We added HighGround Advisors, Pivotal Advisors, Principal Global Advisors, and Harpswell Capital Advisors to our OCIO Spring 2022 Directory. Outsourced AUM now totals $3.74 trillion, a new record. You will find our full report here and updated directory below.
Principal Global Advisors, a subsidiary of the Principal Financial Group, acquired the OCIO assets of Wells Fargo and some of the staff. AUM totals $29.7bn under full discretion.
HighGround Advisors, founded in 1930 to manage the Baptist Congregation pension and endowment assets, now serves over four-hundred nonprofit organizations with total AUM of $2.5bn and $1.5bn under full discretion.
Harpswell Capital Advisors founded by Jack Moore, manages $455 million in discretionary assets.
Pivotal Advisors and Ms. Tiffany McGhee, African-American founder and CIO, currently manage about $400 million with full discretion.
This now means we have two African-American owned OCIO firms in our directory of one-hundred-five outsourcing managers.
Disciplina, founded by Matthew Wright, president and CIO (former Vanderbilt CIO) is our second African-American owned OCIO firm.
That works out to less than two percent, consistent with the handful of African-American stalwarts we found in our reference database of nonprofit chief investment officers and highlighted two years ago.
AFRICAN-AMERICAN CIOs at US NONPROFITS
————————————————–
Endowments
Kim Y. Lew, CEO, Columbia University IMC
Brooke Jones, CIO, Bryn Mawr College
Charmel Maynard, CIO & Treasurer, University of Miami
Frank Bello, CIO Howard University
————————————————–
Foundations
Joseph Boateng, CIO, Casey Family Programs
Rukaiyah Adams, CIO, Meyer Memorial Trust (departs 8/31/22)
Nickol Hackett, CIO, Joyce Foundation
Bola Olusanya, CIO, The Nature Conservancy
————————————————–
Corporate Pensions
Dekia M. Scott, CIO, Southern Company
Bryan Lewis, CIO, US Steel
————————————————–
Public Pensions
Mansco Perry III, ExecDir/CIO, Minnesota SBI (retire 10-31-22)
Angela Miller-May, CIO, Illinois Municipal Retirement Fund
Cheryl Alston, CIO, Employees Retirement Fund City of Dallas
Edward “Ted” Wright, CIO, Connecticut Retirement Plans & Trust Funds
————————————————–
Healthcare
Kris Chikelue, CIO, Memorial Hermann Health System
————————————————–
Source: Charles Skorina & Company
Since our report, minority progress has stalled.
Danny Flanigan joined Spelman College in Atlanta in 1970 and became CIO in 2019. He passed away on March 17, 2021.
Alex Done, CIO at the Bureau of Asset Management New York City retirement system, left BAM officially on December 31st, 2021.
Mansco Perry III, executive director and CIO at the Minnesota State Board of Investments retires on October 31th this year. All the best Mansco, we’ll miss you.
And Ms. Rukaiyah Adams the long-serving CIO at the Meyer Memorial Trust in Portland, Oregon departs on August 31st 2022.
(If there are any African-American CIO additions since this last review, please let us know who you are so we can update our next report.)
(download Company Directory as PDF)
|
Outsource Chief Investment Officer (OCIO) Company Guide Spring 2022 Charles Skorina & Company https://www.charlesskorina.com skorina@charlesskorina.com Office: 520-529-5677 (AUM as of December 31, 2021, unless otherwise noted) |
|
1. Acansa Investment Management Group, Tyson’s Corner, VA $750mil total Mary L. Cahill, CEO & CIO (404) 357-0213 ———————————————————— 2. Agility, Denver, CO $15.7bn Discretionary assets Chris Bittman, Partner (303) 813-7910 ———————————————————— 3. Alan Biller and Associates, Menlo Park, CA $71.9bn Discretionary assets $138.6bn total Alan D. Biller, Chairman Jennifer Newell, CEO (650) 328-7283 ———————————————————— 4. Alesco Advisors, Pittsford, NY $4.66bn Discretionary assets $5.47bn total Todd D. Green, Principal, Business Development & Client Service (585) 749-0357 ———————————————————— 5. Angeles Investment Advisors, Santa Monica, CA $7.7bn Discretionary assets $45.8bn total Michael A. Rosen, CIO & Managing Partner Garry Duncan, Managing Director, Head of Client Development gduncan@angelesinvestments.com (310) 857-5825 ———————————————————— 6. AON, Chicago, IL $220.7bn Discretionary assets $3.1 trillion advisory Ed Bardowski, Partner & Registered Principal (484) 941-1409 ———————————————————— 7. Appomattox Advisory, New York, NY $1.6bn Discretionary, non-discretionary& committed capital Susan Webb, Founder, President, CIO Oscar Gil, Founder, CEO Drianne Benner, Managing Director Sales (212) 895-3012 ———————————————————— 8. Arnerich Massena, Portland, OR $1.2bn Discretionary assets $2.9bn total Ryland Moore, Managing Principal, Business Development, Investment Advisor (971) 263-7860 dir (503) 239-0475 x147 ———————————————————— 9. Artemis Wealth Advisors, New York, NY $1.754bn Discretionary assets $1.947bn total Peter M. Rup, Founder & CIO Ron Zdrojeski, Director Business Development (212) 838-9000 ———————————————————— 10. Asset Strategy Consultants, Baltimore, MD $2.4bn Discretionary assets Andrew W. Conner, CIO conner@assetstrategyconsultants.com Juan Buendia, Senior Client Advisor buendia@assetstrategyconsultants.com (410) 528-8282 ———————————————————— 11. Ballentine Partners, Waltham, MA $9.1bn Discretionary assets (3-31-21) $17.7bn total Jayson DeAngelis, Partner jdeangelis@ballentinepartners.com (781) 314-1316 ———————————————————— 12. Bank of America, New York, NY $40.8bn Institutional Discretionary assets $360.4bn total Discretionary assets Bernard Reidy, Managing Director, National Endowment and Foundations Executive (203) 571-5341 ———————————————————— 13. BBR Partners, New York, NY $23.7bn Discretionary assets $26bn total Todd Whitenack, Co-Managing Partner (212) 313-9875 ———————————————————— 14. Beacon Pointe Advisors, Newport Beach, CA $20bn Discretionary assets $25bn Total assets Felix Lin, Partner, President Institutional Consulting Services Mike Breller, Managing Director, Sr. Consultant (949) 718-1602 (949) 718-1600 Newport Beach main ———————————————————— 15. BlackRock, New York, NY $301bn global Discretionary asset Jeff Saef, MD, Head of Americas Portfolio Solutions within Multi-Asset Strategies & Solutions (MASS) (609) 282-8950 ———————————————————— 16. Blue Edge Capital, Richmond, VA $560mm Discretionary assets $600mm total Peter H. Bowles, Managing Director (804) 673-7404 ———————————————————— 17. BNY Mellon Investor Solutions, New York, NY $12.7bn Discretionary assets $31.3bn total Camille Alexander, Head of Global Sales & Distribution camille.alexander@bnymellon.com (202) 624-7962 ———————————————————— 18. Brown Advisory, Baltimore, MD $5.8bn OCIO Discretionary assets $12bn total Discretionary assets AUM Brigid Peterson, Head Endowment & Foundations (410) 537-5379 ———————————————————— 19. Brown Brothers Harriman, New York, NY $56.2bn Total discretionary assets Tom Davis, Managing Director (212) 493-8699 ———————————————————— 20. Callan, San Francisco, CA $32.1bn Discretionary assets $3.2trillion advisory James A. Callahan, President (415) 974-5060 ———————————————————— 21. Cambridge Associates, Boston, MA $65.9bn Discretionary assets $540.8bn advisory Deirdre Nectow, Managing Director dnectow@cambridgeassociates.com (617) 457-1781 ———————————————————— 22. Canterbury Consulting, Newport Beach, CA $3.3bn Discretionary assets $28.6bn advisory Robinson (Bob) Cluck, Chairman bcluck@canterburyconsulting.com (949) 718-2229 Poorvi Parekh, Director OCIO pparekh@canterburyconsulting.com (949) 718-2224 ———————————————————— 23. Clearbrook Global Advisors, New York, NY $1.7bn Discretionary assets $13bn advisory Elliott Wislar, CEO Gregg Sibert, Chief Marketing Officer (212) 683-6686 ———————————————————— 24. Commonfund, Wilton, CT $14.2bn Discretionary OCIO assets $28.2bn total AUM Mark Anson, President, CEO & CIO Tim Yates, President, CEO & OCIO (203) 563-5238 ———————————————————— 25. Cornerstone Advisors AM, Bethlehem, PA $2.6bn Discretionary assets $7.6bn total JP Cavaliere, Senior Consultant jcavaliere@cornerstone-companies.com (610) 694-0900 (o) (484) 941-2685 (c) ———————————————————— 26. CornerCap Institutional, Atlanta, GA $1.3bn Discretionary assets Derek Tubbs, VP Institutional Development (404) 870-0700 ———————————————————— 27. CornerStone Partners, Charlottesville, VA $9.4bn Discretionary assets $10.9bn total Chris Laing, Senior Managing Director (434) 293-7759 ———————————————————— 28. Crewcial Partners, New York, NY $1.3bn Discretionary assets (3-31-21) $36bn advisory Charlie Georgalas, Managing Director (212) 218-4900 ———————————————————— 29. DeMarche, Merriam, KS $1.3bn Discretionary assets (9-30-21) $21.7bn advisory Thomas C. Woolwine, Vice Chairman, (913) 384-4994 ———————————————————— 30. Disciplina, Nashville, TN $1.644bn Discretionary assets Matthew W. Wright, President & CIO (615) 490-6002 ———————————————————— 31. Edgehill Endowment Partners, New Haven, CT $2.3bn Discretionary assets Nina F. Scherago, Co-Founder and Managing Partner n.scherago@edgehillendowment.com Jason Raiti, Partner Christin Sandweiss, Director Client Service c.sandweiss@edgehillendowment.com (203) 654-3553 ———————————————————— 32. CapTrust, Raleigh, NC (Includes Ellwood Associates) $96bn Discretionary assets $618bn advisory Gref Middleton, Senior Director Marketing (919) 278-9814 ———————————————————— 33. Evoke | ARIS, Los Angeles, CA $7.5bn discretion $14bn advisory Damien Bisserier, Managing Partner, Co-CIO (424) 283-3802 ———————————————————— 34. FEG Investment Advisors, Cincinnati, OH $10.4bn Discretionary assets $81bn advisory Rebecca (Becky) S. Wood, President & CEO Devinne Verst, VP Institutional Sales (513) 827-3204 ———————————————————— 35. Fidelity Institutional Asset Management, Smithfield, RI $35bn Discretionary assets (9-30-20) $1.03trillion global Jim Zadrozny, SVP Co-Head of Institutional Sales (401) 292-4760 (401) 209-0523 cell ———————————————————— 36. Fiduciary Trust Company, Boston, MA $7.2bn Discretionary assets (3-31-21) $19bn total Rick Tyson, Vice President & Investment Officer tyson@fiduciary-trust.com (617) 292-6799 ———————————————————— 37. Fiduciary Trust International, New York, NY $10.2bn OCIO advisory solutions $38.1bn total Ronald Sanchez, CIO Kate Huntington, Head of Advisory Solutions Group kate.huntington@fiduciarytrust.com (877) 384-1111 ———————————————————— 38. Fiduciary Wealth Partners, Boston, MA $1.5bn Discretionary assets $2.2bn total AUM and AUA Preston McSwain, Managing Partner (617) 602-1901 ———————————————————— 39. Fiducient Advisors, Chicago, IL $12.8bn Discretionary assets $226.2bn advisory Robert (Bob) DiMeo, CEO Jon Fellows, Partner & Chairman Matt Porter, Partner & Vice-chairman Fiduciary Investment Advisors (312) 853-1000 ———————————————————— 40. F.L. Putnam Investment Management Company, Wellesley, MA $4.5bn Discretionary assets $5.3bn total Chris McVey, Director of Business Development (781) 591-8265 ———————————————————— 41. Gallagher Fiduciary Advisors, Washington, DC $6.27bn Discretionary assets $77.46bn advisory Michael Johnson, President Phil Fabrizio, Area Director (202) 898-2270 ———————————————————— 42. Gerber Taylor, Memphis, TN $7.1bn Discretionary assets $6.9bn advisory Charles Gerber, President Matthew Kinnear, Client Development (901) 526-9750 ———————————————————— 43. Glenmede, Philadelphia, PA $11.4bn tax-exempt OCIO $46.3bn total Adam M. Conish, Director of Endowment & Foundation Management (215) 419-6676 ———————————————————— 44. Global Endowment Management, Charlotte, NC $12.4bn Discretionary assets Stephanie Lynch, Partner (704) 333-8282 Alex Kocher, Director (704) 370-1706 ———————————————————— 45. Global Strategic Investment Solutions, Scottsdale, AZ $1.1bn Discretionary assets Don Callaghan, Managing Partner (480) 935-2134 ———————————————————— 46. Goldman Sachs, New York, NY $239bn Discretionary assets Timothy Braude, Managing Directo (917) 343-2138 ———————————————————— 47. Hall Capital Partners, San Francisco, CA $18.5bn Discretionary assets $49.3bn total Simon Krinsky, Managing Partner (212) 407-0707 Sarah Butler, Business Development Manager (415) 217-2449 ———————————————————— 48. Harpswell Capital Advisors, New Gloucester, ME $455mm Discretionary assets $535mm Advisory John P. Moore, CFA. Managing Partner, CIO Vanessa M. Bryant. COO 207-926-1348 ———————————————————— 49. HighGround Advisors, Dallas, TX $1.5bn Discretionary assets $2.5bn total David M. Slover, SVP & Chief Strategy Officer david.slover@highgroundadvisors.org (214) 978-3300 ———————————————————— 50. Highland Associates, Birmingham, AL $14.4bn Discretionary assets $22.2bn AUA $36.6bn total Trey Echols, CEO Paige Daniel, Managing Director (205) 939-8308 ———————————————————— 51. Hirtle Callaghan, W. Conshohocken, PA $19.6bn Discretionary assets Erica Evans, Head Client Engagement (610) 943-4100 ———————————————————— 52. Holt Capital Partners, Fort Worth, TX $410mm total Robert M. Holt, Jr., Managing Partner (817) 877-1430 53. ICG Advisors, Los Angeles, CA $7bn Total assets Jeffrey Assaf, Sr.. Managing Director & CIO (424) 270-8900 ———————————————————— 54. Investure, Charlottesville, VA $17bn Discretionary assets Bruce Miller, CEO Puja Seam, COO (434) 220-0280 ———————————————————— 55. Jasper Ridge Partners, Menlo Park, CA $36.2bn Discretionary assets Cori Duncan, CEO & Managing Partner (650) 494-4831 ———————————————————— 56. JPMorgan Asset & Wealth Management, New York, NY $73bn OCIO Discretionary assets $3.1trillion total Monica Issar, Global Head Multi-Asset & Portfolio Solutions (212) 464-2852 ———————————————————— 57. LCG Associates, Atlanta, GA $1.2bn Discretionary assets $115.6bn advisory Ed Johnson, President & CEO (770) 644-0100 ———————————————————— 58. Litman Gregory Asset Management, Walnut Creek, CA (Bought by iM Global Partners, close 2nd Q 2021) $2.2bn Discretionary assets (3-31-21) $6.3 bn total (iM Global Partner) Craig Keller, Managing Director, Senior Advisor (415) 464-5808 ———————————————————— 59. Lowe, Brockenbrough, Richmond, VA $2.2bn Institutional Discretionary assets $4.4bn total Austin Brockenbrough III, Chairman Christopher Dion, Managing Director & CIO (804) 287-2744 ———————————————————— 60. Makena, Menlo Park, CA $20bn Discretionary assets Joseph Magher, Managing Director (650) 926-1339 ———————————————————— 61. Mangham Associates, Charlottesville, VA $1.2bn AUM Joel R. Mangham, Founder & CIO Joel Streeter, Director JoelP.Streeter@manghamassociates.com (434) 973-2223 ———————————————————— 62. Marquette Associates, Chicago, IL $15.2bn Discretionary assets $341.5bn advisory Brian Wrubel, President & CEO bwrubel@marquetteassociates.com Patrick McDowell, SVP, OCIO Services pmcdowell@marquetteassociates.com (312) 527-5500 ———————————————————— 63. Meketa Investment Group, San Diego, CA $24.3bn Discretionary assets $1.8 trillion advisory Lisa Rubin, Director Marketing (760) 795-3450 ———————————————————— 64. Mercer, New York, NY $415bn global discretionary AUM (12-31-21) $17.3tr advisory (6-30-21) Samantha Davidson, US Investment Solutions Leader (617) 747-9230 ———————————————————— 65. Mill Creek Capital Advisors, Conshohocken, PA Josh Gross, CEO $9.5bn Discretionary assets (610) 941-7714 ———————————————————— 66. Miller Investment Management, West Conshohocken, PA $1.967bn Discretionary assets $4.0bn total Timothy P. Letter, Managing Director, business development (610) 834-9820 x136 ———————————————————— 67. Morgan Creek Capital Management, Chapel Hill, NC $2.3bn Discretionary assets Mark Yusko, CEO & CIO (919) 933-4004 ———————————————————— 68. Morgan Stanley OCIO/Graystone Consulting, New York, NY $52.6bn OCIO Discretionary assets General OCIO Inquiries mscustomsolutions@morganstanley.com (212) 296-6651 Tom Williams, Managing Director, Head of Institutional Portfolio Solutions, Head of Custom Solutions OCIO tom.williams@morganstanley.com (212) 296-6960 Robert Mandel, Managing Director, Head of Graystone Business & Team Development robert.j.mandel@morganstanley.com (914) 225-5420 ———————————————————— 69. Multilateral Endowment Management Company “MEMCO,” Edmond, OK $1.2bn Discretionary assets Ryan Harms, CIO (405) 334-6588 Ashley Roche COO & General Counsel 405-714-7827 ———————————————————— 70. Natixis Investment Managers Solutions, Boston, MA $5.4bn OCIO discretionary assets $1.1 trillion total firm AUM Patrick Lee, Managing Regional Director (310) 383-6257 ———————————————————— 71. NEPC, Boston, MA $66.3bn Discretionary assets $1.47trillion total Steve F. Charlton, Director Consulting Services (617) 374-1300 ———————————————————— 72. New Providence Asset Management, New York, NY (Sold to Colony 2021 RIA $16bn) $2.7bn Discretionary assets (3-31-21) Andrew Vogelstein, Chairman Sarah Withers, Associate Director (646) 292-1272 ———————————————————— 73. Northern Trust, Chicago, IL $105bn OCIO Discretionary assets $55bn advisory Lyndsay Ferencak, Director (312) 444-3297 Darius Gill, National Practice Director (312) 444-7153 ———————————————————— 74. Pacific Portfolio Consulting, Seattle, WA $4.53bn total Larry Hood, Founder & CEO Kevin O’Connor, Partner, Senior Retirement Program Advisor koconnor@pacific-portfolio.com (206) 623-6641 phone ———————————————————— 75. Partners Capital, Boston, MA & UK $47.9bn total Paul Dimitruk, Co-Founder and Senior Partner paul.dimitruk@partners-cap.com (617) 292-2575 Leslie Ahlstrand, Principal leslie.ahlstrand@partners-cap.com (617) 778-7046 Cathleen Lawless, Business Development Associate cathleen.lawless@partners-cap.com (617) 292-1936 ———————————————————— 76. Pentegra Investors, White Plains, NY $15.7bn total Discretionary assets (12-31-20) Matthew P. Mintzer, EVP Sales & Marketing (914) 821-9563 ———————————————————— 77. Permanens Capital, New York, NY $4.4bn Discretionary assets John Regan, Founding Partner Alex Goldfarb, Partner (212) 993-7447 ———————————————————— 78. Permit Capital Advisors, W. Conshohocken, PA $1.56bn Discretionary assets Mimi Drake, Co-CEO Bill Curran, Portfolio Manager (610) 940-5331 ———————————————————— 79. PFM Asset Management, Philadelphia, PA $19.9bn Discretionary assets $26.7bn total Multi-Asset Class John Spagnola, Managing Director Jim Link, Managing Director (215) 557-1222 ———————————————————— 80. Pivotal Advisors, New York, NY $400mm Discretionary assets Tiffany McGhee, CEO & CIO tiffany@pivotal-advisors.com (646) 535-1097 ———————————————————— 81. PNC Bank, Philadelphia, PA $69.3bn Discretionary assets Chris McGoldrick, Managing Director OCIO & Retirement Solutions (215) 585-1244 ———————————————————— 82. Prime Buchholz & Associates, Portsmouth, NH $3.5bn Discretionary assets $59bn advisory William F. McCarron, President (603) 433-1143 ———————————————————— 83. Principal Global Advisors, $29.7bn Discretionary assets Dan Oldani, Managing Director, Head of Investor Solutions (833) 290-4678 ———————————————————— 84. Prodigy Asset Management, Omaha, NE $3.6bn Discretionary assets Phil Ruden, Managing Partner (402) 493-9875 ———————————————————— 85. Regions Asset Management, Birmingham, AL $52.4bn Discretionary assets Alan McKnight, Jr., CIO (917) 822-3412 ———————————————————— 86. RiskBridge Advisors, New Canaan, CT $400mm Discretionary assets Christopher A. Reynolds, Director Institutional Sales creynolds@riskbridgeadvisors.com (770) 299-3832 ———————————————————— 87. RockCreek, Washington, D.C. $2.3bn Discretionary assets $17bn total Afsaneh Beschloss, President and CEO clientservices@therockcreekgroup.com (202) 331-3400 ———————————————————— 88. Russell Investments, Seattle, WA $280.2bn Discretionary assets Charlie Shaffer, Global Head of Distribution chsaffer@russellinvestments.com (646) 334-9492 (c) ———————————————————— 89. Segal Marco Advisors, Chicago, IL $11.9bn Discretionary assets $500bn advisory TJ Kistner, VP, Head of Discretionary Portfolio Management & Solutions (312) 612-8493 ———————————————————— 90. SEI Institutional Group, Oaks, PA $238.5bn Discretionary assets Michael Cagnina, SVP, Managing Director (610) 676-1496 ———————————————————— 91. Sellwood Consulting, Portland, OR $1.1mm Discretionary assets $8.7bn total Ashlee Moehring, Consultant, Principal ashleemoehring@sellwoodconsulting.com (503) 596-2880 ———————————————————— 92. Seven Bridges Advisors, New York, NY $6.9bn total Ram Lee, Partner & CIO ramlee@sevenbridgesadvisors.com (212) 490-6320 Elise Rosenberg, Managing Director erosenberg@sevenbridgesadvisors.com (212) 490-6325 ———————————————————— 93. Silvercrest Asset Management, New York, NY $25.1bn Discretionary assets $32.3bn total Chris Long, Managing Director (212) 649-0697 ———————————————————— 94. Spider Management Company, Richmond, VA $6.2bn Discretionary assets Tory Sprehe, Director of Investor Relations (804) 200-6902 ———————————————————— 95. State Street Global Advisors, Stamford, CT $191.8bn Discretionary assets Martha Coxe, VP, Investment Solutions Group (203) 326-4255 ———————————————————— 96. Strategic Investment Group, Arlington, VA $27.9bn Discretionary assets $28.6bn total AUM Nikki Kraus, Managing Director Client Development (703) 243-4433 ———————————————————— 97. Syntrinsic Investment Counsel, Denver, CO $1.7bn Discretionary assets $2.3bn total Jim Brauer, Managing Director (303) 518-6370 ———————————————————— 98. TIFF Investment Management, Radnor, PA $8bn Discretionary assets Kane Brenan, CEO Rob Zion, COO Jerrol Charles, Director of Business Development (917) 501-0241 ———————————————————— 99. Truist Bank, Atlanta, GA $16.5bn Discretionary assets Elizabeth Cabell Jennings, Managing Director Regional Practice Leader / Truist Foundations and Endowments Specialty Practice Elizabeth.C.Jennings@Truist.com (804) 782-7016 office (804) 314-5269 Mobile ———————————————————— 100. Truvvo Partners, New York, NY $4.1bn total Casey D. Whalen, CEO & CIO Ilka Gregory, Director Client Relations (212) 488-5485 ———————————————————— 101. UBS AG, Chicago, IL $16.1bn OCIO Discretionary assets Thomas Digenan, Head of Investment Solutions Specialists for Americas (312) 525-7975 Mohammad Ahmad, Head, Business Development 41 79 629 48 29 Calvin Kim, Director Investment Solutions Specialist Asia Pacific (ex. Japan/Australia) ———————————————————— 102. Vanguard, Malvern, PA $71bn Discretionary assets Christopher Philips, Head Institutional Advisory Services christopher_philips@vanguard.com (610) 503-1089 ———————————————————— 103. VELA Investment Management, New Albany, OH $250mm Discretionary assets Ric Dillon, CEO (614) 323-6916 ———————————————————— 104. Verger Capital Management, Winston-Salem, NC $2.4bn Discretionary assets Patrick Decker, Managing Director (336) 934-4145 ———————————————————— 105. Verus Advisory, Seattle, WA $5.24bn Discretionary assets $659.2bn advisory Shelly J. Heier, President & Senior consultant (206) 622-3700 ———————————————————— 106. Wespath Institutional, Glenview, IL $5.3bn Discretionary assets Joseph Halwax, Managing Director Institutional Services (847) 866-4307 ———————————————————— 107. Willis Towers Watson, Chicago, IL $186.8bn Discretionary assets Nimisha Srivastava, Head of Investments, North America nimisha.srivastava@willistowerswatson.com (312) 525-2111 Mark Calnan, Head, Head of Investments, EMEA mark.calnan@willistowerswatson.com 44 (0) 207 170 2819 ———————————————————— 108. Wilshire Associates, Santa Monica, CA $24.03bn Discretionary OCIO assets $1.3trillion advisory Carolyn Gilbert Pejsa, Vice President, Business Development (630) 464-0456 cell ———————————————————— 109. Worth Venture Partners, New York, NY $395mm Discretionary assets David Wertentheil, Partner (212) 558-9017 ———————————————————— 109 Firms – $3.75 Trillion in Total AUM |
