NASRA Associate Members Directory

 

Search Entire Associate Members Database by firm name:

 

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z [ Show All ]
Search Associate Members by services provided:
 
Return to main Associate Members Directory
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
Acadian Asset Management Jack W. Gastler
Senior Vice President
One Post Office Square, 20th Floor
Boston, MA 02109
(617) 850-3500
jgastler@acadian-asset.com
Accenture LLP Stephen Hawley
Senior Executive
250 West Street, Suite 150
Columbus, OH 43215
(614) 561-4359
stephen.hawley@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
AIG Global Investment Group Andre Cuerington
Vice President - Public Funds
1999 Avenue of the Stars, 38th Floor
Los Angeles, CA 90067
(310) 772-6882
andre.cuerington@aig.com
Allegiant Asset Management Kelly Weller
Director Public Funds
1 North Franklin, Suite 750
Chicago, IL 60606
(312) 384-4634
kelly.weller@allegiantgroup.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
Alliant Insurance Services Shawn M. Kraatz
Vice President
1301 Dove Street, Suite 200
Newport Beach, CA 92660
(949) 660-8188
skraatz@alliantinsurance.com
Angelo Gordon & Co. Colleen M. Casey
Director
245 Park Avenue,
New York, NY 10167
(212) 692-2283
ccasey@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
Arden Asset Management Gerrard Bushell
Executive Director
375 Park Avenue, 32nd Floor
New York, NY 10152
(212) 446-2042
gbushell@ardenasset.com
ARVCO Capital Research, LLC Billy Joe Tolliver
Senior Vice President
P.O. Box 3720, 295 Hwy 50, Suite 20
Stateline, NV 89449
(775) 588-9944
billyjoe@arvcocapital.com
Atlantic Asset Management, LLC Frederick Volp
Vice President
2187 Atlantic Street, 8th Floor
Stamford, CT 06902
(203) 351-2800
rvolp@atlanticasset.com
AXA Rosenberg Investment Management LLC Michael Wright
Director, US Institutional Sales - Public Funds
One Fawcett Place,
Greenwich, CT 06830
(203) 863-8913
mwright@axarosenberg.com
Babson Capital Management LLC Jean Fleischhacker
Managing Director
470 Atlantic Ave., Suite 10
Boston, MA 02210
(617) 761-6546
sdonald@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
Bank of New York Marcia Stempien
Midwest Regional Sales Director
One Wall Street, 19th Floor
NewYork, NY 10286
(615) 261-9920
mstempien@bankofny.com
Barclays Global Investors David Bruce
Business Development Officer
1230 Peachtree St., N.E., Suite 1900
Atlanta, GA
(404) 942-2325
david.bruce@barclaysglobal.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
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
BearingPoint, Inc.
Managing Director
8725 W Higgins Rd,
Chicago, IL 60631
(773) 867-6235
patrick.bauer@bearingpoint.com
Becker, Burke Associates, Inc. Howard H. Pohl
Principal
221 N. LaSalle Street, Suite 1000
Chicago, IL 60601
(312) 782-5665
bba@beckerburke.com
Berman DeValerio Richard Lorant
Director of Marketing & Client Relations
One Liberty Square, 8th Floor
Boston, MA 02109
(617) 542-8300
rlorant@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
Blackrock Robert Capaldi, CFA
Managing Director
40 East 52nd Street,
New York, NY 10022
(212) 754-5312
robert.capaldi@blackrock.com
BlueCrest Capital Management LLP John F. Driscoll
Director
9 West 57th Street, 12th Floor
New York, NY 10019
(212) 451-2518
jdriscoll@nyc.bluecrestcapital.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
Bridgewater Associates Joel Whidden
Director - Public Fund Marketing
One Glendinning Place,
Westport, CT 06880
(203) 291-7408
joel.whidden@bwater.com
Broadridge Financial Solutions Rosemary Kelly
Vice President
116 Devon Road,
Albertson, NY 11507
(516) 640-5186
rosemary.kelly@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
Buck Consultants Dave Slishinsky
Principal & Consulting Actuary
1200 Seventeenth St., Suite 1200
Denver, CO 80202
(720) 359-7773
david.slishinsky@buckconsultants.com
Callan Associates, Inc. Paul Troup
Executive Vice President
300 Galleria Parkway, Suite 950
Atlanta, GA 30339
(770) 618-2140
troup@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
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
CEM Benchmarking Inc. Jan Hartford
Director
80 Richmond Street West, Suite 1300
Toronto, Ontario M5H 2A4
(416) 369-0317
jan@cembenchmarking.com
Cheiron, Inc. Gene Kalwarski
Consulting Actuary
8200 Greensboro Drive, Suite 1100
McLean, VA 22102
(703) 893-1456
gkalwarski@cheiron.us
Chicago Equity Partners Michael Nairne
Director
180 N. LaSalle St., Suite 3800
Chicago, IL 60601
(917) 753-4203
mnairne@chicagoequity.com
ClearBridge Advisors Andrew Goldsmith
Institutional Sales Manager
620 Eighth Avenue, 47th Floor
New York, NY 10018
(212) 805-2691
agoldsmith@clearbridgeadvisors.com
Cohen, Milstein, Hausfeld & Toll, P.L.L.C. Rene Gatling
Director of Marketing
1100 New York Avenue, N.W., Suite 500, West Tower
Washington, D.C. 20005-3964
(202) 408-4600
mgatling@cohenmilstein.com
Constitution Capital Partner, LLC Peter Melanson
Director of Marketing
300 Brickstone Square, Suite 1001
Andover, MA 01810
(978) 749-9600
pmelanson@concp.com
Convergent Capital Management, LLC Tom Capobianco
Senior Vice President
160 Federal Street, 9th Floor
Boston, MA 02110
(617) 228-8808
tcapobianco@convergentcapital.com
Cornerstone Real Estate Advisers John A. Gorham
Vice President
300 South Wacker Drive,
Chicago, IL 60606
(312) 786-3577
jgorham@cornerstoneadvisers.com
Cortex Applied Research, Inc. Tom Iannucci
President
165 Avenue Road, Suite 300
Toronto, Ontario M5R 3S4
(416) 967-0252 ext. 223
tiannucci@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 M3C 3G8
(866) 438-2727
adrianp@cpas.com
CSGR&R LLP Ruby Menon
Special Counsel
28 Forest Ave.,
Ramsey, NJ 07446
(201) 236-6333
rmenon@csgrr.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
Davis Capital Group Richard W. Davis
Managing Director
19315 W. Catawba Ave., Suite 200
Cornelius, NC 28031
(704) 895-7770
rdavis@daviscapitalgroup.com
DB Advisors Kyle Delaney
Managing Director - Head of the Americas
345 Park Avenue, 26th Floor
New York, NY 10154
(212) 454-0600
kyle.delaney@db.com
Deloitte Consulting, LLP Michael de Leon
Senior Manager
50 South Sixth Street, Suite 2800
Minneapolis, MN 55402-1538
(612) 397-4681
mdeleon@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
Dimensional Fund Advisors Carol Wardlaw
Vice President
10 S. Wacker Dr., Suite 2275
Chicago, IL 60606
(312) 382-5370
carol.wardlaw@dfafunds.com
Dow Jones Indexes Sherri Daniels
Senior Manager, Institutional Markets
P.O. Box 300,
Princeton, NJ 08543
(609) 520-4639
cheryl.daniels@dowjones.com
EDS, an HP Company Brent Lieberman
Vice President Public Retirement Practice
1800 SW First Ave., Suite 350
Portland, OR 97201
(503) 701-5858
brent.lieberman@eds.com
EFI Actuaries Edward Friend
President
1001 Connecticut Ave. N.W., Suite 315
Washington, DC 20036
(202) 785-4985
edfriend@efi-actuaries.com
EFL Associates Mary L. Hobson
Executive Vice President & Managing Director
7951 E. Maplewood Ave., Suite 280
Greenwood Village, CO 80111
(303) 779-1724
mhobson@eflassociates.com
Ennis, Knupp & Associates, Inc. Nancy Williams
Principal
10 South Riverside Plaza, Suite 1600
Chicago, IL 60606
(312) 715-3363
n.williams@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
Evergreen Investments Lisa Wesolek
Managing Director
200 Berkeley St.,
Boston, MA 02116
(617) 210-3278
lwesolek@evergreeninvestments.com
Federated Investors F. Andrew Thinnes
Senior Vice President
1001 Liberty Avenue, 16th Floor
Pittsburgh, PA 15222
(412) 288-1425
puhlman@federatedinv.com
Fred Alger Management Paul Meskiewicz
Senior Vice President
111 Fifth Ave.,
New York, NY 10003
(212) 806-2961
pmeskiewicz@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
Gallagher Benefit Services, Inc. William F. Robinson, Jr.
Area Vice President
6399 S. Fiddler's Green Circle, Suite 200
Greenwood Village, CO 80111-4949
(800) 628-5691
bill_robinson@ajg.com
GAM USA Inc. Kristin Hovencamp
Director - Institutional Sales
330 Madison Ave.,
New York, NY 10017
(212) 407-4600
khovencamp@gam.com
GE Asset Management Paul Runge
Senior Vice President
P.O. Box 7900, 3001 Summer Street
Stamford, CT 06904-7900
(925) 254-1360
paul.runge@ge.com
Goldman Sachs Asset Management Patrick Sullivan
Managing Director
32 Old Slip, 32nd Floor
New York, NY 10005
(212) 902-6248
pat.sullivan@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
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
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
GTS Advisors David Bergman
Managing Director
200 West 24th Street,
New York, NY 10011
(917) 363-4921
dbergman@gtsadvisors.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
Henderson Global Investors Daniel M. McDonough
Director of Institutional Marketing & Business Development
1 Financial Plaza, 19th Floor
Hartford, CT 06103
(860) 723-8610
daniel_mcdonough@hendersonna.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
Hudepohl & Associates, Inc Gary L. Hudepohl
Principal & Managing Director
2727 Tuller Parkway, Suite 210
Dublin, OH 43017
(614) 854-7300
ghudepohl@hudepohl.com
Humana, Inc. Tim Snyder
Vice President
500 W. Main Street, 14th Floor
Louisville, KY 40202
(502) 580-3580
tsnyder1@humana.com
Ice Miller Mary Beth Braitman
Partner
One American Square, Box 82001
Indianapolis, IN 46282-0002
(317) 236-2100
braitman@icemiller.com
Independent Fiduciary Services, Inc Steven M. Harding
Senior Vice President
805 15th Street NW, Suite 1502
Washington, DC 20005
(973) 424-6410
sharding@independentfiduciary.com
ING Clarion Capital Matthew Jaffe
Senior Vice President
230 Park Avenue, 12th Floor
New York, NY 10169
(212) 883-2771
matthew.jaffe@ingclarion.com
INVESCO Marquette Chester
Managing Director
1360 Peachtree Street NE, Suite 100
Atlanta, GA 30309
(404) 439-3018
marquette_chester@invesco.com
JanusIntech Institutional Asset Management Andrew Klebanow
Senior Vice President, Head of Client Relations
2401 PGA Blvd., Suite 100
Palm Beach Gardens, FL 33410
(561) 776-2226
aklebanow@intechjanus.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
JPMorgan Chase Bank Michael Ravensbergen
Senior Vice President
1 Chase Manhattan Plaza, Floor 19; Mail Code NY1-A327
New York, NY 10005
(212) 552-2942
michael.ravensbergen@jpmorgan.com
K2 Advisors Joe Hernandez
Managing Director
300 Atlantic Street, 12th Floor
Stamford, CT 06901
(203) 905-5385
jhernandez@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
KBC Asset Management International Limited Geoff Blake
Director, Head of Business Development
140 East 45th Street, 2 Grand Central Tower
New York, NY 10017-3144
(212) 845 2556
Geoff.blake@kbcfp.com
Klausner & Kaufman, P.A. Robert Klausner, Esq.
Principal
10059 NW 1st Court,
Plantation, FL 33324
(954) 916-1202
bob@robertdklausner.com
Kohlberg Kravis Roberts Perry Golkin
9 West 57th Street,
New York, NY 10019
(212) 230-9434
golkp@kkr.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
L.R. Wechsler, Ltd Leon R. Wechsler
President
10394 Democracy Lane,
Fairfax, VA 22030
(703) 385-3440
info@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
Legacy Partners Commercial LLC John Faust
Managing Director
4000 East Third Ave., Suite 600
Foster City, CA 94404
(650) 235-2600
jfaust@legacypartners.com
Levi, Ray & Shoup, Inc. Mike Pratt
Account Representative
2401 West Monroe Street,
Springfield, IL 62704
(217) 793-3800 ext. 1381
mike.pratt@lrs.com
Lieff Cabraser Heimann & Bernstein LLP Joy Kruse
Partner
275 Battery St., 30th Floor
San Francisco, CA 94111
(415) 956-1000
jakruse@lchb.com
LifeMasters Supported SelfCare, Inc Christobel Selecky
CEO
15635 Alton Parkway,
Irvine, CA 92618
(949) 789-6541
cselecky@lifemasters.com
Lord Abbett and Company James DOC Savage
Director of Public Fund Marketing
90 Hudson Street,
Jersey City, NJ 07302-3973
(201) 827-2971
jsavage@lordabbett.com
McDonnell Investment Management Peter Clerkin
Managing Director
1515 W. 22nd Street, 11th Floor
Oak Brook, IL 60523
(630) 684-8685
clerkinp@mcdmgmt.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
Mercer Human Resource Consulting Marek Tyszkiewicz
Principal
525 Vine Street, Suite 1600
Cincinnati, OH 45202
(513) 632 2660
marek.tyszkiewicz@mercer.com
MFS Investment Management, Inc. Karen Jordan
Vice President, Director of Public Fund Sales
500 Boylston St., 21st Floor
Boston, MA 02116
(617) 954-5253
kjordan@mfs.com
Milliman, Inc. Maria Saavedra
Research Associate
1401 I Street, N.W., Suite 220
Washington, DC 20005-6551
(202) 292-1199
maria.saavedra@milliman.com
Munder Capital Management Nancy Welling
Director, Public Funds
480 Pierce Street,
Birmingham, MI 48009
(248) 647-9200
nwelling@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
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
Neuberger Berman Carter Reynolds
Vice President
399 Park Avenue, 5th Floor
New York, NY 10022
(212) 526-9511
carter.reynolds@nb.com
New England Pension Consultants, Inc. Richard Charlton
Chairman and CEO
One Main St.,
Cambridge, MA 02142
(617) 374-1300
rcharlton@nepc.com
Northern Trust Company Pamela Newton
Vice President
50 S. LaSalle Street,
Chicago, IL 60675
(312) 630-1799
pjn@ntrs.com
Ohio Retirement Study Council Aristotle L. Hutras
Director
88 East Broad Street, Suite 1175
Columbus, OH 43215
(614) 228-1346
ahutras@ameritech.net
Oppenheimer Capital M. Levine
Senior Vice President
1345 Avenue of the Americas, 48th Floor
New York, NY 10105
(212) 739-3023
donald.curran@opcap.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
PCG Asset Management, LLC David Fann
President and CEO
1200 Prospect Street, Suite 210
La Jolla, CA 92037
(858) 456-6000
dfann@pcgam.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
Pension Consulting Alliance, Inc. Allan Emkin
Managing Director
15760 Ventura Blvd., Suite 700
Encino, CA 91436
(818) 995-8713
allanemkin@pensionconsulting.com
Permal Group Inc. Shane Clifford
Vice President - Institutional Sales
900 Third Avenue,
New York, NY 10022
(212) 418-6556
sclifford@permal.com
PIMCO Jim Perry
Marketing Consultant
349 Sarhelm Road,
Harrisburg, PA 17112
(717) 545-3901
perryja1@comcast.net
Pioneer Investments Jack O'Connor
Institutional Relationship Manager
60 State Street,
Boston, MA 02109-1820
(617) 422-4384
jack.oconnor@pioneerinvestments.com
Pomerantz Haudek Block Grossman Gross LLP Teresa Webb
Director, Institutional Investor Relations
100 Park Avenue, 26th Floor
New York, NY 10017
(212) 661-1100
tlwebb@pomlaw.com
PricewaterhouseCoopers Kim Nicholl
Managing Director
One North Wacker Drive,
Chicago, IL 60606
(312) 298-2134
kim.nicholl@us.pwc.com
Prism VentureWorks Brendan O'Leary
General Partner
117 Kendrick St., #200
Needham, MA 02494
(781) 302-4000
boleary@prismventure.com
Profit Investment Management Eugene A. Profit
President
8401 Colesville Road, Suite 320
Silver Spring, MD 20910
(301) 650-0059
eugene@profitfunds.com
Provaliant Jay Masci
Principal
5518 E. Hartford Ave.,
Scottsdale, AZ 85254
(602) 652-0644
jmasci@provaliant.com
Prudential Retirement Duane Jeffers
Vice President, Strategic Relations
5741 Medallion Drive West,
Westerville, OH 43082
(614) 570-7258
duane.jeffers@prudential.com
Pyramis Global Advisors, a Fidelity Investments company Drew Lawton
President and CEO PGATC
82 Devonshire Street,
Boston, MA 02109
(617) 563-8370
drew.lawton@fmr.com
RKM Timberland Group James W. McBride
Vice President of Business Development
110 Oakwood Drive, Suite 480
Winston-Salem, NC 27103
(800) 457-8184
jim.mcbride@regions.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
Sagitec Solutions Rick Deshler
Senior Partner
2233 North Hamline Ave., Sutie 420
Roseville, MN 55113
(612) 284-7130
rick.deshler@sagitec.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
SG Americas LLC Michel Serleyssoi
Director, Head of Plan Sponsor Solutions
1221 Avenue of the Americas, 6th Floor
New York, NY 10020
(212) 278-6518
michel.serleyssoi@sgcib.com
Smith Whiley & Company Sharon Morrow
Senior Vice President, Marketing
1007 Church Street, Suite 400
Evanston, IL 60201
(847) 425-9062
sharon.morrow@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
Standard & Poor's David Hitchcock
Market Development Manager
55 Water Street, 38th Floor
New York, NY 10041
(212) 438-2022
david_hitchcock@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 02111
(617) 664-9574
vjdebaggis@statestreet.com
State Street Global Advisors Nick Stanojev
Director, US Public Fund Sales
1 Lincoln Street, 33rd Floor
Boston, MA 02111
(617) 664-2022
nicholas_stanojev@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
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
STW Fixed Income Management William Williams
CIO and CEO
6185 Carpinteria Ave.,
Carpinteria, CA 93013
(805) 745-2400
billy@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
T. Rowe Price Associates, Inc. Christopher W. Dyer
Vice President
100 East Pratt Street,
Baltimore, MD 21202
(410) 345-6688
chris_dyer@troweprice.com
Tegrit Financial Group Michelle Palatas
Business Manager
19500 Victor Parkway, Suite 250
Livonia, MI 48152
(248) 663-2443
michelle.palatas@tegrit.com
The Cardon Group Patrick Cardon
Director of Investments
1819 E. Southern Ave., Suite B-10
Mesa, AZ 85204
(408) 505-9522
pcardon@cardon.com
The ComVest Group Geoffrey Alexander
Partner
One North Clematis, Suite 300
West Palm Beach, FL 33401
(561) 868-6062
geoffreya@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 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
Todd Investment Advisors, Inc. William Patrick O'Connor
Senior Vice President
101 S. 5th Street, Suite 3160
Louisville, KY 40202
(502) 585 3121
woconnor@toddinvestment.com
Trust Company of the West Garrett A. Walls
Group Managing Director
865 South Figueroa Street, Suite 1900
Los Angeles, CA 90017
(213) 244-0050
garrett.walls@tcw.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
Victory Capital Management Jack Calcagno
Managing Director
45 Rockefeller Plaza, 33rd Floor
New York, NY 10111
(212) 903-1613
jack_j_calcagno@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
Voyageur Asset Management Jennifer Hunt
Managing Director - Public Funds
100 South Fifth Street, Suite 2300
Minneapolis, MN 55402
(612) 376-7000
jhunt@voyageur.net
Waddell & Reed Asset Management Group Nikki Newton
Senior Vice President
6300 Lamar,
Overland Park, KS 66202
(913) 236-1740
gthomas@waddell.com
Wellington Management Company, LLP David E. Settles
Vice President
1230 Peachtree St., Suite 2400
Atlanta, GA 30309
(404) 870-2870
desettles@wellington.com
World Gold Council Natalie Dempster
Head of Investment, North America
424 Madison Ave, 3rd Floor
New York, NY 10017
(212) 317-3850
natalie.dempster@gold.org