ADVISORY

Advisory Team

Mr. Jeffrey MacLeanMr. Jeffrey MacLean

Chief Executive Officer

Ms. Shelly Heier, CFA, CAIAMs. Shelly Heier, CFA, CAIA

President & Chief Operating Officer

Mr. Scott Whalen, CFAMr. Scott Whalen, CFA

Executive Managing Director

Mr. Barry DennisMr. Barry Dennis

Managing Director

Ms. Margaret JadallahMs. Margaret Jadallah

Managing Director | Senior Consultant

Ms. Anne Westreich, CFAMs. Anne Westreich, CFA

Managing Director | Senior Consultant

Mr. John Meier, CFAMr. John Meier, CFA

Managing Director | Senior Consultant

Ms. Eileen Neill, CFAMs. Eileen Neill, CFA

Managing Director | Senior Consultant

Mr. Brent NelsonMr. Brent Nelson

Managing Director | Senior Consultant

Ms. Annie Taylor, CFAMs. Annie Taylor, CFA

Managing Director | Senior Consultant

Mr. P. Bradley NessMr. P. Bradley Ness

Managing Director | Senior Consultant

Mr. Edward Hoffman, CFA, FRMMr. Edward Hoffman, CFA, FRM

Managing Director | Senior Consultant

Mr. John Nicolini, CFAMr. John Nicolini, CFA

Managing Director | Senior Consultant

Mr. Faraz ShooshaniMr. Faraz Shooshani

Managing Director | Senior Private Markets Consultant

Mr. Steven HemplerMr. Steven Hempler

Managing Director | Senior Private Markets Consultant

Mr. Victor LeeMr. Victor Lee

Senior Consultant

Mr. Jason TaylorMr. Jason Taylor

Senior Consultant