In the first place, God made idiots. That was for practice. Then he made school boards.

— Mark Twain

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

mcahill@acansa-inv.com

(404) 357-0213

————————————————————

2. Agility, Denver, CO

$15.7bn Discretionary assets

Chris Bittman, Partner

cbittman@agilitycio.com

(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

info@alanbiller.com

(650) 328-7283

————————————————————

4. Alesco Advisors, Pittsford, NY

$4.66bn Discretionary assets

$5.47bn total

Todd D. Green, Principal, Business Development & Client Service

TGreen@alescoadvisors.com

(585) 749-0357

————————————————————

5. Angeles Investment Advisors, Santa Monica, CA

$7.7bn Discretionary assets

$45.8bn total

Michael A. Rosen, CIO & Managing Partner

mrosen@angelesadvisors.com

Garry Duncan, Director

gduncan@angelesinvestments.com

(310) 857-5825

————————————————————

6. AON, Chicago, IL

$220.7bn Discretionary assets

$3.1 trillion advisory

Ed Bardowski, Partner & Registered Principal

ed.bardowski@aon.com

(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

dbenner@ainvadvisors.com

(212) 895-3012

————————————————————

8. Arnerich Massena, Portland, OR

$1.2bn Discretionary assets

$2.9bn total

Ryland Moore, Managing Principal, Business Development, Investment Advisor

rmoore@am-a.com

(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

prup@artemiswa.com

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

bernard.reidy@bofa.com

(203) 571-5341

————————————————————

13. BBR Partners, New York, NY

$23.7bn Discretionary assets

$26bn total

Todd Whitenack, Co-Managing Partner

twhitenack@bbrpartners.com

(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

mbreller@beaconpointe.com

(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)

jeffrey.saef@blackrock.com

(609) 282-8950

————————————————————

16. Blue Edge Capital, Richmond, VA

$560mm Discretionary assets

$600mm total

Peter H. Bowles, Managing Director

pbowles@blueedgecap.com

(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

bpeterson@brownadvisory.com

(410) 537-5379

————————————————————

19. Brown Brothers Harriman, New York, NY

$56.2bn Total discretionary assets

Tom Davis, Managing Director

thomas.davis@bbh.com

(212) 493-8699

————————————————————

20. Callan, San Francisco, CA

$32.1bn Discretionary assets

$3.2trillion advisory

James A. Callahan, President

callahan@callan.com

(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

ewislar@clrbrk.com

Gregg Sibert, Chief Marketing Officer

gsibert@clrbrk.com

(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

tim.yates@commonfund.org

(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

dtubbs@cornercap.com

(404) 870-0700

————————————————————

27. CornerStone Partners, Charlottesville, VA

$9.4bn Discretionary assets

$10.9bn total

Chris Laing, Senior Managing Director

claing@cstonellc.com

(434) 293-7759

————————————————————

28. Crewcial Partners, New York, NY

$1.3bn Discretionary assets (3-31-21)

$36bn advisory

Charlie Georgalas, Managing Director

ccg@crewcialpartners.com

(212) 218-4900

————————————————————

29. DeMarche, Merriam, KS

$1.3bn Discretionary assets (9-30-21)

$21.7bn advisory

Thomas C. Woolwine, Vice Chairman,

twoolwine@demarche.com

(913) 384-4994

————————————————————

30. Disciplina, Nashville, TN

$1.644bn Discretionary assets

Matthew W. Wright, President & CIO

mww@disciplina.com

(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

j.raiti@edgehillendowment.com

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

greg.middleton@captrust.com

(919) 278-9814

————————————————————

33. Evoke | ARIS, Los Angeles, CA

$7.5bn discretion

$14bn advisory

Damien Bisserier, Managing Partner, Co-CIO

dbisserier@arisconsulting.com 

(424) 283-3802

————————————————————

34. FEG Investment Advisors, Cincinnati, OH

$10.4bn Discretionary assets

$81bn advisory

Rebecca (Becky) S. Wood, President & CEO

bwood@feg.com

Devinne Verst, VP Institutional Sales

dverst@feg.com

(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

jim.zadrozny@pyramis.com

(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

rsanchez@ftci.com

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

preston@fwp.partners

(617) 602-1901

————————————————————

39. Fiducient Advisors, Chicago, IL

$12.8bn Discretionary assets

$226.2bn advisory

Robert (Bob) DiMeo, CEO

bdimeo@fiducient.com

Jon Fellows, Partner & Chairman

jfellows@fiducient.com

Matt Porter, Partner & Vice-chairman Fiduciary

Investment Advisors  

mporter@fiducient.com

(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

cmcvey@flputnam.com 

(781) 591-8265

————————————————————

41. Gallagher Fiduciary Advisors, Washington, DC

$6.27bn Discretionary assets

$77.46bn advisory

Michael Johnson, President

michael_w_johnson@ajg.com

Phil Fabrizio, Area Director

(202) 898-2270

————————————————————

42. Gerber Taylor, Memphis, TN

$7.1bn Discretionary assets

$6.9bn advisory

Charles Gerber, President

cgerber@gerbertaylor.com

Matthew Kinnear, Client Development

mkinnear@gerbertaylor.com

(901) 526-9750

————————————————————

43. Glenmede, Philadelphia, PA

$11.4bn tax-exempt OCIO

$46.3bn total

Adam M. Conish, Director of Endowment & Foundation Management

adam.conish@glenmede.com

(215) 419-6676

————————————————————

44. Global Endowment Management, Charlotte, NC

$12.4bn Discretionary assets

Stephanie Lynch, Partner

slynch@globalendowment.com

(704) 333-8282

Alex Kocher, Director

akocher@globalendowment.com

(704) 370-1706

————————————————————

45. Global Strategic Investment Solutions, Scottsdale, AZ

$1.1bn Discretionary assets

Don Callaghan, Managing Partner

dcallaghan@gsisus.com

(480) 935-2134

————————————————————

46. Goldman Sachs, New York, NY

$239bn Discretionary assets

Timothy Braude, Managing Directo

timothy.braude@gs.com

(917) 343-2138

————————————————————

47. Hall Capital Partners, San Francisco, CA

$18.5bn Discretionary assets

$49.3bn total

Simon Krinsky, Managing Partner

skrinsky@hallcapital.com

(212) 407-0707

Sarah Butler, Business Development Manager

sbutler@hallcapital.com

(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

jpm@harpswelladvisors.com

vmb@harpswelladvisors.com

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

pdaniel@highlandassoc.com

(205) 939-8308

————————————————————

51. Hirtle Callaghan, W. Conshohocken, PA

$19.6bn Discretionary assets

Erica Evans, Head Client Engagement

eevans@hirtlecallaghan.com

(610) 943-4100

————————————————————

52. Holt Capital Partners, Fort Worth, TX

$410mm total

Robert M. Holt, Jr., Managing Partner

rholt@holtcap.com

(817) 877-1430


53. ICG Advisors, Los Angeles, CA

$7bn Total assets

Jeffrey Assaf, Sr.. Managing Director & CIO

jassaf@icgadvisors.com

(424) 270-8900

————————————————————

54. Investure, Charlottesville, VA

$17bn Discretionary assets

Bruce Miller, CEO

bmiller@investure.com

Puja Seam, COO

pseam@investure.com

(434) 220-0280

————————————————————

55. Jasper Ridge Partners, Menlo Park, CA

$36.2bn Discretionary assets

Cori Duncan, CEO & Managing Partner

cduncan@jasperridge.com

(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

monica.issar@jpmorgan.com

(212) 464-2852

————————————————————

57. LCG Associates, Atlanta, GA

$1.2bn Discretionary assets

$115.6bn advisory

Ed Johnson, President & CEO

ejohnson@lcgassociates.com

(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

craig.keller@lgam.com

(415) 464-5808

————————————————————

59. Lowe, Brockenbrough, Richmond, VA

$2.2bn Institutional Discretionary assets

$4.4bn total

Austin Brockenbrough III, Chairman

abiii@lowebrockenbrough.com

Christopher Dion, Managing Director & CIO

cdion@lowebrockenbrough.com

(804) 287-2744

————————————————————

60. Makena, Menlo Park, CA

$20bn Discretionary assets

Joseph Magher, Managing Director

jmagher@makenacap.com

(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

lrubin@meketa.com

(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

samantha.davidson@mercer.com

(617) 747-9230

————————————————————

65. Mill Creek Capital Advisors, Conshohocken, PA

Josh Gross, CEO

$9.5bn Discretionary assets

jgross@millcreekcap.com

(610) 941-7714

————————————————————

66. Miller Investment Management, West Conshohocken, PA

$1.967bn Discretionary assets

$4.0bn total

Timothy P. Letter, Managing Director, business development

tletter@millerinv.com

(610) 834-9820 x136

————————————————————

67. Morgan Creek Capital Management, Chapel Hill, NC

$2.3bn Discretionary assets

Mark Yusko, CEO & CIO

myusko@morgancreekcap.com

(919) 933-4004

pclark@morgancreekcap.com

————————————————————

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

rharms@memco-invest.com

(405) 334-6588 

Ashley Roche COO & General Counsel

aroche@memco-invest.com

405-714-7827

————————————————————

70. NEPC, Boston, MA

$66.3bn Discretionary assets

$1.47trillion total

Steve F. Charlton, Director Consulting Services

scharlton@nepc.com

(617) 374-1300

————————————————————

71. 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

sarah@newprov.com

(646) 292-1272

————————————————————

72. Northern Trust, Chicago, IL

$105bn OCIO Discretionary assets

$55bn advisory

Lyndsay Ferencak, Director

LRF4@ntrs.com

(312) 444-3297

Darius Gill, National Practice Director

DAG9@ntrs.com

(312) 444-7153

————————————————————

73. Pacific Portfolio Consulting, Seattle, WA

$4.53bn total

Larry Hood, Founder & CEO

larry@pacific-portfolio.com

Kevin O’Connor, Partner, Senior Retirement Program Advisor

koconnor@pacific-portfolio.com

(206) 623-6641 phone

————————————————————

74. 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

————————————————————

75. Pentegra Investors, White Plains, NY

$15.7bn total Discretionary assets (12-31-20)

Matthew P. Mintzer, EVP Sales & Marketing

matthew.mintzer@pentegra.com

(914) 821-9563

————————————————————

76. Permanens Capital, New York, NY

$4.4bn Discretionary assets

John Regan, Founding Partner

jr@permcap.com

Alex Goldfarb, Partner

alex@permcap.com

(212) 993-7447

————————————————————

77. Permit Capital Advisors, W. Conshohocken, PA

$1.56bn Discretionary assets

Mimi Drake, Co-CEO

mdrake@permitcapital.com

Bill Curran, Portfolio Manager

wcurran@permitcapital.com

(610) 940-5331

————————————————————

78. PFM Asset Management, Philadelphia, PA

$19.9bn Discretionary assets

$26.7bn total Multi-Asset Class

John Spagnola, Managing Director

spagnolaj@pfmam.com

Jim Link, Managing Director

linkj@pfmam.com

(215) 557-1222

————————————————————

79. Pivotal Advisors, New York, NY

$400mm Discretionary assets

Tiffany McGhee, CEO & CIO

tiffany@pivotal-advisors.com

(646) 535-1097

————————————————————

80. PNC Bank, Philadelphia, PA

$69.3bn Discretionary assets

Chris McGoldrick, Managing Director OCIO

& Retirement Solutions

chris.mcgoldrick@pnc.com

(215) 585-1244

————————————————————

81. Prime Buchholz & Associates, Portsmouth, NH

$3.5bn Discretionary assets

$59bn advisory

William F. McCarron, President

bmc@primebuchholz.com

(603) 433-1143

————————————————————

82. Principal Global Advisors,

$29.7bn  Discretionary assets

Dan Oldani, Managing Director, Head of Investor Solutions

oldani.daniel@principal.com

 (833) 290-4678

————————————————————

83. Regions Asset Management, Birmingham, AL

$52.4bn Discretionary assets

Alan McKnight, Jr., CIO

alan.mcknight@regions.com

(917) 822-3412

————————————————————

84. RiskBridge Advisors, New Canaan, CT

$400mm Discretionary assets

Christopher A. Reynolds, Director Institutional Sales

creynolds@riskbridgeadvisors.com

(770) 299-3832

————————————————————

85. RockCreek, Washington, D.C.

$2.3bn Discretionary assets

$17bn total

Afsaneh Beschloss, President and CEO

clientservices@therockcreekgroup.com

(202) 331-3400

————————————————————

86. Russell Investments, Seattle, WA

$280.2bn Discretionary assets

Charlie Shaffer, Global Head of Distribution

chsaffer@russellinvestments.com

(646) 334-9492 (c)

————————————————————

87. Segal Marco Advisors, Chicago, IL

$11.9bn Discretionary assets

$500bn advisory

TJ Kistner, VP, Head of Discretionary

Portfolio Management & Solutions

tkistner@segalmarco.com

(312) 612-8493

————————————————————

88. SEI Institutional Group, Oaks, PA

$238.5bn Discretionary assets

Michael Cagnina, SVP, Managing Director

mcagnina@seic.com

(610) 676-1496

————————————————————

89. Sellwood Consulting, Portland, OR

$1.1mm Discretionary assets

$8.7bn total

Ashlee Moehring, Consultant, Principal

ashleemoehring@sellwoodconsulting.com

(503) 596-2880

————————————————————

90. 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

————————————————————

91. Silvercrest Asset Management, New York, NY

$25.1bn Discretionary assets

$32.3bn total

Chris Long, Managing Director

clong@silvercrestgroup.com

(212) 649-0697

————————————————————

92. Spider Management Company, Richmond, VA

$6.2bn Discretionary assets

Tory Sprehe, Director of Investor Relations

tsprehe@richmond.edu

(804) 200-6902

————————————————————

93. State Street Global Advisors, Stamford, CT

$191.8bn Discretionary assets

Martha Coxe, VP, Investment Solutions Group

martha_coxe@ssga.com

(203) 326-4255

————————————————————

94. Strategic Investment Group, Arlington, VA

$27.9bn Discretionary assets

$28.6bn total AUM

Nikki Kraus, Managing Director Client Development

nkraus@strategicgroup.com

(703) 243-4433

————————————————————

95. TIFF Investment Management, Radnor, PA

$8bn Discretionary assets

Kane Brenan, CEO

Rob Zion, COO

Jerrol Charles, Director of Business Development

jcharles@tiff.org

(917) 501-0241

————————————————————

96. 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

————————————————————

97. Truvvo Partners, New York, NY

$4.1bn total

Casey D. Whalen, CEO & CIO

cwhalen@truvvo.com

Ilka Gregory, Director Client Relations

igregory@truvvo.com

(212) 488-5485

————————————————————

98. UBS AG, Chicago, IL

$16.1bn OCIO Discretionary assets

Thomas Digenan, Head of Investment Solutions Specialists for Americas

thomas.digenan@ubs.com

(312) 525-7975

Mohammad Ahmad, Head, Business Development

mohammad.ahmad@ubs.com

41 79 629 48 29

Calvin Kim, Director Investment Solutions Specialist

Asia Pacific (ex. Japan/Australia)

calvin.kim@ubs.com

————————————————————

99. Vanguard, Malvern, PA

$71bn Discretionary assets

Christopher Philips, Head Institutional Advisory Services

christopher_philips@vanguard.com

(610) 503-1089

————————————————————

100. VELA Investment Management, New Albany, OH

$250mm Discretionary assets

Ric Dillon, CEO

rdillon@vela-im.com

(614) 323-6916

————————————————————

101. Verger Capital Management, Winston-Salem, NC

$2.4bn Discretionary assets

Patrick Decker, Managing Director

pdecker@vergercapital.com

(336) 934-4145

————————————————————

102. Verus Advisory, Seattle, WA

$5.24bn Discretionary assets

$659.2bn advisory

Shelly J. Heier, President & Senior consultant

sheier@verusinvestments.com

(206) 622-3700

————————————————————

103. Wespath Institutional, Glenview, IL

$5.3bn Discretionary assets

Joseph Halwax, Managing Director Institutional Services

jhalwax@wespath.org

(847) 866-4307

————————————————————

104. 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

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105. Wilshire Associates, Santa Monica, CA

$24.03bn Discretionary OCIO assets

$1.3trillion advisory

Carolyn Gilbert Pejsa, Vice President, Business Development

cgilbert@wilshire.com

(630) 464-0456 cell

————————————————————

106. Worth Venture Partners, New York, NY

$395mm Discretionary assets

David Wertentheil, Partner

dwertentheil@worthventure.com

(212) 558-9017

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106 Firms – $3.74 Trillion in Total AUM

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