|
Agility (Perella Weinberg)
Christopher Bittman, CIO
|
Denver, CO
(303) 813-7910
|
$5.2bn
cbittman@pwpartners.com
|
| |
|
|
|
Alan Biller and Associates
Alan D. Biller, CEO & Sr Consultant
|
Menlo Park, CA
(650) 328-7283
|
$31.5bn (includes $30.4bn Western Teamsters pension)
alan@alanbiller.com
|
|
Angeles Investment Advisors
Leslie B. Kautz, Principal
|
Santa Monica, CA
(310) 393-6300
|
$43bn advisory, $1.7bn discretionary
lkautz@angelesadvisors.com
|
| |
|
|
|
Appomattox Advisory
Drianne Benner, Director of Institutional Marketing
|
New York, NY
(212) 546-6247
|
$1.3bn
dbenner@ainvadvisors.com
|
| |
|
|
|
Artemis Wealth Advisors
Peter M. Rup, Founder & CIO
|
New York, NY
(212) 838-9000
|
$753mm, $566mm discretionary
prup@artemiswa.com
|
|
Athena Capital Advisors
Lisette Cooper, CEO
|
Lincoln, MA
(781) 274-9300
|
$4.8bn, $3.5bn discretionary
lcooper@athenacapital.com
|
|
|
|
|
|
Balentine
Rob Ragsdale, Partner
|
Atlanta, GA
(404) 537-4800
|
$1.8bn
rragsdale@balentine.com
|
|
BlackRock
Edward Ng, MD of BR solutions
|
New York, NY
(212) 810-5300
|
$55bn
Edward.ng@blackrock.com
|
|
BNY Mellon Asset Mgmt
Andrew D. Wozniak, Head Fiduciary Management
|
New York, NY
(412) 236-7940
|
$11bn
andrew.wozniak@bnymellon.com
|
|
Callan Associates
Jim Callahan, Executive VP
|
San Francisco, CA
(415) 974-5060
|
$2 trillion advisory, $8.4bn discretionary
callahan@callan.com
|
|
Cambridge Associates
Deirdre Nectow, Mgn Director
|
Boston, MA
(617) 457-1781
|
$139bn advisory, $9.6bn discretionary
dnectow@cambridgeassociates.com
|
|
Canterbury Consulting
Poorvi Parekh, Director of Outsourced Investments
|
Newport Beach, CA
(949) 718-2224
|
$12.5bn advisory, $1.4bn discretionary
pparekh@canterburyconsulting.com
|
| |
|
|
|
Catholic Investment Services
Peter Jeton, CEO
|
Cambridge, MA
(617) 758-6590
|
$100mm seed capital
|
|
Christian Brothers Investment Services
Robert P. Stelben, Head of Institutional Development
|
New York, NY
(212) 490-0800
|
$5.5bn
bstelben@chisonline.com
|
|
Clearbrook Global Advisors
Elliott Wislar, CEO
|
New York, NY
(212) 683-6686
|
$30bn advisory, $500mm discretionary
ewislar@clrbrk.com
|
|
Commonfund
Sarah E. Clark, Mgn Dir strategic solutions
|
Wilton, CT
(203) 563 -5254
|
$24bn total, $6.9bn discretionary
sclark@cfund.org
|
|
CornerStone Partners
Don Laing, Senior Partner
|
Charlottesville, VA (434) 296-1400
|
$6.2bn
dlaing@cstonellc.com
|
|
Covariance Capital Management (TIAA-CREF)
Cara Howe, Dir business development
|
Houston, TX
(713) 770-2042
|
$1.2bn
chowe@covariancecapital.com
|
|
|
|
|
|
DiMeo Schneider & Assoc.
Robert (Bob) A. DiMeo, Mgn Dir & Co-Founder
Jon Fellows, Partner & Chair,
Discretionary Committee
|
Chicago, IL
(312) 853-1000
|
$50bn advisory, $1.5bn discretionary
bdimeo@dimeoschneider.com
jfellows@dimeoschneider.com
|
|
|
|
|
|
Disciplina
Matthew W. Wright, President & CIO
|
Nashville, TN
(615) 490-6007
|
AUM not available
mww@disciplina.com
|
|
|
|
|
|
Discretionary Management Services (DeMarche Assoc.)
Thomas C. Woolwine, President
|
Overland Park, KS
(913) 981-1345
|
$27bn advisory, $398mm discretionary
twoolwine@dms-demarche.com
|
|
|
|
|
|
Edgehill Endowment Partners
Ellen Shuman, Mgn Partner
Nina F. Scherago, Mgn Partner
|
New Haven, CT
(203) 691-7392
(203) 691-7426
|
$140mm
d.e.shuman@edgehillendowment.com
n.scherago@edgehillendowment.com
|
|
Federal Way Asset Mgmt
Salim Shariff, MD & CIO
Michael J. Phillips, Chair & CEO
|
Federal Way, WA
(253) 236-3535
|
$5bn
sshariff@fwamlp.com
mphillips@fwamlp.com
|
|
Fiduciary Research & Consulting
John Boich, President & CIO
|
San Francisco, CA
(415) 671-4020
|
$8.4bn
john@fiduciaryresearch.com
|
|
Fortress Partners Funds
Alexander Cook, Co-CIO
Stuart Bohart, Co-CIO
|
New York, NY
(212) 798-6076
|
$1.65bn
msnyder@fortress.com
|
|
Fund Evaluation Group
Gary Price, Managing Principal
|
Cincinnati, OH
(513) 719-5101
|
$40bn advisory, $2.8bn discretionary
gprice@feg.com
|
| |
|
|
|
Gallagher Fiduciary Advisors
Nick Davies, Area President
|
Washington, DC
(202) 898-2270
|
$47bn advisory, $2bn discretionary
nick_davies@ajg.com
|
|
Glenmede
Gordon Fowler, Jr., President, CEO & CIO
|
Philadelphia, PA
(215) 419-6640
|
$25bn total, $9.34bn institutional discretion
gordon.fowler@glenmede.com
|
|
Global Endowment Mgmt
Stephanie Lynch, Partner
|
Charlotte, NC
(704) 333-8282
|
$5.7bn
slynch@globalendowment.com
|
|
Goldman Sachs
Kane Brenan, Mgn Director
|
New York, NY
(212) 855-9851
|
$25bn
kane.brenan@gs.com
|
|
Hall Capital Partners
Sarah Stein, President
|
San Francisco, CA
(415) 288-0544
|
$27.6bn, $4.1bn institutional discretion
sstein@hallcapital.com
|
|
Hewitt EnnisKnupp (AON)
Steve Cummings, President
|
Chicago, IL
(847) 295-5000
|
$45bn
s.cummings@aonhewitt.com
|
|
HighVista
Brian Chu, Partner
|
Boston, MA
(617) 406-6500
|
$3.5bn
bchu@highvista.com
|
|
Hirtle Callaghan
Nicole Kraus, Director Institutional Practice
|
- Conshohocken, PA
(610) 943-4192
|
$23.5bn
nkraus@hirtlecallaghan.com
|
| |
|
|
|
Investment Performance Services
David A. Russell, Sr Investment Strategist
|
Savannah, GA
Newtown, PA
(215) 867-2330
|
$30bn advisory, $9.6bn discretionary
drussell@ips-net.com
|
| |
|
Investure
Ellen Meyer, Client Relations
|
Charlottesville, VA (434) 220-0280
|
$10.5bn
emeyer@investure.com
|
|
J.P. Morgan Asset Mgmt
Monica Issar, Head Endowment & Foundation Group
|
New York, NY
(212) 464-2852
|
$2.3 trillion, $37bn discretionary (As of Dec, 2013)
monica.issar@jpmorgan.com
|
| |
|
|
|
Lowe, Brockenbrough & Co.
Christopher Dion, MD & CIO
|
Richmond, VA
(804) 287-2744
|
$2bn total, $925mm institutional discretion
cdion@lowebrockenbrough.com
|
|
Makena
Bill Miller, Partner & COO
|
Menlo Park, CA
(650) 926-0510
|
$20bn
bmiller@makenacap.com
|
| |
|
|
|
Marquette Associates
Tim Burdick, Mgn Dir OCIO program
|
Chicago, IL
(312) 527-5500
|
$100bn advisory, $2.5bn discretionary
tburdick@marquetteassociates.com
|
|
Mercer (Marsh & McLennan)
Tom Murphy, Senior Partner
|
Boston, MA
(617) 747-9375
|
$86bn
tom.murphy@mercer.com
|
|
Mangham Associates
Joel R. Mangham, Principal
|
Charlottesville, VA
(434) 973-2223
|
$2.3bn
joel@manghamassociates.com
|
| |
|
|
|
Mill Creek Capital Advisors
Richard Stevens, President
|
Conshohocken, PA
(610) 941-9795
|
$2.83bn total, $2.25bn discretionary
rstevens@millcreekcap.com
|
|
Morgan Creek Cap Mgmt
Mark Yusko, CEO & CIO
|
Chapel Hill, NC
(919) 933-4004
|
$4.1bn
myusko@morgancreekcap.com
|
| |
|
|
|
Morgan Stanley/Graystone Consulting
Robert Mandel, Exec Director
Franco Piarulli, Mgn Director
|
Purchase, NY
(914) 225-5420
(914) 225-7254
|
$34.3bn
robert.j.mandel@morganstanley.com
franco.piarulli@morganstanley.com
|
|
NEPC
Steve F. Charlton, Director consulting services
|
Cambridge, MA
(617) 374-1300
|
$4.5bn
scharlton@nepc.com
|
|
New Providence Asset Mgmt
Lance Odden, Mgn Director
|
New York, NY
(646) 292-1200
|
$2.5bn
lance@newprov.com
|
|
Northern Trust
Margret Duvall, Mgn Dir
|
Chicago, IL
(312) 444-7336
|
$88bn, $40bn discretionary
md64@ntrs.com
|
|
Okabena Advisors
Deborah D. Weiss, Managing Director Investment services
|
Minneapolis, MN
(612) 217-6225
|
$1.3bn
dweiss@okabena.com
|
|
Pacific Global Advisors
David A. Oaten, Managing Director
|
New York, NY
(212) 405-6400
|
$20bn discretionary
david.oaten@pacificga.com
|
| |
|
|
|
Partners Capital
Paul Dimitruk, Chair & Partner
|
Boston, MA & UK
(617) 292-2575
|
$13bn total, $6.8bn institutional discretion
paul.dimitruk@partners-cap.com
|
| |
|
|
|
Pentegra Retirement Services
Sarah Coxe Lange, Nat Sales Director
|
White Plains, NY
(914) 821-9563
|
$9bn, $7.5bn discretionary
slange@pentegra.com
|
|
Permanens Capital
John J. Regan, CIO
|
New York, NY
(212) 358-6532
|
$1.3bn
lana@permcap.com
|
| |
|
|
|
Post Rock Advisors
Carol B. Einiger, President
|
New York, NY
(212) 838-7100
|
AUM not available einiger@postrockadvisors.com
|
| |
|
|
|
Pyramis Global Advisors
Jim Zadrozny, SVP institutional sales
|
Smithfield, RI
(401) 292-4760
|
$200bn global, $14bn discretionary
jim.zadrozny@pyramis.com
|
|
|
|
|
|
Rocaton Investment Advisors
John Hartman, Mgn Director
|
Norwalk, CT
(203) 621-1717
|
$400bn advisory, $5.2bn discretionary
john.hartman@rocaton.com
|
|
Rockefeller & Co.
Elizabeth P Munson, Pres, Rockefeller Trust Co
|
NY & D.C.
(202) 719-3012
|
$43.8bn total, $10.6bn discretionary
emunson@rockco.com
|
|
Russell Investments
Eric Macy, Mgn Director
|
New York, NY
(212) 702-7941
|
Russell states: $200bn advisory (3/31/14)
$115bn OCIO global institutional clients
$87.8bn OCIO US institutional clients
emacy@russell.com
|
|
Salient Partners
John A. Blaisdell, CEO
|
Houston, TX
(713) 993-4675
|
$17bn
jblaisdell@salientpartners.com
|
|
SECOR Asset Management
Tony Kao, Managing Principal
|
New York, NY
(212) 980-7350
|
$9.2bn
tony@secor-am.com
|
|
Segal Rogerscasey
Peter Gerlings, SVP Institutional solutions
|
Darien, CT
(617) 424-7357
|
$3.6bn discretionary
pgerlings@segalrc.com
|
|
SEI Institutional Group
Paul F. Klauder, VP & Managing Director
|
Oaks, PA
(610) 676-2225
|
$69.3bn
pklauder@seic.com
|
|
SLOCUM
Jon Havice, CIO
|
Minneapolis, MN
(612) 252-9379
|
$110bn, $5bn discretionary
jonathanh@jslocum.com
|
|
Spider Management Co.
Rob Blandford, President, CIO
|
Richmond, VA
(804) 200-6917
|
$3.4bn
rblandfo@richmond.edu
|
|
Spruce Private Investors
John Bailey, CEO
|
Stamford, CT
(203) 428-2600
|
$3.2bn
jbailey@spruceinvest.com
|
|
|
|
|
|
Spruceview Capital Partners
John A. Garibaldi, Partner
|
New York, NY
(212) 485-8617
|
AUM not available
jgaribaldi@spruceviewpartners.com
|
|
|
|
|
|
State Street Global Advisors
Yeng Butler, Head of Fiduciary solutions
Matt Kelley, VP Fiduciary solutions
|
Boston, MA
(617) 664-2014
(617) 664-2433
|
$47bn
yeng_butler@ssga.com
matthew_kelley@ssga.com
|
|
Strategic Investment Group
Deborah Boedicker, Mgn D
|
Arlington, VA
(703) 236-1620
|
$35.6bn, 70% discretionary
dboedicker@strategicgroup.com
|
|
Summit Solutions (Summit Strategies Group)
Drew Pfeifer, SVP institutional solutions
|
Saint Louis, MO
(314) 446-5382
|
$24.5bn discretionary
d_pfeifer@summitstrategies.com
|
| |
|
|
|
SunTrust Bank
Alan McKnight, Jr., Head of Institutional Investments
|
Atlanta, GA
(404) 813-9059
|
$10.5bn
alan.mcknight@suntrust.com
|
|
Towers Watson Investment Services
Debra Woida, Head, Delegated Investment Services, Americas
Jane Armstrong, EU head Delegated Investment Services
|
Chicago, IL
(312) 525-2336
01737 284860
|
$58bn discretionary
debra.woida@towerswatson.com
jane.armstrong@towerswatson.com
|
| |
|
|
|
The Investment Fund for Foundations (TIFF)
Larry Mangan, Head of Member Services
|
Radnor, PA
(610) 684-8202
|
$11bn discretionary
lmangan@tiff.org
|
|
UBS AG
William Drobny, Head Institutional Marketing
|
Chicago, IL
(312) 525-7100
|
$12.8bn
william.drobny@ubs.com
|
|
US Trust Bank of America
Joseph Curtin, Mgn Director
|
New York, NY
(212) 852-3858
|
$29bn discretionary
joseph.curtin@ustrust.com
|
|
Vanguard
Kevin T. Jestice, Principal
|
Malvern, PA
(610) 669-6449
|
$23.3bn
kevin_t_jestice@vanguard.com
|
| |
|
|
|
Verger Capital Management
Tommy Elrod, Dir bus develop
|
Winston-Salem, NC
(336) 758-4129
|
$1.2 bn discretionary
telrod@vergercapital.com
|
| |
|
|
|
Wells Fargo -Institutional Asset Advisor Group
Rob Kent, VP national sales dir
|
Overland Park, KS
(913) 234-2929
|
$21bn discretionary
robert.j.kent@wellsfargo.com
|
| |
|
|
|
Wilshire Associates
Julia K. Bonafede, President Consulting
|
Santa Monica, CA
(310) 451-3051
|
$964bn advisory, $6.7bn discretionary (As of Sept, 2013)
jbonafede@wilshire.com
|
| |
|
|
|
Wurts & Associates
Jeffrey C. Scott, CIO
|
Seattle, WA
(206) 622-3700
|
$21bn
jscott@wurts.com
|
| |
|
|
