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, 32th 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 02109
(617) 850-3500
jgastler@acadian-asset.com
www.acadian-asset.com
Accenture LLP Owen Davies
Senior Executive
250 West Street, Suite 150
Columbus, OH 43215
(916) 557-2211
owen.b.davies@accenture.com
www.accenture.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
Alignment Financial Services James Watson
CEO
1 Embarcadero Center, Suite 3250
San Francisco, CA 94111
(415) 352-1520
JIM@CMEA.COM
WWW.CMEACAPITAL.COM
Alliance Bernstein Liz Smith
Senior 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
Allianz Global Investors Capital Thomas Macior
Senior Vice President
1633 Broadway , 43rd Floor
New York, NY 10019
(212) 739-3035
thomas.macior@allianzgic.com
www.allianzgic.com
Aon Hewitt John Chadwick
Pension Business Development
100 Half Day Rd.,
Lincolnshire, IL 60069
(360) 600-2114
john.chadwick@hewitt.com
www.hewitt.com
Ariel Investments Krista Rivers
Senior Vice President-Director, Institutional Mark
200 East Randolph Drive, Suite 2900
Chicago, IL 60601
(312) 726-0140
krivers@arielinvestments.com
www.arielinvestments.com
Atlantic Asset Management, LLC Frederick Volp
Vice President
2187 Atlantic Street, 8th Floor
Stamford, CT 06902
(203) 351-2800
rvolp@atlanticasset.com
www.atlanticasset.com
Aviva Investors Victoria Grissom
Managing Director-Institutional Sales
215 10th Street, Suite 1000
Des Moines, IA 50309
(619) 322-0603
victoria.grissom@avivainvestors.com
www.avivainvestors.com
AXA Investment Managers, Inc. Michael Wright
Director, US Institutional Sales - Public Funds
One Fawcett Place,
Greenwich, CT 06830
(203) 863-8913
Michael.WRIGHT@axa-im.com
www.axarosenberg.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
Bank of America Merrill Lynch Kevin Lynch
Managing Director
One Bryant Park,
New York, NY 10036
(646) 855-1707
kevin.lynch@baml.com
Barclays Capital Paul Meyer
Director
1745 Seventh Ave.,
New York, NY 10019
(212) 526-1328
pbmeyer@barcap.com
www.barcap.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, LLC 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 02109
(617) 542-8300
rlorant@bermanesq.com
www.bermanesq.com
Bernstein Liebhard LLP Rebecca Katz
Senior Consultant
10 East 40th Street , 22nd Floor ,
New York, NY 10016
(203) 227-1118
Katz@bernlieb.com
www.bernlieb.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
Bingham McHale LLP Kathryn Cimera
Of Counsel
10 West Market Street , Suite 2700
Indianapolis, IN 46204
(317) 968-5568
kcimera@binghammchale.com
www.binghammchale.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
Managing Director
One Wall Street, 19th Floor
NewYork, NY 10286
(615) 261-9920
mstempien@bankofny.com
Brandywine Global Investment Management, LLC Nedra Hadley
Sr. Vice President
2929 Arch Street, Suite 800
Philadelphia, PA 19104
(800) 348-2499
nedra.hadley@brandywineglobal.com
www.brandywineglobal.com
Bridgewater Associates Joel Whidden
Senior Relationship Manager
One Glendinning Place,
Westport, CT 06880
(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
Senior Vice President
1660 Wynkoop Street, Suite 950
Denver, CO 80202
(303) 861-1900
beckerwold@callan.com
www.callan.com
Capital Guardian Trust Company Suzanne Schechter
Vice President, Relationship Manager
630 Fifth Avenue,
New York, NY 10111
(212) 830-0107
suls@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
CedarCrestone Kevin Bryant
GM Public Sector
1255 Alderman Drive,
Alpharetta, GA 30005
(866) 827-3786
duke.lagroue@cedarcrestone.com
www.CedarCrestone.com
CEM Benchmarking Inc. Jan Hartford
Partner
372 Bay Street, Suite 1000
Toronto, Outside of USA M5H 2W9
(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
ClearLend Securities John Menard
Senior Vice President
51 John F Kennedy Parkway , 3rd Floor
Short Hills, NJ 07078
(617) 894-6347
john.menard@clearlend.com
www.wgsl.com
Cohen Milstein Sellers & Toll, PLLC Anne TeBeest
Marketing Coordinator
1100 New York Avenue, N.W., Suite 500, West Tower
Washington, DC 20005-3964
(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
150 South Wacker Drive, Suite 350
Chicago, IL 60606
(312) 465-1477
jgorham@cornerstoneadvisers.com
www.cornerstoneadvisers.com
Cortex Applied Research, Inc. Tom Iannucci
President
640 Bloor St West, Suite 300
Toronto, Outside of USA M6G 1K9
(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, Outside of USA M3C 3G8
(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 Group Brendan P. McDonough
Director of Institutional Sales
1166 Avenue of the Americas, Ninth Floor
New York, NY 10036
(212) 478-0688
brendan.mcdonough@deshaw.com
www.deshaw.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
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
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
EFL Associates Mary L. Hobson
Executive Vice President & Managing Director
8181 E Tufts Ave,,
Denver, CO 80237-2579
(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
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
Fauchier Partners Michael Refojo
Senior Business Development Officer
444 Madison Avenue,
New York, NY 02482
(212) 319-8064
mrefojo@fauchierpartners.com
www.fauchierpartners.com
Federated Investors James Heaton
Senior Vice President
1001 Liberty Avenue, 16th Floor
Pittsburgh, PA 15222
(412) 288-6588
jheaton@federatedinv.com
www.federatedinvestors.com
Foley & Lardner LLP Todd Boudreau
Lawyer
111 Huntington Avenue, Floor 26
Boston, MA 02199
(617) 342-4000
tboudreau@foley.com
www.foley.com
Franklin Templeton Investments Tom Dickson
Senior Vice President, Regional Director
One Franklin Parkway,
San Mateo, CA 94403
(650) 312-3200
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 Senior Vice President
6399 S. Fiddler’s Green Circle, Suite 200
Greenwood Village, CO 80111-4949
(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 06904-7900
(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
Greenspring Associates, Inc. Ashton Newhall
General Partner
100 Painters Mill Road, Sutie 700
Owings Mills, MD 21117
(410) 363-2725
ashton@gspring.com
www.greenspringassociates.com
Grosvenor Capital Management, L.P. Mike Travaglini
Managing Director
900 N. Michigan Avenue , Suite 1100,
Chicago, IL 60611
(312) 506-6511
mtravaglini@gcmlp.com
www.grosvenorcapitalmanagement.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
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 Dev
1 Financial Plaza, 19th Floor
Hartford, CT 06103
(860) 723-8610
daniel_mcdonough@hendersonna.com
www.henderson.com
Hewitt EnnisKnupp Nancy Williams
Principal
10 South Riverside Plaza, Suite 1600
Chicago, IL 60606
(312) 715-3363
Nancy.Williams@aonhewitt.com
www.ennisknupp.com
Hoisington Investment Management Company Van R. Hoisington
President
6836 Bee Caves Rd., Building 2, Suite 100
Austin, TX 78746
(512) 327-7200
hoising@bloomberg.net
www.hoisingtonmgt.com
Holland Capital Management Valerie King
Director of Marketing
One N. Wacker, Suite 700
Chicago, IL 60606
(312) 553-4831
vking@hollandcap.com
www.hollandcap.com
Houlihan Lokey Francie Heller
Managing Director
245 Park Avenue,
New York, NY 10167

fheller@hl.com
www.hl.com
HP Enterprise Services Amy Timmons
Managing Principal
10924 Pinevalley Drive,
,Franktown, CO 80116
(303) 601-8548
amy.timmons@hp.com
www.hp.com/enterprise/gov/publicretirement
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
Ice Miller Mary Beth Braitman
Partner
One American Square, Box 82001
Indianapolis, IN 46282-0002
(317) 236-2100
braitman@icemiller.com
www.icemiller.com
ICMA-RC Kristine Heurich
Senior Vice President
777 North Capitol Street , Suite 600
Washington, DC 20002
(202) 962-4633
kheurich@icmarc.org
www.icmarc.org
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
ING Investment Management Arnold West
SVP, Institutional Sales
10 State House Square, SH13,
Hartford, CT 06103
(860) 275-2338
arnold.west@inginvestment.com
www.inginvestment.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 06880
(203) 341-9023
eriley@iridian.com
www.iridian.com
Janus Capital Group David Schrock
VP Institutional Investment
151 Detroit St.,
Denver, CO 80206
(303) 336-4277
david.schrock@janus.com
www.janus.com
JPMorgan Asset Management Joel Damon
Client Advisor
560 Mission Street, 3rd Floor
San Francisco, CA 94105-2907
(415) 315-5246
joel.v.damon@jpmorgan.com
K2 Advisors Joe Hernandez
Managing Director
300 Atlantic Street, 12th Floor
Stamford, CT 06901
(203) 905-5385
jhernandez@k2advisors.com
www.k2advisors.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
Kleinwort Benson Investors 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@kbinvestors.us
www.kleinwortbensoninvestors.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.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 02116
(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
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 02111
(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 07302-3973
(201) 827-2971
jsavage@lordabbett.com
www.lordabbett.com
Lussier, Gregor, Vienna & Associates, Inc. Thomas R. Lussier
President
112 South Pitt Street,
Alexandria, VA 22314
(703) 684-5236
tlussier@lgva.net
Lyxor Asset Management, Inc. Michael Bernstein
Director
1251 Avenue of the Americas , 46th Floor
New York, NY 10020
(212) 205-4106
michael.bernstein@lyxor.com
www. lyxor-us.com
Managed Medical Review Organization John Elmore
National Director, Marketing
29000 Inkster Road , Suite 150,
Southfield, MI 48034
(866) 516-6676
jelmore@mls-ime.com
www.mmroreviews.com
Manulife Asset Management Chad Gross
Managing Director, Institutional Sales
101 Huntington Avenue,
Boston, MA 02199
(303) 524-1362
chadgross@manulifeam.com
www.manulifeam.com
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
McKinsey & Co. Raksha Pant
Knowledge Specialist
55 E. 52nd St.,
New York, NY 10055
(206) 393-6423
raksha_pant@mckinsey.com
Mercer, Inc. 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 02116
(617) 954-5253
kjordan@mfs.com
www.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
www.milliman.com
MKP Capital David Burke
Director
600 Lexington Avenue,
New York, NY 10022
(212) 303-7100
dburke@mkpcap.com
www.mkpcap.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 Servi
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 02142
(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
Nuveen Asset Management Clint Doroff
Senior Vice President & Director, Institutional Cl
800 Nicollet Mall,
Minneapolis, MN 55402
(612) 303-3303
clinton.doroff@nuveen.com
www.nuveen.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
Oracle Corporation Celeste O’Dea
Director, National Pension Program
400 Linden Oaks , 3rd Floor
Rochester, NY 14625
(585) 329-0715
celeste.odea@oracle.com
www.oracle.com
Orion Development Group Ralph Smith
Vice President
177 Beach 116th Street, Suite 4
Rockaway Park, NY 11694
(800) 510-2117
mpowers@odgroup.com
www.odgroup.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
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 ext. 206
susanm@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
Pension Trustee Advisors, Inc. William Fornia
President
7800 E Arapahoe Road, Suite 125
Centennial, CO 80112
(303) 263-2765
flick@pensiontrusteeadvisors.com
www.pensiontrusteeadvisors.com
PensionGold Retirement Solutions, a division of Levi, Ray & Shoup, Inc. John Katalinich
Account Representative
2401 West Monroe Street,
Springfield, IL 62704
(217) 862-9755
John.Katalinich@lrs.com
www.lrs.com/pengold
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
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
(646) 471-7857
sheldon.a.gamzon@us.pwc.com
www.pwc.com
Principal Global Investors Doug Baran
Director Institutional Marketing
801 Grand Avenue,
Des Moines, IA 50392
(515) 362-0499
Baran.Doug@principal.com
www.principalglobal.com
Private Advisors, LLC Gordon Hargraves
Partner
1800 Bayberry Court, Suite 300
Richmond, VA 23226
(804) 289-6000
ghargraves@privateadvisors.com
www.privateadvisors.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
Prospect Capital Management Megumi Koike
Director of Business Development
10 East 40th Street, 44th Floor
New York, NY 10016
(212) 488-0702
mkoike@prospectstreet.com
www.prospectstreet.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 Distribut
900 Salem Street,
Smithfield, RI 02917
(800) 515-5902
pyramis@pyramis.com
www.pyramis.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/
RogersCasey Tim Barron
President
One Parklands Drive,
Darien, CT 06820
(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
RRE Ventures LLC Andrew Zalasin
CFO
130 East 59th Street, 17th Floor
New York, NY 10022
(212) 418-5100
alz@rre.com
RREEF Terry Doyle
875 N. Michigan Ave.,
Chicago, IL 60611
(312) 278-6452
sandy.johnson@rreef.com
www.rreef.com
Sagitec Solutions Rick Deshler
Senior Partner
422 County Rd. D East,
Little Canada, MN 55117
(612) 284-7130 ext. 106
rick.deshler@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
Sentinel Real Estate Corporation Bob Bartlett
Director of Marketing
1251 Avenue of the Americas, 35th Floor
New York, NY 10020
(212) 408-5026
Bartlett@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
South Texas Money Management Lisa Miller
Director of Government Relations and Education
5000 Plaza on the Lake, Suite 170
Austin, TX 78746
(512) 342-2272
lmiller@stmmltd.com
www.stmmltd.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 Catherine Williams
Vice President
10 South Wacker Drive,
Chicago, IL 60606
(312) 798-6505
cbwilliams@statestreet.com
www.statestreet.com
State Street Global Advisors John Black
Vice President
1 Lincoln Street, 33rd Floor
Boston, MA 02111
(617) 664-1471
john_black@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. Pete Keliuotis, CFA
Managing Director
333 Bush Street, Suite 2000
San Francisco, CA 94104
(415) 362-3484
pkeliuotis@sis-sf.com
Strategic Value Partners LLC Jennifer Latasa
VP, Business Development
100 W. Putnam Ave., Floor 2
Greenwich, CT 06830
(203) 618-3570
jlatasa@svpglobal.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
Director
19500 Victor Parkway, Suite 250
Livonia, MI 48152
(734) 402-8932
michelle.palatas@tegrit.com
www.tegrit.com
The Carlyle Group Michael Arpey
Managing Director
1001 Pennsylvania Ave., Suite 220 South
Washington, DC 20004
(202) 729-5360
carolyn.weimer@carlyle.com
www.carlyle.com
The Reynolds Communications Group Mack Reynolds
President
230 W. Monroe St., Suite 650
Chicago, IL 60606
(312) 541-9300 ext. 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 Eddie Vandiver
Director, Public Pensions Marketing
101 S. 5th Street, Suite 3160
Louisville, KY 40202
(502) 814-0147
EVandiver@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
contactus@torchlightinvestors.com
www.torchlightinvestors.com/
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
Vermillion Asset Management LLC Michael Reeves
Managing Director
267 Fifth Avenue,
New York, NY 10016
(646) 478-2719
reeves@vam.com
www.vam.com
Victory Capital Management Paul Pasicznyk
Managing Director - Head of Institutional Sales an
127 Public Square, Floor 14
Cleveland, OH 44114
(216) 689-0956
paul_g_pasicznyk@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
Vontobel Asset Management Amit Mukadam
Director
1540 Broadway, 38th Floor,
New York, NY 10036
(212) 415-7000
amit.mukadam@vusa.com
www.vusa.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
Waterfall Asset Management Andre Cuerington
Managing Director
1185 Avenue of the Americas, 17th Floor
New York, NY 10036
(212) 843-8977
ACuerington@WaterfallAM.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 George Poorman
333 S. Grand Avenue, Suite 2200
Los Angeles, CA 90071
(213) 253-3469
gpoorman@wellsfargo.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
William Blair & Company James White
Consultant Relations and Business Development
222 W. Adams Street,
Chicago, IL 60606
(312) 364-8896
jwhite@williamblair.com
www.williamblair.com
World Gold Council Juan Carlos Artigas
Investment Research, Manager
424 Madison Ave, 3rd Floor
New York, NY 10017
(212) 317-3826
juancarlos.artigas@gold.org
www.gold.org