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 Kristi J. Bieber Gibbs
Senior Consultant
Kristi Bieber Gibbs is a Senior Consultant at Ellwood Associates. Kristi began her investment consulting career in 1991 when she joined Ellwood Associates as a performance analyst. Prior to joining the consulting team, she worked as a senior research analyst with responsibilities that included investment manager research, client reporting and service, as well as project work determined by individual client circumstances. Kristi works with corporate clients as well as foundation, charitable and high-net worth family clients. Kristi received her BBA from Iowa State University in Ames, Iowa. |
 Joseph M. Cossman
Consultant
Joe Cossman is a consultant at Ellwood Associates. He joined our firm in 2001. Prior to Joe's promotion to Consultant in 2005, he worked as a senior research analyst with responsibilities that included investment manager research, client reporting and service, as well as project work determined by individual client circumstances. Joe works with several of Ellwood's hospital and healthcare clients in addition to corporate pension and foundation/endowment clients. Prior to joining Ellwood Associates, Joe worked for Scudder Investments as a Senior Investment Associate. Joe received his BA from Michigan State University in East Lansing, Michigan. |
 Timothy R. Egan
Senior Consultant
Tim Egan is a Senior Consultant and Healthcare Practice Leader at Ellwood Associates. As Healthcare Practice Leader, Tim is responsible for Ellwood's overall application of investment consulting services to hospital and healthcare clients. In addition to hospital and healthcare clients, Tim works with several foundation/endowment and corporate pension clients. Prior to joining Ellwood Associates in 1996, 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 began his investment consulting career in 2000 when he joined Ellwood Associates as a performance analyst. Prior to Alex's promotion to Consultant, he worked as a senior research analyst with responsibilities that included investment manager research, client reporting and service, as well as project work determined by individual client circumstances. Alex works with several of Ellwood's hospital and healthcare clients in addition to corporate pension and foundation/endowment clients. Alex received his BS from University of Arizona in Tucson, Arizona and holds the Chartered Financial Analyst designation. |
 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 leads our High Net Worth Practice Area. Prior to joining Ellwood Associates in 1999, Dan worked for five years at Ennis Knupp, a Chicago-based investment consulting firm 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 from Miami University in Oxford, Ohio and holds the Chartered Financial Analyst designation. |
 Russell W. Hill
Chairman
Chief Executive Officer
Russ Hill is the Chairman and Chief Executive Officer of Ellwood Associates and is a member of the firm's Management Committee and Board of Directors. Russ is responsible for directing the firm's overall consulting activities and leads our Retirement Plan Practice Area. Prior to joining Ellwood Associates in 1994, 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. |
 Elizabeth B. Hood, CFA
Consultant
Elizabeth Hood is a Consultant at Ellwood Associates. Prior to joining the consulting team at Ellwood in 2007, Elizabeth worked as a Product Manager at William Blair & Company in their open architecture investment services area and as a Regional Marketing Specialist at INVESCO N.A. Elizabeth consults to endowment and foundation clients, corporate retirement clients, and high net worth clients. Elizabeth received her BA degree from Rhodes College in Memphis, Tennessee and holds the Chartered Financial Analyst designation. |
 Ronald L. Klotter, CFA
Senior Consultant
Ron Klotter is a Senior Consultant at Ellwood Associates and leads our Endowments and Foundations Practice Area. Prior to joining Ellwood Associates in 2006, his previous work experience includes serving as Director of Equity Product Management at Wellington Management Company, Partner and Account Manager at UBS/Brinson Partners, and Partner and Director of Marketing at INVESCO N.A. Prior to moving to the investment management industry, Ron was an investment consultant for Hewitt Associates. Ron earned his BS degree (with honors) from Miami University (Ohio) and his MBA from the J.L. Kellogg Graduate School of Management at Northwestern University. He holds the Chartered Financial Analyst designation. |
 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 and has been a member of the firm's Management Team since 2000. Brad has also worked as a Performance Analyst, Research Analyst and Consultant at Ellwood Associates. Brad received his BS from Northern Illinois University in DeKalb, Illinois. |
 Scott R. Meggenberg
Consultant
Scott Meggenberg began his investment consulting career in 1997 when he joined Ellwood Associates as a performance analyst. Prior to joining the consulting team in 2001, Scott was a member of the research analyst group and co-managed this group for two years. In addition to corporate retirement clients, Scott works with endowment and foundation clients as well as high net-worth clients. Scott received his BS from Bradley University in Peoria, Illinois and is a Level II Chartered Financial Analyst Candidate. |
 Ellen E. Ogan
Consultant
Ellen Ogan is a Consultant at Ellwood Associates and joined our firm in 2000. Ellen works with several of Ellwood's foundations/endowments clients in addition to corporate pension and hospital and healthcare clients. Ellen is also the Director of Traditional Manager Research. In this role she is responsible for managing the process of identifying new and monitoring current managers. Prior to joining Ellwood, Ellen worked as a high-yield fixed income securities analyst at Lincoln Capital Management, a Chicago-based investment firm. In addition, Ellen sits on the board of Women in Pensions, a not-for-profit group to facilitate education of women in the investment industry. She received her BS from Creighton University in Omaha, Nebraska. |
 Daniel E. Simon, CFA
Senior Consultant
Dan Simon joined Ellwood Associates in 2000 and serves as a consultant for a variety of clients including endowments & foundations, corporations and high net worth family groups. Dan is the Director of Alternative Manager Research. In this role he is responsible for researching various alternative strategies and products. Prior to joining Ellwood, Dan was a Senior Investment Analyst at the investment consulting firm of Ennis Knupp & Associates. Dan is a member of the Investment Analysts Society of Chicago and the CFA Institute. 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. |
 Susan B. Toth
President
Sue Toth is the President and Chief Operating Officer of Ellwood Associates as well as a member of the firm's Management Committee and Board of Directors. Sue began her career at Ellwood Associates in 1993 and has been a member of the firm's management team since 1997. She is responsible for all aspects of the internal administrative 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. |
 Matthew F. Winton
Consultant
Matt Winton began his investment consulting career in 1998 when he joined Ellwood Associates as a performance analyst. Prior to his promotion to consultant in 2001, Matt worked as a senior research analyst with responsibilities that included investment manager research, client reporting and service, as well as project work determined by individual client circumstances. Currently, Matt works with several of the firm's high-net worth individuals and families. Matt received his BS from Miami University in Oxford, Ohio. |
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