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INVESTMENT ADVISORY COMMITTEE

The committee's primary objective is to support the managing principals in maintaining best industry practices in an effort to deliver superior investment results to clients. In its advisory role, the committee provides oversight to the investment process and reviews the critical assumptions that support it.

MEMBERS

  • Jeff Diermeier, CFA - Chairman, former CEO of the CFA Institute and Chief Investment Officer of UBS Asset Management
  • Kevin Terhaar, CFA - Director, CFA Institute , Co-founder and former Managing Principal of Stairway Partners
  • Anthony Richards - Co-founder and Managing Principal of Stairway Partners
  • Jamie Jackson, CFA - Managing Principal of Stairway Partners

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