Advisory Services Team

Please click here to view the team from Pavilion Alternatives Group


J. Keith Mote Jr.
CFA
President & Managing Director
Pavilion Advisory Group
Biography

Eric Bolduc
CAIA, CIM
Chief Operating Officer, Institutional Advisory
Biography

 

Practice Leaders


Alyssa B. Cheatham
CFA, CAIA
Managing Director & Co-lead Healthcare
Biography

Meggan O’Shea
CFA
Managing Director & Co-lead Healthcare
Biography

Chris Tschida
CFA
Managing Director & Lead Insurance
Biography

Cori E. Trautvetter
CAIA
Managing Director & Lead E&F
Biography

Nicole Delahanty
FSA, CIMA
Managing Director & Lead Pension Practice and Co-lead DC Practice
Biography

Jennifer Flodin
CBFA
Managing Director and Co-lead DC Practice
Biography

Consulting Team


Thomas H. Dodd
CFA, CAIA, FSA
Executive Director
Biography

Donald Stone
Executive Director
Biography

Ryan Anderson
Managing Director
Biography

Texas Hemmaplardh
CFA
Managing Director
Biography

Richard P. Marra
Managing Director
Biography

Angelo Auriemma
CFA
Director of DC Investment Solutions & Senior Consultant.
Biography

Rhonda Berg
QPFC
Senior Consultant
Biography

Andre Boucher
CAIA
Senior Consultant
Biography

Antonio Dicosola
CFA
Senior Consultant
Biography

Kerry Elsass
CAIA
Senior Consultant
Biography

Chris Grimm
CFA, CAIA
Senior Consultant
Biography

Yusuke Khan
CFA, FRM
Senior Consultant
Biography

Michael McMurray
CFA
Senior Consultant
Biography

Conor Murphy
CFA
Senior Consultant
Biography

David Thompson
CFA, CAIA
Senior Consultant
Biography

Suzanne Mahowald
Consultant
Biography

Greg Halagan
CFA, CAIA
Consultant
Biography

Darren Headley 
CFA
Consultant
Biography

Christopher L. Kuhlman
Consultant
Biography

Christopher M. Lund
CFA, CAIA
Consultant
Biography

Ronak Patel
CFA
Consultant
Biography

Matthew Vokes
Consultant
Biography

Neil Wallace
CFA, CAIA
Consultant
Biography

Luke Augustin
CFA
Associate Consultant
Biography

Alexandre Desautels-Zarbatany
ASA
Associate Consultant
Biography

Francis Kim
Associate Consultant
Biography

Daniel Schouten
CFA
Associate Consultant
Biography

Matthew Sullivan
CFA
Associate Consultant
Biography

Andrew Ziolkowski
AIF
Associate Consultant
Biography

 

Investment Manager Research


Nolan O’Neill
CFA
Director, Manager Research
Biography

 

Investment Manager Research – Global Equities


Lori Wallace
Research Director, Global Equity
Biography

Mark Stoner
Associate Director
Biography

Nick Conant
CFA, CFP, CIMA
Senior Research Analyst
Biography

Stacy Walters
CFA
Senior Research Analyst
Biography

Robert Vozzella
CFA
Senior Research Analyst
Biography

Shawn Elliot
Research Analyst
Biography

Fanny Lapierre
Research Analyst
Biography

 

Investment Manager Research – Global Fixed Income


Phil Bauer
CFA
Associate Director
Biography

Jeff Waters
CFA
Associate Director
Biography

Trent Storry
Senior Research Analyst
Biography

 

Investment Manager Research – Multi-Asset & Liquid Alternatives


Gabe Nelson
CAIA
Associate Director
Biography

Josh Zajicek
Senior Research Analyst
Biography

Stephen Poe
CAIA
Research Analyst
Biography

 

Investment Manager Research – DC Strategies


Preet Prashar
CFA
Associate Director
Biography

Brett Marine
CFA
Research Analyst
Biography

 

Outsourced CIO


Susan N. McDermott
CFA
Chief Investment Officer, Institutional Advisory
Biography

Robert E. Lee
Phd.
Research Director
Biography

Travis Simon
CFA
Senior Research Analyst
Biography

Eric Harper
Senior Operations Analyst
Biography

Gina Houston
Director, Client Services
Biography

 

Implemented solutions


Dave Holt
CFA
Managing Director, Implemented Solutions
Biography

Jill Baczynsky
Director, Operations
Biography

Jia Liu
CFA
Director, Investments
Biography

Damian Rocke
CFA
Portfolio Manager
Biography