NASRA Associate Members Directory

 

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Firm Name Firm Contact Contact Information
Aberdeen Asset Management Inc. Jack Kirkpatrick
Senior Relationship Manager
1735 Market Street, 37th Floor
Philadelphia, PA 19103
(212) 405-5788
jack.kirkpatrick@aberdeen-asset.com
www.aberdeen-asset.com
Acadian Asset Management Jack W. Gastler
Senior Vice President
One Post Office Square, 20th Floor
Boston, MA 2109
(617) 850-3500
jgastler@acadian-asset.com
www.acadian-asset.com
Accenture LLP Stephen Hawley
Senior Executive
250 West Street, Suite 150
Columbus, OH 43215
(614) 561-4359
stephen.hawley@accenture.com
www.accenture.com
AIB Investment Managers Ronan J. Burke
Head of Business - North America
405 Park Avenue,
New York, NY 10022
(212) 339-8059
ronan.j.burke@aibny.com
www.aibimus.com
Albright Capital Management, LLC Tim Jones
Vice President
1101 New York Avenue, Suite 900
Washington, DC 20005
(202) 370-3500
tjones@albrightcapital.com
www.albrightcapital.com
Alliance Bernstein Liz Smith
Senior Vice President- Managing Director Public Funds
1345 Avenue of the Americas,
New York, NY 10105
(212) 969-1168
liz.smith@alliancebernstein.com
www.alliancebernstein.com
Alliant Insurance Services Shawn M. Kraatz
Vice President
1301 Dove Street, Suite 200
Newport Beach, CA 92660
(949) 660-8188
skraatz@alliantinsurance.com
www.driveralliant.com
Angelo Gordon & Co. Colleen M. Casey
Director
245 Park Avenue,
New York, NY 10167
(212) 692-2283
ccasey@angelogordon.com
www.angelogordon.com
Aon Consulting William FLICK Fornia
Senior Vice President
4100 E. Mississippi, Suite 1500
Denver, CO 80246
(303) 782-3394
william_fornia@aon.com
www.aon.com
Ariel Investments Krista Rivers
Senior Vice President, Direcot Insititutional Marketing & Client Services
200 East Randolph Drive, Suite 2900
Chicago, IL 60601
(312) 726-0140
krivers@arielinvestments.com
www.arielinvestments.com
Arrowhawk Capital Partners David Burke
Managing Director
1120 Boston Post Road, 3rd Floor
Darien, CT 6820
(203) 202-3811
dburke@arrowhawkpartners.com
Artio Global Management Brigid Flanagan
Director, Institutional Investments
330 Madison Avenue, 12th Floor
New York, NY 10022
(212) 297-3851
brigid.flanagan@artioglobal.com
www.artioglobal.com
Atlantic Asset Management, LLC Frederick Volp
Vice President
2187 Atlantic Street, 8th Floor
Stamford, CT 6902
(203) 351-2800
rvolp@atlanticasset.com
www.atlanticasset.com
Aviva Investors Victoria Grissom
Managing Director
699 Walnut Street, Suite 1700
Des Moines, IA 50309
(619) 322-0603
victoria.grissom@avivainvestors.com
www.avivainvestors.com
AXA Rosenberg Investment Management LLC Michael Wright
Director, US Institutional Sales - Public Funds
One Fawcett Place,
Greenwich, CT
(203) 863-8913
mwright@axarosenberg.com
www.axarosenberg.com
Babson Capital Management LLC Jean Fleischhacker
Managing Director
470 Atlantic Ave., Suite 10
Boston, MA 2210
(617) 761-6546
sdonald@babsoncapital.com
www.babsoncapital.com
Baillie Gifford International LLC William Pacula
Director of Marketing
757 Third Avenue, 17th Floor
New York, NY 10017
(212) 319-4637
william.pacula@bailliegifford.com
www.bailliegifford.com
Baring Asset Management, Inc. Susan Marshall
Senior Vice President
One Embarcadero Center, Suite 555
San Francisco, CA 94111
(415) 834-1500
Susan.marshall@barings.com
www.baring-asset-us.com
Barrow, Hanley, Mewhinney & Strauss, Inc. Robert D. Barkley
Director-Client Development
2200 Ross Ave., 31st Floor
Dallas, TX 75201
(214) 665-1900
market@barrowhanley.com
www.barrowhanley.com
Bartel Associates, LLC John Bartel
President
411 Borel Ave., Suite 101
San Mateo, CA 94402
(650) 377-1601
jbartel@bartel-associates.com
Becker, Burke Associates, Inc. Howard H. Pohl
Principal
225 West Wacker Dr., Suite 400
Chicago, IL 60606
(312) 782-5665
hhpohl@beckerburke.com
www.beckerburke.com
Berman DeValerio Richard Lorant
Director of Marketing & Client Relations
One Liberty Square, 8th Floor
Boston, MA 2109
(617) 542-8300
rlorant@bermanesq.com
www.bermanesq.com
Bernstein Litowitz Berger & Grossmann LLP G. Anthony Gelderman III
Attorney
2727 Prytania Street, Suite 14
New Orleans, LA 70130
(504) 899-2339
tony@blbglaw.com
www.blbglaw.com
Blackrock Robert Capaldi, CFA
Managing Director
40 East 52nd Street,
New York, NY 10022
(212) 754-5312
robert.capaldi@blackrock.com
www.blackrock.com
BNY Mellon Marcia Stempien
Midwest Regional Sales Director
One Wall Street, 19th Floor
NewYork, NY 10286
(615) 261-9920
mstempien@bankofny.com
Brandywine Global Investment Management, LLC Douglas B. Baran
Sr. Vice President, Director Public Fund Sales
2929 Arch Street, Suite 800
Philadelphia, PA 19104
(800) 348 2499
douglas.baran@brandywineglobal.com
www.brandywineglobal.com
Bridgewater Associates Joel Whidden
Senior Relationship Manager
One Glendinning Place,
Westport, CT 6880
(203) 291-7408
joel.whidden@bwater.com
www.bwater.com
Broadridge Financial Solutions Rosemary Kelly
Vice President
116 Devon Road,
Albertson, NY 11507
(516) 640-5186
rosemary.kelly@broadridge.com
www.broadridge.com
Bryan, Pendleton, Swats & McAllister, LLC Thomas A. Swain
Principal and Consulting Actuary
5301 Virginia Way, Suite 400
Brentwood, TN 37027
(615) 665-5319
tom.swain@bpsm.com
www.bpsm.com
Buck Consultants Dave Slishinsky
Principal & Consulting Actuary
1200 Seventeenth St., Suite 1200
Denver, CO 80202
(720) 359-7773
david.slishinsky@buckconsultants.com
www.buckconsultants.com
California Strategies LLC James E. Burton
Principal
980 Ninth Street, Suite 2000
Sacramento, CA 95814
(916) 266-4575
jburton@calstrat.com
www.calstrat.com
Callan Associates, Inc. Janet Becker-Wold
1660 Wynkoop Street, Suite 950
Denver, CO 80202
(303) 861-1900
beckerwold@callan.com
www.callan.com
Capital Guardian Trust Company Paula Pretlow
Senior Vice President
One Market, Steuart Tower, Suite 1800
San Francisco, CA 94105
(415) 393-7129
pbp@capgroup.com
www.capgroup.com
Cavanaugh Macdonald Consulting, LLC Thomas J. Cavanaugh, F.S.A.
CEO
3550 Busbee Pkwy., Suite 250
Kennesaw, GA 30144
(678) 388-1708
tomc@cavmacconsulting.com
www.cavmacconsulting.com
CEM Benchmarking Inc. Jan Hartford
Director
80 Richmond Street West, Suite 1300
Toronto, Ontario
(416) 369-0317
jan@cembenchmarking.com
www.cembenchmarking.com
Cheiron, Inc. Gene Kalwarski
Consulting Actuary
1750 Tysons Blvd., Suite 1100
McLean, VA 22102
(703) 893-1456
gkalwarski@cheiron.us
www.cheiron.us
Citigroup Global Markets Silvia Gianni
Director
390 Greenwich St., 3rd Floor
New York, NY 10013
(212) 723-3228
Silvia.gianni@citi.com
www.citi.com
ClearBridge Advisors Andrew Goldsmith
Institutional Sales Manager
620 Eighth Avenue, 47th Floor
New York, NY 10018
(212) 805-2691
agoldsmith@clearbridgeadvisors.com
www.clearbridgeadvisors.com
Cohen Milstein Sellers & Toll, PLLC Anne TeBeest
Marketing Coordinator
1100 New York Avenue, N.W., Suite 500, West Tower
Washington, D.C.
(202) 408-4600
atebeest@cohenmilstein.com
www.cohenmilstein.com
Corbin Capital Partners Scott M. Crossley
Director of Public Fund Relations
590 Madison Avenue,
New York, NY 10022
(212) 634-7308
scrossley@corbincapital.com
www.corbincapital.com
Cornerstone Real Estate Advisers John A. Gorham
Vice President
300 South Wacker Drive,
Chicago, IL 60606
(312) 786-3577
jgorham@cornerstoneadvisers.com
www.cornerstoneadvisers.com
Cortex Applied Research, Inc. Tom Iannucci
President
165 Avenue Road, Suite 300
Toronto, Ontario
(416) 967-0252 ext. 223
tiannucci@cortex-consulting.com
www.cortex-consulting.com
Courtland Partners, Ltd. Steven C. Novick
Principal, COO
200 Public Square, Suite 2530
Cleveland, OH 44114
(216) 522-0330
scn@courtland.com
CPAS Systems, Inc. Adrian Praysner
VP Sales and Marketing
250 Ferrand Drive, 7th Floor
Toronto, Ontario, CANADA
(866) 438-2727
adrianp@cpas.com
www.cpas.com
Credit Suisse Elise Wood
Director
11 Madison Avenue, 24th Floor
New York, NY 10010
(203) 400-1931
elise.wood@credit-suisse.com
D. E. Shaw Investment Management, LLC Brendan P. McDonough
Director of Institutional Sales
120 West 45th Street, 39th Floor, Tower 45
New York, NY 10036
(212) 478-0317
brendan.mcdonough@deshaw.com
www.deshaw.com
DB Advisors Elizabeth Zieglmeier
Managing Director - Head of the Americas
345 Park Avenue, 26th Floor
New York, NY 10154
(212) 454-3464
elizabeth.zieglmeier@db.com
http://info.deam.com/deam/homepage.nsf/doc/home
Deloitte Consulting, LLP Michael de Leon
Senior Manager
50 South Sixth Street, Suite 2800
Minneapolis, MN
(612) 397-4681
mdeleon@deloitte.com
www.deloitte.com
DePrince, Race & Zollo, Inc. Victor A. Zollo, Jr.
Partner
250 Park Avenue South, Suite 250
Winter Park, FL 32789
(407) 420-9962
vzollo@drz-inc.com
www.drz-inc.com
Dimensional Fund Advisors Kevin Hight
Vice President
6300 Bee Cave Rd.,
Austin, TX 78746
(512) 306-4999
kevin.hight@dfafunds.com
www.dfaus.com
Dow Jones Indexes Sherri Daniels
Senior Manager, Institutional Markets
P.O. Box 300,
Princeton, NJ 8543
(609) 520-4639
cheryl.daniels@dowjones.com
www.djindexes.com
Duff & Phelps Keith Keller
Managing Director
1201 West Peachtree Street, Suite 1700
Atlanta, Ga 30309
(678) 916-2539
Keith.Keller@duffandphelps.com
www.duffandphelps.com
EFI Actuaries Edward Friend
President
1001 Connecticut Ave. N.W., Suite 315
Washington, DC 20036
(202) 785-4985
edfriend@efi-actuaries.com
www.efi-actuaries.com
Efinancial Rick Bouffard
Business Development Manager
3310 146th Place SE, Suite B
Bellevue, WA 98007
(425) 216-1240
rickb@efinancial.com
www.efinancial.com
EFL Associates Mary L. Hobson
Executive Vice President & Managing Director
8181 E Tufts Ave,,
Denver, CO
(303) 779-1724
mhobson@eflassociates.com
www.eflassociates.com
eFUSION Consulting, LLC Jonathan W. Ebbeler
Principal
2000 Airport Rd,Suite 125, PDK Airport, Mailbox 12
Atlanta, GA 30341
(888) 861-8881
jebbeler@efusionconsulting.com
www.efusionconsulting.com
Ennis, Knupp & Associates, Inc. Nancy Williams
Principal
10 South Riverside Plaza, Suite 1600
Chicago, IL 60606
(312) 715-3363
n.williams@ennisknupp.com
www.ennisknupp.com
Entwistle & Cappucci LLP Andrew Entwistle, Esq.
280 Park Avenue, 26th Floor West
New York, NY 10017
212-894-7200
aentwistle@entwistle-law.com
www.entwistle-law.com
Extend Health Richard Wheeler
Senior Vice President, Public Sector
330 Primrose Road, STE 610
Burlingame, CA 94010
(407) 488-5642
Richard.Wheeler@extendhealth.com
www.extendhealth.com
Federated Investors F. Andrew Thinnes
Senior Vice President
1001 Liberty Avenue, 16th Floor
Pittsburgh, PA 15222
(412) 288-1425
puhlman@federatedinv.com
www.federatedinvestors.com
Franklin Templeton Investments Tom Dickson
Senior Vice President, Regional Director
One Franklin Parkway,
San Mateo, CA 94403
(650) 312-3203
tdickson@templeton.com
www.franklintempletoninstitutional.com
Fred Alger Management Paul Meskiewicz
Senior Vice President
111 Fifth Ave.,
New York, NY 10003
(212) 806-2961
pmeskiewicz@alger.com
www.alger.com
Gabriel, Roeder, Smith & Company Norm Jones
Chief Actuary
One Towne Square, Suite 800
Southfield, MI 48076
(248) 799-9000
norm.jones@gabrielroeder.com
www.gabrielroeder.com
Gallagher Benefit Services, Inc. William F. Robinson, Jr.
Area Vice President
6399 S. Fiddler's Green Circle, Suite 200
Greenwood Village, CO
(800) 628-5691
bill_robinson@ajg.com
www.gallagherbenefits.com
GAM USA Inc. Kristin Hovencamp
Director - Institutional Sales
One Rockefeller Plaza, 21st Floor
New York, NY 10020
(212) 407-4600
khovencamp@gam.com
www.gam.com
GE Asset Management Paul Runge
Senior Vice President
P.O. Box 7900, 3001 Summer Street
Stamford, CT
(925) 254-1360
paul.runge@ge.com
www.geassetmanagement.com
Golden Capital Management, LLC Jonathan W. Cangalosi
Principal
10715 David Taylor Dr., Suite 400
Charlotte, NC 28262
(704) 817-5560
cango@gcm1.com
www.gcm1.com
Goldman Sachs Asset Management Patrick Sullivan
Managing Director
200 West Street, 37th Floor
New York, NY 10282
(212) 902-6248
pat.sullivan@gs.com
www.gs.com
Grant & Eisenhofer P.A. Marc Weinberg
Business Development Manager
1201 N. Market Street, 16th Floor
Wilmington, DE 19801
(302) 622-7134
mweinberg@gelaw.com
www.gelaw.com
Great-West Retirement Services Gregory E. Seller
Senior Vice President-Government Markets
18111 Von Karman Avenue, Suite 560
Irvine, CA 92612
(949) 474-1446
gregory.seller@gwrs.com
www.gwrs.com
Grosvenor Investment Management US Inc. Douglas S. Callantine
President
50 South 16th Street, Suite 2600
Philadelphia, PA 19102
(215) 446-8121
doug.callantine@grosvenor.com
www.grosvenor.com
GTS Advisors David Bergman
Managing Director
200 West 24th Street,
New York, NY 10011
(917) 363-4921
dbergman@gtsadvisors.com
www.globaltransitions.com
Halcyon Asset Management LLC Edward J. DeDomenico
Senior Vice President
477 Madison Ave,
New York, NY 10022
(212) 303-9402
ededomenico@halcyonllc.com
www.halcyonllc.com
Hamilton Lane Napoleon Stephenson
Vice President
One Presidential Boulevard,
Bala Cynwyd, PA 19004
(610) 617-6472
nstephenson@hamiltonlane.com
www.hamiltonlane.com
Harris Investment Management, Inc. Jennifer M. Pedigo
CFA
190 S. LaSalle Street, 4th Floor
Chicago, IL 60603
(312) 461-5044
jennifer.pedigo@harrisbank.com
Hay Group Brent Mowery
Senior Consultant
4301 N. Fairfax Drive, Suite 600
Arlington, VA 22203
(703) 841-3109
brent.mowery@haygroup.com
www.haygroup.com
Henderson Global Investors Daniel M. McDonough
Director of Institutional Marketing & Business Development
1 Financial Plaza, 19th Floor
Hartford, CT 6103
(860) 723-8610
daniel_mcdonough@hendersonna.com
www.henderson.com
Hermes Investment Management Eric Lareau
Director
75 Park Plaza, 2nd Floor
Boston, MA 2116
(617) 892-8972
e.lareau@hermesfundmanagers.com
www.hermes.co.uk/
Hewitt Associates John Chadwick
Pension Business Development
100 Half Day Rd.,
Lincolnshire, IL 60069
(360) 600-2114
john.chadwick@hewitt.com
www.hewitt.com
Hoisington Investment Management Company Van R. Hoisington
President
1250 S. Capital of Texas Hwy. South, Building 3, Suite 600
Austin, TX 78746
(512) 327-7200
hoising@bloomberg.net
www.hoisingtonmgt.com
HP Enterprise Services Brent Lieberman
Public Retirement Practice Leader
1445 SW Upland Drive,
Portland, OR 97221
(503) 701-5858
brent.lieberman@hp.com
www.sabercorp.com
HSBC Megumi Koike
Vice President
452 Fifth Ave,
New York, NY 10018
(212) 525-8010
megumi.koike@us.hsbc.com
www.hsbc.com
Hudepohl & Associates, Inc Gary L. Hudepohl
Principal & Managing Director
2727 Tuller Parkway, Suite 210
Dublin, OH 43017
(614) 854-7300
ghudepohl@hudepohl.com
www.hudepohl.com
Humana, Inc. Tim Snyder
Vice President
500 W. Main Street, 14th Floor
Louisville, KY 40202
(502) 580-3580
tsnyder1@humana.com
www.humana.com
Ice Miller Mary Beth Braitman
Partner
One American Square, Box 82001
Indianapolis, IN
(317) 236-2100
braitman@icemiller.com
www.icemiller.com
Icon Integration and Design, Inc. Michael Thibault
CEO
9393 W 110th St, Suite 500
Overland Park, KS 66210
(913) 221-8801
mthibault@iconintegration.com
www.iconintegration.com
Independent Fiduciary Services, Inc Steven M. Harding
Senior Vice President
805 15th Street NW, Suite 1120
Washington, DC 20005
(973) 424-6410
sharding@independentfiduciary.com
www.independentfiduciary.com
INTECH Investment Management Andrew Klebanow
Senior Vice President, Head of Client Relations
525 Okeechobee Blvd., Suite 1800
West Palm Beach, FL 33401
(561) 776-2226
aklebanow@intechjanus.com
www.intechjanus.com
INVESCO Marquette Chester
Managing Director
1555 Peachtree Street NE, Suite 1800
Atlanta, GA 30309
(404) 439-3079
marquette_chester@invesco.com
www.invesco.com
Iridian Asset Management Ed Riley
Sr. Vice President, Business Development
276 Post Road West,
Westport, CT 6880
(203) 341-9023
eriley@iridian.com
www.iridian.com
JPMorgan Asset Management Amy Cummings
Vice President
560 Mission Street, 13th Floor
San Francisco, CA 94105
(415) 315-5177
amy.c.cummings@jpmorgan.com
K2 Advisors Joe Hernandez
Managing Director
300 Atlantic Street, 12th Floor
Stamford, CT 6901
(203) 905-5385
jhernandez@k2advisors.com
www.k2advisors.com
Kaplan Fox & Kilsheimer LLP Robert N. Kaplan
Senior Partner
805 Third Avenue, 22nd Floor
New York, NY 10022
(212) 687-1980
rkaplan@kaplanfox.com
www.kaplanfox.com
KBC Asset Management International Limited Geoff Blake
Director, Head of Business Development
140 East 45th Street, 2 Grand Central Tower
New York, NY
(212) 845 2556
Geoff.blake@kbcfp.com
www.kbcam.com
Klausner & Kaufman, P.A. Robert Klausner, Esq.
Principal
10059 NW 1st Court,
Plantation, FL 33324
(954) 916-1202
bob@robertdklausner.com
www.robertdklausner.com
L & B Realty Advisors, LLP Stephen B. O'Brien
Managing Director, Marketing & Sales
8750 N. Central Expressway, Suite 800
Dallas, TX 75231
(214) 989-0800
sobrien@lbrealty.com
www.lbrealty.com
L Plus LLC Scott Tuck
President
750 East Main Street, 7th Floor
Stamford, CT 6902
(203) 276-6621
info@lplusllc.com
www.lplusllc.com
L.R. Wechsler, Ltd Leon R. Wechsler
President
10394 Democracy Lane,
Fairfax, VA 22030
(703) 385-3440
info@lrwl.com
www.lrwl.com
Lazard Asset Management Anthony Dote, Jr.
Director
30 Rockefeller Plaza, 57th Floor
New York, NY 10112
(212) 632-6439
tony.dote@lazard.com
Lee Munder Capital Group Tom Capobianco
Senior Vice President
200 Clarendon Street, 28th Floor
Boston, MA 2116
(617) 380-5677
tcapobianco@leemunder.com
www.leemunder.com
Legacy Partners Commercial LLC John Faust
Managing Director
4000 East Third Ave., Suite 600
Foster City, CA 94404
(650) 235-2600
jfaust@legacypartners.com
www.legacypartners.com
LEOFF Plan 2 Retirement Board Steve Nelsen
Executive Director
P. O. Box 40918,
Olympia, WA 98504
(360) 586-2322
steve.nelsen@leoff.wa.gov
www.leoff.wa.gov
Levi, Ray & Shoup, Inc. Mike Pratt
Account Representative
2401 West Monroe Street,
Springfield, IL 62704
(217) 793-3800 ext. 1381
mike.pratt@lrs.com
www.lrs.com/pengold
Lieff Cabraser Heimann & Bernstein LLP Joy Kruse
Partner
275 Battery St., 30th Floor
San Francisco, CA 94111
(415) 956-1000
jakruse@lchb.com
www.lchb.com
Loomis, Sayles & Company L.P. Charles K. Koeniger
Vice President, Public Funds
One Financial Center, 25th Floor
Boston, MA 2111
(617) 482-2450
ckoeniger@loomissayles.com
www.loomissayles.com
Lord Abbett and Company James DOC Savage
Director of Public Fund Marketing
90 Hudson Street,
Jersey City, NJ
(201) 827-2971
jsavage@lordabbett.com
www.lordabbett.com
LTC Financial Partners Dan Cahn
Director of Business Development
5110 Carillon Point,
Kirkland, WA 98033
(518) 587-2821
dan@ltcfp.net
www.ltcfp.com
Lussier, Gregor, Vienna & Associates, Inc. Thomas R. Lussier
President
112 South Pitt Street,
Alexandria, VA 22314
(703) 684-5236
tlussier@lgva.net
McDonnell Investment Management Peter Clerkin
Managing Director
1515 W. 22nd Street, 11th Floor
Oak Brook, IL 60523
(630) 684-8685
clerkinp@mcdmgmt.com
www.mcdonnellinvestment.com
Medco Health Solutions Jeffrey D. Scott
Senior National Account Executive
775 Prairie Center Drive, Suite 350
Eden Prairie, MN 55344
(952) 829-4186
jeff_scott@medco.com
www.medco.com
Mercer Human Resource Consulting Marek Tyszkiewicz
Principal
525 Vine Street, Suite 1600
Cincinnati, OH 45202
(513) 632 2660
marek.tyszkiewicz@mercer.com
www.mercer.com
Mesirow Financial Adria Hall
Senior Vice President
353 North Clark Street,
Chicago, IL 60654
(312) 595-6946
ahall@mesirowfinancial.com
www.mesirowfinancial.com
MFS Investment Management, Inc. Karen Jordan
Vice President, Director of Public Fund Sales
500 Boylston St., 21st Floor
Boston, MA 2116
(617) 954-5253
kjordan@mfs.com
www.mfs.com
Milliman, Inc. Maria Saavedra
Research Associate
1401 I Street, N.W., Suite 220
Washington, DC
(202) 292-1199
maria.saavedra@milliman.com
www.milliman.com
MJX Asset Management John F. Driscoll
Managing Director
12 East 49th Street, 29th Floor
New York, NY 10017
(212) 271-2383
john.driscoll@mjxam.com
www.mjxam.com
Munder Capital Management Nancy Welling
Director, Public Funds
480 Pierce Street,
Birmingham, MI 48009
(248) 647-9200
nwelling@munder.com
www.munder.com
Navellier & Associates, Inc. James O'Leary
VP - Director Institutional Sales
One East Liberty St., Third Floor
Reno, NV 89501
(775) 785-2300
jimo@navellier.com
www.navellier.com
Navitus Health Solutions, LLC Byron Mickle
Sr. Vice President, Sales Marketing & Client Services
999 Fourier Drive, Suite 301
Madison, WI 53717
(608) 827-7530
byron.mickle@navitus.com
www.navitus.com
Neuberger Berman Carter Reynolds
Managing Director
605 Third Avenue, 3rd Floor
New York, NY 10158
(212) 476-5642
carter.reynolds@nb.com
www.lehmanam.com
New England Pension Consultants, Inc. Richard Charlton
Chairman and CEO
One Main St.,
Cambridge, MA 2142
(617) 374-1300
rcharlton@nepc.com
www.nepc.com
Northern Trust Company Pamela Newton
Vice President
50 S. LaSalle Street,
Chicago, IL 60675
(312) 630-1799
pjn@ntrs.com
Nyhart John Dowell
Principal
8415 Allison Pointe Boulevard, Suite 300
Indianapolis, IN 46250
(317) 845-3580
john.dowell@nyhart.com
www.nyhart.com
Oakbrook Investments Thomas Page
Director of Marketing
2300 Cabot Drive, Suite 300
Lisle, IL 60532
(630) 271-0100
t_page@oakbrookinvest.com
www.oakbrookinvest.com
Ohio Retirement Study Council Aristotle L. Hutras
Director
88 East Broad Street, Suite 1175
Columbus, OH 43215
(614) 228-1346
ahutras@ameritech.net
www.orsc.org
Oracle Corporation Celeste O'Dea
Pension Business Development
400 Linden Oaks, 3rd Floor
Rochester, NY 14625
(585) 329-0715
celeste.odea@gmail.com
www.oracle.com
Pathway Capital Management, LLC George Sands
Senior Vice President
2211 Michelson Drive, 9th Floor
Irvine, CA 92612
(949) 622-1000
georgesands@pathwaycapital.com
www.pathwaycapital.com
Paulson & Company Larry Pokora
Senior Vice President
1251 Avenue of the Americas, 50th Floor
New York, NY 10020
(212) 813-6818
larry.pokora@paulsonco.com
www.paulsonco.com
PCG Asset Management, LLC David Fann
President and CEO
1200 Prospect Street, Suite 210
La Jolla, CA 92037
(858) 456-6000
dfann@pcgam.com
www.pcgfunds.com
Peachtree Financial Solutions John Mensack
Managing Director
5 Radnor Corporate Center, 100 Matsonford Road Suite 520
Radnor, PA 19087
(610) 772-7566
jmensack@lumpsum.com
www.peachtreefinancialsolutions.com
Pension Benefit Information, Inc. Susan McDonald
President
PO Box 10308, 711 Grand Ave, Suite 210
San Rafael, CA 94912
(415) 482-9611 x206
suem@pbinfo.com
www.pbinfo.com
Pension Consulting Alliance, Inc. Allan Emkin
Managing Director
15760 Ventura Blvd., Suite 700
Encino, CA 91436
(818) 995-8713
allanemkin@pensionconsulting.com
www.pensionconsulting.com
Permal Group Inc. Shane Clifford
Vice President
900 Third Avenue, 27th Floor
New York, NY 10022
(212) 418-6556
sclifford@permal.com
www.permal.com
PIMCO Jim Perry
Marketing Consultant
349 Sarhelm Road,
Harrisburg, PA 17112
(717) 545-3901
perryja1@comcast.net
PineBridge Investments Andre Cuerington
Vice President - Public Funds
1999 Avenue of the Stars, Suite 3000
Los Angeles, CA 90067
(310) 772-6882
andre.cuerington@pinebridge.com
www.aiggig.com
PNC Capital Advisors, LLC Brian Harrington
Managing Director
Two Hopkins Plaza,
Baltimore, MD 21201
(410) 237-5514
brian.harrington@pnc.com
www.pnc.com
Pomerantz Haudek Grossman & Gross LLP Cheryl D. Hamer
Partner
1025 Connecticut Ave, N.W., Suite 1000
Washington, DC 20036
(202) 327-5422
chamer@pomlaw.com
www.pomerantzlaw.com
PricewaterhouseCoopers Sheldon Gamzon
Principal
300 Madison Avenue, 15th
New York, NY 10017
(813) 329-2229
sheldon.a.gamzon@us.pwc.com
www.pwc.com
Prism VentureWorks Brendan O'Leary
General Partner
117 Kendrick St., #200
Needham, MA 2494
(781) 302-4000
boleary@prismventure.com
www.prismventure.com
Profit Investment Management Eugene A. Profit
President
8401 Colesville Road, Suite 320
Silver Spring, MD 20910
(301) 650-0059
EProfit@profitfunds.com
www.profitfunds.com
Provaliant Retirement Jay Masci
Principal
5518 E. Hartford Ave.,
Scottsdale, AZ 85254
(602) 652-0644
jmasci@provaliant.com
www.provaliant.com
Pyramis Global Advisors Michael Barnett
Executive Vice President, North American Distribution
900 Salem Street,
Smithfield, RI 2917
(800) 515-5902
pyramis@pyramis.com
www.pyramis.com
RCM Capital Management Mark Sullivan
Head of Sales for Public Fund and Taft-Hartley
555 Mission Street,
San Francisco, CA 94105
(415) 954-5425
mark.sullivan@rcm.com
www.rcm.com
Rho Capital Partners, Inc. Gordon Hargraves
Partner
152 West 57th Street, 23rd Floor
New York, NY 10019
(212) 848-0415
ghargraves@rho.com
www.rho.com
RKM Timberland Group James W. McBride
Senior Vice President
110 Oakwood Drive, Suite 480
Winston-Salem, NC 27103
(800) 457-8184
jim.mcbride@regions.com
www.rmktimberland.com
Robbins Geller Rudman & Dowd LLP Ruby Menon
Of Counsel
655 West Broadway, Suite 1900
San Diego, CA 92101
(619) 231-1058
rmenon@rgrdlaw.com
www.rgrdlaw.com/
Robert Pittenger Company Bobby Pittenger
Vice President
4521 Sharon Rd., Suite 115
Charlotte, NC 28211
(704) 365-0065
bp@pittengercompany.com
www.pittengercompany.com
RogersCasey Tim Barron
President
One Parklands Drive,
Darien, CT 6820
(203) 656-5900
tim.barron@rogerscasey.com
www.rogerscasey.com
Rothschild Asset Management Inc. Deirdre Guice
Managing Director - Public Funds
1251 Avenue of the Americas, 44th Floor
New York, NY 10020
(212) 403-5407
deirdre.guice@us.rothschild.com
www.rothschild.com
Sagitec Solutions Jeff Adair
Senior Partner
2233 North Hamline Ave., Sutie 420
Roseville, MN 55113
(612) 284-7130 ext. 106
jeff.adair@sagitec.com
www.sagitec.com
Saxena White P.A. Scott Miller
Special Counsel
414 N. Benton Avenue, Suite A
Helena, MT 59601
(561) 213-9469
smiller@saxenawhite.com
www.saxenawhite.com
Schroder Investment Management North America Inc. Anthony D. Williams
Senior Vice President
875 Third Avenue, Suite 2200
New York, NY
(212) 641-3858
anthony.williams@us.schroders.com
www.schroders.com
Sentinel Real Estate Corporation Andy Sheffler
Vice President
1251 Avenue of the Americas, 35th Floor
New York, NY 10020
(212) 408-5026
sheffler@sentinelcorp.com
www.sentinelcorp.com
Siguler Guff & Company Michael Keough
Managing Director
825 Third Avenue, 10th Floor
New York, NY 10022
(212) 634-5976
mkeough@sigulerguff.com
www.sigulerguff.com
Smith Whiley & Company Sharon Morrow
Managing Director
1007 Church Street, Suite 400
Evanston, IL 60201
(847) 425-9062
sharon.morrow@smithwhiley.com
www.smithwhiley.com
Spector Roseman Kodroff & Willis, P.C. Robert M. Roseman
Partner
1818 Market Street, Suite 2500
Philadelphia, PA 19103
(215) 496-0300
rroseman@srkw-law.com
www.srk-law.com
Standard & Poor's David Hitchcock
Market Development Manager
55 Water Street, 38th Floor
New York, NY 10041
(212) 438-2022
david_hitchcock@standardandpoors.com
www.indices.standardandpoors.com
State Street Corporation, Public Funds Division Vincent J. DeBaggis
Senior Vice President, Public Fund Services
Lafayette Corporate Center, 2 Avenue de Lafayette
Boston, MA 2111
(617) 664-9574
vjdebaggis@statestreet.com
www.statestreet.com
State Street Global Advisors Nick Stanojev
Director, US Public Fund Sales
1 Lincoln Street, 33rd Floor
Boston, MA 2111
(617) 664-2022
nicholas_stanojev@ssga.com
www.ssga.com
Stone Harbor Investment Partners LP Alan Fressle
Senior Relationship Manager
31 West 52nd Street, Floor 16
New York, NY 10019
(212) 548-1200
afressle@shiplp.com
www.shiplp.com
Strategic Investment Solutions, Inc. Michael R. Beasley
Managing Director
333 Bush Street, Suite 2000
San Francisco, CA 94104
(415) 362-3484
ecanteras@sis-sf.com
Strategic Value Partners LLC Daniel Furey
Director
100 W. Putnam Ave., Floor 2
Greenwich, CT 6830
(203) 618 3500
dfurey@svpglobal.com
STW Fixed Income Management William Williams
CIO and CEO
6185 Carpinteria Ave.,
Carpinteria, CA 93013
(805) 745-2400
billy@stw.com
www.stw.com
Summit Strategies Group Daniel J. Holmes
Managing Director - Consulting
8182 Maryland Avenue, 6th Floor
St. Louis, MO 63105
(314) 727-7211
d_holmes@summitstrategies.com
www.summitstrategies.com
SVB Capital Vince Williams
Partner
230 West Monroe, Suite 720
Chicago, IL 60606
(650) 704-9164
vwilliams@svb.com
www.svb.com
T. Rowe Price Associates, Inc. Christopher W. Dyer
Vice President
100 East Pratt Street,
Baltimore, MD 21202
(410) 345-6688
chris_dyer@troweprice.com
www.troweprice.com/institutional
Tegrit Group Michelle Palatas
Business Manager
19500 Victor Parkway, Suite 250
Livonia, MI 48152
(734) 402-8932
michelle.palatas@tegrit.com
www.tegrit.com
The ComVest Group Geoffrey Alexander
Partner
One North Clematis, Suite 300
West Palm Beach, FL 33401
(561) 868-6062
geoffreya@comvest.com
www.comvest.com
The Process Management Group, LLC Debra D. Draughan
Managing Member
3620 Kensley Drive,
Inglewood, CA 90305
(310) 677-4450
ddraughan@aol.com
The Reynolds Communications Group Mack Reynolds
President
230 W. Monroe St., Suite 650
Chicago, IL 60606
(312) 541-9300 (ex. 105)
mreynolds@reynoldsgroup.com
www.reynoldsgroup.com
The Segal Company Cathie Eitelberg
Sr. V.P.-Natl. Dir., Public Sector Market
1920 N Street, NW, Suite 400
Washington, DC 20036
(202) 833-6437
ceitelberg@segalco.com
www.segalco.com
The Williams Capital Group, L.P. Arthur E. McClearin
Director of Marketing
650 Fifth Avenue, 11th Floor
New York, NY 10019
(212) 830-4509
mcclearin@willcap.com
www.willcap.com
TIAA-CREF Roderick B. Crane
Senior Director, Government Market
1670 Broadway, Suite 2200
Denver, CO 80202
(303) 607-2896
rcrane@tiaa-cref.org
www.tiaa-cref.org
Todd Veredus Asset Management, LLC William Patrick O'Connor
Senior Vice President Institutional Marketing
101 S. 5th Street, Suite 3160
Louisville, KY 40202
(502) 585-3121
woconnor@toddveredus.com
www.toddinvestment.com
Torchlight Investors, LLC Matthew Jaffe
Senior Vice President
230 Park Avenue, 12th Floor
New York, NY 10169
(212) 883-2771
mjaffe@torchlightinvestors.com
www.ingclarion.com/clarion_en/about_us/organizational_structure/ing_clarion_capital/
Trust Company of the West Richard Kim
Sales and Marketing Director
865 South Figueroa Street, Suite 1900
Los Angeles, CA 90017
(213) 244 0871
richard.kim@tcw.com
www.tcwgroup.com
TT International Jim Dodge
Senior Vice President
400 Madison Ave., Suite 17-D
New York, NY 10017
(212) 303-9195
dodgej@ttint.com
www.ttint.com
UBS Global Asset Management Steve Wilde, CFA
Managing Director
UBS Tower, 1 North Wacker Drive
Chicago, IL 60606
(312) 525-7128
steven.wilde@ubs.com
www.ubs.com
Victory Capital Management Jack Calcagno
Managing Director
45 Rockefeller Plaza, 33rd Floor
New York, NY 10111
(212) 903-1613
jack_j_calcagno@victoryconnect.com
www.victoryconnect.com
Vitech Systems Group, Inc. James E. Vitiello
Vice President
401 Park Avenue South, 12th Floor
New York, NY 10016
(212) 868-0900
sales@vitechinc.com
www.vitechinc.com
Wachovia Global Securities Lending John Menard
Senior Vice President
51 John F Kennedy Parkway, 3rd Floor
Short Hills, NJ 7078
(617) 773-1569
john.menard@wgsl.com
www.wgsl.com
Waddell & Reed Asset Management Group Nikki Newton
Senior Vice President
6300 Lamar,
Overland Park, KS 66202
(913) 236-1740
gthomas@waddell.com
www.waddell.com
Walker & Dunlop Paul Bernard
Senior Vice President
7501 Wisconsin Avenue, Suite 1200
Bethesda, MD 20814
(310) 215-5572
pbernard@walkerdunlop.com
www.walkerdunlop.com
Wellington Management Company, LLP David E. Settles
Vice President
1230 Peachtree St., Suite 2400
Atlanta, GA 30309
(404) 870-2870
desettles@wellington.com
www.wellington.com
Wells Capital Management Trevor Lavin
Senior Managing Director
333 S. Grand Avenue, Suite 2200
Los Angeles, CA 90071
(213) 253-3182
tlavin@wellscap.com
www.wellscap.com
Wentworth, Hauser & Violich Jeffrey Romrell
EVP, Managing Director
301 Battery St., Suite 400
San Francisco, CA 49111
(415) 288-6138
romrell.j@whv.com
www.whv.com
World Gold Council Juan Carlos Artigas
Head of Investment, North America
424 Madison Ave, 3rd Floor
New York, NY 10017
(212) 317-3850
natalie.dempster@gold.org
www.gold.org