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Karen Harding, CFA

Partner

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Today’s world is filled with noise, advertisements and aggressive salesmen. We combine high-touch client service, a differentiated investment perspective, and specialized staff to address complex wealth challenges without compromising your values.

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Craig A. Svendsen, CFA

Partner

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We partner with our clients, providing the expertise to preserve and grow your pension assets. We keep clients well-informed of the latest industry trends, legislation, investment products and services to help plan sponsors deliver on the retirement promise.

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Kristen Colvin, CAIA

Partner

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We recognize the challenges you face in leading employees to a comfortable retirement. Our experts help relieve your fiduciary burden and deliver leading plans designed to encourage participants to save more and invest appropriately for retirement.

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Cathy Konicki, CFA, CAIA

Partner

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We see a growing need for non-profit institutions to have a solid connection between their mission, investments and governance. We help you make that connection and have built a proprietary approach to maximize the impact of your investment portfolio on the broader organization. We provide the support to bridge your investment and mission focus. To us the goal is simple: your mission is our mission.

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David W. Moore, ARM, CEBS, CPCU

Partner

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Disparate investment pools and objectives create additional complexity requiring sophisticated investment solutions. Our specialists see the big picture, helping you by providing incisive investment and industry insight, allowing you to fulfill your mission while delivering the best patient care.

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Bradley S. Smith, CFA, CEBS

Partner

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An insurance company’s investment portfolio should be a reflection of its business. We help our insurance clients make thoughtful investment decisions that strengthen their bottom line while effectively managing their investment risk.

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Kevin M. Leonard

Partner

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Public Funds are looking to grow assets in excess of actuarial assumptions. We work with you to navigate today’s complex markets and deliver on the retirement promise for your employees.

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John M. Elliot

Partner

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Taft-Hartley plans are facing more investment and regulatory challenges than ever before. We know your goal is to improve benefits, keep your members working and deliver on the retirement promise. Our team’s deep roots in Labor allow us to fully understand the unique challenges you face and invest your programs to meet your goals.

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Timothy F. McCusker, FSA, CFA, CAIA

Chief Investment Officer, Partner

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Research is the backbone of our custom investment approach. Our large research team looks across the asset class and liquidity spectrum to deliver optimal investment ideas. As others move toward a library approach, we believe in the power of deep and focused research.

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