting January 1993 - May 2004
Education
The University of Chicago 1995 — 1998
MBA, Economics, Finance
Lake Forest College 1988 — 1992
BA, Economics, Philosophy
Putnam Investments October 2013 - Present
Waddell & Reed June 2004 - May 2008
Mercer Investment Consulting January 1993 - May 2004
Education
The University of Chicago 1995 — 1998
MBA, Economics, Finance
Lake Forest College 1988 — 1992
BA, Economics, Philosophy
Alex Fournell, MBA, CFA's Mercer Investment Consulting Experience 1998 - 2003
Job Director Finance at Air Canada Pension Investments
Industry Investment Management
Experience
Air Canada Pension Investments May 2012 - Present
Standard Life Investments October 2008 - May 2012
Canada Post 2003 - 2008
Mercer Investment Consulting 1998 - 2003
Various Employers 1991 - 1997
Skills
Microsoft Office, Bloomberg, Charles River..., PAM, Thomson Reuters, PC Bond, Factset, Morningstar, Bonds, Investments, Risk Management, Mutual Funds
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, Finance
Global Association of Risk Professionals 2004 — 2004
FRM designation
CFA Institute 2000 — 2003
CFA designation
McGill University 1994 — 1996
Graduate degree, Finance
Université de Montréal - Ecole polytechnique de Montréal 1990 — 1994
B.Eng, Mechanical Engineering
Air Canada Pension Investments May 2012 - Present
Standard Life Investments October 2008 - May 2012
Canada Post 2003 - 2008
Mercer Investment Consulting 1998 - 2003
Various Employers 1991 - 1997
Skills
Microsoft Office, Bloomberg, Charles River..., PAM, Thomson Reuters, PC Bond, Factset, Morningstar, Bonds, Investments, Risk Management, Mutual Funds
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, Finance
Global Association of Risk Professionals 2004 — 2004
FRM designation
CFA Institute 2000 — 2003
CFA designation
McGill University 1994 — 1996
Graduate degree, Finance
Université de Montréal - Ecole polytechnique de Montréal 1990 — 1994
B.Eng, Mechanical Engineering
Jacob Kallupura's Mercer Investment Consulting Experience April 2011 - April 2012
Job Bank Of New York / Mellon
Industry Financial Services
Experience
SallieMae/Upromise October 2012 - Present
Mercer Investment Consulting April 2011 - April 2012
BTHR Solutions May 1994 - 2012
JDN SIGMA MEDICAL LABS 2009 - 2011
Pentegra Retirement Services 2005 - 2006
Bank of America 2000 - 2001
First Data Corporation 1990 - 1993
Skills
ERISA, Coaching, Insurance, Benefits, Employee Benefits, Retirement, Risk Management, Wealth Management, 401k, Pensions, Process Improvement, Retirement Planning, Mergers & Acquisitions, Management, Defined Benefit, Financial Services, Mutual Funds, Deferred Compensation, Defined Contribution, Securities, Series 63, Series 7, Investments, Pension Administration, Investment Advisory, Series 6
Education
Boston University School of Law 1992 — 1993
LL.M, International Banking Law
Westfield State University 1991 — 1992
MS, criminal justice
Law Academy Law College, Trivandrum 1984 — 1987
JD (LL.B), Law
St. Berchman's College 1974 — 1980
BA, English Lit, World History & Sociology
SallieMae/Upromise October 2012 - Present
Mercer Investment Consulting April 2011 - April 2012
BTHR Solutions May 1994 - 2012
JDN SIGMA MEDICAL LABS 2009 - 2011
Pentegra Retirement Services 2005 - 2006
Bank of America 2000 - 2001
First Data Corporation 1990 - 1993
Skills
ERISA, Coaching, Insurance, Benefits, Employee Benefits, Retirement, Risk Management, Wealth Management, 401k, Pensions, Process Improvement, Retirement Planning, Mergers & Acquisitions, Management, Defined Benefit, Financial Services, Mutual Funds, Deferred Compensation, Defined Contribution, Securities, Series 63, Series 7, Investments, Pension Administration, Investment Advisory, Series 6
Education
Boston University School of Law 1992 — 1993
LL.M, International Banking Law
Westfield State University 1991 — 1992
MS, criminal justice
Law Academy Law College, Trivandrum 1984 — 1987
JD (LL.B), Law
St. Berchman's College 1974 — 1980
BA, English Lit, World History & Sociology
Sam Wiseman's Mercer Investment Consulting Experience 1988 - 1989
Job Investment Officer at Wise Capital
Industry Investment Management
Experience
Wise Capital Management November 2000 - Present
Bolton Tremblay 1998 - 1999
O.M.E.R.S. 1990 - 1998
Omers 1990 - 1998
Mercer Investment Consulting 1988 - 1989
Bank of Canada 1978 - 1981
Skills
Potfolio Management, Asset Allocation, Global Asset Allocation, Retirement Planning, Equities, Investments, Asset Managment, Portfolio Management, Mutual Funds, Investment Strategies, Retirement, Capital Markets, Financial Markets, Derivatives, Trading, Investment Advisory, Pension Funds, Wealth Management, Defined Benefit
Education
University of Virginia 1984 — 1987
CFA
McMaster University 1977 — 1978
M.A., Economics
Concordia University 1974 — 1976
Bachelor of Commerce, Economics
Wise Capital Management November 2000 - Present
Bolton Tremblay 1998 - 1999
O.M.E.R.S. 1990 - 1998
Omers 1990 - 1998
Mercer Investment Consulting 1988 - 1989
Bank of Canada 1978 - 1981
Skills
Potfolio Management, Asset Allocation, Global Asset Allocation, Retirement Planning, Equities, Investments, Asset Managment, Portfolio Management, Mutual Funds, Investment Strategies, Retirement, Capital Markets, Financial Markets, Derivatives, Trading, Investment Advisory, Pension Funds, Wealth Management, Defined Benefit
Education
University of Virginia 1984 — 1987
CFA
McMaster University 1977 — 1978
M.A., Economics
Concordia University 1974 — 1976
Bachelor of Commerce, Economics
David Axelson's Mercer Investment Consulting Experience September 2006 - Present
Job Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting September 2006 - Present
UPS August 1996 - September 2006
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1996
MBA, Finance
Presbyterian College 1991 — 1995
BS, Business Administration
Mercer Investment Consulting September 2006 - Present
UPS August 1996 - September 2006
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1996
MBA, Finance
Presbyterian College 1991 — 1995
BS, Business Administration
John Logsdon's Mercer Investment Consulting Experience November 2009 - November 2012
Job Assistant Vice President Senior Writer
Industry Investment Management
Experience
AllianceBernstein October 2013 - Present
Mercer Investment Consulting November 2009 - November 2012
BNY Mellon 2007 - 2008
USI Holdings 2004 - 2006
The Hartford 1998 - 2002
Aetna 1994 - 1998
Skills
Investments, Mutual Funds, Portfolio Management, Sales, Management, Marketing, Analysis, Proposal Writing, Project Management, Customer Service, Strategic Planning, Finance, Marketing Strategy, New Business Development, Retirement Planning, Business Development, Equities, Relationship Management, Leadership
Education
Loyola University of Chicago
Bachelor of Science (BS), Business Administration and Management, General
AllianceBernstein October 2013 - Present
Mercer Investment Consulting November 2009 - November 2012
BNY Mellon 2007 - 2008
USI Holdings 2004 - 2006
The Hartford 1998 - 2002
Aetna 1994 - 1998
Skills
Investments, Mutual Funds, Portfolio Management, Sales, Management, Marketing, Analysis, Proposal Writing, Project Management, Customer Service, Strategic Planning, Finance, Marketing Strategy, New Business Development, Retirement Planning, Business Development, Equities, Relationship Management, Leadership
Education
Loyola University of Chicago
Bachelor of Science (BS), Business Administration and Management, General
Rich Marra's Mercer Investment Consulting Experience January 2011 - April 2013
Job Senior Consultant at Pavilion Advisory Group
Industry Financial Services
Experience
Pavilion Advisory Group April 2013 - Present
Mercer Investment Consulting January 2011 - April 2013
Hammond Associates January 2006 - December 2010
Smurfit-Stone Container Corporation 1988 - 2005
Skills
Asset Allocation, Asset Managment, Investments, Financial Analysis, Investment Advisory, Due Diligence, Investment Strategies, Financial Modeling, Alternative Investments, Private Equity, Hedge Funds, Equities, Mutual Funds, Fixed Income, Strategic Financial..., Wealth Management, Investment Management, Bloomberg, Portfolio Management, Capital Markets, Risk Management, Mergers & Acquisitions, Banking, Asset Management, Securities, Valuation, Corporate Finance, Finance, Pensions, Venture Capital, Derivatives, Equity Research, Fund Of Funds, Financial Markets, Financial Services, Investor Relations, Bonds, Series 7, Options, Pension Funds, Retirement, Institutional..., Series 63, Investment Banking, Defined Benefit, 401k, Defined Contribution
Education
Boston College 1979 — 1983
BS, Management
St. Joseph Regional HS 1976 — 1979
Pavilion Advisory Group April 2013 - Present
Mercer Investment Consulting January 2011 - April 2013
Hammond Associates January 2006 - December 2010
Smurfit-Stone Container Corporation 1988 - 2005
Skills
Asset Allocation, Asset Managment, Investments, Financial Analysis, Investment Advisory, Due Diligence, Investment Strategies, Financial Modeling, Alternative Investments, Private Equity, Hedge Funds, Equities, Mutual Funds, Fixed Income, Strategic Financial..., Wealth Management, Investment Management, Bloomberg, Portfolio Management, Capital Markets, Risk Management, Mergers & Acquisitions, Banking, Asset Management, Securities, Valuation, Corporate Finance, Finance, Pensions, Venture Capital, Derivatives, Equity Research, Fund Of Funds, Financial Markets, Financial Services, Investor Relations, Bonds, Series 7, Options, Pension Funds, Retirement, Institutional..., Series 63, Investment Banking, Defined Benefit, 401k, Defined Contribution
Education
Boston College 1979 — 1983
BS, Management
St. Joseph Regional HS 1976 — 1979
Toni Brown's Mercer Investment Consulting Experience August 2009 - September 2013
Job Defined Contribution at Capital Group
Industry Investment Management
Experience
Capital Group September 2013 - Present
Mercer Investment Consulting August 2009 - September 2013
Callan Associates January 1990 - August 2009
Skills
Institutional Investors, Alternative Investments, Defined Benefit, Investment Management, Asset Allocation, Investment Strategies
Education
Arizona State University 1987 — 1988
MBA, Finance
University of Denver 1979 — 1983
BSBA, General Business
Capital Group September 2013 - Present
Mercer Investment Consulting August 2009 - September 2013
Callan Associates January 1990 - August 2009
Skills
Institutional Investors, Alternative Investments, Defined Benefit, Investment Management, Asset Allocation, Investment Strategies
Education
Arizona State University 1987 — 1988
MBA, Finance
University of Denver 1979 — 1983
BSBA, General Business
Anna Lyubezny's Mercer Investment Consulting Experience December 2004 - January 2006
Job Product Strategy & Innovation Project Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services October 2013 - Present
Discover Financial Services February 2012 - October 2013
PricewaterhouseCoopers August 2007 - August 2011
UBS July 2006 - July 2007
Mercer Investment Consulting December 2004 - January 2006
Morgan Stanley Smith Barney August 2004 - October 2004
Cadent Financial Services / Chicago Mercantile Exchange May 2004 - July 2004
Guaranty Bank FSB July 2002 - July 2004
Skills
Finance, Financial Services, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Financial Modeling, Strategy, Sarbanes-Oxley Act, Internal Controls, Mergers, Risk Management, Business Process..., Business Analysis, Banking, Management, Process Improvement, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration
DePaul University 2003 — 2007
Bachelor of Science, Finance
Discover Financial Services October 2013 - Present
Discover Financial Services February 2012 - October 2013
PricewaterhouseCoopers August 2007 - August 2011
UBS July 2006 - July 2007
Mercer Investment Consulting December 2004 - January 2006
Morgan Stanley Smith Barney August 2004 - October 2004
Cadent Financial Services / Chicago Mercantile Exchange May 2004 - July 2004
Guaranty Bank FSB July 2002 - July 2004
Skills
Finance, Financial Services, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Financial Modeling, Strategy, Sarbanes-Oxley Act, Internal Controls, Mergers, Risk Management, Business Process..., Business Analysis, Banking, Management, Process Improvement, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration
DePaul University 2003 — 2007
Bachelor of Science, Finance
Brian Clark, CFA's Mercer Investment Consulting Experience October 2000 - Present
Job Retired/Former Head of US Equity Manager Research at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting October 2000 - Present
Mercer Investment Consulting September 1987 - Present
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Fund Of Funds, Hedge Funds, Mutual Funds, Asset Managment, Investments, Equities, Fixed Income, Series 7, Investment Advisory, Asset Management, Wealth Management
Education
Kenyon College 1977 — 1980
BA, Psychology
Mercer Investment Consulting October 2000 - Present
Mercer Investment Consulting September 1987 - Present
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Fund Of Funds, Hedge Funds, Mutual Funds, Asset Managment, Investments, Equities, Fixed Income, Series 7, Investment Advisory, Asset Management, Wealth Management
Education
Kenyon College 1977 — 1980
BA, Psychology
Charlene Bhurton's Mercer Investment Consulting Experience 2003 - 2004
Job OnPremise Manager at Heineken USA
Industry Food & Beverages
Experience
Heineken USA January 2013 - Present
N/A 2015 - 2015
Heineken USA June 2012 - December 2012
Heineken UK July 2010 - June 2012
Molson Coors Brewing (UK) Ltd 2009 - 2010
Willis 2008 - 2009
Lockton Companies 2007 - 2008
Pareto Law London 2006 - 2007
Rakusen's Ltd 2004 - 2006
Mercer Investment Consulting 2003 - 2004
Skills
FMCG, Account Management, New Business Development, Beer, Sales, Inventory Management, Supply Chain Management, Business Development, HACCP, Brand Development, Key Account Development, Trade Marketing, Key Account Management, Food, Brand Management, Marketing Strategy, Management
Education
Leeds Metropolitan University 2000 — 2003
Bachelor of Science (Hons) : Food Systems & Quality Assurance
Leeds Metropolitan University 2000 — 2002
HND, Hospitality Business Management
Heineken USA January 2013 - Present
N/A 2015 - 2015
Heineken USA June 2012 - December 2012
Heineken UK July 2010 - June 2012
Molson Coors Brewing (UK) Ltd 2009 - 2010
Willis 2008 - 2009
Lockton Companies 2007 - 2008
Pareto Law London 2006 - 2007
Rakusen's Ltd 2004 - 2006
Mercer Investment Consulting 2003 - 2004
Skills
FMCG, Account Management, New Business Development, Beer, Sales, Inventory Management, Supply Chain Management, Business Development, HACCP, Brand Development, Key Account Development, Trade Marketing, Key Account Management, Food, Brand Management, Marketing Strategy, Management
Education
Leeds Metropolitan University 2000 — 2003
Bachelor of Science (Hons) : Food Systems & Quality Assurance
Leeds Metropolitan University 2000 — 2002
HND, Hospitality Business Management
Jovan Marconi's Mercer Investment Consulting Experience June 2004 - October 2010
Job Team Lead Business Analyst/Project Manager at Invesco
Industry Investment Management
Experience
Legal & General Investment Management September 2015 - Present
Invesco US February 2015 - September 2015
Invesco January 2014 - February 2015
AEGON October 2010 - December 2013
Mercer Investment Consulting June 2004 - October 2010
Mercer Investment Consulting March 2002 - June 2004
Mercer Investment Consulting June 1999 - March 2002
Skills
Equities, Investments, Fixed Income, Valuation, Mutual Funds, Bloomberg, Analysis, Securities, Customer Relations, PowerPoint, Statistics, Data Analysis, Business Analysis, Performance Attribution, Outlook, Benchmarking, Derivatives, System Implementations, Investment Performance, Project Management, SDLC, CIPM, GIPS Compliance, Data Management, Asset Management, Six Sigma, Lean Projects, Budgets, Benefit Cost Analysis, Risk Assessment, Attribution, Eagle PACE, Pension Funds, Institutional..., Defined Benefit, Financial Services, Process Improvement, Investment Management, Quantitative Analytics, Series 7, Series 63, Requirements Gathering, Pensions, Investment Advisory, Innovation, Creativity, Creative Strategy, Investment Strategies, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
Northeastern Illinois University 1996 — 1999
B.S., Finance
Legal & General Investment Management September 2015 - Present
Invesco US February 2015 - September 2015
Invesco January 2014 - February 2015
AEGON October 2010 - December 2013
Mercer Investment Consulting June 2004 - October 2010
Mercer Investment Consulting March 2002 - June 2004
Mercer Investment Consulting June 1999 - March 2002
Skills
Equities, Investments, Fixed Income, Valuation, Mutual Funds, Bloomberg, Analysis, Securities, Customer Relations, PowerPoint, Statistics, Data Analysis, Business Analysis, Performance Attribution, Outlook, Benchmarking, Derivatives, System Implementations, Investment Performance, Project Management, SDLC, CIPM, GIPS Compliance, Data Management, Asset Management, Six Sigma, Lean Projects, Budgets, Benefit Cost Analysis, Risk Assessment, Attribution, Eagle PACE, Pension Funds, Institutional..., Defined Benefit, Financial Services, Process Improvement, Investment Management, Quantitative Analytics, Series 7, Series 63, Requirements Gathering, Pensions, Investment Advisory, Innovation, Creativity, Creative Strategy, Investment Strategies, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
Northeastern Illinois University 1996 — 1999
B.S., Finance
Mark Komissarouk's Mercer Investment Consulting Experience July 2011 - Present
Job Developer at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting July 2011 - Present
IMC Financial Markets, LLC April 2010 - July 2011
Morningstar, Inc June 2006 - April 2010
Morningstar, Inc March 2004 - June 2006
Morningstar, Inc June 2000 - March 2004
Morningstar, Inc October 1999 - June 2000
Morningstar, Inc April 1999 - October 1999
Skills
VBA, Databases, SQL Server, Atlassian JIRA, Confluence, FoxPro, Microsoft Office, Microsoft Excel, Access, SSIS, Microsoft SQL Server, Morningstar Direct, Data Warehousing, MySQL, Scrum, C#, PL/SQL, Analysis
Education
DePaul University 2001 — 2004
M.S, Distributed Systems
University of Illinois at Urbana-Champaign - College of Business 1995 — 1998
BS, Finance
Mercer Investment Consulting July 2011 - Present
IMC Financial Markets, LLC April 2010 - July 2011
Morningstar, Inc June 2006 - April 2010
Morningstar, Inc March 2004 - June 2006
Morningstar, Inc June 2000 - March 2004
Morningstar, Inc October 1999 - June 2000
Morningstar, Inc April 1999 - October 1999
Skills
VBA, Databases, SQL Server, Atlassian JIRA, Confluence, FoxPro, Microsoft Office, Microsoft Excel, Access, SSIS, Microsoft SQL Server, Morningstar Direct, Data Warehousing, MySQL, Scrum, C#, PL/SQL, Analysis
Education
DePaul University 2001 — 2004
M.S, Distributed Systems
University of Illinois at Urbana-Champaign - College of Business 1995 — 1998
BS, Finance
Jeffrey Rand's Mercer Investment Consulting Experience July 2010 - August 2012
Job Research Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank December 2014 - Present
J.P. Morgan August 2012 - December 2014
Mercer Investment Consulting July 2010 - August 2012
Convergent Wealth Advisors June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Stata, Bloomberg, Salesforce.com, PowerPoint, Financial Modeling, Corporate Finance, Equities, Valuation
Education
Lafayette College 2006 — 2010
Lafayette College 2006 — 2010
Bachelor of Arts, Economics and Business
Deutsche Bank December 2014 - Present
J.P. Morgan August 2012 - December 2014
Mercer Investment Consulting July 2010 - August 2012
Convergent Wealth Advisors June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Stata, Bloomberg, Salesforce.com, PowerPoint, Financial Modeling, Corporate Finance, Equities, Valuation
Education
Lafayette College 2006 — 2010
Lafayette College 2006 — 2010
Bachelor of Arts, Economics and Business
Ann Cheu's Mercer Investment Consulting Experience February 2004 - January 2008
Job Managing Consultant at Precept Advisory Group
Industry Financial Services
Experience
Precept Advisory Group May 2014 - Present
Forward November 2011 - August 2013
Mercer Investment Consulting February 2004 - January 2008
Mercer Investment Consulting May 1999 - February 2004
Mercer January 1996 - May 1999
Skills
Alternative Investments, Investment Strategies, Investments, Mutual Funds, Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Equities, Series 7, Portfolio Management, Fixed Income, Defined Benefit, Pensions, Series 63, Wealth Management, Investment Advisory, Consultants, Retirement, Equity Research, Wealth Management..., Capital Markets, Financial Services, Securities, Bloomberg, Asset Management, Retirement Planning, 401k, Relationship Management, Emerging Markets, Defined Contribution, Valuation, Bonds, Quantitative Analytics
Education
California State University-Northridge 1989 — 1995
Bachelor of Science, Business Administration; Finance
Santa Monica High School
Precept Advisory Group May 2014 - Present
Forward November 2011 - August 2013
Mercer Investment Consulting February 2004 - January 2008
Mercer Investment Consulting May 1999 - February 2004
Mercer January 1996 - May 1999
Skills
Alternative Investments, Investment Strategies, Investments, Mutual Funds, Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Equities, Series 7, Portfolio Management, Fixed Income, Defined Benefit, Pensions, Series 63, Wealth Management, Investment Advisory, Consultants, Retirement, Equity Research, Wealth Management..., Capital Markets, Financial Services, Securities, Bloomberg, Asset Management, Retirement Planning, 401k, Relationship Management, Emerging Markets, Defined Contribution, Valuation, Bonds, Quantitative Analytics
Education
California State University-Northridge 1989 — 1995
Bachelor of Science, Business Administration; Finance
Santa Monica High School
Paul Knych's Mercer Investment Consulting Experience September 2006 - September 2011
Job Equity Research Associate at Nuveen Asset Management
Industry Investment Management
Experience
Nuveen Asset Management July 2014 - Present
Nuveen Investments September 2011 - July 2014
Mercer Investment Consulting September 2006 - September 2011
Hewitt Associates October 2005 - September 2006
Skills
Equities, Investments, Asset Allocation, Portfolio Management, Financial Modeling, Risk Management, Mutual Funds, Due Diligence, Analysis, Financial Risk, Data Analysis, Management, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Series 7, Bloomberg, Capital Markets, Valuation, Institutional..., Derivatives, Equity Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MSF, Finance and Investment Related Topics
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Financial Analysis
Northeastern Illinois University 2002 — 2005
BS, Business Management
Nuveen Asset Management July 2014 - Present
Nuveen Investments September 2011 - July 2014
Mercer Investment Consulting September 2006 - September 2011
Hewitt Associates October 2005 - September 2006
Skills
Equities, Investments, Asset Allocation, Portfolio Management, Financial Modeling, Risk Management, Mutual Funds, Due Diligence, Analysis, Financial Risk, Data Analysis, Management, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Series 7, Bloomberg, Capital Markets, Valuation, Institutional..., Derivatives, Equity Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MSF, Finance and Investment Related Topics
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Financial Analysis
Northeastern Illinois University 2002 — 2005
BS, Business Management
Daniel Thuer's Mercer Investment Consulting Experience June 2005 - August 2005
Job Senior Manager Online Sales The Americas @ Lufthansa
Industry Airlines/Aviation
Experience
Lufthansa August 2011 - Present
Lufthansa April 2008 - July 2011
Lufthansa November 2007 - April 2008
L'Oréal May 2006 - August 2006
Mercer Investment Consulting June 2005 - August 2005
PRICE WATERHOUSE COOPERS GmbH January 2005 - March 2005
Skills
Business Development, Pricing, Competitive Analysis, Airlines, Business Strategy, Airports, Key Account Management, Aviation, Market Analysis, Management
Education
European Business School Oestrich-Winkel 2003 — 2007
Diplom-Kfm. (Master of Science in Business Administration), Majors: Marketing, Finance & Banking
James Madison University 2005 — 2006
Exchange Program, Marketing and Finance
Lufthansa August 2011 - Present
Lufthansa April 2008 - July 2011
Lufthansa November 2007 - April 2008
L'Oréal May 2006 - August 2006
Mercer Investment Consulting June 2005 - August 2005
PRICE WATERHOUSE COOPERS GmbH January 2005 - March 2005
Skills
Business Development, Pricing, Competitive Analysis, Airlines, Business Strategy, Airports, Key Account Management, Aviation, Market Analysis, Management
Education
European Business School Oestrich-Winkel 2003 — 2007
Diplom-Kfm. (Master of Science in Business Administration), Majors: Marketing, Finance & Banking
James Madison University 2005 — 2006
Exchange Program, Marketing and Finance
Jerry Woodham's Mercer Investment Consulting Experience 2003 - Present
Job Principal Consultant at Hammond Associates
Industry Financial Services
Experience
Hammond Associates PrincipalMercer Investments2011 - Present
Mercer Investment Consulting 2003 - Present
Education
Chapman University
Master of Business Administration (MBA), Finance, General
Hammond Associates PrincipalMercer Investments2011 - Present
Mercer Investment Consulting 2003 - Present
Education
Chapman University
Master of Business Administration (MBA), Finance, General
Youngmi Lee's Mercer Investment Consulting Experience February 2005 - November 2011
Job Corporate Vice President at New York Life
Industry Financial Services
Experience
New York Life Insurance Company November 2011 - Present
Mercer Investment Consulting February 2005 - November 2011
Deloitte 2003 - 2005
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Fixed Income, Asset Management, Investment Management
Education
Columbia University in the City of New York 1995 — 1997
Master's Degree, Statistics
New York Life Insurance Company November 2011 - Present
Mercer Investment Consulting February 2005 - November 2011
Deloitte 2003 - 2005
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Fixed Income, Asset Management, Investment Management
Education
Columbia University in the City of New York 1995 — 1997
Master's Degree, Statistics
Mary Pat Alcus's Mercer Investment Consulting Experience 1989 - 2010
Job Board Chair at The Community Foundation for Montgomery County
Industry Investment Management
Experience
The Community Foundation for the National Capital Region June 2014 - Present
The Community Foundation for Montgomery County March 2014 - Present
Community Foundation for Montgomery County April 2010 - February 2013
Mercer Investment Consulting 1989 - 2010
Atlanta Capital Management January 1994 - December 1994
Kwasha Lipton 1985 - 1987
Skills
Chartered Financial..., Non-profit Leadership, Institutional..., Alternative Investments, Asset Allocation, Investment Strategies, Hedge Funds, Asset Management, Investments, Equities, Investment Management, Portfolio Management, Fixed Income, Private Equity, Mutual Funds, Pension Funds, Defined Benefit, Pensions, Institutional, Wealth Management
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA
Vanderbilt University 1981 — 1985
BA, Economics
The Community Foundation for the National Capital Region June 2014 - Present
The Community Foundation for Montgomery County March 2014 - Present
Community Foundation for Montgomery County April 2010 - February 2013
Mercer Investment Consulting 1989 - 2010
Atlanta Capital Management January 1994 - December 1994
Kwasha Lipton 1985 - 1987
Skills
Chartered Financial..., Non-profit Leadership, Institutional..., Alternative Investments, Asset Allocation, Investment Strategies, Hedge Funds, Asset Management, Investments, Equities, Investment Management, Portfolio Management, Fixed Income, Private Equity, Mutual Funds, Pension Funds, Defined Benefit, Pensions, Institutional, Wealth Management
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA
Vanderbilt University 1981 — 1985
BA, Economics
David Felix's Mercer Investment Consulting Experience March 2011 - October 2012
Job Director, Alternative Investments at PA SERS
Industry Venture Capital & Private Equity
Experience
Pennsylvania SERS June 2013 - Present
Mercer Investment Consulting March 2011 - October 2012
Syracuse University January 2009 - February 2011
NYSTRS 2000 - 2008
Skills
Alternative Investments, Portfolio Management, Investments, Private Equity, Venture Capital, Investment Management, Financial Modeling, Hedge Funds, Due Diligence, Equities, Valuation, Asset Management
Education
Hofstra University 1991 — 1994
Pennsylvania SERS June 2013 - Present
Mercer Investment Consulting March 2011 - October 2012
Syracuse University January 2009 - February 2011
NYSTRS 2000 - 2008
Skills
Alternative Investments, Portfolio Management, Investments, Private Equity, Venture Capital, Investment Management, Financial Modeling, Hedge Funds, Due Diligence, Equities, Valuation, Asset Management
Education
Hofstra University 1991 — 1994
Abhishek Purohit's Mercer Investment Consulting Experience May 2010 - August 2010
Job Relationship Manager at Backstop Solutions Group
Industry Investment Management
Experience
Backstop Solutions Group November 2014 - Present
FactSet Research Systems August 2011 - September 2014
Mercer Investment Consulting May 2010 - August 2010
Skills
Excel, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Economics, Financial Modeling, Analysis, Finance, Public Speaking, Access, Research, Microsoft Office, Business Analysis, Business Strategy, Risk Management, Equities
Education
Emory University 2008 — 2011
BBA, Finance & Accounting
Georgia Institute of Technology 2007 — 2008
Calculus, Sciences
Mill Creek
Backstop Solutions Group November 2014 - Present
FactSet Research Systems August 2011 - September 2014
Mercer Investment Consulting May 2010 - August 2010
Skills
Excel, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Economics, Financial Modeling, Analysis, Finance, Public Speaking, Access, Research, Microsoft Office, Business Analysis, Business Strategy, Risk Management, Equities
Education
Emory University 2008 — 2011
BBA, Finance & Accounting
Georgia Institute of Technology 2007 — 2008
Calculus, Sciences
Mill Creek
Keith Reynolds's Mercer Investment Consulting Experience September 2003 - November 2012
Job Vice President & Senior Consultant at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey December 2012 - Present
Mercer Investment Consulting September 2003 - November 2012
Lend Lease Real Estate Investments June 2000 - September 2003
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investments, Investment Advisory, Mutual Funds, Hedge Funds, Defined Benefit, Pensions, Pension Funds, Retirement, Private Equity, Due Diligence, Financial Analysis, Institutional..., Risk Management
Education
Mercer University 1998 — 1999
Master of Business Administration (M.B.A.), Finance
Berry College 1993 — 1997
Bachelor’s Degree, Accounting
Segal Rogerscasey December 2012 - Present
Mercer Investment Consulting September 2003 - November 2012
Lend Lease Real Estate Investments June 2000 - September 2003
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investments, Investment Advisory, Mutual Funds, Hedge Funds, Defined Benefit, Pensions, Pension Funds, Retirement, Private Equity, Due Diligence, Financial Analysis, Institutional..., Risk Management
Education
Mercer University 1998 — 1999
Master of Business Administration (M.B.A.), Finance
Berry College 1993 — 1997
Bachelor’s Degree, Accounting
David Charland's Mercer Investment Consulting Experience November 2011 - July 2012
Job Chargé des relations avec la clientèle chez Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2013 - Present
Standard Life June 2012 - March 2013
Mercer Investment Consulting November 2011 - July 2012
Standard Life September 2008 - November 2011
Standard Life January 2002 - September 2008
Skills
Retirement Savings, Pension Administration, Individual Pension Plans, Microsoft Excel, Relationship Mgmt, Problem Solving, Solutions Focused, Defined Benefit, Pensions, Retirement, Investments
Education
Concordia University 2000 — 2003
Bachelor, Actuarial Mathematics
Concordia University 2000 — 2003
Bachelor of Science, Actuarial Mathematics
Sun Life Financial March 2013 - Present
Standard Life June 2012 - March 2013
Mercer Investment Consulting November 2011 - July 2012
Standard Life September 2008 - November 2011
Standard Life January 2002 - September 2008
Skills
Retirement Savings, Pension Administration, Individual Pension Plans, Microsoft Excel, Relationship Mgmt, Problem Solving, Solutions Focused, Defined Benefit, Pensions, Retirement, Investments
Education
Concordia University 2000 — 2003
Bachelor, Actuarial Mathematics
Concordia University 2000 — 2003
Bachelor of Science, Actuarial Mathematics
Geeta Kapadia, CFA's Mercer Investment Consulting Experience July 2005 - November 2008
Job Senior Investment Strategist at Yale New Haven Health System
Industry Hospital & Health Care
Experience
Yale New Haven Health System December 2012 - Present
Yale New Haven Health System January 2009 - December 2012
Mercer Investment Consulting July 2005 - November 2008
Capital Metrics & Risk Solutions January 2004 - December 2004
Stratford Advisory Group October 1997 - March 2003
University of Chicago Hospitals September 1994 - September 1997
Skills
Portfolio Management, Equities, Hedge Funds, Asset Allocation, Investments, Financial Modeling, Asset Managment, Investment Strategies, Alternative Investments, Fixed Income, Equity Research, Investment Advisory, Mutual Funds, Financial Markets, Pensions, Fund Of Funds, Pension Funds, Asset Management, Capital Markets, Corporate Finance, Emerging Markets, Finance, Financial Advisory, Financial Analysis, Investment Management, Options, Valuation
Education
The University of Chicago 1991 — 1994
AB, Mathematics
Illinois Institute of Technology 1999 — 2001
MSc, Financial Markets and Trading
Yale New Haven Health System December 2012 - Present
Yale New Haven Health System January 2009 - December 2012
Mercer Investment Consulting July 2005 - November 2008
Capital Metrics & Risk Solutions January 2004 - December 2004
Stratford Advisory Group October 1997 - March 2003
University of Chicago Hospitals September 1994 - September 1997
Skills
Portfolio Management, Equities, Hedge Funds, Asset Allocation, Investments, Financial Modeling, Asset Managment, Investment Strategies, Alternative Investments, Fixed Income, Equity Research, Investment Advisory, Mutual Funds, Financial Markets, Pensions, Fund Of Funds, Pension Funds, Asset Management, Capital Markets, Corporate Finance, Emerging Markets, Finance, Financial Advisory, Financial Analysis, Investment Management, Options, Valuation
Education
The University of Chicago 1991 — 1994
AB, Mathematics
Illinois Institute of Technology 1999 — 2001
MSc, Financial Markets and Trading
Holly Tang's Mercer Investment Consulting Experience November 2009 - Present
Job Senior System Developer at Mercer
Industry Investment Management
Experience
Mercer Investment Consulting November 2009 - Present
Follett Higher Education Group August 2008 - November 2009
Bridgestone Bandag, LLC August 2000 - August 2008
RSM McGladrey, Inc. January 1999 - August 2000
Education
Eastern Michigan University
M.S, Computer Science
Mercer Investment Consulting November 2009 - Present
Follett Higher Education Group August 2008 - November 2009
Bridgestone Bandag, LLC August 2000 - August 2008
RSM McGladrey, Inc. January 1999 - August 2000
Education
Eastern Michigan University
M.S, Computer Science
Ryan Fletcher's Mercer Investment Consulting Experience April 2013 - Present
Job Associate at Mercer Investment Consulting | MBA Candidate at Chicago Booth School of Business
Industry Financial Services
Experience
Mercer Investment Consulting April 2013 - Present
Mercer Investments October 2011 - March 2013
GrubHub.com August 2011 - September 2011
Heartland Investments Associates May 2009 - August 2009
Skills
Blogging, Data Analysis, Analysis, SPSS, Microsoft Excel, Statistics, Economics, Research, Public Speaking
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Grinnell College 2007 — 2011
Bachelor of Arts, Economics with Honors
Danish Institute of Study Abroad 2010 — 2010
European Business Strategy
Mercer Investment Consulting April 2013 - Present
Mercer Investments October 2011 - March 2013
GrubHub.com August 2011 - September 2011
Heartland Investments Associates May 2009 - August 2009
Skills
Blogging, Data Analysis, Analysis, SPSS, Microsoft Excel, Statistics, Economics, Research, Public Speaking
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Grinnell College 2007 — 2011
Bachelor of Arts, Economics with Honors
Danish Institute of Study Abroad 2010 — 2010
European Business Strategy
Angela Fales's Mercer Investment Consulting Experience February 2003 - Present
Job Technical Products Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting February 2003 - Present
Mercer Investment Consulting February 2003 - Present
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Investment Strategies, Mutual Funds, Bloomberg, Fund Of Funds
Education
Maryville University of Saint Louis
Master of Business Administration (MBA), Accounting and Business/Management
Mercer Investment Consulting February 2003 - Present
Mercer Investment Consulting February 2003 - Present
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Investment Strategies, Mutual Funds, Bloomberg, Fund Of Funds
Education
Maryville University of Saint Louis
Master of Business Administration (MBA), Accounting and Business/Management
Mathieu Provost's Mercer Investment Consulting Experience August 2002 - August 2015
Job Director Investment Pension Asset Management at BOMBARDIER
Industry Investment Management
Experience
BOMBARDIER August 2015 - Present
Mercer Investment Consulting August 2002 - August 2015
Education
HEC Montréal 2005 — 2008
Master, MBA
Université Laval 1999 — 2002
Bac, Actuarial sciences
BOMBARDIER August 2015 - Present
Mercer Investment Consulting August 2002 - August 2015
Education
HEC Montréal 2005 — 2008
Master, MBA
Université Laval 1999 — 2002
Bac, Actuarial sciences
Robinson Patricia's Mercer Investment Consulting Experience October 1997 - Present
Job 401(k) Plan Analyst III at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting October 1997 - Present
Education
Emmanuel College 2000 — 2003
Bachelor of Applied Science (BASc), Business Administration, Management and Operations, 3.9
Mercer Investment Consulting October 1997 - Present
Education
Emmanuel College 2000 — 2003
Bachelor of Applied Science (BASc), Business Administration, Management and Operations, 3.9
Shannon Bosh's Mercer Investment Consulting Experience January 2005 - June 2006
Job Project Manager at AliMed
Industry Medical Devices
Experience
AliMed June 2006 - Present
AliMed June 2006 - January 2012
Mercer Investment Consulting January 2005 - June 2006
Putnam Investments May 1998 - January 2005
Skills
Product Development, Product Management, Microsoft Office, Marketing, Project Management
Education
Johnson and Wales University
AliMed June 2006 - Present
AliMed June 2006 - January 2012
Mercer Investment Consulting January 2005 - June 2006
Putnam Investments May 1998 - January 2005
Skills
Product Development, Product Management, Microsoft Office, Marketing, Project Management
Education
Johnson and Wales University
Juleigh Schwartz's Mercer Investment Consulting Experience
Job Senior Associate at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting
Skills
Asset Management, Alternative Investments, Investments, Asset Allocation
Education
Fontbonne University 1999 — 2002
BS, Business
Mercer Investment Consulting
Skills
Asset Management, Alternative Investments, Investments, Asset Allocation
Education
Fontbonne University 1999 — 2002
BS, Business
Abnirys Lugo's Mercer Investment Consulting Experience January 2009 - Present
Job Process Assistant at Mercer
Industry Human Resources
Experience
Mercer Investment Consulting January 2009 - Present
Skills
MS Office Suite, Training & Development
Education
DeVry University-Wisconsin 2011 — 2012
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Bryant and Stratton College 2003 — 2005
Associate of Science (AS), Administrative Assistant and Secretarial Science, General
Mercer Investment Consulting January 2009 - Present
Skills
MS Office Suite, Training & Development
Education
DeVry University-Wisconsin 2011 — 2012
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Bryant and Stratton College 2003 — 2005
Associate of Science (AS), Administrative Assistant and Secretarial Science, General
Paul Wilkin's Mercer Investment Consulting Experience October 2005 - Present
Job Principal Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting October 2005 - Present
Oxford Financial Group, Ltd. May 2000 - October 2005
Ameriprise Financial Services, Inc. January 1994 - May 2000
Skills
Financial Analysis, Asset Allocation, Investments, Investment Strategies, Asset Management, Mutual Funds, Financial Modeling, Fixed Income, Due Diligence
Education
The Ohio State University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Bowling Green State University 1980 — 1984
Bachelor's Degree, Economics
Mercer Investment Consulting October 2005 - Present
Oxford Financial Group, Ltd. May 2000 - October 2005
Ameriprise Financial Services, Inc. January 1994 - May 2000
Skills
Financial Analysis, Asset Allocation, Investments, Investment Strategies, Asset Management, Mutual Funds, Financial Modeling, Fixed Income, Due Diligence
Education
The Ohio State University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Bowling Green State University 1980 — 1984
Bachelor's Degree, Economics