TEAMS

Consulting Team

An average of 21 years of industry experience could define Verus consultants, but they’re much more than that.

They’re communicators who can interpret complex investments ideas meaningfully. They’re educators with expert knowledge on subjects that matter to institutional investors and their staff. They’re valued members of clients’ investment teams. They’re client advocates who negotiate fiercely with managers, custodians and brokers for better fees and better service. Above all, they’re trusted partners who will speak honestly, with conviction drawn from careful study, to help clients make the right investment decisions.

Jeffrey MacLeanJeffrey MacLean

Chief Executive Officer

Shelly Heier, CFA, CAIAShelly Heier, CFA, CAIA

President & Chief Operating Officer

Scott Whalen, CFA, CAIAScott Whalen, CFA, CAIA

Executive Managing Director

Barry DennisBarry Dennis

Managing Director

Margaret JadallahMargaret Jadallah

Managing Director | Senior Consultant

Anne Westreich, CFAAnne Westreich, CFA

Managing Director | Senior Consultant

John Meier, CFAJohn Meier, CFA

Managing Director | Senior Consultant

Eileen Neill, CFAEileen Neill, CFA

Managing Director | Senior Consultant

Brent NelsonBrent Nelson

Managing Director | Senior Consultant

Annie Taylor, CFAAnnie Taylor, CFA

Managing Director | Senior Consultant

P. Bradley NessP. Bradley Ness

Managing Director | Senior Consultant

Edward Hoffman, CFA, FRMEdward Hoffman, CFA, FRM

Managing Director | Senior Consultant

John Nicolini, CFAJohn Nicolini, CFA

Managing Director | Senior Consultant

Faraz ShooshaniFaraz Shooshani

Managing Director | Senior Private Markets Consultant

Steven HemplerSteven Hempler

Managing Director | Senior Private Markets Consultant

Jason MossJason Moss

Managing Director | Senior Consultant

Victor LeeVictor Lee

Senior Consultant

Jason TaylorJason Taylor

Senior Consultant

Michael Kamell, CFA, CAIAMichael Kamell, CFA, CAIA

Senior Consultant

Brian Kwan, CFA, CAIABrian Kwan, CFA, CAIA

Consultant

Kiran Malik, CFAKiran Malik, CFA

Consultant

Joseph Abdou, CFAJoseph Abdou, CFA

Consultant

 
 
INVESTMENT MANAGERS