Impactful Advice and Extensive Oversight for Nonprofits

Proven guidance to perpetuate your mission and your legacy​

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Support to Propel Your Mission Forward

Paul Sommerstad

Partner

Retirement Plans

Outsourcing Your RFP Can Save You Time & Money

RFPs are critical to confirming the reasonableness of fees paid to retirement plan service providers. Read to learn more about how outsourcing this critical fiduciary duty can help you save time and money.

Robert C. Smith

Partner & Market Leader

Financial Planning

3 Things to Ask Yourself Before Joining a Board

Partner Bob Smith discusses the importance of civic engagement and offers a series of questions people should ask before seeking board membership.

Steve Kurosko

Partner & Market Leader

Investing

Socially Responsible Investing

An impactful strategy for individuals, retirement plans and nonprofits.

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Working with your board, we design and implement a comprehensive investment strategy that aligns with your mission, long-term goals, and cash flow requirements to generate the income needed to fund your initiatives, operations, and disbursements.

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Think of us as an extension of your administrative team, working behind the scenes to organize and execute the financial tasks necessary to keep your vision thriving for generations to come.

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Developing the internal investment expertise and infrastructure needed to balance your short-term operating needs and long-term funding is a complicated and time-consuming process. Our OCIO solution provides a more cost-effective and efficient way to achieve this balance.

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We believe in people, encourage diverse perspectives, and foster a culture of excellence.

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Market Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Principal

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Principal

Meg Rowley

Partner & Market Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Market Leader

Partner

Peter Martin

Partner

Jillian Laughlin

Associate

Rita Lee

Partner

Richard Long

Senior Principal

Lauren Desforge

Partner

Aaron Waxman

Partner

Peter Yoon

Principal

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Eric Minnick

Principal

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Market Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Principal

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Principal

Meg Rowley

Partner & Market Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Market Leader

Partner

Peter Martin

Partner

Jillian Laughlin

Associate

Rita Lee

Partner

Richard Long

Senior Principal

Lauren Desforge

Partner

Aaron Waxman

Partner

Peter Yoon

Principal

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Eric Minnick

Principal

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner
Meet the Team See Careers

Delivering World Class Expertise with a Personal Touch

Perpetuating your noble work requires careful management of your financial resources. Let us help you grow and protect these resources by effectively managing, reporting, and administering your financial assets.

  • Outsourced Chief Investment Office's icon

    Outsourced Chief Investment Office >

    Developing the internal investment expertise and infrastructure needed to balance your short-term operating needs and long-term funding is a complicated and time-consuming process. Our OCIO solution provides a more cost-effective and efficient way to achieve this balance.

  • Investment Consulting Services's icon

    Investment Consulting Services >

    Working with your board, we design and implement a comprehensive investment strategy that aligns with your mission, long-term goals, and cash flow requirements to generate the income needed to fund your initiatives, operations, and disbursements.

  • Financial Administration's icon

    Financial Administration >

    Think of us as an extension of your administrative team, working behind the scenes to organize and execute the financial tasks necessary to keep your vision thriving for generations to come.

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