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Research & Analytics

January 27, 2023 by

Celina supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2022, she worked at Hartford HealthCare as an investment research analyst. Celina received a bachelor’s degree from Trinity College. In her free time, she enjoys dancing, playing the piano and hiking.

January 27, 2023 by

Ikbir supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2022 she worked at McAdam Financial as a Financial Advisor. Ikbir received a Bachelor of Science from Indiana University, majoring in Finance with a co-major in Law, Ethics and Decision-Making. In her free time, she enjoys painting, socializing with friends and playing badminton and volleyball. Her other interests include being a dog lover, watching conspiracy documentaries and traveling to new places around the world.

January 10, 2023 by

Eric supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2022, Eric was a Portfolio Analyst at Sage Private Wealth Group. Eric graduated from Indiana University – Bloomington with a Bachelor of Science in Finance and a co-major in Business Analytics. In his free time, he enjoys skiing, watching Minnesota sports teams, tracking sports analytics and statistics, reading and watching thriller movies.

December 8, 2022 by

Owen supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2022, he was a Junior Compensation Analyst at SharkNinja. Owen graduated with a BA in Economics from the University of New Hampshire. In his free time, he enjoys golfing, snowboarding and spending time with family and friends.

November 4, 2022 by

Colin is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining the firm in 2022, he was an Officer – Senior Investment Performance Analyst at Northern Trust. Colin earned his Bachelor’s in Finance from Lake Forest College. In his free time, he enjoys backpacking, cooking and playing the cello.

November 4, 2022 by

As a Research Analyst, Federico researches and performs operational due diligence on alternative investment managers. Prior to joining the firm in 2022, he worked in regulatory finance at NatWest Markets. Federico earned his Bachelor’s in International Economics from Assumption University. In his free time, he volunteers with Autism Speaks and enjoys golf and hockey.

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