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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Keith L. Shadrick | - | 2006 | now |
自傳 | Keith Shadrick has 25 years experience in the areas of asset allocation, portfolio management and ERISA consulting. He is a Certified Consultant as bestowed him by the Center for Fiduciary Studies. He is a graduate of Callan’s Center for Investment Training, an educational forum focusing on investment policy and the monitoring and controlling of an institutional investment program. He is also a member of the Revere Coalition, a non-profit fiduciary advocacy group of independent investment fiduciaries. | ||
Robyn D. Shelley | - | 2006 | now |
自傳 | Robyn Shelley graduated with distinction from Indiana University in 1999 with a B.A. in Economics. She was previously employed as a member of the Private Partnership Group of Lincoln Capital Management. She is a member of Phi Beta Kappa and has earned the right to use the Chartered Financial Analyst (CFA) designation. |
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