TEAMS

Consulting Team

An average of 22 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

Scott Whalen, CFA, CAIAScott Whalen, CFA, CAIA

Executive Managing Director

Joseph Abdou, CFAJoseph Abdou, CFA

Consultant

Mark Brubaker, CFAMark Brubaker, CFA

Managing Director | Senior Consultant

Marcel Gesell, CFAMarcel Gesell, CFA

Consultant

Steven HemplerSteven Hempler

Managing Director | Senior Private Markets Consultant

Ted HermannTed Hermann

Managing Director | Senior Consultant

Margaret JadallahMargaret Jadallah

Managing Director | Senior Consultant

Michael Kamell, CFA, CAIAMichael Kamell, CFA, CAIA

Senior Consultant

Brian Kwan, CFA, CAIABrian Kwan, CFA, CAIA

Senior Consultant

Victor LeeVictor Lee

Managing Director | Senior Consultant

Kiran Malik, CFAKiran Malik, CFA

Consultant

Jason MossJason Moss

Managing Director

Eileen Neill, CFAEileen Neill, CFA

Managing Director | Senior Consultant

Brent NelsonBrent Nelson

Managing Director | Senior Consultant

P. Bradley NessP. Bradley Ness

Managing Director | Senior Consultant

John Nicolini, CFAJohn Nicolini, CFA

Managing Director | Senior Consultant

Stuart OdellStuart Odell

Managing Director | Senior Consultant

Faraz ShooshaniFaraz Shooshani

Managing Director | Senior Private Markets Consultant

Annie Taylor, CFAAnnie Taylor, CFA

Managing Director | Senior Consultant

Jason TaylorJason Taylor

Managing Director | Senior Consultant

John Teramana, CAIAJohn Teramana, CAIA

Senior Consultant

Anne Westreich, CFAAnne Westreich, CFA

Managing Director | Senior Consultant

 
 
INVESTMENT MANAGERS