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Outsource Chief Investment Officer (OCIO) Company Guide 2020 Charles Skorina & Company https://www.charlesskorina.com/ (AUM as of June 30, 2020 unless otherwise noted) |
1. Abbot Downing, Minneapolis, MN
Douglas W. Evans, Head of Portfolio Managers
$39.2bn Discretionary assets
$44.4bn total
douglas.evans@abbotdowning.com
(415) 222-1490
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2. Agility, Denver, CO
Chris Bittman, Partner
$10.4bn Discretionary assets
(303) 813-7910
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3. Alan Biller and Associates, Menlo Park, CA
Alan D. Biller, Chairman
John Skjervem, CEO
$51.1bn Discretionary assets
$102.2.bn total
(650) 328-7283
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4. Alesco Advisors, Pittsford, NY
Todd D. Green, Principal, Business Development & Client Service
$4.1bn Discretionary assets (12-31-20)
$4.9bn total
(585) 749-0357
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5. Angeles Investment Advisors, Santa Monica, CA
Michael A. Rosen, CIO & Managing Partner
Chaunice A. Peebles, Director
$5.6bn Discretionary assets
$28.4bn advisory
chaunice@angelesinvestments.com
(310) 393-6300
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6. AON, Chicago, IL
Ed Bardowski, Partner, Sales Leader
& Registered Principal
$162.7bn Discretionary assets
$3.1trillion advisory
(484) 941-1409
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7. Appomattox Advisory, New York, NY
Susan Webb, Founder, President, CIO
Oscar Gil, Founder, CEO
Drianne Benner, Managing Director Sales
$1.7bn Discretionary assets
(212) 895-3012
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8. Arnerich Massena, Portland, OR
Ryland Moore, Principal, Director of Business Development
$1.07bn Discretionary assets (9-30-20)
$7.45bn total
(503) 595-0247
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9. Artemis Wealth Advisors, New York, NY
Peter M. Rup, Founder & CIO
Ron Zdrojeski, Director Business Development
$862mm discretion
$1.4bn total
(212) 838-9000
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10. Arthur J. Gallagher & Co., Washington, DC
Michael W. Johnson, Area President Institutional
Investment & Fiduciary Services
$5.84bn discretion (3-31-20)
$52.68bn advisory
(202) 898-2270
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11. Asset Strategy Consultants, Baltimore, MD
Alfred J. Morrison, Managing Principal
Andrew W. Conner, CIO
$1.5bn discretion
morrison@assetstrategyconsultants.com
conner@assetstrategyconsultants.com
(410) 528-8282 x1043
(410) 528-8282 x1043
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12. Ballentine Partners, Waltham, MA
Jayson DeAngelis, Partner
$7.5bn discretion
$15bn total
jdeangelis@ballentinepartners.com
(781) 314-1316
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13. Bank of America, New York, NY
Bernard Reidy, Managing Director, National
Philanthropic Sales
$30bn institutional discretion
$279.2 total discretion
(203) 571-5341
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14. BBR Partners, New York, NY
Todd Whitenack, Co-Managing Partner
$16.4bn discretion
$19bn total (11-30-20)
(212) 313-9875
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15. Beacon Pointe Advisors, Newport Beach, CA
Felix Lin, Partner, President Institutional
Consulting Services
Mike Breller, Managing Director, Sr. Consultant
$11.8bn OCIO discretion
(949) 718-1602
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16. BlackRock, New York, NY
Jeff Saef, Managing Director, Head Americas
& Client Portfolio Solutions
$228bn global discretion
(609) 282-8950
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17. Blue Edge Capital, Richmond, VA
Peter H. Bowles, Managing Director
$450mm discretion (all ETFs)
$500mm total
(804) 673-7404
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18. BNY Mellon, New York, NY
Jamie W. Lewin, Head of Investor Solutions
Andrew D. Wozniak, Head of Client Consulting
& Investor Solutions
$18bn discretion
$34bn total
(212) 922-4524
(412) 236-7940
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19. Brown Advisory, Baltimore, MD
Brigid Peterson, Head Endowment & Foundations
$6.5bn OCIO discretion
$49bn total discretionary AUM
(410) 537-5379
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20. Brown Brothers Harriman, New York, NY
Tom Davis, Managing Director
$4.6bn OCIO discretionary
$39.0bn total discretionary AUM
(212) 493-8699
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21. Callan, San Francisco, CA
James A. Callahan, President
$26bn discretion
$2.5trillion advisory
(415) 974-5060
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22. Cambridge Associates, Boston, MA
Deirdre Nectow, Managing Director
$36.2bn discretion
$396.8bn advisory
dnectow@cambridgeassociates.com
(617) 457-1781
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23. Canterbury Consulting, Newport Beach, CA
Robinson (Bob) Cluck, Chairman
Poorvi Parekh, Director OCIO
$2.2bn discretion
$23.6bn advisory
bcluck@canterburyconsulting.com
pparekh@canterburyconsulting.com
(949) 718-2224
(949) 718-2229
24. Clearbrook Global Advisors, New York, NY
Elliott Wislar, CEO
Gregg Sibert, Chief Marketing Officer
$1.7bn discretion (3-30-20)
$14bn advisory
(212) 683-6686
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25. Commonfund, Wilton, CT
Mark Anson, President, CEO & CIO
Tim Yates, President, CEO & OCIO
$11.25bn discretion
$24bn total AUM
(203) 563-5238
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26. CornerCap Institutional
Derek Tubbs, VP Institutional Development
$1.3bn discretion
(404) 870-0700
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27. CornerStone Partners, Charlottesville, VA
(now part of Focus Financial Partners group Dec 2020)
David Russell, Sr. Managing Director
Christopher Laing, Sr. Managing Director
$5.6bn discretion
$9bn total
(434) 293-7759
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28. Crewcial Partners, New York, NY
(formerly Colonial Consulting)
Charlie Georgalas, Managing Director
$927mm discretion
$33bn advisory
(212) 218-4900
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29. DeMarche, Merriam, KS
Thomas C. Woolwine, President & Vice Chairman,
Discretionary Management Services
$336.6mm discretion (12-31-19)
$25bn advisory
(913) 384-4994
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30. Deutsche Bank, New York, NY
Brett Lane, Head of Institutional Advisory Services
$14.93bn discretion (9-30-20)
$6.74bn advisory
(212) 454-0816
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31. Fiducient Advisors, Chicago, IL
(x DiMeo Schneider & Associates)
Robert (Bob) DiMeo, CEO
Jon Fellows, Partner & Chairman
Matt Porter, Partner & Vice-chairman Fiduciary
Investment Advisors
$11.6bn discretion
$184bn advisory
(312) 853-1000
(773) 562-0849
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32. Disciplina, Nashville, TN
Matthew W. Wright, President & CIO
$400mm discretion
(615) 490-6007
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33. Edgehill Endowment Partners, New Haven, CT
Nina F. Scherago, Managing Partner
Jason Raiti, Partner
Christin Sandweiss, Director Client Service
$1.9bn discretion
n.scherago@edgehillendowment.com
c.sandweiss@edgehillendowment.com
(203) 654-3553
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34. Ellwood Associates, Chicago, IL
Andrew Schwark, Director OCIO Consulting
$1.1bn discretion (3-31-20)
$63bn advisory
dan.simon@ellwoodassociates.com
(312) 782-5432
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35. Evoke | ARIS, Los Angeles, CA
Brendan Corcoran, Senior Vice President
$7.5bn discretion (3-31-21)
$14bn advisory
(617) 233-0428
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36. FEG Investment Advisors, Cincinnati, OH
Rebecca (Becky) S. Wood, President & CEO
Devinne C. Kelly, Sr. Client Development Associate
$8.06bn discretion
$64bn advisory
(513) 827-3204
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37. Fidelity Institutional Asset Management, Smithfield, RI
Jim Zadrozny, SVP Co-Head of Institutional Sales
$35bn discretion (9-30-20)
$1.03trillion global
(401) 292-4760
(401) 209-0523 cell
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38. Fiduciary Trust Company, Boston, MA
Rick Tyson, Vice President & Investment Officer
$7.1bn discretion
$19bn total
tyson@fiduciary-trust.com
(617) 292-6799
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39. Fiduciary Trust International, New York, NY
Ronald Sanchez, CIO
Kate Huntington, Director of Advisory Solutions Group
$7.8bn OCIO advisory solutions
$27.8bn total
kate.huntington@fiduciarytrust.com
(877) 384-1111
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40. Fiduciary Wealth Partners, Boston, MA
Preston McSwain, Managing Partner
$1.1bn discretion (12-31-20)
$2bn total
(617) 602-1901
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41. F.L. Putnam Investment Management Company, Wellesley, MA
Chris McVey, Director of Business Development
$3.7bn Discretionary assets
$4.1 Billion Total assets
(781) 591-8265
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42. Gallagher Fiduciary Advisors, Washington, DC
Michael Johnson, President
Phil Sabrizio, Area Director
$5.84bn discretion (3-31-20)
$52.68bn advisory
(202) 898-2270
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43. Gerber Taylor, Memphis, TN
Charles Gerber, President
Matthew Kinnear, Client Development
$5.4bn discretion
$6.8bn advisory
(901) 526-9750
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44. Glenmede, Philadelphia, PA
Gordon Fowler, Jr., President, CEO, CIO
$8.7bn tax-exempt OCIO
$36.8bn total
(215) 419-6640
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45. Global Endowment Management, Charlotte, NC
Stephanie Lynch, Partner
$10bn discretion (7-1-20)
(704) 333-8282
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46. Global Strategic Investment Solutions, Scottsdale, AZ
Don Callaghan, Managing Partner
$700mm discretion
(480) 935-2134
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47. Goldman Sachs, New York, NY
Gregory Calnon, Managing Director
$168bn discretion
(212) 855-0124
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48. Hall Capital Partners, San Francisco, CA
Sarah Stein, Managing Partner
Sarah Butler, Business Development Manager
$12.3bn discretion
$36.9bn total
(415) 277-2634
(415) 217-2449
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49. Highland Associates, Birmingham, AL
(RIA owned by Regions Bank)
Trey Echols, CEO
Paige Daniel, Managing Director
$8.8bn discretion
$28.1bn total
(205) 939-8308
(205) 939-8308
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50. Hirtle Callaghan, W. Conshohocken, PA
Erica Evans, Head Client Engagement
$17.8bn discretion
(610) 943-4100
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51. Holt Capital Partners, Fort Worth, TX
Robert M. Holt, Jr., Managing Partner
$280mm total
(817) 877-1430
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52. ICG Advisors, Los Angeles, CA
J. Jeffrey Assaf, Sr., Managing Director & CIO
$564.98mm discretion
$4.15bn advisory
(424) 270-8900
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53. Investure, Charlottesville, VA
Bruce Miller, CEO
Puja Seam, COO
$14.2bn discretion
(434) 220-0280
54. Jasper Ridge Partners, Menlo Park, CA
Cori Duncan, CEO & Managing Partner
$27.5bn Discretionary assets (12-31-20)
(650) 494-4831
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55. JPMorgan Asset & Wealth Management, New York, NY
Monica Issar, Global Head Multi-Asset
& Portfolio Solutions
$63.3bn OCIO discretion
$2.5trillion
(212) 464-2852
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56. LCG Associates, Atlanta, GA
Lauren Moore, VP Marketing
Ed Johnson, President & CEO
$891mm discretion
$90bn advisory
(770) 644-0100
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57. Litman Gregory Asset Management, Walnut Creek, CA
Bill Thompson, Director, Endowments & Foundations Group, Senior Advisor
$2.1bn discretion (12-31-20)
$6.2 bn total
(415) 464-5808
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58. Lowe, Brockenbrough, Richmond, VA
Austin Brockenbrough III, Chairman
Christopher Dion, Managing Director & CIO
$1.4bn Institutional discretion
$3.1bn total
(804) 287-2744
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58. Makena, Menlo Park, CA
Joseph Magher, Managing Director
$20bn discretion
(650) 926-1339
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60. Mangham Associates, Charlottesville, VA
Joel R. Mangham, Founder Co-CIO
Edward W. Karppi, Partner, Co-CIO
Joel Streeter, VP
$1.6bn discretion
edward.karppi@manghamassociates.com
JoelP.Streeter@manghamassociates.com
(434) 973-2223
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61. Marquette Associates, Chicago, IL
Brian Wrubel, President & CEO
Patrick McDowell, SVP, OCIO Services
$8.9bn discretion
$231.5bn advisory
bwrubel@marquetteassociates.com
pmcdowell@marquetteassociates.com
(312) 527-5500
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62. Meketa Investment Group, San Diego, CA
Lisa Rubin, Director Marketing
$17.4bn discretion
$1.4 trillion advisory
(760) 795-3450
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63. Mercer, Boston, MA
Rich Joseph, US Delegated Solutions Leader
$305.9bn delegated global
$10.2trillion advisory
(617) 747-9540
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64. Mill Creek Capital Advisors, Conshohocken, PA
Josh Gross, CEO
$6.2bn discretion
$6.9bn total
(610) 941-7714
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65. Miller Investment Management, West Conshohocken, PA
Timothy P. Letter, Managing Director, business development
$1.6bn discretion (12-31-19)
(610) 834-9820 x136
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66. Morgan Creek Capital Management, Chapel Hill, NC
Mark Yusko, CEO & CIO
$1.6bn discretion (6-30-19)
(919) 933-4004
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67. Morgan Stanley/Graystone, New York, NY
Robert Mandel, Managing Director
Suzanne Lindquist, Managing Director
$35.6bn OCIO discretion
robert.j.mandel@morganstanley.com
suzanne.lindquist@morganstanley.com
(914) 225-5420
(212) 296-1064
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68. Multilateral Endowment Management Co.
“MEMCO”, Edmond, OK
Ryan S. Tidwell, CEO & CIO
$1bn discretion
(405) 385-3146
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69. NEPC, Boston, MA
Steve F. Charlton, Director Consulting Services
$35.9bn discretion
$1.09trillion advisory
(617) 374-1300
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70. New Providence Asset Management, New York, NY
Andrew Vogelstein, Chairman
Sarah Withers, Associate Director
$2.4bn discretion
(646) 292-1272
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71. Northern Trust, Chicago, IL
Lyndsay Ferencak, Director
Darius Gill, National Practice Director
$88.7bn OCIO discretion
$36.2bn advisory
(312) 444-3297
(312) 444-7153
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72. Pacific Portfolio Consulting, Seattle, WA
Larry Hood, Founder & CEO
Kevin O’Connor, Managing Director Institutional Services
$3.47bn total
koconnor@pacific-portfolio.com
(206) 623-6641
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73. Partners Capital, Boston, MA & UK
Paul Dimitruk, Chairman, Partner
Leslie Ahlstrand, Principal
$32.2.bn total
paul.dimitruk@partners-cap.com
leslie.ahlstrand@partners-cap.com
(617) 292-2575
(617) 778-7046
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74. Pentegra Investors, White Plains, NY
Matthew P. Mintzer, EVP Sales & Marketing
$15.7bn total discretion
(914) 821-9563
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75. Permanens Capital, New York, NY
John Regan, Founding Partner
Alex Goldfarb, Partner
$3.2bn discretion
(212) 993-7447
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76. Permit Capital Advisors, W. Conshohocken, PA
Mimi Drake, Co-CEO
Bill Curran, Portfolio Manager
$1.2bn discretion
(610) 940-5331
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77. PFM Asset Management, Philadelphia, PA
John Spagnola, Managing Director
Jim Link, Managing Director
$13.7bn discretion
$6.7bn advisory
(215) 557-6700
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78. PNC Bank, Scranton, PA
Deborah A. Kolsovsky, EVP & Managing Director
OCIO & Retirement Solutions
$26.87bn discretion
(570) 961-6868
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79. Prime Buchholz & Associates, Portsmouth, NH
William F. McCarron, President
$3bn discretion
$50bn advisory
(603) 433-1143
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80. Regions Asset Management, Birmingham, AL
S. Alan McKnight, Jr., CIO
$41bn discretion
(404) 979-5418
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81. Rockefeller Capital Management, New York, NY
Grace Yoon, Managing Director
$15.8bn discretion (6-30-19)
$34.8bn total
(212) 549-5100
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82. Russell Investments, New York, NY
Eric Macy, Managing Director
$234.7bn discretion
(212) 702-7941
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83. Segal Marco Advisors, Chicago, IL
TJ Kistner, VP, Head of Discretionary Portfolio Management & Solutions
$11.2bn discretion
(312) 612-8493
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84. SEI Institutional Group, Oaks, PA
Michael Cagnina, SVP, Managing Director
$181bn discretion
(610) 676-1496
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85. Sellwood Consulting, Portland, OR
Ashlee Moehring, Consultant,
Principal, Chief Compliance Officer
$542mm discretion
$6.4bn total
ashleemoehring@sellwoodconsulting.com
(503) 596-2885
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86. Seven Bridges Advisors, New York, NY
M. Ram Lee, Partner
$5.4bn total
ramlee@sevenbridgesadvisors.com
(212) 490-6320
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87. Silvercrest Asset Management, New York, NY
Chris Long, Managing Director
$17.3bn discretion
$23.8bn total
(212) 649-0697
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88. Spider Management Co., Richmond, VA
Tory Sprehe, Director of Investor Relations
$5.1bn discretionary ( 3-1-21)
(804) 289-6010
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89. State Street Global Advisors, Stamford, CT
Gary Sems, VP, Global Fiduciary Solutions
$145.6bn discretionary
(203) 326-4255
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90. Strategic Investment Group, Arlington, VA
Nikki Kraus, Managing Director Client Development
$25.9bn discretionary
$26.4bn total AUM
(703) 243-4433
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91. TIFF Investment Management, Radnor, PA
Kane Brenan, CEO
Rob Zion, COO
Pat Torrey, Managing Director
$7bn discretionary
(610) 684-8201
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92. Truist Bank (x SunTrust), Atlanta, GA
Elizabeth Cabell Jennings, SVP, Director Institutional Investment E&F Practice
$14.6bn discretionary
Elizabeth.C.Jennings@SunTrust.com
(404) 813-1538
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93. Truvvo Partners, New York, NY
Casey D. Whalen, CEO & CIO
Ilka Gregory, Director Client Relations
$3bn total
(212) 488-5485
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94. UBS AG, Chicago, IL
Andrea Fisher, Head Specialist, Americas
Mohammad Ahmad, Head, Business Development
Calvin Kim, Director Investment Solutions Specialist Asia Pacific (ex. Japan/Australia)
$15.6bn OCIO discretion
($16.1bn as of 9-30-20)
(212) 882-5147
41 79 629 48 29
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95. Vanguard, Malvern, PA
Christopher Philips, Head Institutional Advisory Services
$57bn discretionary
christopher_philips@vanguard.com
(610) 503-1089
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96. VELA Investment Management, New Albany, OH
Ric Dillon, CEO
$130mm discretion (12-31-20)
(614) 653-8352
————————————————————
97. Verger Capital Management, Winston-Salem, NC
Jim Dunn, CEO
Patrick Decker, Managing Director
Wesley Carroccio, Managing Director
$1.7bn discretionary
(336) 934-4101
————————————————————
98. Verus Investments, Seattle, WA
Shelly J. Heier, President & COO
$4.04bn discretionary
$433.9bn advisory
(206) 622-3700
————————————————————
99. Wealth Strategist Partners, Chicago, Il
Susan K. Lucas, COO
$1bn total
(312) 863-6082
————————————————————
100. Wells Fargo Institutional Asset Advisors, Glenbrook, NY
(Acquired by Principal Financial Group)
Dan Oldani, SVP
$32bn discretionary
daniel.d.oldani@wellsfargo.com
(833) 290-4678
————————————————————
101. Wespath II, Glenview, IL
T. Joseph Halwax, Managing Director Institutional Services
$3.8bn discretionary
(847) 866-4307
————————————————————
102. Willis Towers Watson, Chicago, IL
Kemp Ross, Global Head of Delegated
Clint Cary, Head, Delegated Investment Services, Americas
Pieter Steyn, EMEA Head Delegated Investment Services
$148bn discretionary
kemp.ross@willistowerswatson.com
clint.cary@willistowerswatson.com
pieter.steyn@willistowerswatson.com
(312) 525-2436
(312) 525-2406
44 (0) 207 170 2714
————————————————————
103. Wilshire Associates, Pittsburgh, PA
Phillip Enochs, MD, Head Institutional Business Development
$73.4bn discretionary
$1.1trillion advisory
(312) 762-5506
————————————————————
104. Worth Venture Partners, New York, NY
David Wertentheil, Partner
$300mm discretionary
(212) 558-9017
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104 Firms – Total AUM – $2.812 Trillion
