Our capable, flexible, and professional staff members stand ready to assist our clients with a wide range of investment challenges.

All of our professional staff possess undergraduate degrees and have pursued numerous career-related post-graduate studies. Our key senior professionals all have experience in the financial field, including investment advising, investment and financial management, actuarial advisory services, and consulting to plan sponsors.

Each of our clients has many resources within our firm to call upon. Every client works with a team of senior consultants who are supported by an associate consultant and a performance analyst. Our staff also includes professionals who specialize in domestic and international manager searches, asset allocation studies, actuarial modeling, and related special projects.

Please browse the brief biographies of our consultants on the left side of this page.