AGILITY
Key Contact: Chris Bittman, CEO, CIO
Geographic Location: Denver
Telephone: 303-813-7910
Email: cbittman@pwpartners.com
OCIO Assets: $7.4B total OCIO assets
Date Established: 2007
Typical Client Base: Endowment & Foundations
​
APTITUDE INVESTMENT MANAGEMENT
Key Contact: Michael Hillman, Investments and Client Relations
Geographic Location: Seattle, WA
Telephone: 206-788-8800
Email: mhillman@aptitudeinvest.com
OCIO Assets: 96%
Date Established: 2012
Typical Client Base: Foundation, Endowments, Corporate Funds
BALENTINE
Key Contact: Rob Ragsdale, Partner and Head of Raleigh Office
Geographic Location: Southeastern US
Telephone: 404-537-4800
Email: info@ballentine.com
OCIO Assets: $2.5B
Date Established: 2009
Typical Client Base: Public Funds, Endowments, Foundations, Families
CA CAPITAL
MANAGEMENT
Key Contact: Robert Rodgers, Director of Business Development
Geographic Location: Boston, MA
Telephone: 617-457-7532
Email: rrodgers@cambridgeassociates.com
Date Established: 1988
Typical Client Base: Corporate, Public, Endowments, Foundations, Family
​
COLLINS
CAPITAL
Key Contact: Casey Wamsley, Director
Geographic Location: Coral Gables, FL
Telephone: 305-666-3319
Email: cwamsley@collinscap.com
Date Established: 1988
OCIO Assets: 35%
Typical Client Base: Endowments, Foundations, Families
COVARIANCE
CAPITAL
MANAGEMENT
Key Contact: Chris Carabell Cara Howe, Head of Business Development
Geographic Location: Houston, TX
Telephone: 713-770-2042
Email: ccarabell@covariancecapital.com
Date Established: 2010
OCIO Assets: 100%
Typical Client Base: Endowments & Foundations
DISCRETIONARY
MANAGEMENT
SERVICES, LLC
Key Contact: Tom Woolwine, President
Geographic Location: Kansas City, MO
Telephone: 913-384-4994
Email: twoolwine@demarche.com
Date Established: 2003
OCIO Assets: $345.8M
Typical Client Base: Corporate, Public, E&F, Hospital, Families
FEG INVESTMENT
ADVISORS
Key Contact: Gary Price, Managing Principal – Head of Investment Solutions
Geographic Location: Cincinnati, OH
Telephone: (513) 719-5101
Email: gprice@feg.com
Date Established: 1988
OCIO Assets: $6.6b AUM
Typical Client Base: Public, Endowments, Foundations, Hospital, Families
GLOBAL
ENDOWMENT
MANAGEMENT
Key Contact: Stephanie Lynch, Managing Director
Geographic Location: Charlotte, North Carolina
Telephone: 704-333-8282
Email: GEMInvestorServicesTeam@globalendowment.com
Date Established: 2007
OCIO Assets: $9.1 billion
Typical Client Base: Endowments, Foundations, Family Offices
INVESTMENT
PERFORMANCE
SERVICES
Key Contact: David A. Russell, CFA, Senior Investment Strategist and Senior Consultant
Geographic Location: Savannah, GA
Telephone: (215) 867-2330
Email: drussell@ips-net.com
Date Established: 1986
OCIO Assets: $9.9 billion
Typical Client Base: Taft-Hartley, Endowment, Public Funds – Defined Benefit, Defined Contribution, Health and Welfare, OPEB
MANGHAM
ASSOCIATES
Key Contact: Ed Karppi, Partner & Deputy CIO
Geographic Location: Charlottesville, VA
Telephone: 434.973.2223
Email: info@manghamassociates.com
Date Established: 1991
OCIO Assets: $370M
Typical Client Base: Endowments, Foundations, Families
MEKETA
INVESTMENT
GROUP
Key Contact: Aaron Jamieson
Geographic Location: Boston, MA
Telephone: 781-471-3455
Email: info@meketafm.com
Date Established: 1978
OCIO Assets: 3 billion
Typical Client Base: Corporate, Public, Endowments/Foundations and Hospitals
NEW PROVIDENCE ASSET MANAGEMENT
Key Contact: Lance Odden-Managing Director
Geographic Location: New York, NY
Telephone: 646-292-1203
Email: contact@newprov.com
Date Established: 2006
OCIO Assets: $6.0 Billion
Typical Client Base: 50%-endowments; 50% high net worth
PARTNERS
CAPITAL
Key Contact: Brendan Corcoran, Partner
Geographic Location: Boston, MA
Telephone: 617-292-2570
Email: Brendan.corcoran@partners-cap.com
Date Established: 2001
OCIO Assets: $18.2 billion
Typical Client Base: Endowments, foundations and sophisticated investment professionals and high net worth individuals
RUSSELL
INVESTMENTS
Key Contact: Eric Macy, CFA – Managing Director
Geographic Location: New York, NY
Telephone: 212-702-7941
Email: emacy@russellinvestments.com
Date Established: 1936
OCIO Assets: $163.7B
Typical Client Base: Corporate, Public, E&F, Hospital
SPRUCEVIEW
CAPITAL
PARTNERS
Key Contact: John Garibaldi, Managing Director
Geographic Location: New York, NY
Telephone: 212-485-8617
Email: jgaribaldi@spruceviewpartners.com
Date Established: 2007
OCIO Assets: 50% of total assets under advisement
Typical Client Base: Corporate, Public, E&F, Hospitals, Families
SUMMIT
STRATEGIES
GROUP
Key Contact: Don Wehrmann, Principal
Geographic Location: St. Louis, Missouri
Telephone: 314.727.7211
Email: dwehrmann@ssgstl.com
Date Established: 1995
OCIO Assets: $3.8 billion
Typical Client Base: Corporate, Public, E&F, Hospital
TIFF
Key Contact: Pat Torrey, Managing Director
Geographic Location: Philadelphia, PA
Telephone: 610-684-8200
Email: info@tiff.org
Date Established: 1991
OCIO Assets: $9.5 BN
Typical Client Base: E&F
VANGUARD
Key Contact: Christopher Philips, Head of Vanguard Institutional Advisory Services
Geographic Location: Philadelphia, PA
Telephone: 888-888-7064
Email: institutional@vanguard.com
Date Established: 1997
OCIO Assets: $44 billion
Typical Client Base: Corporate, Public, E & F, Hospital
WELLS FARGO INSTITUTIONAL
Key Contact: Don Natale/Director, Business Development
Geographic Location: Charlotte, NC
Telephone: 704-715-2035
Email: Donald.natale@wellsfargo.com
Date Established: 1932
OCIO Assets: $37B
Typical Client Base: Corporate (Public/Private)/Government/NFP
ANGELES
INVESTMENT
ADVISORS
Key Contact: Tatijana Janko, Director of Business Development
Geographic Location: Santa Monica, CA
Telephone: 310-393-6300
Email: tjanko@angelesadvisors.com
OCIO Assets: $7.6B
Date Established: 2001
Typical Client Base: Foundation, Endowments, Non-Profits, Insurance,
ATHENA CAPITAL ADVISORS
Key Contact: John H. Tyler, Managing Director
Geographic Location: Lincoln, MA
Telephone: 781-274-9300
Email: jtyler@athenacapital.com
OCIO Assets: $5.9B
Date Established: 1993
Typical Client Base: Endowments & Foundations, Families
BNY MELLON
Key Contact: Andrew Wozniak, Head of Fiduciary Solutions
Geographic Location: Pittsburgh, PA
Telephone: 412-236-7940
Email: andrew.wozniak@bnymellon.com
OCIO Assets: $15.3B
Date Established: 1983
Typical Client Base: Corporate, Public, Endowments, Foundations
CALLAN ASSOCIATES
Key Contact: James Callahan, EVP and Head of Consulting
Geographic Location: San Francisco, CA
Telephone: 415-974-5060
Email: callahan@callan.com
Date Established: 1973
Typical Client Base: Public DB and DC Pension, Corporate DB and DC Pensions, Endowments, Foundations, Insurance, Non Profits, Operating Pools
CAPTRUST
FINANCIAL
Key Contact: Ernest Liebre, Senior Vice President & Financial Advisor
Geographic Location: Greenwich, CT
Telephone: 203-489-1972
E: ernest.liebre@captrustadvisors.com
Date Established: 1997
OCIO Assets: 20%
Typical Client Base: Corporate, Public, Endowments, Foundations, Corporate, Hospital, Families
DIMEO SCHNEIDER & ASSOCIATES
Key Contact: Matthew Porter, Principal & Executive Research Director
Geographic Location: Chicago, IL
Telephone: 312-853-1000
Email: mporter@dimeoschneider.com
Date Established: 1995
OCIO Assets: $4B
Typical Client Base: Corporate, E&F, Hospital, Families
EDGEHILL
ENDOWMENT
PARTNERS
Key Contact: Nina Scherago, Managing Director
Geographic Location: New Haven, CT
Telephone: 203-654-3551
Email: n.scherago@edgehillendowment.com
Date Established: 2013
OCIO Assets: $1B
Typical Client Base: Endowments, Foundations
GALLAGHER
FIDUCIARY
ADVISORS
Key Contact: Barbra Byington, SVP
Geographic Location: Northeast USA
Telephone: 202-898-2270
Email: Barbra_Byington@ajg.com
Date Established: 1978
OCIO Assets: $2.2 billion vs. $63 billion
Typical Client Base: Corporate, Public, Endowments, Foundations, Hospitals
GOLDMAN
SACHS
Key Contact: Rose Serels
Geographic Location: New York, NY
Telephone: 212 902 3012
Email: Rose.Serels@gs.com
Date Established: 1995
OCIO Assets: $101 billion
Typical Client Base: Corporate, Public, E &F, Hospital, Families
JP MORGAN
ENDOWMENTS&
FOUNDATIONS
Key Contact: Monica Issar, Global Head
Geographic Location: Global
Telephone: 212-464-2852
Email: monica.issar@jpmorgan.com
Date Established: 2010
OCIO Assets: $28.8 bn
Typical Client Base: Corporate, Public, Endowments, Foundations, Hospital, Families
MARQUETTE
ASSOCIATES
Key Contact: Imran Zahid, AVP –Discretionary Services
Geographic Location: Chicago, IL
Telephone: 312 527-5500
Email: izahid@marquetteassociates.com
Date Established: 1986
OCIO Assets: $5B
Typical Client Base: E&F, Corporate, Public, Healthcare, Religious, Taft Hartley and HNW.
MERCER
Key Contact: Travis Pruit – Senior Consultant
Geographic Location: New York, NY
Telephone: 212-345-7000
Email: travis.pruit@mercer.com
Date Established: 1945
OCIO Assets: $146,263M
Typical Client Base: Corporate, Public,
E&F, Hospital, Families
NEPC
Key Contact: Steven F. Charlton, CFA, Director of Consulting Services
Geographic Location: Boston, MA
Telephone: (617) 374-1300
Email: scharlton@nepc.com
Date Established: 1986
OCIO Assets: $1,006 billion
Typical Client Base: Corporate, Public, E&F, Hospital, Families
PENTEGRA
INVESTORS
Key Contact: Chris La Marca, Managing Director, Institutional Investment Solutions
Geographic Location: USA
Telephone: 914-607-6827
Email: chris.lamarca@pentegra.com
Date Established: 1943
OCIO Assets: $9 billion AUM
Typical Client Base: financial institutions
SEI
Key Contact: Frank Wilkinson, Marketing Director, SEI Institutional Group
Geographic Location: Oaks, PA
Telephone: 610-676-1483
Email: fwilkinson@seic.com
Date Established: 1968
OCIO Assets: $81.4 billion
Typical Client Base: Corporations, healthcare organizations, foundations, endowments, unions
STATE STREET
GLOBAL ADVISORS
Key Contact: David Wiederecht, Executive VP
Geographic Location: Boston, MA
Telephone: 203-326-2376
Email: David-Wiederecht@SSGA.com
Date Established: 1994
OCIO Assets: $71 billion
Typical Client Base: Corporate
SUNTRUST
Key Contact: Sean Brady, Director of Client Development
Geographic Location: US
Telephone: 404-813-9249
Email: sean.p.brady@suntrust.com
Date Established: 1985
OCIO Assets: $ 7.289B
Typical Client Base: E&F, Hospital, and select Families
UBS ASSET
MANAGEMENT
Key Contact: Charles Service, Managing Director
Geographic Location: Chicago, IL
Telephone: 312-525-7016
Email: Charles.Service@ubs.com
Date Established: 2007
OCIO Assets: less than 1%
Typical Client Base: Corporate and E+F
VERUS
Key Contact: Jessica Magstadt, Operations Manager
Geographic Location: Seattle, WA
Telephone: 206.622.3700
Email: jmagstadt@verusinvestments.com
Date Established: 2011
OCIO Assets: $21B
Typical Client Base: Corporate, multi-employer, public, E&F
WILLIS TOWERS WATSON
Key Contact: Christopher McGoldrick,
Geographic Location: New York/London
Telephone: 215-246-7492
Email: christopher.mcgoldrick@willistowerswatson.com
Date Established: 1932
Typical Client Base: Corporate, Public, E&F, Hospital, Families
APPOTOMAX
Key Contact: Susan Webb, Co-Founder, CIO
Geographic Location: US
Telephone: 212-546-6247
Email: swebb@ainvadvisors.com
OCIO Assets: $1.3B
Date Established: 2005
Typical Client Base: Diversified, Families, Foundations, Pensions
BLACKROCK
Key Contact: Edward Ng, CFA, Managing Director
Geographic Location: US and Global
Telephone: 212-810-3778
Email: edward.ng@blackrock.com
OCIO Assets: $116B
Date Established: 2006
Typical Client Base: Corporate, Public, Endowments, Foundations, Hospitals
BURGESS CHAMBERS
Key Contact: Burgess Chambers, President
Geographic Location: Orlando, FL
Telephone: 407-644-0111
Email: info@burgesschambers.com
Date Established: 1988
Typical Client Base: Corporate, Public, Endowments, Foundations, Family
​
CANTERBURY CONSULTING
Key Contact: Poorvi Parekh, Director of Outsourced Investments
Geographic Location: Newport Beach, CA
Telephone: 949-721-9580
Email: pparekh@canterburyconsulting.com
Date Established: 1988
Typical Client Base: Endowments, Foundations, Family Office
CORNERSTONE PARTNERS
Key Contact: Chris Laing, Senior Managing Director
Geographic Location: Charlottesville, VA
Telephone: 434-293-7759
Email: claing@cstonellc.com
Date Established: 1997
OCIO Assets: $10.5B
Typical Client Base: Endowments, Foundations, Hospitals
DISCIPLINA CAPITAL MANAGEMENT
Key Contact: Matthew Wright, President & CIO
Geographic Location: Nashville, TN
Telephone: 615-490-6007
Email: info@disciplina.com
Date Established: 2013
OCIO Assets: 100% OCIO
Typical Client Base: Not for Profit Institutions
ENDOWBRIDGE CAPITAL, LLC
Key Contact: Michael Karris, President, CIO, Founder
Geographic Location: Princeton, NJ
Telephone: 609-878-8161
Email: mkarris@endowbridge.com
Date Established: 2013
OCIO Assets: $1B
Typical Client Base: Public, Endowments, Foundations, Public, Families
GLENMEDE
Key Contact: Gordon Fowler, Chief Executive Officer and CIO
Geographic Location: Philadelphia PA
Telephone: 215-419-6640
Email: Gordon.Fowler@glenmede.com
Date Established: 1956
OCIO Assets: $17.0 billion
Typical Client Base: Corporate, Public, Endowments, Foundations, Hospital, Families
HIGHLAND
ASSOCIATES
Key Contact: Kelly Campbell, Marketing and Communications
Geographic Location: Birmingham, Alabama
Telephone: 205-933-3664
Email: kcampbell@highlandassociates.com
Date Established: 1987
OCIO Assets: $9.3 billion
Typical Client Base: Corporates, Endowments/Foundations and Hospitals
LCG
ASSOCIATES
Key Contact: Lauren Cangelosi, Vice President, Marketing
Geographic Location: Atlanta, GA
Telephone: 212-464-2852
Email: cangelosi@lcgassociates.com
Date Established: 1973
OCIO Assets: $370M
Typical Client Base: Corporate, Families, Endowments, Foundations, Hospitals
MASON INVESTMENT ADVISORY
Key Contact: Will Thorpe, Chief Marketing and Development Officer
Geographic Location: Chicago, IL
Telephone: 703-716-6000 x 124
Email: wthorpe@masoncompanies.com
Date Established: 1982
OCIO Assets: 100% OCIO
Typical Client Base: Corporate Pension Funds, Families, Endowments and Foundations
MILL CREEK
CAPITAL
ADVISORS
Key Contact: Joshua Gross, CEO
Geographic Location: Conshohocken, PA
Telephone: 610-941-7714
Email: jgross@millcreekcap.com
Date Established: 2006
OCIO Assets: $6.0 Billion
Typical Client Base: 50% HNW Family / 50% Endowment & Pension
NORTHERN
TRUST
Key Contact: Dan Kutliroff, Head of OCIO Sales & Business Strategy
Geographic Location: Chicago, IL
Telephone: (312) 557-1657
Email: dk205@ntrs.com
Date Established: 1986
OCIO Assets: $135.3 Billion
Typical Client Base: Corporate, Public, E&F, Hospital, Families
PNC INSTITUTIONAL ADVISORY
Key Contact: Robert Zeidman, Director of Outsourced Solutions
Geographic Location: USA
Telephone: 973-881-5056
Email: Robert.Zeidman@PNC.com
Date Established: 1940
OCIO Assets: 4.8 Billion
Typical Client Base: Corporate, Public, Endowments, Foundations and Hospitals
SELLWOOD
CONSULTING
Key Contact: Charlie Wabel, Managing Director
Geographic Location: Western
Telephone: 503-596-2880
Email: charliewabel@sellwoodconsultingllc.com
Date Established: 2007
Typical Client Base: Corporate, Public Pensions, Endowments, Foundations and Hospitals
STRATEGIC
INVESTMENT
GROUP
Key Contact: Nikki Kraus, CFA, Managing Director, Global Head of Client Development
Geographic Location: Arlington, VA
Telephone: (703) 236-1752
Email: nkraus@strategicgroup.com
Date Established: 1994
OCIO Assets: $38.4 billion
Typical Client Base: Corporate pensions, health care systems, E&F and sovereign wealth funds.
BOTT GROUP
Key Contact: Dan Bott Sr.
Geographic Location: Southwest
Telephone: 480-513-6738
Email: Daniel_BottSr@ML.com
Date Established: 2009
OCIO Assets: 50%
Typical Client Base: Corporate, retirement plans, E&F and UHNW
U.S TRUST BANK OF AMERICA
Key Contact: Bernard Reidy
Geographic Location: New York, NY
Telephone: 646-855-5647
Email: bernard.reidy@ustrust.com
Date Established: 1853
OCIO Assets: $30B
Typical Client Base: Corporate Pension Funds, E&F Hospitals, Wealth Families
VERGER CAPITAL MANAGEMENT
Key Contact: Gary Duncan, President
Geographic Location: Winston Salem, NC
Telephone: 336-758-4240
Email: gduncan@vergercapital.com
Date Established: 2013
OCIO Assets: $1.5 billion
Typical Client Base: Endowments, Foundations and Hospitals
WILSHIRE ASSOCIATES
Key Contact: Maggie W. Ralbovsky, CFA, Managing Director
Geographic Location: Santa Monica, CA
Telephone: 310-260-6666
Email: MRalbovsky@wilshire.com
Date Established: 1932
OCIO Assets: $85 billion
Typical Client Base: OCIO Assets