Profiles

Profiles
Profile: Michael Smith, Charles Stewart Mott Foundation
The Charles Stewart Mott Foundation has sought to make its investment philosophy as dynamic as its
07.15.10
Profiles
Profile: Mark Wetzel & Karen Paulson, Fiduciary Investment Advisors
Since its establishment over four years ago, Fiduciary Investment Advisors has built a philosophy
06.24.10
Profiles
Profile: J. Bailey Knight, BHK Investment Advisors
With roots dating back to the mid-1970s, BHK Investment Advisors has a depth of experience that
06.10.10
Profiles
Profile: Ron Klotter, Principal, Ennis Knupp + Associates
Since joining investment consulting firm Ennis Knupp + Associates as a principal in April from
06.03.10
Profiles
Profile: Curt Fintel & John Banker, CTC Consulting
Since its establishment in 1981 as a family office and wealth management shop, CTC Consulting has
05.20.10
Profiles
Profile: Stewart Massey, Massey, Quick & Co.
For Massey, Quick & Co., it’s all about the details when it comes to assessing managers, says
05.06.10
Profiles
Profile: S. Alan McKnight, Jr., Chief Investment Strategist and Partner, Balentine
While Balentine’s professionals have a depth of experience in the wealth management sector, the
04.22.10
Profiles
Profile: Richard Todd, Innovest Portfolio Solutions
In order to meet performance objectives, investment consultant Innovest Portfolio Solutions
04.08.10
Profiles
Profile: Michael Hundley & J. Keith Whatley, CACH Capital Management
If the market struggles of 2008 and early 2009 showed institutional investors anything, it is that
03.25.10
Profiles
Profile: Travis Pruit, Arnerich Massena & Associates
While shying away from illiquid asset classes has become a priority for a majority of nonprofits
02.25.10