Our Team

Brian Green is a Senior Consultant at AndCo. He works with a wide variety of client types providing assistance with developing asset allocation studies and investment policy guidelines, performs custodial reviews, implements investment manager due diligence reviews, conducts analysis for investment manager selection, and provides evaluation for investment performance monitoring.

Brian brings over 15 years of institutional investment experience to AndCo. Prior to joining AndCo, Brian worked with Graystone Consulting where he served as a primary consultant for various institutional clients and designed client deliverables for asset allocation and performance measurement.

Jon is a Senior Consultant at AndCo. He works extensively with plan sponsors supporting their defined benefit and defined contribution plans while also servicing several of the firms foundation and endowment clients. He serves his client base by optimizing investment portfolios, conducting investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, preparing performance-monitoring reports, and conducting trustee education on a wide range of investment topics.

Jon has 18 years of experience in consulting to public and private retirement plans, as well as endowments, foundations, and family offices.  In addition to consulting, Jon also developed a substantial background in investment research working in various analytical research roles in both traditional equity and fixed income investment as well as hedge fund investing.  Jon is a frequent speaker at educational and industry conferences in the southeast.

Kerry is a Consultant at AndCo. Her duties include coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports.

Previously she was a Client Solutions Consultant with AndCo responsible for a comprehensive range of duties including -but not limited to- investment research, manager searches, performance monitoring/analysis, plan administration, compliance monitoring, asset allocation studies, and portfolio analysis. Prior to joining AndCo, Kerry was the Director of Treasury at Viewpost North America, LLC where she was responsible for the cash management and investment functions of the firm, as well as, onboarding new financial partners, serving as a member of the senior leadership team, and a host of other duties.  Prior to this she held various key roles at Greater Orlando Aviation Authority (GOAA), Aon Hewitt, and Citizens Property Insurance Corporation.

Tyler helps his clients simplify their fiduciary duty by optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports.

Tyler started with AndCo in 2007 and has held the roles of performance analyst and internal consultant. In his previous roles, Tyler was responsible for investment research, performance analysis, plan administration, compliance monitoring, and operational and administrative support.

Brad Hess is a Consultant at AndCo. His responsibilities include coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports.

Brad brings over 15 years of institutional investment experience to AndCo. He started with AndCo as a Senior Research Analyst and has extensive experience conducting independent investment manager research.  Prior to joining AndCo, Brad was a Research Analyst at Lockwood Advisors and at FIS Group, where he specialized in finding emerging managers for clients such as CALPERS and the NY State Common Fund. Brad was also a member of FIS Group’s Investment Committee.

Brendon Vavrica is a Senior Consultant at AndCo. His duties include coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports.

He has over 16 years of industry experience. Prior to joining AndCo, Brendon was a consultant at Thistle Asset Consulting. Prior to joining Thistle, he was a Vice President and Regional Marketing Director for Intrepid Capital Management, a money management firm in Jacksonville Beach, Florida. He was responsible for sales and client service to municipal, foundation, corporate, and high net worth clients.

Chris is a Senior Consultant at AndCo. As a senior consultant, he works closely with clients and industry professionals assisting with asset allocations, investment policy design, and manager due diligence.  He also conducts research on alternative investment strategies including real estate, hedge funds, private equity, and other complex investments.

Chris has over 20 years of investment consulting and research experience, including 15 years of institutional consulting and research experience. Prior to joining AndCo, Chris worked with Gray & Company, an institutional investment consulting firm. His experience includes working with public plans, unions, foundations, endowments, health care funds and insurance companies.

Dave West is a Senior Consultant at AndCo. He has over 32 years of financial industry experience. He provides all aspects of the Firm’s consulting services. Advising over $2.5 billion of institutional assets, his consulting experience encompasses work in both strategic and tactical asset allocation strategy, process development and oversight, and policy documentation for public and private pension, operating, and foundation clients.  He offers a well-grounded knowledge of practical LDI portfolio construction.

Dave is a founding Member of the Bogdahn Group Partnership and has recycled his ownership units back into AndCo Consulting for the next generation of owners.   As one of the initial partners, he was an instrumental collaborator in the development of the early philosophies and deliverables of the organization. He is also a founding member of the Firm’s Investment Policy Committee, Dave served as Chairman to the Committee for several years.

Dave brings diversity of experience encompassing a dual career path in institutional client consulting, and in portfolio management of institutional client assets as a former buy side investment manager.

Dave first started his career as an investment manager, his buy side portfolio management experience includes portfolio management under both equity and fixed income disciplines, as well as in strategic asset allocation management. Dave served as both co and lead portfolio manager on multiple mutual fund strategies earning coveted Morningstar rankings, as well as on separate account mandates for institutional clients across the country. His mutual fund experience includes several prospectus level fund formations, including originations and portfolio management of Fixed Income strategies, and of Target Date Fund strategies for Defined Contribution investment programs.

Dave is a frequent conference speaker and serves on the Advisory Board, and Education Committee for the Florida Public Pension Trustees Assoc.

Doug Anderson is a Senior Consultant at AndCo. He currently advises over $15 billion of institutional assets. He brings diversity of experience encompassing institutional client consulting, and working as a portfolio management and trader for an investment management firm. His consulting experience encompasses work in both strategic and tactical asset allocation strategy, process development and oversight, and policy documentation for public and private pension, operating, and foundation clients. He offers well-grounded knowledge of practical LDI portfolio construction.

He has 25 years of financial industry experience. Doug has written research papers on a variety of investment topics. His research has focused on opportunistic and non-traditional assets, including core real estate, non-core real estate, high yield fixed income, and energy infrastructure assets such as Master Limited Partnerships. Prior to joining AndCo, Doug was President of The Gregory W Group where he was also a Senior Consultant to many of the firm’s clients.

Gwelda is a Senior Consultant at AndCo. Her responsibilities include helping to optimize investment menus, conducting investment manager due diligence reviews, evaluating and recommending investment managers, assisting in the development of investment policy guidelines, and preparing performance-monitoring reports. She has extensive investment experience overseeing a full spectrum of institutional plan types.

Gwelda has over 20 years of dedicated investment consulting experience.  Prior to joining AndCo her consulting career included senior consultant positions at Callan and Gray & Company, as well as early career development consulting positions at both LCG and Watson Wyatt.

Ian provide all aspects of the firm’s consulting services. He serves as the primary consultant for various institutional plans including defined benefit, defined contribution, and private foundation investment portfolios. His duties include serving as the primary point of contact for various Plan Sponsors and Boards of Trustees, and assisting them with their investment decisions and fiduciary responsibilities. Through his involvement with these plans, Ian coordinates all components of AndCo’s consulting services including providing investment recommendations, asset allocation and investment manager evaluations, developing investment policy guidelines, and delivering investment policy compliance and performance reviews.

Ian has over 30 years of institutional investment experience.  Ian Jones joined AndCo in 2014 where he serves as a senior investment consultant to 11 client relationships.  Prior to joining AndCo, Ian worked for the following firms: Graystone Consulting from 2011 – 2014, The Marco Consulting Group from 1994 – 2011 and ASB Capital Management from 1984 – 1994.

James Ross is a senior consultant at Andco. His responsibilities include, developing investment policy guidelines, optimizing investment portfolios, conducting investment manager due diligence, evaluating and selecting investment managers and preparing performance-monitoring reports.

James has over 35 years of experience in the investment community.  Prior to joining AndCo he was a co-founder in 1989 of the consulting firm Bidart & Ross, Inc. and worked with many retirement plan clients throughout the western United States. Prior to this he worked at a major Wall Street firm.

Jeff Kuchta is a Senior Consultant at AndCo. He works with a wide variety of client types providing assistance with developing asset allocation studies and investment policy guidelines, performs custodial reviews, implements investment manager due diligence reviews, conducts analysis for investment manager selection, and provides evaluation for investment performance monitoring.

Jeff has over 20 years of institutional investment experience.  Prior to joining AndCo, he was a Senior Consultant with Strategic Capital Investment Advisors, Inc. where he provided a full range of investment consulting services to institutions including Taft Hartley, corporate and non-profit investment programs. He also has prior experience in investment consulting, research and investment management with national and boutique investment consulting firms and hedge fund-of-fund organizations.

Jennifer is a Consultant at AndCo. Her primary responsibilities include providing general investment consulting services to clients. Jennifer is responsible for the oversight, delivery and management of investment consulting services, including asset allocation, preparing investment manager due diligence reviews/searches, selecting investment managers, developing investment policy guidelines, and preparing performance reports.

She has over 17 years of industry experience. Prior to joining AndCo, Jennifer was a consultant at Raulin Inc.  Her experience includes defined contribution and defined benefit Taft-Hartley plan sponsors, private plan sponsors and public plan sponsors. Prior to joining Raulin Inc., Jennifer was employed by the accounting firm of Katz & Associates.

Jennifer is a Consultant at AndCo. Her duties include coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports.

Previously she was a Client Solutions Specialist with AndCo responsible for a comprehensive range of duties including -but not limited to- investment research, manager searches, performance monitoring/analysis, plan administration, compliance monitoring, asset allocation studies, and portfolio analysis. Prior to joining AndCo, she was a Client Service Analyst for ICC Capital Management. She worked closely with all members of the office to assemble quarterly reports for clients, update marketing databases, assist the client service team, and assisted in the design all of the marketing materials.

John works extensively with Plan Sponsors, supporting their defined benefit, defined contribution, Taft-Hartley, foundation, endowments and nonqualified plans by designing customized solutions in the areas of administration, fiduciary oversight, investment policy and design, investment monitoring, evaluation, provider searches, and total plan cost analysis. 

John has over 20 years of experience in the investment consulting industry. Prior to joining AndCo, he was a Senior Consultant at Alpha Investment Consulting Group.

John Thinnes is a Consultant at AndCo. His duties include coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports.

Previously he was an Internal Consultant with AndCo responsible for investment research, performance analysis, plan administration, compliance monitoring, and operational and administrative support. John was also formerly a Research Analyst with AndCo where he performed due diligence on managers covering domestic equity, international equity and alternative investments. John has been featured as a speaker at conferences such as FPPTA.

Justin is a consultant at AndCo and provides investment consulting services to defined contribution and defined benefit Taft-Hartley plan sponsors, private plan sponsors, public plan sponsors, foundations and individuals.  Justin’s expertise includes performance measurement and monitoring of investment managers, as well as developing investment policy statements, asset allocation, asset liability modeling studies and investment manager searches.

Mary consults nationwide for public and corporate retirement plans, religious organizations, hospital plans, medical groups, as well as endowments and foundations. She works with her clients in all aspects of institutional consulting including developing asset allocation studies and investment policy guidelines, as well as performs custodial reviews, implements investment manager due diligence reviews, conducts analysis for investment manager selection, and provides evaluation for investment performance monitoring.

Mary has over 25 years of experience in the consulting industry. Previously, she worked at Becker, Burke Associates as a Consultant and Director of Manager Research. Prior to joining Becker, Burke Associates, Mary was a Senior Research Analyst with the International Department Research Group of Capital Resource Advisors/SEI Corporation.

Michael Fleiner is a Senior Consultant at AndCo. His responsibilities include optimizing investment portfolios, conducting investment manager due diligence reviews, evaluating and selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports. He has extensive experience working with endowments and foundations, defined contribution and defined benefit plans.

Michael has over 25 years of experience as an investment consultant.  Previously he was a Senior Consultant at Bidart & Ross prior to its acquisition by AndCo. There he gained extensive experience in working with various boards and investment committees in establishing written investment policies, creating asset allocation strategies, selecting investment providers and monitoring investment performance and risk.

Mike Holycross is a Senior Consultant at AndCo. He works with a wide variety of client types providing assistance with developing asset allocation studies and investment policy guidelines, performs custodial reviews, implements investment manager due diligence reviews, conducts analysis for investment manager selection, trustee education, and provides evaluation for investment performance monitoring.

Mike brings over 20 years of institutional investment experience to AndCo. Prior to joining AndCo, Mike worked with Graystone Consulting where he served as a primary consultant for various institutional clients including public, corporations, endowment and foundations, and Taft Hartley plans. He designed client deliverables for asset allocation and performance measurement.

Mike is a Senior Consultant at AndCo and works with Taft-Hartley Plans, Health Care Funds, Eleemosynary Funds, Foundation, Endowments, Public Funds, and Association Operating/Working Capital Plans primarily in the Midwest and Washington DC areas.  Mike has been successful working with clients to develop custom solutions to simplify their fiduciary responsibilities, including; asset allocation, investment policy review and development, investment manager portfolio structure including monitoring, evaluating and replacement, alternative investment analysis, negotiating investment fees, and analysis of plan costs.

His experience in the consulting industry began in 1985 when he managed one of the first databases to style-code equity and fixed income investment managers.  The process included using qualitative and quantitative analysis of investment manager returns compared to their stated process to determine which strategy the managers actually followed.  This training was very integral to helping Mike develop a unique understanding of investment manager returns.  During his career Mike gained valuable experience understanding the role of risk and ways to manage risk by trading Financial Futures at the Chicago Mercantile Exchange to hedge Pension Fund risk exposure.

Paul works extensively with Plan Sponsors, supporting their defined benefit, defined contribution, and nonqualified plans by designing customized solutions in the areas of administration, fiduciary oversight, investment policy and design, investment monitoring, evaluation, provider searches, and total plan cost analysis.

Paul has 25 years of experience in the retirement plan industry, serving plan sponsors for both public and ERISA qualified retirement plans. Prior to joining AndCo, he served as a Client Executive at Transamerica Retirement Solutions, where he provided asset management, administrative, and recordkeeping solutions for large employer retirement plans.  He has also held leadership positions with USI Consulting Group and The Dreyfus Corporation in New York.

Peter is a Senior Consultant and Real Estate Specialist at AndCo.  His responsibilities include coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports. Peter’s practice includes public plans and Taft-Hartley defined benefit and defined contribution plans as well as endowment and foundation relationships located throughout the central part of the country. He also serves as a real estate specialist providing strategic advice and consulting services for new allocations and existing real estate portfolios.

He has over 20 years of real estate experience as a consultant, asset manager, acquisitions officer and marketer working with plan sponsors including Public, Private, Corporate and Taft-Hartley plans with investments in domestic and international markets via public, private, debt and equity vehicles.

Tim Walters is a Senior Consultant at AndCo. He works with a wide variety of client types providing assistance with developing asset allocation studies and investment policy guidelines, performs custodial reviews, implements investment manager due diligence reviews, conducts analysis for investment manager selection, and provides evaluation for investment performance monitoring.

Tim has over 15 years of institutional investment experience.  Prior to joining AndCo, he was an Area Senior Vice President and Area Assistant Director with Gallagher Fiduciary Advisors. where he provided a full range of investment consulting services to institutions including Taft Hartley, corporate, public and non-profit investment programs. He also has experience in Socially Responsible Investing, asset allocation, manager research and client development.

Tony Kay is a Consultant at AndCo.  His consulting experience encompasses work in both strategic and tactical asset allocation, process development and oversight, and policy documentation for public and private pension, and foundation clients. He is also heavily involved in 401(k) consulting.

Tony has over 10 years of financial industry experience and currently advises over $1 billion of institutional assets. He concentrates his efforts on client consulting, capital markets and manager research, performance calculation, and portfolio monitoring. Tony leads and assists with investment research projects and manager analysis for our clients. He has also assisted in research covering opportunistic and non-traditional assets, including core real estate, non-core real estate, private equity, distressed debt, and energy infrastructure assets such as Master Limited Partnerships.

David is a Senior Research Consultant at AndCo. He serves client needs by conducting investment manager due diligence.  David is currently a member of the Pension Real Estate Association (PREA).

David has over 20 years of dedicated research experience. Prior to joining AndCo, David evaluated, selected and monitored fund managers, co-investments and direct investments for Dow Chemical, Dupont Capital Management and Forest View Capital LLC.

Elizabeth is a Research Associate at AndCo. Her main responsibilities include administration, data collection and processing, and investment manager due diligence.

As a Senior Research Analyst at AndCo, Joseph provides operational due diligence within our Research Group. He serves client needs by evaluating the operational risk associated with the daily management and business functions of investment firms and their funds.

Joe is a seasoned Investment Research Analyst with 20 years of experience from several firms including Paloma Partners, K2 Advisors, Federal Street Partners, and most recently as the Director of Operational Due Diligence at Texas Permanent School Fund.

Josue Christiansen is a Client Solutions Consultant with AndCo.  He is responsible for the comprehensive quarterly reports and monthly flash reports for some of the firm’s clients.

Josue has 5 years of experience in the investment industry. Previously, he was an Investment Analyst with Thistle Asset Consulting. Prior to joining Thistle, Josue has worked as a Junior Equity Analyst for Blue Shores Capital. He was responsible in conducting Deep Value-Bottom-Up Fundamental Equity Analysis for small and mid-cap companies.

As a Research Analyst at AndCo, Julie serves client needs by conducting investment manager due diligence primarily within the non-U.S. equity space. 

Julie has over 20 years of experience conducting independent investment manager research. Prior to joining AndCo, she was the Director of Public Securities at the University of Florida Investment Corporation (UFICO), where she had oversight for the Endowment’s long-only global equity and fixed income portfolios. She also assisted the Director of Hedged Strategies with long/short equity due diligence. Prior to UFICO, Julie was an investment consultant for Hewitt Associates, consulting on institutional clients ranging from $75 million to $2 billion in assets. She also served as a member of the Manager Evaluation Committee, which was responsible for evaluating and rating investment strategies. 

Justin is a senior research analyst at AndCo. He serves client needs by conducting investment manager due diligence within the private and alternative space.

Prior to joining AndCo, he was a dedicated investment professional evaluating, selecting and monitoring fund managers, co-investments and direct investments across all asset classes at Missouri Local Government Employees Retirement System, Jefferson City, Missouri.

As a Senior Research Analyst at AndCo, Kevin serves client needs by conducting investment manager due diligence primarily within the domestic equity space. Kevin has over 17 years of investment research experience.

Prior to joining AndCo, he was Director of Manager Research at Newport Group, where he oversaw a team responsible for recommending and monitoring investment strategies for institutional clients. He was also a member of the firm’s Investment and Asset Allocation Committees. Prior to Newport Group, Kevin was a Senior Equity Research Analyst and Portfolio Manager for PNC Capital Advisors, supporting the firm’s large cap equity portfolios.

As a Research Analyst at AndCo, Zac serves client needs by conducting investment manager due diligence on Equity Strategies.

Zac has 9 years of experience in the investment industry. Previously, Zac was a Sr. Unit Manager (VP) at BNY Mellon. During his time at BNY Mellon, he also held various other positions.

Al Sauerland is a Client Solutions Consultant at AndCo. He is responsible for the comprehensive quarterly reports and monthly flash reports for many of the firm’s public plan clients. He has over 15 years of performance measurement experience.

Prior to joining AndCo, Al served as a Fund Accounting Manager for Bank of New York Mellon.

Grace Niebrzydowski is a Client Solutions Analyst with AndCo.  She is responsible for the comprehensive quarterly reports and monthly flash reports for many of the firm’s public plan clients.

Previously, she was a Financial Analyst with Becker, Burke Associates. She was responsible for preparing and reviewing monthly and quarterly performance measurement reports and other related analytics created to meet special client requests. Grace joined BBA in 1995, and, prior to that, she was a Team Leader with A.G. Becker/SEI Consulting.

Jeff Pruniski is a Client Solutions Consultant at AndCo. He has over 3 years of financial industry experience. He is responsible for preparing and reviewing monthly and quarterly performance measurement reports and other related analytics created to meet special client requests. Jeff brings a diverse skillset.

Prior to working at AndCo, Jeff was a Research Analyst at the Gregory W Group. Before that he owned and operated a manufacturing company.

Joe Carter is a Retirement Plan Consultant at AndCo. He works extensively with Plan Sponsors, supporting their defined benefit, defined contribution, and nonqualified plans by designing customized solutions in the areas of administration, fiduciary oversight, investment policy and design, investment monitoring, evaluation, provider searches, and total plan cost analysis.

Joe has over 5 years of experience in the investment community.  Previously he held the titles of Investment Consultant and Research Analyst at Bidart & Ross prior to its acquisition by AndCo.

Kim Hummel is a Client Solutions Specialist with AndCo.  She is responsible for the comprehensive quarterly reports and monthly flash reports for many of the firm’s public plan clients.

Previously, she was an Office Manager with Becker, Burke Associates. She worked closely with all members of the office to facilitate client servicing and manager research, in addition to office functionality.  Prior to joining Becker, Burke Associates in 2010, Kim was a Project Manager with ZPD+A Architects in Chicago and an Associate with Lineberry Architectural Group in Raleigh, NC.

Yoon is a Client Solutions Consultant at AndCo. Her primary responsibilities consist of a comprehensive range of duties including -but not limited to- investment research, manager searches, performance monitoring/analysis, plan administration, compliance monitoring, asset allocation studies, and portfolio analysis.

Prior to joining AndCo, Yoon was a Reporting Representative at Salient Partners out of Houston where she was responsible for reporting on Salient’s managed accounts, providing trade operational support, preparing regulator reports required by the SEC and a host of other duties.  Prior to Salient, Yoon was a Sr. Financial and Research Analyst at Consulting Services Group (CSG).

Dan is a Research Analyst within AndCo’s Research Team. His main responsibilities include administration, data collection & processing, and investment manager due diligence.  Dan is also charged with maintaining the firm’s database of investment manager research and correspondence.

Dan has over 10 years of experience in the investment field. Prior to joining AndCo, he was an analyst at Graystone Consulting, a business of Morgan Stanley, in Buffalo, NY.  His previous employers include HSBC and Royal Bank of Canada.  In his prior roles, Dan was responsible for investment research, portfolio analysis, client service, marketing, and administrative functions.

John is the Head of Client Onboarding and Data Management at AndCo. He works with multiple groups within the organization to ensure new clients are transitioned to our firm’s services. John functions as an intermediary between money managers, custodians, plan administrators and other service providers to gather the needed background information in a consistent format.

John has 22 years of professional experience working exclusively in the investment consulting industry providing services to both Defined Benefit and Defined Contribution plans. Prior to joining AndCo, he worked for D. A. Hudson and Associates, an independent consulting firm specializing in Taft-Hartley plans. His responsibilities included investment manager research, performance measurement & analysis, compliance monitoring, internal operations, administrative support, information technology and regulatory compliance monitoring.