Name | Title | Contact Details |
---|---|---|
Heather Gille |
An award-winning, high-impact Executive known for delivering strategic top and bottom-line results, including increased shareholder value | Profile |
Frank Roe |
Senior Vice President, Sales and Consulting | Profile |
Vickie Edwards |
Chief Client Success Officer | Profile |
Michael Kim |
President & Chief Client Officer | Profile |
Diana Luhmann |
VP of Human Resources | Profile |
Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.
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