Research & Analytics

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.

Colin is responsible for the analysis of client investment portfolios for The Wealth Office®. He assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. 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.

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.

Gina 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 was a Business Manager for DePaul University’s College of Communication. Gina earned a Bachelor of Science in Biology and her MBA from Northeastern Illinois University. She also holds a Master of Science in Finance from DePaul University and is a CFA Level II candidate. In her free time, Gina enjoys long-distance running, has completed over 20 half marathons and the Athens Classic Marathon.

Hunter 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 an Investment Associate at TrustBank. Hunter graduated with a BA in Economics from Xavier University. In his free time, he enjoys running, reading and traveling.

Emily researches and performs operational due diligence on core investment managers. Prior to joining the firm in 2022, she was a Residential Lending Intern at BankNewport. Emily earned her MBA and BS in Finance and Economics from Roger Williams University. In her free time, she enjoys spending time outdoors, sailing, biking, reading and traveling.