Outsource Chief Investment Officer (OCIO) Company Guide 2020

03 / 05 / 2021
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by Charles Skorina | Comments are closed

 

Outsource Chief Investment Officer (OCIO) Company Guide 2020

Charles Skorina & Company

http://www.charlesskorina.com/

(AUM as of June 30, 2020 unless otherwise noted)

 

1. Abbot Downing, Minneapolis, MN

Douglas W. Evans, Head of Portfolio Managers

$39.2bn Discretionary assets

$44.4bn total

douglas.evans@abbotdowning.com

(415) 222-1490

————————————————————

2. Agility, Denver, CO

Chris Bittman, Partner

$10.4bn Discretionary assets

cbittman@agilitycio.com

(303) 813-7910

————————————————————

3. Alan Biller and Associates, Menlo Park, CA

Alan D. Biller, Chairman

John Skjervem, CEO

$51.1bn Discretionary assets

$102.2.bn total

info@alanbiller.com

(650) 328-7283

————————————————————

4. Alesco Advisors, Pittsford, NY

Todd D. Green, Principal, Business Development & Client Service

$4.1bn Discretionary assets (12-31-20)

$4.9bn total

TGreen@alescoadvisors.com

(585) 749-0357

————————————————————

5. Angeles Investment Advisors, Santa Monica, CA

Michael A. Rosen, CIO & Managing Partner

Chaunice A. Peebles, Director

$5.6bn Discretionary assets

$28.4bn advisory

mrosen@angelesadvisors.com

chaunice@angelesinvestments.com

(310) 393-6300

————————————————————

6. AON, Chicago, IL

Ed Bardowski, Partner, Sales Leader

& Registered Principal

$162.7bn Discretionary assets

$3.1trillion advisory

ed.bardowski@aon.com

(484) 941-1409

————————————————————

7. Appomattox Advisory, New York, NY

Susan Webb, Founder, President, CIO

Oscar Gil, Founder, CEO

Drianne Benner, Managing Director Sales

$1.7bn Discretionary assets

dbenner@ainvadvisors.com

(212) 895-3012

————————————————————

8. Arnerich Massena, Portland, OR

Ryland Moore, Principal, Director of Business Development

$1.07bn Discretionary assets (9-30-20)

$7.45bn total

rmoore@am-a.com

(503) 595-0247

————————————————————

9. Artemis Wealth Advisors, New York, NY

Peter M. Rup, Founder & CIO

Ron Zdrojeski, Director Business Development

$862mm discretion

$1.4bn total

prup@artemiswa.com

(212) 838-9000

————————————————————

10. Arthur J. Gallagher & Co., Washington, DC

Michael W. Johnson, Area President Institutional

Investment & Fiduciary Services

$5.84bn discretion (3-31-20)

$52.68bn advisory

michael_w_johnson@ajg.com

(202) 898-2270

————————————————————

11. Asset Strategy Consultants, Baltimore, MD

Alfred J. Morrison, Managing Principal

Andrew W. Conner, CIO

$1.5bn discretion

morrison@assetstrategyconsultants.com

conner@assetstrategyconsultants.com

(410) 528-8282 x1043

(410) 528-8282 x1043           

————————————————————

12. Ballentine Partners, Waltham, MA

Jayson DeAngelis, Partner

$7.5bn discretion

$15bn total

jdeangelis@ballentinepartners.com

(781) 314-1316

————————————————————

13. Bank of America, New York, NY

Bernard Reidy, Managing Director, National

Philanthropic Sales

$30bn institutional discretion

$279.2 total discretion

bernard.reidy@bofa.com

(203) 571-5341

————————————————————

14. BBR Partners, New York, NY

Todd Whitenack, Co-Managing Partner

$16.4bn discretion

$19bn total (11-30-20)

twhitenack@bbrpartners.com

(212) 313-9875

————————————————————

15. Beacon Pointe Advisors, Newport Beach, CA

Felix Lin, Partner, President Institutional

Consulting Services

Mike Breller, Managing Director, Sr. Consultant

$11.8bn OCIO discretion

mbreller@beaconpointe.com

(949) 718-1602

————————————————————

16. BlackRock, New York, NY

Jeff Saef, Managing Director, Head Americas

& Client Portfolio Solutions

$228bn global discretion

jeffrey.saef@blackrock.com

(609) 282-8950

————————————————————

17. Blue Edge Capital, Richmond, VA

Peter H. Bowles, Managing Director

$450mm discretion (all ETFs)

$500mm total

pbowles@blueedgecap.com

(804) 673-7404

————————————————————

18. BNY Mellon, New York, NY

Jamie W. Lewin, Head of Investor Solutions

Andrew D. Wozniak, Head of Client Consulting

& Investor Solutions

$18bn discretion

$34bn total

jamie.lewin@bnymellon.com

andrew.wozniak@bnymellon.com

(212) 922-4524

(412) 236-7940

————————————————————

19. Brown Advisory, Baltimore, MD

Brigid Peterson, Head Endowment & Foundations

$6.5bn OCIO discretion

$49bn total discretionary AUM

bpeterson@brownadvisory.com

(410) 537-5379

————————————————————

20. Brown Brothers Harriman, New York, NY

Tom Davis, Managing Director

$4.6bn OCIO discretionary

$39.0bn total discretionary AUM

thomas.davis@bbh.com

(212) 493-8699

————————————————————

21. Callan, San Francisco, CA

James A. Callahan, President

$26bn discretion

$2.5trillion advisory

callahan@callan.com

(415) 974-5060

————————————————————

22. Cambridge Associates, Boston, MA

Deirdre Nectow, Managing Director

$36.2bn discretion

$396.8bn advisory

dnectow@cambridgeassociates.com

(617) 457-1781

————————————————————

23. Canterbury Consulting, Newport Beach, CA

Robinson (Bob) Cluck, Chairman

Poorvi Parekh, Director OCIO

$2.2bn discretion

$23.6bn advisory

bcluck@canterburyconsulting.com

pparekh@canterburyconsulting.com

(949) 718-2224

(949) 718-2229


24. Clearbrook Global Advisors, New York, NY

Elliott Wislar, CEO

Gregg Sibert, Chief Marketing Officer

$1.7bn discretion (3-30-20)

$14bn advisory

ewislar@clrbrk.com

gsibert@clrbrk.com

(212) 683-6686

————————————————————

25. Commonfund, Wilton, CT

Mark Anson, President, CEO & CIO

Tim Yates, President, CEO & OCIO

$11.25bn discretion

$24bn total AUM

tim.yates@commonfund.org

(203) 563-5238

————————————————————

26. CornerCap Institutional

Derek Tubbs, VP Institutional Development

$1.3bn discretion

dtubbs@cornercap.com

(404) 870-0700

————————————————————

27. CornerStone Partners, Charlottesville, VA

(now part of Focus Financial Partners group Dec 2020)

David Russell, Sr. Managing Director

Christopher Laing, Sr. Managing Director

$5.6bn discretion

$9bn total

drussell@cstonellc.com

claing@cstonellc.com

(434) 293-7759

————————————————————

28. Crewcial Partners, New York, NY

(formerly Colonial Consulting)

Charlie Georgalas, Managing Director

$927mm discretion

$33bn advisory

ccg@crewcialpartners.com

(212) 218-4900

————————————————————

29. DeMarche, Merriam, KS

Thomas C. Woolwine, President & Vice Chairman,

Discretionary Management Services

$336.6mm discretion (12-31-19)

$25bn advisory

twoolwine@demarche.com

(913) 384-4994

————————————————————

30. Deutsche Bank, New York, NY

Brett Lane, Head of Institutional Advisory Services

$14.93bn discretion (9-30-20)

$6.74bn advisory

brett.lane@db.com

(212) 454-0816

————————————————————

31. Fiducient Advisors, Chicago, IL

(x DiMeo Schneider & Associates)

Robert (Bob) DiMeo, CEO

Jon Fellows, Partner & Chairman

Matt Porter, Partner & Vice-chairman Fiduciary

Investment Advisors  

$11.6bn discretion

$184bn advisory

bdimeo@dimeoschneider.com

jfellows@dimeoschneider.com

mporter@dimeoschneider.com

(312) 853-1000

(773) 562-0849

————————————————————

32. Disciplina, Nashville, TN

Matthew W. Wright, President & CIO

$400mm discretion

mww@disciplina.com

(615) 490-6007

————————————————————

33. Edgehill Endowment Partners, New Haven, CT

Nina F. Scherago, Managing Partner

Jason Raiti, Partner

Christin Sandweiss, Director Client Service           

$1.9bn discretion

n.scherago@edgehillendowment.com

j.raiti@edgehillendowment.com

c.sandweiss@edgehillendowment.com

(203) 654-3553

————————————————————

34. Ellwood Associates, Chicago, IL

Andrew Schwark, Director OCIO Consulting

$1.1bn discretion (3-31-20)

$63bn advisory

dan.simon@ellwoodassociates.com

(312) 782-5432

————————————————————

35. Evoke | ARIS, Los Angeles, CA

Brendan Corcoran, Senior Vice President

$7.5bn discretion (3-31-21)

$14bn advisory

BCorcoran@arisconsulting.com

(617) 233-0428

————————————————————

36. FEG Investment Advisors, Cincinnati, OH

Rebecca (Becky) S. Wood, President & CEO

Devinne C. Kelly, Sr. Client Development Associate

$8.06bn discretion

$64bn advisory

bwood@feg.com

dkelly@feg.com

(513) 827-3204

————————————————————

37. Fidelity Institutional Asset Management, Smithfield, RI

Jim Zadrozny, SVP Co-Head of Institutional Sales

$35bn discretion (9-30-20)

$1.03trillion global

jim.zadrozny@pyramis.com

(401) 292-4760

(401) 209-0523 cell

————————————————————

38. Fiduciary Trust Company, Boston, MA

Rick Tyson, Vice President & Investment Officer

$7.1bn discretion

$19bn total

tyson@fiduciary-trust.com

(617) 292-6799

————————————————————

39. Fiduciary Trust International, New York, NY

Ronald Sanchez, CIO

Kate Huntington, Director of Advisory Solutions Group

$7.8bn OCIO advisory solutions

$27.8bn total

rsanchez@ftci.com

kate.huntington@fiduciarytrust.com

(877) 384-1111

————————————————————

40. Fiduciary Wealth Partners, Boston, MA

Preston McSwain, Managing Partner

$1.1bn discretion (12-31-20)

$2bn total

preston@fwp.partners

(617) 602-1901

————————————————————

41. F.L. Putnam Investment Management Company, Wellesley, MA

Chris McVey, Director of Business Development

$3.7bn Discretionary assets

$4.1 Billion Total assets

cmcvey@flputnam.com  

(781) 591-8265

————————————————————

42. Gallagher Fiduciary Advisors, Washington, DC

Michael Johnson, President

Phil Sabrizio, Area Director

$5.84bn discretion (3-31-20)

$52.68bn advisory

michael_w_johnson@ajg.com

(202) 898-2270

————————————————————

43. Gerber Taylor, Memphis, TN

Charles Gerber, President

Matthew Kinnear, Client Development

$5.4bn discretion

$6.8bn advisory

cgerber@gerbertaylor.com

mkinnear@gerbertaylor.com

(901) 526-9750

————————————————————

44. Glenmede, Philadelphia, PA

Gordon Fowler, Jr., President, CEO, CIO

$8.7bn tax-exempt OCIO

$36.8bn total

gordon.fowler@glenmede.com

(215) 419-6640

————————————————————

45. Global Endowment Management, Charlotte, NC

Stephanie Lynch, Partner

$10bn discretion (7-1-20)

slynch@globalendowment.com

(704) 333-8282

————————————————————

46. Global Strategic Investment Solutions, Scottsdale, AZ

Don Callaghan, Managing Partner

$700mm discretion

dcallaghan@gsisus.com

(480) 935-2134

————————————————————

47. Goldman Sachs, New York, NY

Gregory Calnon, Managing Director

$168bn discretion

gregory.calnon@gs.com

(212) 855-0124

————————————————————

48. Hall Capital Partners, San Francisco, CA

Sarah Stein, Managing Partner

Sarah Butler, Business Development Manager

$12.3bn discretion

$36.9bn total

sstein@hallcapital.com

sbutler@hallcapital.com

(415) 277-2634

(415) 217-2449

————————————————————

49. Highland Associates, Birmingham, AL

(RIA owned by Regions Bank)

Trey Echols, CEO

Paige Daniel, Managing Director

$8.8bn discretion

$28.1bn total

pdaniel@highlandassoc.com

(205) 939-8308

(205) 939-8308

————————————————————

50. Hirtle Callaghan, W. Conshohocken, PA

Erica Evans, Head Client Engagement

$17.8bn discretion

eevans@hirtlecallaghan.com

(610) 943-4100

————————————————————

51. Holt Capital Partners, Fort Worth, TX

Robert M. Holt, Jr., Managing Partner

$280mm total

rholt@holtcap.com

(817) 877-1430

————————————————————

52. ICG Advisors, Los Angeles, CA

J. Jeffrey Assaf, Sr., Managing Director & CIO

$564.98mm discretion

$4.15bn advisory

jassaf@icgadvisors.com

(424) 270-8900

————————————————————

53. Investure, Charlottesville, VA

Bruce Miller, CEO

Puja Seam, COO

$14.2bn discretion

bmiller@investure.com

pseam@investure.com

(434) 220-0280


54. Jasper Ridge Partners, Menlo Park, CA

Cori Duncan, CEO & Managing Partner

$27.5bn Discretionary assets (12-31-20)

cduncan@jasperridge.com

(650) 494-4831

————————————————————

55. JPMorgan Asset & Wealth Management, New York, NY

Monica Issar, Global Head Multi-Asset

& Portfolio Solutions

$63.3bn OCIO discretion

$2.5trillion

monica.issar@jpmorgan.com

(212) 464-2852

————————————————————

56. LCG Associates, Atlanta, GA

Lauren Moore, VP Marketing

Ed Johnson, President & CEO

$891mm discretion

$90bn advisory

lcangelosi@lcgassociates.com

ejohnson@lcgassociates.com

(770) 644-0100

————————————————————

57. Litman Gregory Asset Management, Walnut Creek, CA

Bill Thompson, Director, Endowments & Foundations Group, Senior Advisor

$2.1bn discretion (12-31-20)

$6.2 bn total

bill.thompson@lgam.com

(415) 464-5808

————————————————————

58. Lowe, Brockenbrough, Richmond, VA

Austin Brockenbrough III, Chairman

Christopher Dion, Managing Director & CIO

$1.4bn Institutional discretion

$3.1bn total

abiii@lowebrockenbrough.com

cdion@lowebrockenbrough.com

(804) 287-2744

————————————————————

58. Makena, Menlo Park, CA

Joseph Magher, Managing Director

$20bn discretion

jmagher@makenacap.com

(650) 926-1339

————————————————————

60. Mangham Associates, Charlottesville, VA

Joel R. Mangham, Founder Co-CIO

Edward W. Karppi, Partner, Co-CIO

Joel Streeter, VP

$1.6bn discretion

edward.karppi@manghamassociates.com

JoelP.Streeter@manghamassociates.com

(434) 973-2223

————————————————————

61. Marquette Associates, Chicago, IL

Brian Wrubel, President & CEO

Patrick McDowell, SVP, OCIO Services

$8.9bn discretion

$231.5bn advisory

bwrubel@marquetteassociates.com

pmcdowell@marquetteassociates.com

(312) 527-5500

————————————————————

62. Meketa Investment Group, San Diego, CA

Lisa Rubin, Director Marketing

$17.4bn discretion

$1.4 trillion advisory

lrubin@meketa.com

(760) 795-3450

————————————————————

63. Mercer, Boston, MA

Rich Joseph, US Delegated Solutions Leader

$305.9bn delegated global

$10.2trillion advisory

rich.joseph@mercer.com

(617) 747-9540

————————————————————

64. Mill Creek Capital Advisors, Conshohocken, PA

Josh Gross, CEO

$6.2bn discretion

$6.9bn total

jgross@millcreekcap.com

(610) 941-7714

————————————————————

65. Miller Investment Management, West Conshohocken, PA

Timothy P. Letter, Managing Director, business development

$1.6bn discretion (12-31-19)

tletter@millerinv.com

(610) 834-9820 x136

————————————————————

66. Morgan Creek Capital Management, Chapel Hill, NC

Mark Yusko, CEO & CIO

$1.6bn discretion (6-30-19)

myusko@morgancreekcap.com

(919) 933-4004

————————————————————

67. Morgan Stanley/Graystone, New York, NY

Robert Mandel, Managing Director

Suzanne Lindquist, Managing Director

$35.6bn OCIO discretion

robert.j.mandel@morganstanley.com

suzanne.lindquist@morganstanley.com

(914) 225-5420

(212) 296-1064

————————————————————

68. Multilateral Endowment Management Co.

“MEMCO”, Edmond, OK

Ryan S. Tidwell, CEO & CIO

$1bn discretion

rtidwell@memco-invest.com

(405) 385-3146

————————————————————

69. NEPC, Boston, MA

Steve F. Charlton, Director Consulting Services

$35.9bn discretion

$1.09trillion advisory

scharlton@nepc.com

(617) 374-1300

————————————————————

70. New Providence Asset Management, New York, NY

Andrew Vogelstein, Chairman

Sarah Withers, Associate Director

$2.4bn discretion

sarah@newprov.com

(646) 292-1272

————————————————————

71. Northern Trust, Chicago, IL

Lyndsay Ferencak, Director

Darius Gill, National Practice Director

$88.7bn OCIO discretion

$36.2bn advisory

LRF4@ntrs.com

DAG9@ntrs.com

(312) 444-3297

(312) 444-7153

————————————————————

72. Pacific Portfolio Consulting, Seattle, WA

Larry Hood, Founder & CEO

Kevin O’Connor, Managing Director Institutional Services

$3.47bn total

larry@pacific-portfolio.com

koconnor@pacific-portfolio.com

(206) 623-6641

————————————————————

73. Partners Capital, Boston, MA & UK

Paul Dimitruk, Chairman, Partner

Leslie Ahlstrand, Principal

$32.2.bn total

paul.dimitruk@partners-cap.com

leslie.ahlstrand@partners-cap.com

(617) 292-2575

(617) 778-7046

————————————————————

74. Pentegra Investors, White Plains, NY

Matthew P. Mintzer, EVP Sales & Marketing

$15.7bn total discretion

matthew.mintzer@pentegra.com

(914) 821-9563

————————————————————

75. Permanens Capital, New York, NY

John Regan, Founding Partner

Alex Goldfarb, Partner

$3.2bn discretion

alex@permcap.com

jr@permcap.com

(212) 993-7447

————————————————————

76. Permit Capital Advisors, W. Conshohocken, PA

Mimi Drake, Co-CEO

Bill Curran, Portfolio Manager

$1.2bn discretion

mdrake@permitcapital.com

wcurran@permitcapital.com

(610) 940-5331

————————————————————

77. PFM Asset Management, Philadelphia, PA

John Spagnola, Managing Director

Jim Link, Managing Director

$13.7bn discretion

$6.7bn advisory

spagnolaj@pfm.com

linkj@pfm.com

(215) 557-6700

————————————————————

78. PNC Bank, Scranton, PA

Deborah A. Kolsovsky, EVP & Managing Director

OCIO & Retirement Solutions

$26.87bn discretion

deborah.kolsovsky@pnc.com

(570) 961-6868

————————————————————

79. Prime Buchholz & Associates, Portsmouth, NH

William F. McCarron, President

$3bn discretion

$50bn advisory

bmc@primebuchholz.com

(603) 433-1143

————————————————————

80. Regions Asset Management, Birmingham, AL

S. Alan McKnight, Jr., CIO

$41bn discretion

alan.mcknight@regions.com

(404) 979-5418

————————————————————

81. Rockefeller Capital Management, New York, NY

Grace Yoon, Managing Director

$15.8bn discretion (6-30-19)

$34.8bn total

gyoon@rockco.com

(212) 549-5100

————————————————————

82. Russell Investments, New York, NY

Eric Macy, Managing Director

$234.7bn discretion

emacy@russellinvestments.com

(212) 702-7941

————————————————————

83. Segal Marco Advisors, Chicago, IL

TJ Kistner, VP, Head of Discretionary Portfolio Management & Solutions

$11.2bn discretion

tkistner@segalmarco.com

(312) 612-8493

————————————————————

84. SEI Institutional Group, Oaks, PA

Michael Cagnina, SVP, Managing Director

$181bn discretion

mcagnina@seic.com

(610) 676-1496

————————————————————

85. Sellwood Consulting, Portland, OR

Ashlee Moehring, Consultant,

Principal, Chief Compliance Officer

$542mm discretion

$6.4bn total

ashleemoehring@sellwoodconsulting.com

(503) 596-2885

————————————————————

86. Seven Bridges Advisors, New York, NY

M. Ram Lee, Partner

$5.4bn total

ramlee@sevenbridgesadvisors.com

(212) 490-6320

————————————————————

87. Silvercrest Asset Management, New York, NY

Chris Long, Managing Director

$17.3bn discretion

$23.8bn total

clong@silvercrestgroup.com

(212) 649-0697

————————————————————

88. Spider Management Co., Richmond, VA

Tory Sprehe, Director of Investor Relations

$5.1bn discretionary ( 3-1-21)

rblandfo@richmond.edu

(804) 289-6010

————————————————————

89. State Street Global Advisors, Stamford, CT

Gary Sems, VP, Global Fiduciary Solutions

$145.6bn discretionary

gary_sems@ssga.com

(203) 326-4255

————————————————————

90. Strategic Investment Group, Arlington, VA

Nikki Kraus, Managing Director Client Development

$25.9bn discretionary

$26.4bn total AUM

nkraus@strategicgroup.com

(703) 243-4433

————————————————————

91. TIFF Investment Management, Radnor, PA

Kane Brenan, CEO

Rob Zion, COO

Pat Torrey, Managing Director

$7bn discretionary

ptorrey@tiff.org

(610) 684-8201

————————————————————

92. Truist Bank (x SunTrust), Atlanta, GA

Elizabeth Cabell Jennings, SVP, Director Institutional Investment E&F Practice

$14.6bn discretionary

Elizabeth.C.Jennings@SunTrust.com

(404) 813-1538

————————————————————

93. Truvvo Partners, New York, NY

Casey D. Whalen, CEO & CIO

Ilka Gregory, Director Client Relations

$3bn total

cwhalen@truvvo.com

(212) 488-5485

————————————————————

94. UBS AG, Chicago, IL

Andrea Fisher, Head Specialist, Americas

Mohammad Ahmad, Head, Business Development

Calvin Kim, Director Investment Solutions Specialist Asia Pacific (ex. Japan/Australia)

$15.6bn OCIO discretion

($16.1bn as of 9-30-20)

andrea.fisher@ubs.com

mohammad.ahmad@ubs.com

calvin.kim@ubs.com

(212) 882-5147

41 79 629 48 29

————————————————————

95. Vanguard, Malvern, PA

Christopher Philips, Head Institutional Advisory Services

$57bn discretionary

christopher_philips@vanguard.com

(610) 503-1089

————————————————————

96. VELA Investment Management, New Albany, OH

Ric Dillon, CEO

$130mm discretion (12-31-20)

rdillon@vela-im.com

(614) 653-8352

————————————————————

97. Verger Capital Management, Winston-Salem, NC

Jim Dunn, CEO

Patrick Decker, Managing Director

Wesley Carroccio, Managing Director

$1.7bn discretionary

jdunn@vergercapital.com

pdecker@vergercapital.com

wcarroccio@vergercapital.com

(336) 934-4101

————————————————————

98. Verus Investments, Seattle, WA

Shelly J. Heier, President & COO

$4.04bn discretionary

$433.9bn advisory

sheier@verusinvestments.com

(206) 622-3700

————————————————————

99. Wealth Strategist Partners, Chicago, Il

Susan K. Lucas, COO

$1bn total

susan@wspcio.com

(312) 863-6082

————————————————————

100. Wells Fargo Institutional Asset Advisors, Glenbrook, NY

(Acquired by Principal Financial Group)

Dan Oldani, SVP

$32bn discretionary

daniel.d.oldani@wellsfargo.com

(833) 290-4678

————————————————————

101. Wespath II, Glenview, IL

T. Joseph Halwax, Managing Director Institutional Services

$3.8bn discretionary

jhalwax@wespath.org

(847) 866-4307

————————————————————

102. Willis Towers Watson, Chicago, IL

Kemp Ross, Global Head of Delegated

Clint Cary, Head, Delegated Investment Services, Americas

Pieter Steyn, EMEA Head Delegated Investment Services

$148bn discretionary

kemp.ross@willistowerswatson.com

clint.cary@willistowerswatson.com

pieter.steyn@willistowerswatson.com

(312) 525-2436

(312) 525-2406

44 (0) 207 170 2714

————————————————————

103. Wilshire Associates, Pittsburgh, PA

Phillip Enochs, MD, Head Institutional Business Development          

$73.4bn discretionary

$1.1trillion advisory

Penochs@wilshire.com

(312) 762-5506

————————————————————

104. Worth Venture Partners, New York, NY

David Wertentheil, Partner

$300mm discretionary

dwertentheil@worthventure.com

(212) 558-9017

————————————————————                 

104 Firms – Total AUM – $2.812 Trillion

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