Professionals

Professionals

  • Robert DiMeo

    Managing Director & Co-Founder

  • Michael Benoit, CIMA®, CFP®

    Managing Director, The Wealth Office™ & Co-Founder

  • Douglas Balsam

    Principal, Director of Institutional Consulting

  • Jeffrey Benoit, CIMA®

    Director of Taft-Hartley Consulting

  • Brian Carlson, CFA

    Principal, Senior Consultant

  • Bradley Daniels, CFA

    Chief Compliance Officer, Manager of Performance Analytics

  • Jonathon Fellows, CFA

    Principal, Senior Consultant, The Wealth Office™

  • Jenna Friedman

    Marketing Manager

  • James Jensen, CIMA®

    Principal, Senior Consultant

  • Megan Keithley

    Manager of Service Associates, The Wealth Office™

  • Susan Lerche

    Controller

  • Bradford Long, CFA

    Principal, Research Director - Global Public Markets

  • Jessica Ludwig

    Principal, Associate Director of Institutional Consulting

  • James Modelski, CFS

    Principal, Director of Communication & Education

  • Adam Newell, CFA, CFP®

    Principal, Director of Consulting, The Wealth Office™

  • Anthony Novara, CFA

    Research Director - Global Hedge Fund Strategies and Capital Markets

  • Matthew Porter

    Principal, Executive Research Director

  • Matthew Rice, CFA, CAIA℠

    Principal, Chief Investment Officer

  • Richard Thomas, CPA

    Chief Financial Officer

  • Chad Tischer, CFP®

    Principal, Senior Consultant

Robert DiMeo

Bob’s responsibilities include guiding and leading the firm’s strategy as well as working with select clients. Bob has authored and been the subject of numerous articles appearing in prominent publications including the Los Angeles Times, Crain’s Chicago Business and Pensions & Investments, and has taught courses on fiduciary responsibility and related subjects. He co-authored Asset Management for Endowments & Foundations (McGraw Hill), Designing a 401(k) Plan (Probus), The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), Nonprofit Asset Management (John Wiley & Sons) and recently authored 50 Billion Reasons to Grow Your Practice (Honor). Prior to co-founding DiMeo Schneider & Associates, L.L.C., Bob served as Vice President for Kidder, Peabody’s Institutional Consulting Group, where he chaired their 401(k) consulting effort. Bob obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning and his bachelor’s degree from Bradley University. Bob has mentored at and currently serves on the board for Year Up Chicago. He is a board member for the Special Olympics Illinois Foundation and vice-chairs the investment committee for Catholic Charities of Chicago. Bob also serves as a director for the Geneva Lake Water Safety Patrol. Bob’s interests include music, exercise, golf and boating…all the better with family and friends.

Michael Benoit

Mike is Managing Director of The Wealth Office and co-founder of DiMeo Schneider & Associates, L.L.C. He provides investment consulting services to private foundations, family offices and other substantial investors. Along with overseeing The Wealth Office, Mike sits on the firm’s Investment Committee. He has addressed national conferences on subjects including professional money management, financial planning and estate planning and co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), which was released in 2005. Mike is a member of the Financial Planning Association and the Investments & Wealth Institute™. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and Certified Financial Planner (CFP®) from the College of Financial Planning. He earned his bachelor’s degree from Bradley University. Mike currently serves as Chairmen to the Executive Board of the Alexian Brothers Foundation. He is also a Catholic Deacon for the Archdiocese of Chicago and serves the St. John of the Evangelist Parish. Mike enjoys golf, travel (when he can) and theater.

Douglas Balsam

Doug is responsible for oversight of DiMeo Schneider & Associates, L.L.C.’s institutional consultants and setting strategic direction for the firm’s institutional consulting business. He also serves as a member of the Investment Committee. Prior to joining the firm in 1998, he spent several years at Scudder, Stevens & Clark, a Boston-based investment management firm. He obtained the  Accredited Investment Fiduciary Auditor (AIFA®) designation from the Center for Fiduciary Studies at the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. In 2005, Doug co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons). He has been active with the Plan Sponsor Council of America and a featured speaker at their national conference. Doug earned his BS degree in Finance at Miami University and an MBA, with honors, from Loyola University in Chicago. His charitable activities include the Greater Chicago Food Depository and the Ravinia Festival Association.

Jeffrey Benoit

Jeff joined DiMeo Schneider & Associates, L.L.C. in 2000 and is the Director of Taft-Hartley Consulting. Working with the firm’s team of consultants, he provides investment consulting services by giving advice and information on the manager search process, fund selection for portfolios and overall investment management. Prior to this, Jeff was president of an advisory division of LaSalle Street Securities, L.L.C. He obtained the title of Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business. Jeff has been a guest speaker at several national conferences related to Taft-Hartley services. He is also on the Advisory board of Made in America, an organization dedicated to providing ongoing education to the Taft-Hartley community. Jeff is the head of the stewardship committee of his local parish and leads a team of volunteers who serve the homeless breakfast on a monthly basis. He enjoys golf and snowmobiling.

Brian Carlson

Brian joined DiMeo Schneider & Associates, L.L.C. in 2006. As a Principal and Senior Consultant, he services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Brian is a member of the firm’s Investment Committee, Capital Markets and Real Assets Research Teams. Prior to joining DiMeo Schneider & Associates, L.L.C., he was Vice President & Consultant, Investment Risk & Analytical Services for The Northern Trust Corporation. Brian received a BS in Finance from Northern Illinois University and is a CFA® charterholder and member of the CFA Society Chicago. When not spending time with his two daughters, Brian enjoys exploring culinary savors through the barbecue and smoker.

Bradley Daniels

Brad joined the firm in 2012 as Manager of Performance Analytics. In that role, Brad oversees performance analysts who provide reporting and analytics to clients. Brad assumed the role of Chief Compliance Officer in 2018 after 13 years of regulatory and compliance experience in the investment industry, including serving on DiMeo Schneider’s compliance team since 2013. Brad is also a member of the firm’s Discretionary Committee. Prior to joining the firm, he worked as a Senior Investment Analyst at Capital Forensics, Inc., a securities litigation and regulatory and compliance consulting firm. During his time at Capital Forensics, Brad was qualified to testify as an expert witness in FINRA arbitration more than 10 times. Brad is a CFA® charterholder and member of the CFA Society Chicago. He received a BS in Business with concentrations in Finance, Operations Management and International Studies from Indiana University’s Kelley School of Business. Brad enjoys playing cards, sports, solving puzzles and most of all, spending time with his wife and three young children.

Jonathon Fellows

As a Principal and Senior Investment Consultant for The Wealth Office™, Jon specializes in providing comprehensive investment consulting services to foundations, endowments, nonprofit organizations and high-net-worth families. Additionally, Jon is head of DiMeo Schneider & Associates, L.L.C.’s Discretionary Committee. He is also a member of the firm’s Investment Committee and its Capital Markets and Hedge Fund Sub-Committees. Prior to joining the firm in 2003, Jon worked in the Family Wealth Group in the Chicago office of Bernstein Investment Research & Management. A CFA® charterholder, Jon is also a member of CFA Institute and the CFA Society Chicago. He received a BBA in Finance and Accounting from the University of Michigan and a MS in Finance, Investment and Banking from the University of Wisconsin. Jon currently serves on the Board of VOCEL, a nonprofit focusing on early childhood education in underprivileged neighborhoods and is a volunteer basketball and baseball coach in the Chicagoland area.

Jenna Friedman

An associate of DiMeo Schneider & Associates, L.L.C. since 2005, Jenna leads the firm’s marketing department. Team efforts include executing client and corporate events, coordinating responses to request for proposals, design and implementation of marketing materials, social media, electronic marketing and prospecting. Before joining the firm, Jenna was a portfolio analyst at The Northern Trust Corporation. She graduated with a BS in Finance from the University of Illinois in Urbana-Champaign. She is an Associate Board member of Common Threads and an active volunteer with the University of Chicago Celiac Foundation and the Greater Chicago Food Depository. Jenna enjoys traveling, live music and is the office resource for restaurant recommendations.

James Jensen

Jim joined DiMeo Schneider & Associates, L.L.C. in 2004. As a Principal and Senior Consultant, he services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. In 2012, Jim was a contributing author to Nonprofit Asset Management (John Wiley & Sons). Prior to joining DiMeo Schneider & Associates, L.L.C., he was VP & Senior Consultant, Investment Risk & Analytical Services for The Northern Trust Corporation. Jim obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and he is a member of the Investments & Wealth Institute™. He received a BBA in Finance from the University of Iowa. When not spending time with his two young children, Jim enjoys exercising and attending concerts and sporting events.

Megan Keithley

Megan supports The Wealth Office™ clients including high net worth families, family offices, foundations and other nonprofit organizations. Megan additionally oversees the team of The Wealth Office™ service associates. Prior to joining the firm in 2015, Megan was a Portfolio Administrator with Trinity Financial Advisors, LLC. She received a BS from the University of Illinois at Chicago and is currently enrolled in the Financial Planning Certificate Program. In her free time, Megan enjoys yoga, travel, music, crafting and dodging cars while she cycles to work.

Susan Lerche

Susan joined DiMeo Schneider & Associates, L.L.C. in 1999. As the firm’s Controller, Susan is responsible for preparing and maintaining timely and accurate accounting records and systems for the firm, as well as supervising the daily functions performed by the IT, Administrative, and Accounting associates at the firm. Susan oversees the Human Resources area, special projects, payroll, insurance and benefits and office maintenance issues, as well as provides support to the Director of Finance, as needed. Before this, Susan was a Staff Accountant at Lustigson & Fagan, CPAs. She obtained degrees in Business Administration and International Relations at Rhodes College. Susan is a volunteer with the Special Olympics and St. Jude Hospital. When not at work, Susan is traveling and taking photos of spectacular, remote locations around the world.

Bradford Long

Brad joined DiMeo Schneider & Associates, L.L.C. in 2012. As Principal and Research Director, he directs the firm’s Core Investment Strategy Group, overseeing investment research across global equity, global fixed income and global real assets. He is a member of the firm’s Investment Committee, Discretionary Committee and all Research Teams. Additionally, Brad leads the firm’s efforts in Mission-Aligned Investing™ across both public and private markets as well as chairs the firm’s Target Date Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

Jessica Ludwig

An Associate of DiMeo Schneider & Associates, L.L.C. since 2006, Jessica currently serves as Principal and Associate Director of Institutional Consulting. In the Associate Director role, she maintains oversight for the firm’s institutional co-consultants and service associates. In addition, Jessica services institutional clients, providing advice and counsel on all areas of fund oversight, including investment policy, asset allocation, manager research and selection, portfolio structure, performance monitoring and overall investment management. Prior to this, Jessica was a Financial Analyst in the Public Finance Department at Loop Capital Markets. She received her BA from Georgetown University. Jessica enjoys playing the piano, watching sports and exploring new restaurants and bourbons.

James Modelski

Jim joined DiMeo Schneider & Associates, L.L.C. in 1998 and provides advice and counsel to retirement plans, foundations, endowments and nonprofit organizations. As Director of Communication & Education, Jim oversees the firm’s marketing efforts and develops programs to enhance fiduciary and investment knowledge for clients. He is also a member of the firm’s Investment Committee and Mission-Aligned Investing™ Sub-Committee. In 2012, Jim was a contributing author to Nonprofit Asset Management (John Wiley & Sons). He is a member of the CFA Institute, the CFA Society of Chicago, The Chicago Council on Global Affairs, The Plan Sponsor Council of America’s (PSCA) Research Committee and Defined Contribution Institutional Investment Association (DCIIA). Jim frequently gives seminars and presentations at national conferences. Jim received an MBA in Finance and Economics from Loyola University, and a BA from Columbia College. He supports the Leukemia and Lymphoma Society and the National Brain Tumor Society. Jim’s hobbies include running marathons, playing drums and studying U.S. Presidential history.

Adam Newell

Adam joined DiMeo Schneider & Associates, L.L.C. in 2004. As Principal and Director of Consulting for The Wealth Office, Adam is responsible for the oversight of the firm’s Wealth Office consultants and setting the strategic direction for the group’s consulting business. He also provides investment expertise to a number of high-net-worth families, private foundations and nonprofit clients. Adam is a member of the Investment Committee that sets investment policy, establishes the framework for asset allocation and approves investment managers and a member of the Hedge Fund Research Team. Before this, he was a Senior Financial Planner with The Ayco Company L.P., a subsidiary of Goldman Sachs, Inc. Adam is a Certified Financial Planner (CFP®) and member of the Financial Planning Association. He is also a CFA® charterholder and member of the CFA Society Chicago. Adam earned a BS with high honors in Finance and a minor in Financial Planning from Purdue University. He is a founding board member of the nonprofit organization, Angel Tracks. In his free time, Adam enjoys competing in triathlons.

Anthony Novara

Anthony joined DiMeo Schneider & Associates, L.L.C. in 2011. Anthony directs the firm’s Hedge Fund research effort and chairs the firm’s Capital Markets committee. He is a member of the firm’s Investment Committee, Discretionary Committee and all Research Teams. Prior to joining the firm, Anthony held various roles at National City, Conversus Asset Management and William Blair & Company. Anthony received a BA in Finance from the Eli Broad College of Business at Michigan State University and a MBA from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Economics & Entrepreneurship. He is a CFA® charterholder and member of the CFA Society Chicago and CFA Institute. Anthony is actively involved with YearUp, a nonprofit providing urban young adults with the skills, experience and support to pursue professional careers and higher education. He is also on the Advisory Board for the Michigan State University Financial Markets Institute. In his free time, Anthony enjoys playing guitar, golf, running after his two young sons and all things Michigan State Spartans.

Matthew Porter

Matt joined DiMeo Schneider & Associates, L.L.C. in 1998. Matt is a Principal, Executive Research Director and a Senior Consultant. As Director of Research Analytics, Matt challenges firm members to think about and embrace innovation and knowledge development. As a Senior Consultant, he advises institutional clients on a variety of topics, including asset allocation, investment manager relations and portfolio rebalances. Matt is the Chair of the Investment Committee, which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers. In 2005, he co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and in 2012 co-authored Nonprofit Asset Management (John Wiley & Sons). Before this, he was a Trust Officer in the Wealth Management Division at The Northern Trust Corporation. Matt obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Economic Club of Chicago. He received a BS in Finance from the University of Illinois in Urbana-Champaign.

Matthew Rice

Matt joined DiMeo Schneider & Associates, L.L.C. in 2001. As DiMeo Schneider & Associates, L.L.C.’s Chief Investment Officer, Matt directs the firm’s capital markets, investment strategy, asset allocation modeling and alternative investments efforts. He also advises a number of the firm’s corporate and nonprofit clients. Matt has co-authored two books, including Nonprofit Asset Management (John Wiley & Sons), which was published in 2012 and The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), published in 2005. Matt is a CFA® charterholder and member of the CFA Society Chicago and a Chartered Alternative Investment Analyst (CAIA®). Matt received a BA in Economics from Northwestern University, where he also played on the 1995 and 1996 Big Ten championship football teams. Matt now leads an easier lifestyle chasing after his two young children.

Richard Thomas

Rich joined DiMeo Schneider & Associates, L.L.C. in 2014 as Director of Finance and is now Chief Financial Officer of the firm. Rich currently oversees all areas of administration and finance while reporting directly to the Managing Director, Bob DiMeo. Rich is also a member of the firm’s compliance team. Prior to this, Rich was Chief Financial Officer of Vedder Price P.C. He is a Certified Public Accountant (CPA) and is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society and Financial Executives International. Rich earned his BS in Accounting from Northern Illinois University. He has been actively involved with Ronald McDonald House Charities of Chicagoland and Northwest Indiana. Rich enjoys sports and is an avid cyclist.

Chad Tischer

Chad joined DiMeo Schneider & Associates, L.L.C. in 2003. As a Principal and Senior Consultant Chad counsels wealthy families, business owners, executives and nonprofit organizations on their investment strategies. His experience includes providing investment solutions regarding asset allocation, manager selection and portfolio rebalancing strategies. As a Certified Financial Planner (CFP®), Chad works with clients on comprehensive wealth management solutions in managing estate planning, tax, insurance and lending strategies. As a Principal of the firm, Chad also has business development responsibilities and participates in firm management. Chad also is involved in the Financial Planning Association and the Chicago Estate Planning Council. He has spoken at numerous events on topics including wealth management, investments and industry best practices. Currently, Chad is Co-Chair of the Professional Advisory Council of the Chicago Foundation for Women and prior Co-Chair of the Auxiliary Board at Midtown Educational Foundation. Chad was honored as a national finalist for the Invest in Others Community Leadership Award for his 10 years of tutoring underprivileged kids in Chicago. Additionally, he is on the Enterprise Bank & Trust Wealth Advisory Board, the DePaul University Wealth Management Advisory Board and a Board Member of Chicago Lights. Chad enjoys golfing, boating and ice skating with his young children.

  • Robert DiMeo

    Managing Director & Co-Founder

  • Michael Benoit, CIMA®, CFP®

    Managing Director, The Wealth Office™ & Co-Founder

  • Douglas Balsam

    Principal, Director of Institutional Consulting

  • Jeffrey Barrow, CIMA®

    Regional Director, Senior Consultant

  • Jeffrey Benoit, CIMA®

    Director of Taft-Hartley Consulting

  • Nicholas Breit, CFA, CFP®

    Financial Planning Practice Leader, Senior Consultant, The Wealth Office™

  • Shreya Canakapalli, CFA

    Senior Consultant

  • Brian Carlson, CFA

    Principal, Senior Consultant

  • Joseph Cortese III

    OCIO Practice Leader, Senior Consultant, The Wealth Office™

  • Steven Dufault, CIMA®

    Defined Contribution Practice Leader, Senior Consultant

  • Colleen Dumke, CFP®

    Consultant, The Wealth Office™

  • Michael Emerson, CFP®

    Consultant, The Wealth Office™

  • Jonathon Fellows, CFA

    Principal, Senior Consultant, The Wealth Office™

  • Guadalupe Gómez, CRPC®

    Consultant, The Wealth Office™

  • Sarah Hinman, CPA/PFS, CFP®

    Consultant, The Wealth Office™

  • James Jensen, CIMA®

    Principal, Senior Consultant

  • Christine Jordan, CFP®

    Consultant, The Wealth Office™

  • Jonathan Joseph

    Consultant

  • Megan Keithley

    Manager of Service Associates, The Wealth Office™

  • Andrew Krcatovich

    Service Associate, The Wealth Office™

  • Jessica Ludwig

    Principal, Associate Director of Institutional Consulting

  • James Modelski, CFS

    Principal, Director of Communication & Education

  • William Natsis

    Head of OCIO Business Development

  • Adam Newell, CFA, CFP®

    Principal, Director of Consulting, The Wealth Office™

  • William Parker, CIMA®

    Senior Consultant, The Wealth Office™

  • Matthew Porter

    Principal, Executive Research Director

  • Stephen Proffer, CFA

    Consultant

  • Eric Ramos, CFA

    Consultant

  • Matthew Rice, CFA, CAIA℠

    Principal, Chief Investment Officer

  • Brian Samuels, CFA

    Consultant

  • Arielle Schwartz

    Service Associate, The Wealth Office™

  • Joseph Scime, CFA, CFP®

    Senior Consultant, The Wealth Office™

  • Sandra Sergiyenko

    Service Associate, The Wealth Office™

  • Stephen Spencer, CIMA®

    Senior Consultant

  • Jason Teitelbaum

    Service Associate

  • Chad Tischer, CFP®

    Principal, Senior Consultant

  • Ryan Tracy, CFP®

    Consultant, The Wealth Office™

  • Ryan Walter

    Consultant

  • Brian White

    Senior Consultant

  • Jacqueline Wilhelm, CFA

    Consultant

  • Altan Wuliji, CFP®

    Consultant, The Wealth Office™

Robert DiMeo

Bob’s responsibilities include guiding and leading the firm’s strategy as well as working with select clients. Bob has authored and been the subject of numerous articles appearing in prominent publications including the Los Angeles Times, Crain’s Chicago Business and Pensions & Investments, and has taught courses on fiduciary responsibility and related subjects. He co-authored Asset Management for Endowments & Foundations (McGraw Hill), Designing a 401(k) Plan (Probus), The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), Nonprofit Asset Management (John Wiley & Sons) and recently authored 50 Billion Reasons to Grow Your Practice (Honor). Prior to co-founding DiMeo Schneider & Associates, L.L.C., Bob served as Vice President for Kidder, Peabody’s Institutional Consulting Group, where he chaired their 401(k) consulting effort. Bob obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning and his bachelor’s degree from Bradley University. Bob has mentored at and currently serves on the board for Year Up Chicago. He is a board member for the Special Olympics Illinois Foundation and vice-chairs the investment committee for Catholic Charities of Chicago. Bob also serves as a director for the Geneva Lake Water Safety Patrol. Bob’s interests include music, exercise, golf and boating…all the better with family and friends.

Michael Benoit

Mike is Managing Director of The Wealth Office and co-founder of DiMeo Schneider & Associates, L.L.C. He provides investment consulting services to private foundations, family offices and other substantial investors. Along with overseeing The Wealth Office, Mike sits on the firm’s Investment Committee. He has addressed national conferences on subjects including professional money management, financial planning and estate planning and co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), which was released in 2005. Mike is a member of the Financial Planning Association and the Investments & Wealth Institute™. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and Certified Financial Planner (CFP®) from the College of Financial Planning. He earned his bachelor’s degree from Bradley University. Mike currently serves as Chairmen to the Executive Board of the Alexian Brothers Foundation. He is also a Catholic Deacon for the Archdiocese of Chicago and serves the St. John of the Evangelist Parish. Mike enjoys golf, travel (when he can) and theater.

Douglas Balsam

Doug is responsible for oversight of DiMeo Schneider & Associates, L.L.C.’s institutional consultants and setting strategic direction for the firm’s institutional consulting business. He also serves as a member of the Investment Committee. Prior to joining the firm in 1998, he spent several years at Scudder, Stevens & Clark, a Boston-based investment management firm. He obtained the  Accredited Investment Fiduciary Auditor (AIFA®) designation from the Center for Fiduciary Studies at the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. In 2005, Doug co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons). He has been active with the Plan Sponsor Council of America and a featured speaker at their national conference. Doug earned his BS degree in Finance at Miami University and an MBA, with honors, from Loyola University in Chicago. His charitable activities include the Greater Chicago Food Depository and the Ravinia Festival Association.

Jeffrey Barrow

Based in Austin, Texas, Jeff oversees the firm’s consulting and new business efforts in Texas. As a Senior Consultant, Jeff services institutional clients, providing advice and counsel on all areas of fund oversight, including investment policy, asset allocation, manager research and selection, portfolio structure, performance monitoring and overall investment management. Prior to joining the firm in 2008, Jeff worked in Advisory Services at PricewaterhouseCoopers. He received a BA from Colby College in Waterville, Maine and obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the University of Chicago Booth School of Business. Jeff is the former board President and long-time mentor for Big Brothers Big Sisters of Metropolitan Chicago Leadership Board and actively supports a variety of Austin-based nonprofits and the Colby Fund. He enjoys staying active on Austin’s trails and lakes and serving local mentor organizations.

Jeffrey Benoit

Jeff joined DiMeo Schneider & Associates, L.L.C. in 2000 and is the Director of Taft-Hartley Consulting. Working with the firm’s team of consultants, he provides investment consulting services by giving advice and information on the manager search process, fund selection for portfolios and overall investment management. Prior to this, Jeff was president of an advisory division of LaSalle Street Securities, L.L.C. He obtained the title of Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business. Jeff has been a guest speaker at several national conferences related to Taft-Hartley services. He is also on the Advisory board of Made in America, an organization dedicated to providing ongoing education to the Taft-Hartley community. Jeff is the head of the stewardship committee of his local parish and leads a team of volunteers who serve the homeless breakfast on a monthly basis. He enjoys golf and snowmobiling.

Nicholas Breit

Nick provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other high net worth investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Nick is also a member of the firm’s Core Investment Strategy Group. Prior to joining the firm in 2007, Nick was a Senior Financial Planner with The Ayco Company where he provided comprehensive advice to affluent clientele. Nick earned a BA in Finance and Economics from the University of Illinois at Urbana-Champaign. He obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning and is a CFA® charterholder and member of the CFA Society of Chicago. Nick enjoys long distance running, having completed two marathons and multiple half-marathons and spending time with his family.

Shreya Canakapalli

Shreya supports institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. She is a member of the firm’s Private Markets Research Team. Prior to joining the firm in 2012, Shreya was a Knowledge Investment Analyst at The Northern Trust Corporation. She received a BS in Finance and Economic Consulting from Indiana University in Bloomington. Shreya is a CFA® charterholder and member of the CFA Society of Chicago. Shreya is on the Associate Board for Urban Initiatives and enjoys traveling, sociology and jigsaw puzzles.

Brian Carlson

Brian joined DiMeo Schneider & Associates, L.L.C. in 2006. As a Principal and Senior Consultant, he services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Brian is a member of the firm’s Investment Committee, Capital Markets and Real Assets Research Teams. Prior to joining DiMeo Schneider & Associates, L.L.C., he was Vice President & Consultant, Investment Risk & Analytical Services for The Northern Trust Corporation. Brian received a BS in Finance from Northern Illinois University and is a CFA® charterholder and member of the CFA Society Chicago. When not spending time with his two daughters, Brian enjoys exploring culinary savors through the barbecue and smoker.

Joseph Cortese III

Joe joined DiMeo Schneider in 2008. He provides investment consulting services to family offices, nonprofit organizations, high net worth investors and other financial institutions as part of the firm’s Outsource Chief Investment Officer (OCIO) practice. Joe gives advice and expertise on all facets of effective investment program design including establishing investment objectives, asset allocation and portfolio design, investment research and due diligence and overall practice management. Joe is also a member of the firm’s Private Markets Research Team. Prior to joining the firm, Joe worked for Morgan Stanley’s Private Wealth Management Office and as a Managing Director for an investment management firm implementing a value-focused, long/short equity strategy based on University of Chicago Booth research. Joe earned his MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business and a BBA with a Certification in Entrepreneurial Management from the University of Iowa. Joe is a member of UNICEF’s NextGen Junior Board and The University of Iowa’s J.P.E.C. Alumni Board, as well as Co-Founder of the Hawkeye Business Development Group of Chicago. Joe is currently serving as Director-at-Large and Secretary of the University of Chicago Booth School of BusinessAlumni Club.

Steven Dufault

Steve joined the firm in 1999. As the firm’s Defined Contribution Practice Leader, Steve is responsible for thought leadership and the strategic direction of the firm’s defined contribution practice. He also leads the firm’s efforts behind the Fiduciary Focus program and Annual Defined Contribution Survey and Benchmark Study. In his role as Senior Consultant, Steve provides broad investment consulting services to the firm’s institutional clients including asset allocation, portfolio structure and rebalancing, performance monitoring, manager selection, spending policy and overall investment policy. Steve received a BBA in Finance with an emphasis on Accounting from the University of Iowa. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™, International Foundation of Employee Benefit Plans and Defined Contribution Institutional Investment Association (DCIIA). Steve is a project leader with the nonprofit organization Chicago Cares and an avid photographer. Steve enjoys playing golf, soccer and skiing.

Colleen Dumke

Colleen provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2018, Colleen was a Senior Financial Analyst at Capstone Financial Advisors, Inc. Colleen earned a BS from the University of Illinois at Urbana-Champaign with a concentration in Financial Planning and is a Certified Financial Planner (CFP®). In her free time, Colleen enjoys playing tennis, boxing and cooking and is a former world champion Irish dancer.

Michael Emerson

Michael provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2017, Michael was a Wealth Advisor with RMB Capital. He holds a Bachelor’s of Arts from the University of Chicago, is a Certified Financial Planner (CFP®) from the College for Financial Planning and passed the CFA Level II exam. Michael is a member of the Michael J Fox Foundation Junior Board and volunteers with the Special Olympics. In his free time, he enjoys cooking, travel and golf.

Jonathon Fellows

As a Principal and Senior Investment Consultant for The Wealth Office™, Jon specializes in providing comprehensive investment consulting services to foundations, endowments, nonprofit organizations and high-net-worth families. Additionally, Jon is head of DiMeo Schneider & Associates, L.L.C.’s Discretionary Committee. He is also a member of the firm’s Investment Committee and its Capital Markets and Hedge Fund Sub-Committees. Prior to joining the firm in 2003, Jon worked in the Family Wealth Group in the Chicago office of Bernstein Investment Research & Management. A CFA® charterholder, Jon is also a member of CFA Institute and the CFA Society Chicago. He received a BBA in Finance and Accounting from the University of Michigan and a MS in Finance, Investment and Banking from the University of Wisconsin. Jon currently serves on the Board of VOCEL, a nonprofit focusing on early childhood education in underprivileged neighborhoods and is a volunteer basketball and baseball coach in the Chicagoland area.

Guadalupe Gómez

Guadalupe provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by offering advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2018, Guadalupe was a Registered Client Associate at Merrill Lynch. Guadalupe earned a BS in Finance with a Minor in Economics from the University of Illinois at Chicago. She is a CRPC® (Chartered Retirement Planning Counselor) and a CFA Level 1 Candidate. In her free time, Guadalupe volunteers at the Puerto Rican Cultural Center and is a certified yoga instructor.

Sarah Hinman

Sarah provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Sarah is also a member of the firm’s Mission-Aligned Investing™ Sub-Committee. Prior to joining the firm in 2017, Sarah was an Associate Financial Advisor and Financial Planning Analyst at Trinity Financial Advisors. Sarah earned a BS in Accounting from the University of Illinois at Urbana-Champaign and a BA in Fashion Marketing and Management from The Illinois Institute of Art in Chicago. Sarah also earned a Masters of Accounting Science from the University of Illinois at Urbana-Champaign. She is a Certified Public Accountant (CPA)/Personal Financial Specialist (PFS) and is a Certified Financial Planner (CFP®). Sarah also passed the CFA Level I exam. In her free time, Sarah enjoys cooking and fashion and supports a local retailer, Embellish Boutique, with marketing and accounting.

James Jensen

Jim joined DiMeo Schneider & Associates, L.L.C. in 2004. As a Principal and Senior Consultant, he services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. In 2012, Jim was a contributing author to Nonprofit Asset Management (John Wiley & Sons). Prior to joining DiMeo Schneider & Associates, L.L.C., he was VP & Senior Consultant, Investment Risk & Analytical Services for The Northern Trust Corporation. Jim obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and he is a member of the Investments & Wealth Institute™. He received a BBA in Finance from the University of Iowa. When not spending time with his two young children, Jim enjoys exercising and attending concerts and sporting events.

Christine Jordan

Christine provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by offering advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2018, Christine was Vice President and Financial Advisor at Rappaport Reiches Capital Management, LLC and held various positions with Fidelity Investments. Christine earned a BBA in Finance from James Madison University and is a Certified Financial Planner (CFP®). Christine is a past member of the Neighborhood Parents Network and holds several volunteer positions at St. Clement School & Church in Lincoln Park. In her free time, Christine enjoys traveling, reading, cycling classes and attending her children’s sporting events.

Jonathan Joseph

Jonathan (JJ) services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring. Prior to joining the firm in 2016, JJ was a Senior Investment Analyst at Willis Towers Watson. He previously held positions at Morningstar and Putman Investments. JJ received a BS in Business Management from Bentley University and is a member of the Bentley University Alumni Committee. He volunteers with youth sports and youth mentorship and in his free time stays active with weight lifting, flag football and basketball and enjoys movies and cooking.

Megan Keithley

Megan supports The Wealth Office™ clients including high net worth families, family offices, foundations and other nonprofit organizations. Megan additionally oversees the team of The Wealth Office™ service associates. Prior to joining the firm in 2015, Megan was a Portfolio Administrator with Trinity Financial Advisors, LLC. She received a BS from the University of Illinois at Chicago and is currently enrolled in the Financial Planning Certificate Program. In her free time, Megan enjoys yoga, travel, music, crafting and dodging cars while she cycles to work.

Andrew Krcatovich

Andrew supports The Wealth Office™ clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2016, Andrew held multiple positions at Regal Investment Advisors. Andrew graduated from Augustana College with a Bachelor of Arts in Economics and Philosophy. In his free time, Andrew enjoys wrestling, biking, fitness and Python programing.

Jessica Ludwig

An Associate of DiMeo Schneider & Associates, L.L.C. since 2006, Jessica currently serves as Principal and Associate Director of Institutional Consulting. In the Associate Director role, she maintains oversight for the firm’s institutional co-consultants and service associates. In addition, Jessica services institutional clients, providing advice and counsel on all areas of fund oversight, including investment policy, asset allocation, manager research and selection, portfolio structure, performance monitoring and overall investment management. Prior to this, Jessica was a Financial Analyst in the Public Finance Department at Loop Capital Markets. She received her BA from Georgetown University. Jessica enjoys playing the piano, watching sports and exploring new restaurants and bourbons.

James Modelski

Jim joined DiMeo Schneider & Associates, L.L.C. in 1998 and provides advice and counsel to retirement plans, foundations, endowments and nonprofit organizations. As Director of Communication & Education, Jim oversees the firm’s marketing efforts and develops programs to enhance fiduciary and investment knowledge for clients. He is also a member of the firm’s Investment Committee and Mission-Aligned Investing™ Sub-Committee. In 2012, Jim was a contributing author to Nonprofit Asset Management (John Wiley & Sons). He is a member of the CFA Institute, the CFA Society of Chicago, The Chicago Council on Global Affairs, The Plan Sponsor Council of America’s (PSCA) Research Committee and Defined Contribution Institutional Investment Association (DCIIA). Jim frequently gives seminars and presentations at national conferences. Jim received an MBA in Finance and Economics from Loyola University, and a BA from Columbia College. He supports the Leukemia and Lymphoma Society and the National Brain Tumor Society. Jim’s hobbies include running marathons, playing drums and studying U.S. Presidential history.

William Natsis

Bill leads our business development efforts for the firm’s OCIO Services. Bill has over 38 years of industry experience including work as a Managing Director, Sales at Deutsche Bank, Managing Director, Midwest Sales at Fortigent, LLC and as a Partner, Advisor Alliance at HPM Partners, LLC in Chicago. Prior to joining the firm in 2016, Bill was the Partner and Head of U.S. Sales for Cantor Fitzgerald Wealth Partners, LLC and responsible for establishing the investment platform, CIO function, portfolio and allocation methodology and performance measurement and reporting. He also led Advisor recruitment, due diligence and portfolio/investment philosophy and fit. Bill received his BA in Finance and Management from Western Michigan University and his MBA in Finance and Marketing from the University of Detroit School of Business. Bill attended the Southwestern University School of Law where he studied Business Law. In his free time, Bill can be found on the golf course.

 

Adam Newell

Adam joined DiMeo Schneider & Associates, L.L.C. in 2004. As Principal and Director of Consulting for The Wealth Office, Adam is responsible for the oversight of the firm’s Wealth Office consultants and setting the strategic direction for the group’s consulting business. He also provides investment expertise to a number of high-net-worth families, private foundations and nonprofit clients. Adam is a member of the Investment Committee that sets investment policy, establishes the framework for asset allocation and approves investment managers and a member of the Hedge Fund Research Team. Before this, he was a Senior Financial Planner with The Ayco Company L.P., a subsidiary of Goldman Sachs, Inc. Adam is a Certified Financial Planner (CFP®) and member of the Financial Planning Association. He is also a CFA® charterholder and member of the CFA Society Chicago. Adam earned a BS with high honors in Finance and a minor in Financial Planning from Purdue University. He is a founding board member of the nonprofit organization, Angel Tracks. In his free time, Adam enjoys competing in triathlons.

William Parker

Bill provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other private investors. Bill services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. He is a member of the firm’s Mission-Aligned Investing™ Sub-Committee. Prior to joining the firm, Bill was a Senior Associate in the Sales & Service division of Northern Trust Global Investments where he was responsible for both institutional and wealth client relationships. Earlier in his career, Bill held positions on the trading floors of both the New York Stock Exchange and Chicago Board of Trade. He earned a BA in Philosophy & Political Science from Fordham University, a Master in Business Administration (MBA) from Lewis University and a Master of Science in Finance (MSF) from Lewis University. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business. Bill is an avid runner and completed the Ironman Triathlon®. These days he and his wife enjoy chasing their two boys around the backyard.

Matthew Porter

Matt joined DiMeo Schneider & Associates, L.L.C. in 1998. Matt is a Principal, Executive Research Director and a Senior Consultant. As Director of Research Analytics, Matt challenges firm members to think about and embrace innovation and knowledge development. As a Senior Consultant, he advises institutional clients on a variety of topics, including asset allocation, investment manager relations and portfolio rebalances. Matt is the Chair of the Investment Committee, which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers. In 2005, he co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and in 2012 co-authored Nonprofit Asset Management (John Wiley & Sons). Before this, he was a Trust Officer in the Wealth Management Division at The Northern Trust Corporation. Matt obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Economic Club of Chicago. He received a BS in Finance from the University of Illinois in Urbana-Champaign.

Stephen Proffer

Steve provides investment consulting services to institutional clients and nonprofit organizations. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process, fiduciary stewardship and overall investment management. Prior to joining the firm in 2017, Steve was an Associate Client Investment Officer with Northern Trust Asset Management where he provided comprehensive investment management services to discretionary institutional client portfolios. Steve earned a BA in Economics and Finance from the University of Illinois Urbana-Champaign and earned a Masters of Analytics from the University of Chicago in June 2018. He is a CFA® Charterholder and a member of the CFA Institute, CFA Society of Chicago and The Chicago Council on Global Affairs. Steve enjoys outdoor activities and spending time with family.

Eric Ramos

Eric serves institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. He joined the firm in 2013 as a Service Associate where he supported the firm’s investment consultants in the areas of account administration and client servicing. Eric graduated with a BS in Financial Counseling and Planning from Purdue University. He is a CFA® charterholder and member of the CFA Society of Chicago. Eric was captain of the Purdue University’s Tennis Team and remains an “ace” on the tennis court.

Matthew Rice

Matt joined DiMeo Schneider & Associates, L.L.C. in 2001. As DiMeo Schneider & Associates, L.L.C.’s Chief Investment Officer, Matt directs the firm’s capital markets, investment strategy, asset allocation modeling and alternative investments efforts. He also advises a number of the firm’s corporate and nonprofit clients. Matt has co-authored two books, including Nonprofit Asset Management (John Wiley & Sons), which was published in 2012 and The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), published in 2005. Matt is a CFA® charterholder and member of the CFA Society Chicago and a Chartered Alternative Investment Analyst (CAIA®). Matt received a BA in Economics from Northwestern University, where he also played on the 1995 and 1996 Big Ten championship football teams. Matt now leads an easier lifestyle chasing after his two young children.

Brian Samuels

Brian services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. Prior to joining the firm in 2017, Brian was an Investment Consultant at Willis Towers Watson. Brian earned a BA in Management and a BA in Communication & Media Studies from Goucher College. He received his Master of Business Administration (MBA) with concentrations in Investment and Corporate Finance from Duke University’s Fuqua School of Business. Brian is a CFA® charterholder and member of the CFA Society of Chicago. In his free time, Brian enjoys travel, skiing and cooking.

Arielle Schwartz

Arielle supports The Wealth Office™ clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2018, Arielle served as a Client Service Associate at Morgan Stanley. Arielle graduated from DePaul University with a BA in Psychology. Arielle is a member of the American Heart Association of Chicago’s Young Professional’s Board. In her free time, she enjoys running marathons, reading and anything outside – when Chicago weather cooperates.

Joseph Scime

Joe provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Joe is also a member of the Private Markets Research Team. Prior to joining the firm in 2012, Joe was an Investment Associate at UBS Financial Services providing comprehensive financial planning services to high net worth individuals. Joe earned a BA in Economics from the University of Michigan. He is a CFA® charterholder and member of the CFA Society of Chicago and a Certified Financial Planner (CFP®) through the College of Financial Planning. In his free time, Joe enjoys cooking with his wife and watching college football, hockey and baseball.

Sandra Sergiyenko

Sandra joined the firm as a Service Associate in 2017. In this role, Sandra supports The Wealth Office™ clients including high net worth families, foundations and other nonprofit organizations. She received a BS in Marketing from DePaul University. Prior to joining DiMeo Schneider, Sandra worked at Graystone Consulting and Morgan Stanley Wealth Management as a Client Service Associate. In her free time, Sandra enjoys hiking, running and snowboarding.

Stephen Spencer

Steve provides advice and counsel to institutional clients on all areas of fund oversight including asset allocation, portfolio structure and rebalancing, performance monitoring, manager selection, spending policy and overall investment policy. Steve joined the firm in 2000 and is a member of the Investment Committee. In 2005, he co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons). Steve received a BA in Economics from the University of New Hampshire. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™. Steve is a past member of the Board of Directors for Heartland Alliance and involved with fundraising efforts for the American Diabetes Association and JDRF. He enjoys skiing, traveling and coaching his sons’ youth sports teams.

Jason Teitelbaum

Jason supports the firm’s institutional investment consultants in all areas of account administration and client servicing. Prior to joining the firm in 2017, Jason was an Associate Financial Advisor and Retirement Planning Committee member at CLA Financial Advisors. He graduated from the University of Illinois at Urbana Champaign with a degree in Financial Planning. Jason is a member of the Lurie Children’s Research Junior Board, is an avid marathon runner and a proud supporter of the New England Patriots.

Chad Tischer

Chad joined DiMeo Schneider & Associates, L.L.C. in 2003. As a Principal and Senior Consultant Chad counsels wealthy families, business owners, executives and nonprofit organizations on their investment strategies. His experience includes providing investment solutions regarding asset allocation, manager selection and portfolio rebalancing strategies. As a Certified Financial Planner (CFP®), Chad works with clients on comprehensive wealth management solutions in managing estate planning, tax, insurance and lending strategies. As a Principal of the firm, Chad also has business development responsibilities and participates in firm management. Chad also is involved in the Financial Planning Association and the Chicago Estate Planning Council. He has spoken at numerous events on topics including wealth management, investments and industry best practices. Currently, Chad is Co-Chair of the Professional Advisory Council of the Chicago Foundation for Women and prior Co-Chair of the Auxiliary Board at Midtown Educational Foundation. Chad was honored as a national finalist for the Invest in Others Community Leadership Award for his 10 years of tutoring underprivileged kids in Chicago. Additionally, he is on the Enterprise Bank & Trust Wealth Advisory Board, the DePaul University Wealth Management Advisory Board and a Board Member of Chicago Lights. Chad enjoys golfing, boating and ice skating with his young children.

Ryan Tracy

Ryan provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other high net worth investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2017, Ryan was Managing Partner at 360 Financial Group, LLC. Ryan earned a Bachelor’s of Science in Finance and Accounting from Eastern Illinois University and obtained his Certified Financial Planner (CFP®) designation. He is also a CFA Level II Candidate in the CFA Program. Ryan is an Investment Committee Board Member for the Eastern Illinois University Foundation and volunteers with the University’s Student Investment Society as a mentor to business school students. In his free time, he enjoys billiards, golf and playing ice hockey.

Ryan Walter

Ryan services institutional clients by providing advice and guidance on the manager search process, fund selection for portfolios and overall investment management. Prior to joining the firm in 2015, Ryan served as an Investment Assistant at JP Morgan Securities. Ryan holds a Bachelor’s of Science in Business Administration from The Ohio State University. He volunteers with the Muscular Dystrophy Association and is a Level II CFA Candidate in the CFA Program. Ryan’s interests include Court Master Sommelier Examinations and golf.

Brian White

Brian services institutional clients by providing advice and guidance on the manager search process, fund selection for portfolios and overall investment management. Brian joined the firm in 2007 as a Performance Analyst. Previously, he was a Client Service Specialist for Chase Investment Services and Scudder Investments. He graduated with a BA from the University of Northern Iowa. Brian is actively involved in Chicago’s Off the Street Club and enjoys golf, bowling, hiking, camping, photography, playing guitar and traveling. He is a sports fan supporting the Blackhawks, Cubs, Bears and Iowa Hawkeyes.

Jacqueline Wilhelm

Jackie services institutional clients by providing advice and guidance on the manager search process, fund selection for portfolios and overall investment management. Prior to joining the firm in 2015, Jackie was an Assistant Vice President at FactSet Research Systems. Jackie received a Bachelor’s of Science in Economics from Tulane University. She is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago. Jackie is a member of Tulane Chicago Alumni Board. She is very active in competitive soccer and Women’s USA Touch Rugby.

Altan Wuliji

Altan provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other private investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2014, Altan was a Senior Planner at Balasa Dinverno Foltz and an Analyst at RegentAtlantic Capital. Altan earned a Bachelor of Science in Financial Planning from the University of Illinois and a Master of Science in Personal Financial Planning from Texas Tech University. Altan was awarded the prestigious Gates Millennium Scholarship through the Bill and Melinda Gates Foundation, as well as the President’s Congressional Scholarship which provided the opportunity to serve within the United States House of Representatives in Washington, D.C. Altan achieved the Certified Financial Planner® designation in 2012 and is a Level 2 CFA Candidate in the CFA Program. He is a member of the Midtown Auxiliary Board and enjoys competing in triathlons.

  • Chatelaine Achterberg

    Performance Analyst

  • Jacob Anderson

    Performance Analyst

  • Matthew Babiash, CPA

    Research Analyst - Operational Risk

  • Bradley Daniels, CFA

    Chief Compliance Officer, Manager of Performance Analytics

  • Travis Freitag

    Performance Analyst

  • Max Friedman

    Research Associate - Global Private Markets

  • Matt Holland

    Research Associate - Global Public Markets

  • Bradley Johnson

    Senior Performance Analyst, Team Lead

  • Louis Kleist

    Research Director - Global Private Markets

  • Curt Lawhorn, CPA

    Senior Research Analyst - Global Private Markets

  • Bradford Long, CFA

    Principal, Research Director - Global Public Markets

  • Matthew Marwitz

    Senior Performance Analyst

  • Peter Mazzaferro

    Performance Analyst

  • Collin McGee

    Research Associate - Global Public Markets

  • Tyler Nichols

    Senior Performance Analyst, Team Lead

  • Anthony Novara, CFA

    Research Director - Global Hedge Fund Strategies and Capital Markets

  • Ryan O’Connor

    Performance Analyst

  • Angelique Pappas, CFA

    Research Analyst - Global Hedge Fund Strategies

  • Matthew Porter

    Principal, Executive Research Director

  • Brett Reichel

    Performance Analyst

  • Matthew Rice, CFA, CAIA℠

    Principal, Chief Investment Officer

  • Jacqueline Rondini, CFP®

    Senior Research Consultant

  • Brian Rooke, CAIA℠

    Senior Performance Analyst, Team Lead

  • Ryan Schultz, CFA

    Research Analyst - Global Public Markets

  • Michael Sloan

    Performance Analyst

  • Michael Sustarsic, CFA

    Research Analyst - Global Private Markets

Chatelaine Achterberg

Chet joined DiMeo Schneider in 2017. Chet supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm, Chet was a Senior Fund Accountant at Northern Trust. Chet graduated from the University of Texas at Austin with a BA in Economics and a minor in Mathematics. Chet also passed the CFA Level I exam. In her free time, she enjoys playing intramural sports, international travel and is a loyal Los Angeles Lakers fan.

Jacob Anderson

Jake supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2017, Jake was an Associate Hedge Fund Accountant at The Northern Trust Corporation. Jake graduated from Olivet Nazarene University with a BS in Accounting and is a CFA Level II Candidate in the CFA Program. In his free time, he enjoys fitness, golf and following sports.

Matthew Babiash

Matt is responsible for performing operational due diligence on alternative investment managers. Prior to joining the firm in 2017, Matt worked at RSM US LLP as an Assurance Senior Associate. He received a BS in Quantitative Structural Physics from the University of Wisconsin – Green Bay and a Master of Science in Accounting from DePaul University’s Kellstadt Graduate School of Business. Matt is also a candidate for a Financial Risk Manager (FRM) designation certified by the Global Association of Risk Professionals. Matt also served as a Captain in the United Sates Army where he was deployed to Afghanistan. In his free time, Matt enjoys reading and traveling with his wife. He also is a member of the Historical European Martial Arts club and has completed an Ironman Triathlon®.

Bradley Daniels

Brad joined the firm in 2012 as Manager of Performance Analytics. In that role, Brad oversees performance analysts who provide reporting and analytics to clients. Brad assumed the role of Chief Compliance Officer in 2018 after 13 years of regulatory and compliance experience in the investment industry, including serving on DiMeo Schneider’s compliance team since 2013. Brad is also a member of the firm’s Discretionary Committee. Prior to joining the firm, he worked as a Senior Investment Analyst at Capital Forensics, Inc., a securities litigation and regulatory and compliance consulting firm. During his time at Capital Forensics, Brad was qualified to testify as an expert witness in FINRA arbitration more than 10 times. Brad is a CFA® charterholder and member of the CFA Society Chicago. He received a BS in Business with concentrations in Finance, Operations Management and International Studies from Indiana University’s Kelley School of Business. Brad enjoys playing cards, sports, solving puzzles and most of all, spending time with his wife and three young children.

Travis Freitag

Travis supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2018, Travis was a Senior Fund Accountant – Hedge Funds at Cortland Capital Market Services as well as a Portfolio Accountant at Savant Capital Management. He graduated from Northern Illinois University with a BS in Finance. Travis is also a Level III Candidate in the CFA Program. With his free time, he enjoys cheering on the Packers, Bulls, Cubs, playing basketball and live music.

Max Friedman

Max is responsible for performing due diligence on private equity and hedge fund managers for potential inclusion in client portfolios. He serves on the firm’s Hedge Fund and Private Markets Research Teams. Max graduated from Northwestern University with a BA in Economics and a minor in Business and passed the CFA Level II exam. Prior to joining the firm in 2016, Max was an intern with the firm’s Hedge Fund department. With his free time, Max is a huge Jeopardy fanatic and watches as often as he can. He also enjoys rooting for the New York Mets and the New York Jets.

Matt Holland

Matt researches and performs operational due diligence on core investment managers and joined the firm in 2018 as a member of our Global Public Markets Group. Matt’s prior work experience includes Morgan Stanley on their private wealth management team and The Heico Companies on their benefits team. He received a Bachelor of Arts and Science in Business Administration, majoring in Accounting and Finance, from Marquette University and passed the CFA Level 1 exam. In his free time, Matt enjoys watching sports, golfing and reading.

Bradley Johnson

Brad supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Brad additionally serves as a performance analytics Team Lead. Prior to joining the firm in 2015, Brad was Customer Service Manager at Fifth Third Bank and a Personal Banker at Suburban Bank and Trust. He earned his BA in Economics from the University of Illinois at Chicago and a MBA with a concentration in Finance from Saint Xavier University’s Graham School of Management. Brad is actively involved with the Oak Lawn Lodge #1166 Freemasons and enjoys personal fitness and golf.

Louis Kleist

Louis leads many of the firm’s private markets investment research and due diligence initiatives. He is a member of the firm’s Private Markets Team, which includes private equity, private debt and private real asset strategies. Prior to joining the firm in 2016, Louis was a Senior Research Analyst in Private Equity and Private Credit at Verus, a Director of Product Development at UBS Alternative Investments and an analyst at UBS. Louis obtained his BS from Gonzaga University and his MBA from the New York University Stern School of Business. Louis is a citizen of both the United States and Italy.

Curt Lawhorn

Curt manages many of the firm’s investment and operational due diligence initiatives within the firm’s private markets and alternative investments research teams. He is a member of the firm’s Private Markets Team, which includes private equity, private debt and private real assets strategies. He is also a member of the firm’s Hedge Fund Team. Prior to joining the firm in 2014, Curt worked in the financial services audit practice of PricewaterhouseCoopers in Chicago and Boston where he audited private equity and hedge funds. Curt received a BBA in Finance from the University of Miami and a Master in Accounting from the University of North Carolina at Chapel Hill and is a Certified Public Accountant. In his free time, Curt enjoys music, saltwater fishing, Miami Hurricanes football and craft beer.

Bradford Long

Brad joined DiMeo Schneider & Associates, L.L.C. in 2012. As Principal and Research Director, he directs the firm’s Core Investment Strategy Group, overseeing investment research across global equity, global fixed income and global real assets. He is a member of the firm’s Investment Committee, Discretionary Committee and all Research Teams. Additionally, Brad leads the firm’s efforts in Mission-Aligned Investing™ across both public and private markets as well as chairs the firm’s Target Date Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

Matthew Marwitz

Matt supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Matt joined the firm in 2014. Previously, he was a Financial Analyst with AON PLC. Matt graduated from Illinois State University with a BS in Finance and a BS in Insurance & Risk Management and passed the CFA Level II Exam. Matt enjoys cooking and endurance sports and is a big fan of the Chicago Bulls, Bears and Cubs.

Peter Mazzaferro

Peter supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2017, Peter was an Investor Accountant at Heitman Capital Management. He graduated from Miami University with a BS in Finance. Peter enjoys being out on the water (boating and spear fishing), the ski slopes and cheering on the New England Patriots.

Collin McGee

Collin researches and performs operational due diligence on core investment managers and is a team member of our Global Public Markets Group. Collin joined the firm in 2015 as a performance analyst. Previously, he was a Portfolio Administration Analyst at McDonnell Investment Management. Collin graduated from the University of Iowa with a BBA in Finance and Minor in Economics and is a CFA Level III Candidate in the CFA Program. In his free time, Collin composes music and performs acoustic guitar throughout Chicago.

Tyler Nichols

Tyler supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Tyler additionally serves as a performance analytics Team Lead. Prior to joining the firm in 2016, Tyler was a Research Analyst and Trader at OakBrook Investments. Tyler received a BS in Business Management and Economics from North Central College and an MBA from Northern Illinois University. In his free time, Tyler volunteers with Feed My Starving Children and Hessed House and enjoys running, golf and board games.

Anthony Novara

Anthony joined DiMeo Schneider & Associates, L.L.C. in 2011. Anthony directs the firm’s Hedge Fund research effort and chairs the firm’s Capital Markets committee. He is a member of the firm’s Investment Committee, Discretionary Committee and all Research Teams. Prior to joining the firm, Anthony held various roles at National City, Conversus Asset Management and William Blair & Company. Anthony received a BA in Finance from the Eli Broad College of Business at Michigan State University and a MBA from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Economics & Entrepreneurship. He is a CFA® charterholder and member of the CFA Society Chicago and CFA Institute. Anthony is actively involved with YearUp, a nonprofit providing urban young adults with the skills, experience and support to pursue professional careers and higher education. He is also on the Advisory Board for the Michigan State University Financial Markets Institute. In his free time, Anthony enjoys playing guitar, golf, running after his two young sons and all things Michigan State Spartans.

Ryan O’Connor

Ryan supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. He joined the firm in 2015. Ryan graduated from the University of Illinois at Urbana-Champaign with a BS in Agricultural & Consumer Economics. In his free time, Ryan is a tutor with the Chicago Lights Tutoring Program.

Angelique Pappas

Angelique conducts both quantitative and qualitative diligence on managers across all hedge fund strategies and sources potential new direct hedge fund managers. Angelique is a voting member of the firm’s Hedge Fund Research Team. Prior to joining the firm in 2018, Angelique was a Senior Investment Analyst at Granite Associates and an Investment Research Associate at Utah Retirement Systems. Angelique graduated summa cum laude with a BA in Finance from Westminster College in Salt Lake City. She is a CFA® charterholder and a member of the CFA Society of Chicago, the CFA Institute and 100 Women in Finance. Angelique enjoys world-travel, cooking and kickboxing in her free time.

Matthew Porter

Matt joined DiMeo Schneider & Associates, L.L.C. in 1998. Matt is a Principal, Executive Research Director and a Senior Consultant. As Director of Research Analytics, Matt challenges firm members to think about and embrace innovation and knowledge development. As a Senior Consultant, he advises institutional clients on a variety of topics, including asset allocation, investment manager relations and portfolio rebalances. Matt is the Chair of the Investment Committee, which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers. In 2005, he co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and in 2012 co-authored Nonprofit Asset Management (John Wiley & Sons). Before this, he was a Trust Officer in the Wealth Management Division at The Northern Trust Corporation. Matt obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Economic Club of Chicago. He received a BS in Finance from the University of Illinois in Urbana-Champaign.

Brett Reichel

Brett supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2015, Brett was a Retirement Relationship Manager at Fidelity Investments. Brett graduated from Florida State University with a BS in Finance and Management and has passed Level I of the CFA Program. In his free time, he enjoys investing, nutrition and basketball.

Matthew Rice

Matt joined DiMeo Schneider & Associates, L.L.C. in 2001. As DiMeo Schneider & Associates, L.L.C.’s Chief Investment Officer, Matt directs the firm’s capital markets, investment strategy, asset allocation modeling and alternative investments efforts. He also advises a number of the firm’s corporate and nonprofit clients. Matt has co-authored two books, including Nonprofit Asset Management (John Wiley & Sons), which was published in 2012 and The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), published in 2005. Matt is a CFA® charterholder and member of the CFA Society Chicago and a Chartered Alternative Investment Analyst (CAIA®). Matt received a BA in Economics from Northwestern University, where he also played on the 1995 and 1996 Big Ten championship football teams. Matt now leads an easier lifestyle chasing after his two young children.

Jacqueline Rondini

Jackie performs research and operational due diligence on core investment managers. She is a team member of the Core Investment Strategy Group. Jackie also participates in the firm’s Outsource Chief Investment Officer (OCIO) practice for financial institutions. In 2012, Jackie was a contributing author to Nonprofit Asset Management (John Wiley & Sons) and in 2005, she co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons). She received a Bachelor of Business Administration (BBA) from Iowa State University and is a Certified Financial Planner (CFP®) from the College for Financial Planning. Jackie is a former member of the Board of Trustees for The Chicago Academy for the Arts, an independent college preparatory school dedicated to the performing arts. In her free time, Jackie can be found testing her luck at her favorite vacation destination, Las Vegas.

Brian Rooke

Brian supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Brian additionally serves as a performance analytics Team Lead. Prior to joining the firm in 2013, Brian interned at The Private Bank. Brian received a BS from Iowa University in Business Management with a concentration in Finance and is a Chartered Alternative Investment Analyst (CAIASM). Brian plays in multiple intramural hockey leagues as well as intramural basketball, softball and flag football and was a Top Five finisher in the National Red Bull Crashed Ice Cross Downhill Competition.

Ryan Schultz

Ryan researches and performs operational due diligence on core investment managers. He is a team member of our Global Public Markets Group. Prior to joining the firm in 2014, Ryan served as a Research Assistant in U.S. Public Finance for S&P Ratings Services. He received a BS in Management from Indiana University’s School of Public and Environmental Affairs and is pursuing his MBA from the Kellogg School of Management at Northwestern University. He is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Ryan is a member of the Children’s Research Fund Junior Board and enjoys competing in triathlons.

Michael Sloan

Michael supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2016, Michael was a Pricing Analyst at The Northern Trust Corporation. Michael received a BS in Finance from Wake Forest University. He volunteers with Habitat for Humanity and various food pantries and loves playing music from the 70s and 90s on his guitar. He is an avid fan of the Chicago Bulls, Bears and Wake Forest University Sports.

Michael Sustarsic

Michael researches and performs operational due diligence on core and real asset investment managers. Mike is a member of the firm’s Core Investment Strategy Group and Real Assets Research Team. Prior to joining the firm in 2015, Michael was Financial Analyst at General Growth Properties and a Research Analyst with Caldera Investment Group. Michael graduated from the University of Chicago with a BA in Economics and was a star point guard on the basketball team. Michael is a CFA® charterholder. His jump shot is still best in the office.

  • Michael Benoit, CIMA®, CFP®

    Managing Director, The Wealth Office™ & Co-Founder

  • Jenna Antonelli

    Marketing Associate

  • Bradley Daniels, CFA

    Chief Compliance Officer, Manager of Performance Analytics

  • Allison Dziak

    Executive Assistant

  • Jenna Friedman

    Marketing Manager

  • Susan Lerche

    Controller

  • Patricia Murphy

    Director of First Impressions

  • Bob Ochenkowski

    Compliance and Operations Associate

  • Kristina Orona, PHR

    Director of Human Resources

  • Jason Smith

    Technology Associate

  • Priscilla Tang

    Staff Accountant

  • Richard Thomas, CPA

    Chief Financial Officer

  • Meagan Wingo

    Operations and Finance Associate

Michael Benoit

Mike is Managing Director of The Wealth Office and co-founder of DiMeo Schneider & Associates, L.L.C. He provides investment consulting services to private foundations, family offices and other substantial investors. Along with overseeing The Wealth Office, Mike sits on the firm’s Investment Committee. He has addressed national conferences on subjects including professional money management, financial planning and estate planning and co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), which was released in 2005. Mike is a member of the Financial Planning Association and the Investments & Wealth Institute™. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and Certified Financial Planner (CFP®) from the College of Financial Planning. He earned his bachelor’s degree from Bradley University. Mike currently serves as Chairmen to the Executive Board of the Alexian Brothers Foundation. He is also a Catholic Deacon for the Archdiocese of Chicago and serves the St. John of the Evangelist Parish. Mike enjoys golf, travel (when he can) and theater.

Jenna Antonelli

Jenna assists in the planning and execution of various marketing endeavors for the firm including Request for Proposals, conferences, workshops, email campaigns, website initiatives and newsletters. Prior to joining the firm in 2015, Jenna was a Marketing Associate at Manning & Napier Advisors Inc. Jenna graduated with a BA in Communication from the University of Illinois at Urbana-Champaign. Jenna is also a certified yoga instructor and enjoys travel and country music.

Bradley Daniels

Brad joined the firm in 2012 as Manager of Performance Analytics. In that role, Brad oversees performance analysts who provide reporting and analytics to clients. Brad assumed the role of Chief Compliance Officer in 2018 after 13 years of regulatory and compliance experience in the investment industry, including serving on DiMeo Schneider’s compliance team since 2013. Brad is also a member of the firm’s Discretionary Committee. Prior to joining the firm, he worked as a Senior Investment Analyst at Capital Forensics, Inc., a securities litigation and regulatory and compliance consulting firm. During his time at Capital Forensics, Brad was qualified to testify as an expert witness in FINRA arbitration more than 10 times. Brad is a CFA® charterholder and member of the CFA Society Chicago. He received a BS in Business with concentrations in Finance, Operations Management and International Studies from Indiana University’s Kelley School of Business. Brad enjoys playing cards, sports, solving puzzles and most of all, spending time with his wife and three young children.

Allison Dziak

Allison supports and assists firm principals by providing clients and prospects with the highest quality of service. Allison received her Associates degree in Music Business Management and Music Business Accounting from Columbia College of Chicago. Prior to joining the firm in 2017, Allison worked as an Administrative Assistant for The Plexus Group. In her free time, Allison enjoys running, lifting and attending rock and alternative concerts.

Jenna Friedman

An associate of DiMeo Schneider & Associates, L.L.C. since 2005, Jenna leads the firm’s marketing department. Team efforts include executing client and corporate events, coordinating responses to request for proposals, design and implementation of marketing materials, social media, electronic marketing and prospecting. Before joining the firm, Jenna was a portfolio analyst at The Northern Trust Corporation. She graduated with a BS in Finance from the University of Illinois in Urbana-Champaign. She is an Associate Board member of Common Threads and an active volunteer with the University of Chicago Celiac Foundation and the Greater Chicago Food Depository. Jenna enjoys traveling, live music and is the office resource for restaurant recommendations.

Susan Lerche

Susan joined DiMeo Schneider & Associates, L.L.C. in 1999. As the firm’s Controller, Susan is responsible for preparing and maintaining timely and accurate accounting records and systems for the firm, as well as supervising the daily functions performed by the IT, Administrative, and Accounting associates at the firm. Susan oversees the Human Resources area, special projects, payroll, insurance and benefits and office maintenance issues, as well as provides support to the Director of Finance, as needed. Before this, Susan was a Staff Accountant at Lustigson & Fagan, CPAs. She obtained degrees in Business Administration and International Relations at Rhodes College. Susan is a volunteer with the Special Olympics and St. Jude Hospital. When not at work, Susan is traveling and taking photos of spectacular, remote locations around the world.

Patricia Murphy

Pat is the office receptionist providing positive first and ongoing impressions with clients, prospective clients and all other callers/visitors/guests. Pat is our first line of acceptance for mail and deliveries and helps organize and preserve the office culture. She is also in charge of the phone system and guidance for all incoming calls to the office, as well as answering general questions when appropriate. Pat joined the firm in 1999. In her free time, she can be found reading or at any of Chicago’s movie theatres.

Bob Ochenkowski

Bob supports the firm’s compliance and operations departments. He is responsible for firm trading, periodic compliance testing and other operations and compliance project work. Prior to joining the firm in 2018, Bob served as a Securities Processing Analyst and Hedge Fund Services Consultant at The Northern Trust Company. Bob graduated from Benedictine University with a BS in Finance and Management and is also a Level I Candidate in the CFA program. In his free time, he enjoys cheering on Chicago sports teams, fitness and being a stock market enthusiast.

Kristina Orona

As Director of Human Resources, Kristina’s responsibilities include hiring, associate on-boarding, assisting with professional development and acting as a resource for all firm managers and associates. Prior to joining DiMeo Schneider, Kristina was the Human Resources Director for LineDrive and a Human Resources Manager at Nordstrom. Kristina earned her BA in Business Management from Columbia College Chicago and obtained the Professional in Human Resources (PHR) certification. She completed the HRCI/SHRM Learning Systems course at Northern Illinois University as well as the Blue EQ (Emotional Intelligence) Workshop and is a member of the Society of Human Resources. In her free time, she enjoys spending time with her family and two dogs, working on art or home projects, trying new wines, volunteering at the Huntley Animal Shelter and is a former fitness competitor.

Jason Smith

Jason provides in-house technology and overall IT support through administration, management, maintenance and deployment of the firm’s IT systems. He optimizes network systems and assists with the direction of the overall technology strategy of the firm. Jason is responsible for the daily support and technical operations within the firm as well as in the development, management and maintenance of all systems within the infrastructure of the corporate network – both on premise and remotely hosted. He contributes to project management including design assistance for deployments, upgrades and new technology of our IT and Operations Departments. He is a member of the firm’s CRM and Compliance Teams. Prior to joining the firm in 2012, Jason was the IT Director for GCG Financial, Inc. Jason has a degree in Technical Management from The DeVry University. Jason enjoys reading, spending time with family, Netflix TV shows and craft beers.

Priscilla Tang

Priscilla is responsible for quarterly billing, maintaining the data and integrity of the in-house billing system as well as processing collected deposits. Priscilla produces and reviews monthly accounts receivable statements and new client contracts. Prior to joining the firm in 2015, she was a Client Billing Assistant at Winston & Strawn LLP. Priscilla attended Harold Washington College and enjoys swimming, biking, traveling and spending time with her family.

Richard Thomas

Rich joined DiMeo Schneider & Associates, L.L.C. in 2014 as Director of Finance and is now Chief Financial Officer of the firm. Rich currently oversees all areas of administration and finance while reporting directly to the Managing Director, Bob DiMeo. Rich is also a member of the firm’s compliance team. Prior to this, Rich was Chief Financial Officer of Vedder Price P.C. He is a Certified Public Accountant (CPA) and is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society and Financial Executives International. Rich earned his BS in Accounting from Northern Illinois University. He has been actively involved with Ronald McDonald House Charities of Chicagoland and Northwest Indiana. Rich enjoys sports and is an avid cyclist.

Meagan Wingo

Meagan is responsible for client contracts, compliance assistance, Human Resources support, outside vendor engagement and providing administrative support to the Financial Services and Operations Teams. Her financial responsibilities include performing accounts payable duties, billing and accounts receivable functions. She graduated from Tennessee State University where she studied Accounting. Prior to joining DiMeo Schneider in 2017, Meagan worked as a Patent Payment Specialist at Thompson Reuters and has extensive experience in the accounting industry. Meagan enjoys watching and attending football games, looking for her next pair of shoes and spending time with her daughter and three grandsons.

  • Michael Degnan, CFA

    Research Analyst – Global Public Markets

  • Sheena Effendi

    Performance Analyst

  • Ahmed Farruk, CIMA®, AIF®

    Senior Consultant

  • Bill Fisher, AIF®

    Senior Consultant

  • Robert Olcott

    Regional Director and Senior Consultant

  • Trey Olcott, CIMA®

    Consultant

  • Barrett Scott

    Service Associate

  • Joe Syron, PPC

    Senior Consultant

  • David Thome, CFP®

    Consultant, The Wealth Office™

  • Linsey Tokar

    Officer Operations Manager

  • Tina Zemba

    Service Associate

Michael Degnan

mdegnan@dimeoschneider.com
703-720-5990

Michael researches and performs operational due diligence on core investment managers and is a member of the firm’s Core Investment Research Group. Prior to joining the firm, Michael was the Director of Research at ORION Investment Advisors and worked with the investment management group of Clark Enterprises Inc., a private investment firm. He received a BA in Finance from the University of Maryland and is a CFA® charterholder and member of the CFA Society of Washington and CFA Institute. In his free time, Michael enjoys spending time with his sixteen nieces and nephews and rooting on University of Maryland and DC sports teams.

Sheena Effendi

seffendi@dimeoschneider.com
703-720-5990

Sheena supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Sheena graduated from George Mason University with a BS in Finance and has successfully completed the Level I CFA exam. Prior to joining the firm, Sheena was the Consulting Analyst for ORION Investment Advisors. In her free time, Sheena enjoys world travel.

Ahmed Farruk

afarruk@dimeoschneider.com
703-720-5990

Ahmed services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Prior to joining the firm, he was Deputy Managing Director at ORION Investment Advisors, which was acquired by DiMeo Schneider in 2017. He received a BA in Economics from the University of Virginia and obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute’s (formerly IMCA) accreditation program at the Wharton School of Business. A member of the Investments & Wealth Institute, he also serves on the editorial board of the Institute’s bimonthly educational magazine, Investments & Wealth Monitor. Ahmed currently serves as the Chair of the ASAE Finance and Business Operations Section Council and is a co-author of Association Investment Policies, Practices and Performance, published by the ASAE Foundation. When he’s not playing with his young daughter, Ahmed is nervously following his Virginia Cavaliers athletic teams.

Bill Fisher

bfisher@dimeoschneider.com
703-720-5990

Bill services institutional clients by providing advice and counsel on all areas of fund oversight including investment policy development, asset allocation, manager research, portfolio structure, rebalancing and performance monitoring. Bill also serves as a member of the firm’s Discretionary Team. Prior to joining the firm, he served as Director at ORION Investment Advisors for more than 17 years before the firm was acquired by DiMeo Schneider in 2017. Bill received a BS in Business Administration from Miami University in Oxford, Ohio. He is active with several non-profit affinity groups including the American Society of Association Executives (ASAE), the Association Forum of Chicagoland and the Finance and Administration Roundtable (FAR). Bill serves on the Board of Trustees for the Phi Kappa Tau Educational Foundation and is a member of the Investment Committee for the Wakefield Country Day School in Flint Hill, Virginia.

Robert Olcott

rolcott@dimeoschneider.com
703-720-5990

Rob oversees the management, strategic initiatives and business development of the firm’s Washington, DC office. Prior to joining the firm, Rob was a co-founder and Managing Director of ORION Investment Advisors, which was acquired by DiMeo Schneider in 2017. Rob has more than 30 years’ experience working for and with nonprofit organizations. Rob has a BA from Drake University and a MA from Rowan University. He is very active in this community, earning the Certified Association Executive (CAE) designation from the American Society of Association Executives (ASAE). In 2010 he was named an ASAE Fellow. He is an author and regular speaker at educational sessions for nonprofit organizations throughout the country. Rob currently serves as Chairman of the Investment Committee and board member of the Presbyterian Church Foundation. In addition, he volunteers with the Gospel Rescue Mission, Habitat for Humanity and the District of Columbia Food Bank. In his free time, Rob enjoys adventure traveling, golf, reading and spending time with his family.

Trey Olcott

tolcott@dimeoschneider.com
703-720-5990

Trey services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements, and performance monitoring. Prior to joining the firm, Trey was a consultant at ORION Investment Advisors and held positions at BNY Mellon, PIMCO and Legg Mason. Trey earned a BS in Finance from the Moore School of Business at the University of South Carolina. He obtained the title Certified Investment Management Analyst (CIMA®) from Investments & Wealth Institute’s (formerly IMCA) accreditation program at the Wharton School of Business. In his free time, Trey enjoys traveling, golfing and volunteering with local charitable organizations.

Barrett Scott

bscott@dimeoschneider.com
703-720-5990

Barrett supports The Wealth Office™ clients including high net worth families, family offices, foundations and other nonprofit organizations. Barrett graduated from Clemson University with a BS in Business Management and a minor in Finance. In his free time, Barrett enjoys travel, sports and running with his pup Julius.

Joe Syron

jsyron@dimeoschneider.com
703-720-5990

Joe provides advice and counsel to institutional clients on all areas of fund oversight including asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Prior to joining the firm, Joe was Director of Retirement Plan Services at ORION Investment Advisors and an Investment Consultant with Cambridge Associates. Joe earned a Bachelor’s degree in political science and economics from Michigan State University. He holds the professional designation of Professional Plan Consultant and earned an Executive Education Certificate in the financial stewardship of nonprofit organizations from the John F. Kennedy School of Government at Harvard University. Joe volunteers his time with several community organizations and serves on the Board of the Autism Society of Northern Virginia. He enjoys playing lacrosse, coaching his children’s sports teams and running obstacle races with his wife.

David Thome

dthome@dimeoschneider.com
703-720-5990

David provides investment consulting services to high-net worth families, business owners, corporate executives, family trusts and nonprofit organizations. David services clients by providing advice and expertise in asset allocation, portfolio design and guides clients through comprehensive wealth planning to ensure coordination of investment objectives with estate planning, tax, insurance and lending strategies. Prior to joining the firm, David was Director of Wealth Management at ORION Investment Advisors. He holds a BBA from James Madison University and is a Certified Financial Planner (CFP®). In his free time, David enjoys traveling to the beach with his wife and two girls, staying active and entertaining friends over a good craft beer.

Linsey Tokar

ltokar@dimeoschneider.com
703-720-5990

Linsey is responsible for supervising the Washington, DC client service team and overseeing daily operations including compliance, billing, vendor relations and payment processing and IT. Previously, Linsey served as a Principal, Director of Operations and the Chief Compliance Officer at ORION Investment Advisors. Linsey began her financial services career over twenty years ago at Legg Mason and the Olcott Consulting Group. In her free time, she enjoys mastering gourmet gluten free cooking, dancing, traveling, theatre, wine and interior design. As a native Washingtonian, she is a loyal Redskins fan.

Tina Zemba

tzemba@dimeoschneider.com
703-720-5990

Tina provides daily operational and compliance support for the Washington, DC office. Before joining the firm, Tina was Manager of Client Service for ORION Investment Advisors and served in various financial advisor roles at American Express Financial Advisors, SunTrust Wealth Management and Bank of America Merrill Lynch. Tina graduated with a BBA in International Business and Finance from The George Washington University and attended the Center for Professional Development at Georgetown University earning her certificate in Financial Planning. In addition to spending time with her husband and two sons, Tina enjoys cooking, traveling and cheering on the Washington Capitals.