Profiles
Profile: Jay Annis, AGW Capital Advisors
AGW Capital Advisors was established with the concept that there can be a better, more progressive
08.19.10
Profile: Dianna Zentner, Russell Investments
As director of global manager oversight and due diligence at Russell Investments, Dianna Zentner
08.12.10
Profile: Glenn Ross & Alex Fisher, Archstone Portfolio Solutions
Since launching investment consulting firm Archstone Portfolio Solutions in 2006, Managing
07.29.10
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
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
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
Profile: Ron Klotter, Principal, Ennis Knupp + Associates
Since joining investment consulting firm Ennis Knupp + Associates as a principal in April from
06.03.10
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
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
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
