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 Kristi J. Bieber Gibbs
Senior Consultant
Kristi Bieber Gibbs is a Senior Consultant at Ellwood Associates and joined our firm in 1991. Kristi consults to corporate retirement and defined contribution clients as well as endowment, foundation and high-net worth family clients. Prior to joining the consulting team, she worked as a Senior Research Analyst. Kristi received her BBA from Iowa State University in Ames, Iowa. |
 Timothy R. Egan
Senior Consultant
Tim Egan is a Senior Consultant at Ellwood Associates and joined our firm in 1996. Tim leads our Healthcare Practice Area. Tim is responsible for overseeing Ellwood's investment consulting services to hospital and healthcare clients. In addition to hospital and healthcare clients, Tim consults to endowment, foundation and corporate retirement clients. Prior to joining Ellwood Associates, Tim worked at Stratford Advisory Group, a Chicago-based investment consulting firm where he spearheaded the firm's manager research activities. Tim received his BS from DePaul University in Chicago, IL. |
 Alexander S. Farquhar, CFA
Consultant
Alex Farquhar is a Consultant at Ellwood Associates and joined our firm in 2000. Alex is the Director of Traditional Manager Research. In this role he is responsible for managing our investment manager research process and for investment surveillance of current client managers. Previously, Alex was the head of our Fixed Income Research Team. Alex consults to healthcare, corporate retirement, endowment and foundation clients. Prior to Alex's promotion to Consultant, he worked as a Senior Research Analyst. Alex received his BS from University of Arizona in Tucson, Arizona and holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. |
 Daniel R. George, CFA
Chief Investment Officer
Senior Consultant
Dan George is the Chief Investment Officer and a Senior Consultant at Ellwood Associates, as well as a member of the firm's Management Committee and Board of Directors. Dan joined our firm in 1999. As Chief Investment Officer, Dan oversees the firm’s overall research initiative including asset allocation, traditional manager research and alternative manager research. Dan also leads our Endowment and Foundation Practice Area. Prior to joining Ellwood Associates, Dan worked for five years at Ennis Knupp and Associates, where he was the co-director of their Endowment and Foundation Practice Area. Prior to that, Dan was a mortgage-backed securities analyst for Household International on a $5 billion portfolio. Dan received his BS in Finance from Miami University in Oxford, Ohio and holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. |
 Russell W. Hill
Chairman
Chief Executive Officer
Senior Consultant
Russ Hill is the Chairman, Chief Executive Officer, and Senior Consultant at Ellwood Associates and is a member of the firm's Management Committee and Board of Directors. Russ joined our firm in 1994. As Chief Executive Officer, Russ is responsible for directing the firm's overall consulting activities and leads our Defined Benefit Plan Practice Area. Prior to joining Ellwood Associates, Russ worked at Stratford Advisory Group, a Chicago-based consulting firm that he co-founded. Prior to entering the consulting business, Russ was responsible for managing the defined benefit and 401(k) plans for GATX Corporation for several years. Russ received his MBA from Loyola University of Chicago and his BS (with honors) from Northern Illinois University in DeKalb, Illinois. |
 Chris Krakowski, CFA
Consultant
Chris Krakowski is a Consultant at Ellwood Associates and joined our firm in 2010. Chris leads our Growth Equity Research Team. Chris consults to endowment, foundation, corporate retirement and high net worth clients. Prior to joining Ellwood, Chris worked at Allstate Investments as an Investment Analyst in their Portfolio Management Group. Chris received his BS degree from Marquette University in Milwaukee, Wisconsin and holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. |
 Bradley J. Levandoski
Chief Information Officer
Brad Levandoski is the Chief Information Officer at Ellwood Associates as well as a member of the firm's Management Committee and Board of Directors. He joined our firm in 1997. Brad is responsible for managing the firm’s overall data gathering activities and client reporting functions. In addition, Brad manages the Research Analyst and Information Technology departments and co-manages the Consulting department. Brad received his BS from Northern Illinois University in DeKalb, Illinois. |
 Ellen O. Martel
Senior Consultant
Ellen Martel is a Senior Consultant at Ellwood Associates and joined our firm in 2000. Ellen leads our Defined Contribution Plan Practice Area. In this role, she is responsible for overseeing Ellwood’s investment consulting services to defined contribution clients. Previously, Ellen was the Director of Traditional Manager Research. Ellen consults to endowment, foundation, corporate retirement and hospital and healthcare clients. Prior to Ellen’s promotion to Consultant, she worked as a Senior Research Analyst. Prior to joining Ellwood, Ellen worked as a high-yield fixed income securities analyst at Lincoln Capital Management, a Chicago-based investment firm. She received her BS from Creighton University in Omaha, Nebraska. |
 Joseph C. Marzano, CFA
Consultant
Joe Marzano is a Consultant at Ellwood Associates and joined our firm in 2010. Joe leads our Fixed Income Research Team. Joe consults to endowment, foundation, corporate retirement and high net worth clients. Prior to joining Ellwood, Joe worked as a Senior Investment Analyst for Ennis Knupp and Associates. At Ennis Knupp, Joe assisted the United States Treasury in the selection of investment managers for the Public-Private Investment Program and the Capital Purchase Plan. Joe received his MBA from Depaul University’s Kellstadt Graduate School of Business and his B.A. from Illinois Wesleyan University in Bloomington, Illinois. Joe holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. |
 Scott R. Meggenberg
Senior Consultant
Scott Meggenberg is a Senior Consultant at Ellwood Associates and joined our firm in 1997. Scott leads our Private Equity Research Team. Scott consults to endowment, foundation, corporate retirement and high net-worth clients. Prior to joining the consulting team, Scott was a member of the Research Analyst group and co-managed this group for two years. Scott received his BS from Bradley University in Peoria. Scott is also a Level II CFA Candidate. |
 Charles D. Mohr
Consultant
Chuck Mohr is a Consultant at Ellwood Associates and joined our firm in 2006. Chuck leads our Direct Hedge Fund Multi Strategy Team. Chuck consults to endowment, foundation, corporate retirement and high net worth clients. Prior to Chuck’s promotion to Consultant, he worked as a Senior Research Analyst. Chuck received his BS from the University of Dayton in Dayton, Ohio. Chuck is also a Level III CFA Candidate. |
 Michael S. Patock
Consultant
Michael Patock is a Consultant at Ellwood Associates and joined our firm in 2011. Michael leads our Real Assets Research Team. Michael consults to endowment, foundation, corporate retirement and healthcare clients. Prior to joining Ellwood, Michael served as a Senior Analyst for Stratford Advisory Group, an investment consulting firm. Michael received his MBA from the University of Chicago Booth School of Business and his BA from Bradley University in Peoria, IL. Michael is also a Level I CFA Candidate. |
 David W. Ramsour, CFA
Consultant
David Ramsour is a Consultant at Ellwood Associates and joined our firm in 2005. David leads our Equity Long/Short Hedge Fund Research Team. David consults to endowment, foundation, corporate retirement and healthcare clients. Prior to David’s promotion to Consultant, he worked as a Senior Research Analyst. Prior to joining Ellwood, David worked as an Investment Advisor and as a Risk Manager at an options trading firm. David received his BBA from the University of Notre Dame in Notre Dame, Indiana. David holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. |
 Andrew W. Schwark, CFA
Consultant
Andy Schwark is a Consultant at Ellwood Associates and joined our firm in 2011. Andy leads our Value Equity Research Team. Andy consults to endowment, foundation, corporate retirement, and high net worth clients. Prior to joining the consulting team at Ellwood, Andy worked as a Senior Investment Analyst for Ennis Knupp and Associates. Andy received his B.S. (with highest honors) from Bradley University in Peoria, Illinois. Andy holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. |
 Daniel E. Simon, CFA
Senior Consultant
Dan Simon is a Senior Consultant at Ellwood Associates and joined our firm in 2000. Dan is the Director of Alternative Manager Research. In this role he is responsible for researching various alternative strategies and products. Dan consults to endowments, foundations, corporate retirement, healthcare and high net worth family groups. Prior to joining Ellwood, Dan worked as a Senior Investment Analyst for Ennis Knupp and Associates. Dan received his MBA (with distinction) from Northwestern University and his BA from University of Michigan in Ann Arbor, Michigan. He also holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. |
 Susan B. Toth
President
Chief Compliance Office
Chief Operating Officer
Sue Toth is the President, Chief Compliance Officer and Chief Operating Officer of Ellwood Associates as well as a member of the firm's Management Committee and Board of Directors. Sue joined our firm in 1993. She is responsible for all aspects of the internal administrative, compliance and financial operations of the firm. Prior to entering the consulting business, Sue worked as an Executive Recruiter and Corporate Trainer for Continental Bank NA. She received her BS from University of Colorado in Boulder, Colorado. |
 Aaron W. Ward, CFA
Consultant
Aaron Ward is a Consultant at Ellwood Associates and joined our firm in 2005. Aaron leads our International/Global Equity Research Team. Aaron consults to healthcare, corporate retirement, endowment and foundation clients. Prior to Aaron's promotion to Consultant, he worked as a Senior Research Analyst. Aaron received his BA from Michigan State University in East Lansing, Michigan. Aaron holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. |
 Matthew F. Winton
Senior Consultant
Matt Winton is a Senior Consultant at Ellwood Associates and joined our firm in 1998. Matt leads our High Net Worth Practice Area and also heads our Hedge Fund-of-Funds Research Team. Matt consults to high-net-worth, healthcare, endowment and foundation clients. Prior to his promotion to the consulting team, Matt worked as a Senior Research Analyst. Matt received his BS from Miami University in Oxford, Ohio. |
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