Asset Allocation and the Assumed Rate of Return
Burgess Chambers & Associates
Mr. Brennan is responsible for investment research and client reporting. Mitchel joins BCA as a recent graduate of Stetson University, where he was a member of the Roland George Investment Program, captain of the baseball team, and member of the Beta Gamma Sigma Business Honor Society. During his tenure at Stetson, Mr. Brennan interned at KCM Asset Management, a market-neutral hedge fund, where he was responsible for equity research.
Scott Owens, CFA, CIMA®
Vice President, Wealth Management, Institutional Consulting Director
An Institutional consultant with Graystone Consulting Tampa’s Team, Scott has over 30 years of experience. Mr. Owens’ primary focus is to develop, implement and monitor customized investment portfolios based on the clients unique objectives and constraints. Since 1998, he has specifically focused on advising public retirement plans, defined contribution plans, corporations, endowments and foundations. He has specialized training with Modern Portfolio Theory, Behavioral Finance and Investment Manager Evaluation and Selection. Mr. Owens holds the Chartered Financial Analyst (CFA) designation, and the Certified Investment Management Analyst (CIMA) designation. To hold these designations, Scott is required to maintain an ongoing commitment to professional education and maintain a consistently high level of compliance with the ethical standards of the investment industry. Mr. Owens has earned Bachelor’s degrees in both economics and finance, from the Florida State University. He is a member of the Georgia Association of Public Pension Trustees (GAPPT), the Florida Public Pension Trustee Association (FPPTA) and along with the Texas Public Employee Retirement System is a panelist and speaker at the organization’s pension conferences. In addition, he is a member of the Investment Management Consultants Association (IMCA), the Chartered Financial Analyst Institute (CFA) and the CFA Society of Tampa Bay.
Gregory S. White, CIMA®
Investment Performance Services, LLC
Greg White is a Consultant and Partner for Investment Performance Services, LLC, and is responsible for client relationships and marketing efforts in the Southern United States. Mr. White works on all aspects of client funds, including investment policy formulation, asset allocation strategies, performance reporting, and manager searches. In addition, he is responsible for custody bank searches at the firm and his manager research responsibilities focus on domestic value and core equity managers.
Mr. White joined IPS in 2008 as an Analyst, responsible for quarterly compliance and daily trade monitoring, manager, custodial and record keeper searches, and asset allocation analysis. He is a Certified Investment Management Analyst®, a member of the Investments & Wealth InstituteTM, and a frequent speaker at industry conferences.
A graduate of Georgia Southern University, Greg earned his BBA in Finance and serves as a member of the Young Alumni Board of the College of Business. Greg is a member of the Accreditation Committee for the Georgia Association of Public Pension Trustees (GAPPT). Greg attained the honor and rank of Eagle Scout and is an active supporter of Big Brothers Big Sisters and Habitat for Humanity.