Dan Johnson, Director/Senior Consultant
AndCo
Daniel provides all aspects of the firm’s consulting services. He serves as the primary consultant for various institutional plans including defined benefit, defined contribution, and private foundation investment portfolios. His duties include serving as the primary point of contact for various Plan Sponsors and Boards of Trustees, and assisting them with their investment decisions and fiduciary responsibilities. Through his involvement with these plans, Daniel coordinates all components of AndCo’s consulting services including providing investment recommendations, asset allocation and investment manager evaluations, developing investment policy guidelines, and delivering investment policy compliance and performance reviews. He has been responsible for leading the firm’s monthly consultant’s call, which is used to discuss market and industry events with our firm’s entire consulting team.
He also serves on the firm’s Investment Committee which defines the investment philosophy of the firm as well as the policy for investment related topics, adds a check and balance to the research group and provides feedback on investment oriented topics and client related deliverables. As a Director of Consulting Services, Daniel works to oversee and support the operations of seven of the firm’s consultants. In this role he works to ensure that his team’s client’s service expectations are met and that consultants are appropriately utilizing the firm’s resources to deliver consistent client experiences and investment solutions.
Daniel has over 10 years of institutional investment experience. Prior to joining AndCo, he worked at a national consulting firm where his responsibilities included preparing asset allocation models, conducting manager searches, producing performance reports, and developing investment policies for institutional clients. Daniel is a speaker at various conferences including the Florida Public Pension Trustees Association (FPPTA), Georgia Association of Public Pension Trustees (GAPPT), and the Florida Department of Management Services (DMS) Bureau of Local Retirement Systems Conference.
____________________________________
Jeffrey Schulze, CFA
ClearBridge Investments
Jeffrey is an Investment Strategist and oversees capital market and economic research, contributing thought leadership on these topics that is frequently quoted in the financial media, including the Wall Street Journal, CNBC and CNN. He joined ClearBridge Investments in 2014 and has 14 years of investment industry experience. Prior to joining ClearBridge, Jeffrey was a Portfolio Specialist at Lord Abbett & Co., LLC. He received a BS in Finance from Rutgers University. He is a member of the CFA
Institute.
____________________________________
Jordan Jackson
J.P. Morgan Asset Management
Jordan Jackson, Vice President, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan is responsible for delivering timely market and economic commentary to clients across the country and has appeared on CNBC and MarketWatch. He has authored several papers on the economy and markets, with a focus on public fixed income and monetary policy, and is often quoted in the financial press. In addition, Jordan is responsible for conducting research on the global economy and capital markets as well as publications such as the Guide to the Markets and Weekly Market Recap.
An employee since 2015, prior to his role on Global Market Insights, he worked on the Global Consultant Strategy Group based in New York where he was responsible for serving the investment needs of institutional asset management consultants in North America and Canada.
He earned a B.A. in African-American Studies from the University of Virginia and holds Series 7 and 63 licenses. He is a CFA Level II candidate.
____________________________________
Meena A. Gandhi
J.P. Morgan Asset Management
Meena A. Gandhi,Managing Director, Portfolio Manager, has portfolio management, business development and investor relations responsibilities within the Private Equity Group, which she joined in 2006. Prior to joining the Group, she was an analyst for the J.P. Morgan Private Bank, where she advised senior executives on wealth management strategies including investments and estate planning. Ms. Gandhi also worked in J.P. Morgan’s Corporate Banking Group, where she was responsible for middle market banking activities such as treasury management and single bank credit facilities, as well as investment banking opportunities such as syndicated credit facilities, private placements, and merger & acquisition advisory. Ms. Gandhi earned a BA from the University of Texas at Austin, an MBA from Columbia University, and has completed her Series 3, 7, 24, 30 and 63 certifications.
____________________________________
Daniel H. Clare, Partner and Head of Credit
Constitution Capital Partners
Mr. Clare heads the Constitution Capital Credit Partners team, where he oversees investments in various types of private debt, including first-lien, unitranche, second lien, and mezzanine. From 2010 to 2016, he was a managing director at Ascribe Capital, formerly known as American Securities Opportunities Fund. Previously, he was a Senior Managing Director at another private investment firm in New York, and an investment professional at DLJ Merchant Banking Partners. He held prior roles as a management consultant at Bain & Company and in the investment banking division at Goldman Sachs. Mr. Clare earned his MBA from Harvard Business School and his undergraduate degree in Political Science from Haverford College.
____________________________________
Scott Owens
Graystone Consulting
Scott Owens, an institutional consultant with Graystone Consulting Tampa’s team, has over 25 years of investment experience. Mr. Owens primary focus is to develop, implement and monitor customized investment portfolios based on the clients unique objectives and constraints. For the past 20 years he has specifically focused on advising public retirement plans, defined contribution plans, corporations, endowments and foundations. He has specialized training on Modern Portfolio Theory, Behavioral Finance and Investment Manager Evaluation and Selection. Mr. Owens earned B.S. degrees in both Economics and Finance from Florida State University, is a Chartered Financial Analyst (CFA) charterholder and holds 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. He is a member of the Florida Public Pension Trustee Association (FPPTA) and the Georgia Association of Public Pension Trustees (GAPPT), and is a panelist and speaker at the organizations’ pension conferences. Mr. Owens is also a member of the Investment Management Consultants Association (IMCA), the CFA Institute and the CFA Society of Tampa Bay.
____________________________________
Maty LaPrade
Sawgrass Asset Management
Mr. LaPrade is a Partner at Sawgrass and the lead portfolio manager for the firm’s Diversified and Focused Large Growth equity products. He is responsible for merging quantitative equity models with specific security selection. He serves on several of the firm’s committees, including equity research, management and strategic planning. Prior to Sawgrass, he spent nearly 20 years with Barnett Capital Advisors, Inc., as an equity portfolio manager and an integral part of the institutional investment team and research committee. His educational accomplishments include a B.S. from Furman University, earning a Chartered Financial Analyst (CFA) designation from The CFA Institute (formerly AIMR), of which he is a member. He is also a member of the Jacksonville Financial Analysts Society.
____________________________________
RANDOLPH S. WRIGHTON, JR., CFA
Senior Managing Director, Portfolio Manager / Analyst
Barrow Hanley Global Investors
Mr. Wrighton joined Barrow Hanley in 2005. Prior to Barrow Hanley, he worked as an associate at Deutsche Bank Securities and as an intern analyst for both UTIMCO and New York based Perry Capital Management. He also served from 1996-2000 as a Captain in the U.S. Marine Corps. Mr. Wrighton began his investment career at Barrow Hanley as a research analyst covering the Industrials, Energy, and Technology sectors. In 2006, Mr. Wrighton joined an internal group at Barrow Hanley to lead the firm’s expansion into Non-U.S., Global and Emerging Market investment products. He currently serves as a portfolio manager for the Barrow Hanley Emerging Markets and Non-U.S. Value strategies. He is a member of the CFA Society of Dallas-Fort Worth. Mr. Wrighton holds an MBA from the University of Texas and a BA in Economics from Vanderbilt University.
____________________________________
Adrian K. Sancho
Inverness Counsel, LLC
Adrian is a Vice President and manages institutional and private client relationships. Previously, he was an Equity Analyst and conducted fundamental research on the consumer discretionary and financial sectors. Prior to joining Inverness in 2010, Adrian was an Investment Strategist at TD Ameritrade, and a Vice President at U.S. Trust. Adrian earned a BA from Brandeis University in 2001 and an MBA from Columbia University in 2008.
____________________________________
J. Keith Reynolds
Vice President Senior Consultant
Segal Marco Advisors
Mr. Reynolds is a Vice President and Senior Consultant in Segal Marco Advisors’ Atlanta office with over 18 years of industry experience. He is responsible for consulting and client relationship management. Mr. Reynolds manages all aspects of the consulting relationship including monitoring investment programs, developing investment policies and objectives, conducting manager searches and performing portfolio structure and asset allocation studies. Professional background Prior to joining Segal Marco Advisors, Mr. Reynolds was a Principal with Mercer Investment Consulting and supported a diverse group of clients including corporations, foundations, hospitals, law firms, public and universities. In addition to his nine-year tenure at Mercer, Keith was a Senior Analyst at Lend Lease Real Estate Investments. Education/professional designations Mr. Reynolds has a BS in Accounting from Berry College and an MBA with a Finance Concentration from Mercer University.
____________________________________
Chris Greco
CEO, Principal and Director of Institutional Sales
Waycross Partners
Chris is the CEO, Principal and Director of Institutional Sales at Waycross Partners serving on the Board of Directors. Chris works with investment consultants and institutional clients and is responsible for business development and relationship management.
Prior to joining Waycross, Chris was a Partner at Sawgrass Asset Management for 18 years, responsible for Institutional Marketing and Client Services across the United States and Investment Consultant relationship management. Before working at Sawgrass, Chris worked at Clover Capital and Fidelity Investments marketing hedge funds and Defined Contribution plans to Institutional clients.
Chris holds a bachelor’s degree in Finance from Boston College and earned his MBA from the Boston College Fulton School of Management. Chris resides in Jacksonville FL and is currently the President of the Ponte Vedra Youth Lacrosse Club.
____________________________________
John Mendell, Managing Director
BlackRock
Since joining BlackRock in 2018 following the acquisition of his former firm, Tennenbaum Capital Partners, Mr. Mendell has served as a member of BlackRock’s US Private Credit team. In this capacity, Mr. Mendell is an active participant in his team’s direct lending and special situations investment processes and serves as a senior member of BlackRock’s Private Credit Distribution team. Prior to joining Tennenbaum in 2015, Mr. Mendell held a similar role with Ares Management.
____________________________________
William J. Adams – Managing Director, Global Investment Strategist
Newton Investment Management
Bill is a global investment strategist for the firm’s active equity Non-US and Emerging Markets investment disciplines, responsible for communicating the teams’ strategies to clients, prospective clients and consultants. He is a critical interface between client- facing staff and investment teams and guides the messaging and positioning of these investment strategies. Before joining the firm, Bill was an associate at Deutsche Bank, where he was responsible for European equity research sales. Previously, he was a senior account officer at Putnam Investments, where he managed 401(k) relationships, and a senior account administrator at State Street Research and Management Co. Bill has been in the investment industry since 1995. Bill earned a BA in political science from Boston College and an MBA in finance from the University of Maryland.
____________________________________
BURGESS B. CHAMBERS
Burgess Chambers & Associates
Principal
He is President and founded the firm in 1988. Mr. Chambers is an arbitrator for the National Association of Securities Dealers (NASD) in Tampa and is a member of the Investment Management Institute. He is an associate member of the Association for Investment Management and Research (AIMR) and the Florida Public Pension Trustees Association. Mr. Chambers has published numerous articles, and has been quoted in U.S. News and World Report and Investment Management Weekly. Mr. Chambers received his M.B.A. and B.S. degrees from Tulane University in 1980 and 1978. He is the registered principal of the firm.
____________________________________
Emily C. Becker, President, Senior Portfolio Manager
Orleans Capital Management
Ms. Becker services as the senior portfolio manager and member of the fixed income committee with primary responsibility for public and corporate pension funds as well as for foundations. Prior to joining Orleans Capital, she was an institutional investment officer at a Louisiana bank where she provided investment portfolio strategy and execution services. Ms. Becker began her career with the trust department at a major regional bank in Houston with principal responsibility in investment administration. She holds a Bachelor’s degree in Economics from Baylor University and has over 30 years’ experience in the investment management field.
____________________________________
John Rochford
Tocqueville Asset Management L.P.
John Rochford is a Portfolio Manager at Tocqueville Asset Management L.P. Mr. Rochford joined Tocqueville in April 2019 and is a member of the fixed income team. Prior to joining Tocqueville, Mr. Rochford spent seven years as a Senior Portfolio Manager for Inverness Counsel LLC, where he was responsible for strategy, managing and trading the firm’s fixed income assets. Prior to Inverness, Mr. Rochford spent five years at U.S. Trust Private Bank and 23 years at JPMorgan and its predecessor banks as a Senior Portfolio Manager managing fixed income. Mr. Rochford earned an M.B.A. in MIS from Saint Peter’s University and a B.S. in Business Administration from New Jersey City University.
____________________________________
Arif T. Joshi, CFA
Managing Director, Portfolio Manager/Analyst
Lazard Asset Management LLC (New York)
Arif Joshi is a Portfolio Manager/Analyst on Lazard’s Emerging Markets Debt team. He began working in the investment field in 1998. Prior to joining Lazard in 2010, Arif was with HSBC Asset Management (formerly Halbis) where he served as Senior Vice President and Portfolio Manager. At HSBC, Arif was responsible for global emerging markets, focusing on corporate and sovereign credit analysis, risk management and quantitative modeling. He began this role at The Atlantic Advisors LLC (acquired by HSBC in 2005). Prior to HSBC, he was an associate at Strategic Management Group where he advised Fortune 500 companies on finance and corporate strategy. Arif has an MBA in Finance from Columbia Business School and a BS in Economics from the Wharton School at the University of Pennsylvania. Arif is a CFA® charterholder.
____________________________________
Janine Stange
Founder of The Medal of Honor Mail Call, which collects letters, post-cards, drawings, and paintings from grateful Americans all across the country and distributes them to MOH recipients as a way to thank our nation’s heroes.
Janine has been featured on every major television network and has appeared on national news shows including: TODAY Show, Fox & Friends, NBC Nightly News, and Fox News @ Night. She can be heard every Thursday morning on Sirius XM’s 60’s on 6 with Phlash Phelps.
For Stange, the journey has been as good as any World Tour. She met countless, diverse Americans, military and civilian alike. She sang in big cities, and experienced small town Americana at its finest.
____________________________________