RESEARCH TEAM
| James W. Angelica |
Senior Research Analyst - Alternative Investments |
| Keith M. Berlin |
Vice President - Global Fixed Income and Credit M.B.A., Thomas More College B.A. in Economics, University of Kentucky |
| Christian S. Busken | Vice President - Real Assets M.B.A., Thurderbird - The American Graduate School of International Management B.A. in International Relations, Brigham Young University |
| Gregory M. Dowling, CFA, CAIA |
Managing Principal - Director of Hedged Strategies M.B.A. in Business Administration, Xavier University B.S.B.A. in Business Administration, University of Cincinnati |
| Susan Mahan Fasig, CFA |
Managing Principal - Director of Alternative Investments B.A. in Economics, DePauw University |
| Gregory D. Houser, CFA |
Vice President - Global Equities and Fixed Income M.B.A. in Finance, Katz Graduate School of Business, University of Pittsburgh B.S. in Finance and General Business, Miami University |
|
Jay R. Johnston |
Research Analyst- Real Assets B.B.A. in Finance, University of Cincinnati |
| Brian Hooper |
Research Analyst - Domestic and International Equities B.S. in Economics and Finance, University of Dayton |
| J. Alan Lenahan, CFA, CAIA | Managing Principal - Director of Hedged Strategies B.S.B.A. in Finance and Marketing, Xavier University |
| David L. Mason |
Research Analyst - Hedged Stategies B.S.B.A. in Finance, University of Cincinnati CAIA Program, level II candidate |
| Will McIntosh, Ph.D. |
Chief Investment Officer Ph.D. in Finance, University of North Texas M.B.A. in Real Estate, Eastern Kentucky University B.S. in Business Education, Eastern Kentucky University |
| Christopher M. Meyer, CFA |
Managing Principal M.B.A. in Finance, The Ohio State University B.S. in Statistics and Economics, University of Akron |
| Michael J. O’Connor |
Research Analyst—Generalist B.B.A. in Finance, University of Cincinnati |
| Michael J. Oyster, CFA |
Managing Principal B.B.A. in Finance, University of Cincinnati |
| Thomas S. Porter | Private Equity - Senior Advisor Founder and General Partner, Trillium Ventures, LLC M.B.A. University of Michigan B.A. DePauw University |
| Jason A. Raiti | Research Analyst - Hedged Strategies B.A. in Economics, Dartmouth |
| J. David Stein |
Managing Principal - Chief Portfolio Strategist - FEG/Managed Portfolios M.B.A. in Finance, Miami University B.B.A. in Finance, University of Cincinnati Member of FEG Investment Policy Committee |
| Christina M. Sunderman |
Research Analyst - Domestic Value Equity |
| Nathan C. Werner, CFA |
Vice President - Alternative Investments M.B.A. in Finance, Indiana University B.A. in Economics, DePauw University |
| Ryan S. Wheeler, CAIA |
Research Analyst - Hedged Strategies M.F.E. in Financial Economics, Ohio University CFA Program, level I candidate |
