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Profiles
Profiles
Profile: Jeffrey Scott, Wurts & Associates
Profile: Jeffrey Scott, Wurts & AssociatesJeffrey Scott has looked to bring risk management to the
02.23.12
Profiles
Profile: Monica Issar, J.P. Morgan Endowment & Foundation Group
Over a year after the launch of J.P. Morgan’s endowment and foundation advisory group, Managing
11.03.11
Profiles
Profile: Tom McAuliffe, Bank of America Merrill Lynch Global Institutional Consulting
Having served as a director at Morgan Stanley Smith Barney, Tom McAuliffe was responsible for
10.27.11
Profiles
Profile: Lori Van Dusen, LVW Advisors
While Lori Van Dusen may be embarking on a new chapter of her investment consulting career with the
10.20.11
Profiles
Profile: Catherine Ulozas, Drexel University
Since arriving as director of investments at Drexel University in March 2010, Catherine Ulozas has
09.15.11
Profiles
Profile: The Oklahoma State University Foundation
For Ryan Tidwell, coming to the Oklahoma State University Foundation as its first director of
08.11.11
Profiles
Profile: Andrew Vogelstein & Pier Friend, New Providence Asset Management
Since its early days serving as the outsourced investment office for its first client, The Taft
07.28.11
Profiles
Profile: Kendall Kay & Jim Leckinger, Northern Trust
While a number investment consultants tend to group small- to mid-size nonprofits together under a
07.07.11
Profiles
Profile: Andrea Kramer, Michael Kelly & Jeffrey Meeker, Hamilton Lane
As nonprofit institutions continue to desire top-tier access and investment manager stability in an
05.19.11
Profiles
Profile: Elliot Wislar, Clearbrook Investment Consulting
Clearbrook Investment Consulting hopes to expand its manager research capabilities for its
04.21.11
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