Profiles

Profiles
Joseph Finn, Managing Director, Punter Southall
Punter Southall is in the midst of bringing a global advisory model to its U.S. offices that has
09.11.08
Profiles
Profile:Garth Flint, Beacon Pointe Advisors
Beacon Pointe Advisors tends to find the most value for its clients in proven managers that many
09.04.08
Profiles
Profile: Chris Fide, Partner, Mangham Associates
Mangham Associates has taken the opportunity to adapt to the ever-changing world of consultancy,
08.14.08
Profiles
Profile: Ernest Montford, CEO, Montford Associates
Ernest Montford has been preaching about the benefits of diversification to his clients for
08.07.08
Profiles
Profile: Mark Baker, Shields Associates
Shields Associates looks to use its senior level experience and extensive manager research
07.17.08
Profiles
Profile: James Stoker, WaterStreet Investment Consultants
An extensive manager research focus and absolute return philosophy makes WaterStreet Investment
07.10.08
Profiles
Harold Bradley, Ewing Marion Kauffman Foundation
It’s not very surprising that Harold Bradley, a former chief investment officer of U.S. small- and
07.03.08
Profiles
Profile: Tim Brennan, Unitarian Universalist Association of Congregations
Since stepping into his role as v.p. of finance and treasurer at the Unitarian Universalist
06.12.08
Profiles
Profile: Derby Gisclair, Equitas Capital Advisors
Equitas Capital Advisors has been referred to as “the best kept secret in Louisiana” by the local
05.29.08
Profiles
Doug Stamm, Wayne Pierson, Meyer Memorial Trust
If investment managers haven’t caught on to the growing reality that mission-related investments
05.22.08