Leading Experts in Council Members who Consult for Institutional Investment Firms

Ken Atchison is the Managing Director of Atchison Consultants, an Australia-based investment and asset management consulting firm providing advisory services regarding financial and investment assets to major funds, focusing on property investment portfolios, including appraisal-based and listed Australian...

Geoffrey Bobroff is President at Bobroff Consulting, a Rhode Island-based mutual fund consultant and advisory firm. Mr. Bobroff has over 35 years of experience in the asset management business. Bobroff Consulting advises clients that offer packaged financial products such as mutual funds, variable insurance...

Jon Buckeridge is a Senior Consultant at Atchison Consultants, an independent financial services firm providing advice on investment portfolios to pension funds and institutional investment managers. Mr. Buckeridge has worked in the financial services industry since 1969, with experience in life insurance,...

Roger Goldsmith is a Consultant at Atchison Consultants providing advice on interest rates investment management to investment funds and investment managers. Prior, Mr Goldsmith was a Portfolio Manager with INVESCO assisting with the design of investment process and risk management systems. He also...

Joshua Kurtzig is a Director at DAC Financial Management (China), a China-focused alternative investment manager that was established in 2002 and represented the first non-Chinese investors to purchase an NPL portfolio in China from AMCs. Mr. Kurtzig's experience in the financial services industry includes...

Hamilton Lin, CFA, is the President of Wall St. Training, a corporate training firm that teaches the fundamentals of financial analysis, modeling and valuation. He has a broad background in investment banking and mergers & acquisitions in diverse industries ranging from oil & gas to insurance to asset...

Jason MacQueen is currently the Chief Executive Officer of Alpha Strategies, a quantitative investment consulting firm. Mr. MacQueen founded Quantec in 1980, which was the first firm to develop risk models for equity markets outside the USA. Quantec launched the first global asset allocation model,...

Aron Miodownik is the Founder of Cambrian Associates, a New York-based advisory firm focusing on the intersection of the technology and financial markets. He has over 20 years of experience in the financial services industry specializing in sales, research, equities, operations, technology and risk....

Robert Schweitzer is President of Shay Investment Services, an institutional investment advisor to banks, insurance companies and pension funds. Prior to joining Shay, he was the Regional President of Northwest Savings Bank(Equinox Bank). He joined Equinox as CEO when it was facing regulator enforcement...