Outsource Chief Investment Officer (OCIO) Company Guide

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Outsource Chief Investment Officer(OCIO) Company Guide 2021Charles Skorina & Companyhttp://www.charlesskorina.com skorina@charlesskorina.comOffice: 520-529-5677(AUM as of March 31, 2021 unless otherwise noted)1. Abbot Downing (Wells Fargo), Minneapolis, MN 41.5bn Discretionary assets 46.6bn totalDouglas W. Evans, Head of Portfolio Managersdouglas.evans@abbotdowning.com(415) -----------------2. Agility, Denver, CO 12.1bn Discretionary assetsChris Bittman, Partnercbittman@agilitycio.com(303) -----------------3. Alan Biller and Associates, Menlo Park, CA 64.9bn Discretionary assets 102.2.bn totalAlan D. Biller, ChairmanJohn Skjervem, CEOinfo@alanbiller.com(650) -----------------4. Alesco Advisors, Pittsford, NY 4.33bn Discretionary assets 4.9bn totalTodd D. Green, Principal, Business Development & Client ServiceTGreen@alescoadvisors.com(585) -----------------5. Angeles Investment Advisors, Santa Monica, CA

7bn Discretionary assets 34.8bn advisoryMichael A. Rosen, CIO & Managing Partnermrosen@angelesadvisors.comChaunice A. Peebles, Directorchaunice@angelesinvestments.com(310) -----------------6. AON, Chicago, IL 203.4bn Discretionary assets 3.1 trillion advisoryEd Bardowski, CSCP, Partner, Sales Leader& Registered Principaled.bardowski@aon.com(484) -----------------7. Appomattox Advisory, New York, NY 1.7bn Discretionary and non-discretionary assetsSusan Webb, Founder, President, CIOOscar Gil, Founder, CEODrianne Benner, Managing Director Salesdbenner@ainvadvisors.com(212) -----------------8. Arnerich Massena, Portland, OR 1.26bn Discretionary assets 3.5bn totalRyland Moore, Managing Principal, Business Developmentrmoore@am-a.com(971) 263-7860 dir(503) 239-0475 -------------9. Artemis Wealth Advisors, New York, NY 1.534bn Discretionary assets 1.722bn totalPeter M. Rup, Founder & CIOprup@artemiswa.comRon Zdrojeski, Director Business Development(212) -----------------10. Arthur J. Gallagher & Co., Washington, DC 6.03bn Discretionary assets 69.19bn advisoryMichael W. Johnson, Area President InstitutionalInvestment & Fiduciary Services

michael w johnson@ajg.com(202) -----------------11. Asset Strategy Consultants, Baltimore, MD 2.1bn Discretionary assetsAlfred J. Morrison, Managing ) 528-8282 x1043Andrew W. Conner, CIOconner@assetstrategyconsultants.com(410) 528-8282 --------------12. Ballentine Partners, Waltham, MA 9.1bn Discretionary assets 17.7bn totalJayson DeAngelis, Partnerjdeangelis@ballentinepartners.com(781) -----------------13. Bank of America, New York, NY 35.3bn institutional Discretionary assets 324.8 total Discretionary assetsBernard Reidy, Managing Director, NationalEndowment and Foundations Executivebernard.reidy@bofa.com(203) -----------------14. BBR Partners, New York, NY 18.5bn Discretionary assets 20.8bn totalTodd Whitenack, Co-Managing Partnertwhitenack@bbrpartners.com(212) -----------------15. Beacon Pointe Advisors, Newport Beach, CA 15.8bn OCIO Discretionary assets 19.8bn totalFelix Lin, Partner, President Institutional Consulting ServicesMike Breller, Managing Director, Sr. Consultantmbreller@beaconpointe.com(949) 718-1602(949) 718-1600 Newport Beach -------------16. BlackRock, New York, NY 246bn global Discretionary assets

Jeff Saef, Managing Director, Head Americas& Client Portfolio Solutionsjeffrey.saef@blackrock.com(609) -----------------17. Blue Edge Capital, Richmond, VA 475mm Discretionary assets 500mm totalPeter H. Bowles, Managing Directorpbowles@blueedgecap.com(804) -----------------18. BNY Mellon, New York, NY 16.6bn Discretionary assets 34bn totalJamie W. Lewin, Head of Investor Solutionsjamie.lewin@bnymellon.com(212) 922-4524Andrew D. Wozniak, Head of Client Consulting& Investor Solutionsandrew.wozniak@bnymellon.com(412) -----------------19. Brown Advisory, Baltimore, MD 7.6bn OCIO Discretionary assets 59bn total Discretionary assets AUMBrigid Peterson, Head Endowment & Foundationsbpeterson@brownadvisory.com(410) -----------------20. Brown Brothers Harriman, New York, NY 47.7bn Total discretionary assetsTom Davis, Managing Directorthomas.davis@bbh.com(212) -----------------21. Callan, San Francisco, CA 28bn Discretionary assets 2.5trillion advisoryJames A. Callahan, Presidentcallahan@callan.com(415) -----------------22. Cambridge Associates, Boston, MA 47.3bn Discretionary assets

529bn advisoryDeirdre Nectow, Managing Directordnectow@cambridgeassociates.com(617) -----------------23. Canterbury Consulting, Newport Beach, CA 3.1bn Discretionary assets 24.8bn advisoryRobinson (Bob) Cluck, Chairmanbcluck@canterburyconsulting.com(949) 718-2229Poorvi Parekh, Director OCIOpparekh@canterburyconsulting.com(949) -----------------24. Clearbrook Global Advisors, New York, NY 1.7bn Discretionary assets 14bn advisoryElliott Wislar, CEOewislar@clrbrk.comGregg Sibert, Chief Marketing Officergsibert@clrbrk.com(212) -----------------25. Commonfund, Wilton, CT 12.9bn Discretionary OCIO assets 26.5bn total AUMMark Anson, President, CEO & CIOTim Yates, President, CEO & OCIOtim.yates@commonfund.org(203) -----------------26. CornerCap Institutional, Atlanta, GA 1.3bn Discretionary assetsDerek Tubbs, VP Institutional Developmentdtubbs@cornercap.com(404) -----------------27. CornerStone Partners (Focus Financial), Charlottesville, VA 8.64bn Discretionary assets 10.04bn totalDavid Russell, Sr. Managing Directordrussell@cstonellc.comChristopher Laing, Sr. Managing Directorclaing@cstonellc.com

(434) -----------------28. Crewcial Partners, New York, NY 1.3bn Discretionary assets 36bn advisoryCharlie Georgalas, Managing Directorccg@crewcialpartners.com(212) -----------------29. DeMarche, Merriam, KS 1.25bn Discretionary assets 20.1bn advisoryThomas C. Woolwine, Vice Chairman,twoolwine@demarche.com(913) -----------------30. Deutsche Bank, New York, NY 14.93bn Discretionary assets (9-30-20) 6.74bn advisoryBrett Lane, Head of Institutional Advisory Servicesbrett.lane@db.com(212) -----------------31. Disciplina, Nashville, TN 1.5bn Discretionary assetsMatthew W. Wright, President & CIOmww@disciplina.com(615) -----------------32. Edgehill Endowment Partners, New Haven, CT 2.2bn Discretionary assetsNina F. Scherago, Co-Founder and Managing Partnern.scherago@edgehillendowment.comJason Raiti, Partnerj.raiti@edgehillendowment.comChristin Sandweiss, Director Client Servicec.sandweiss@edgehillendowment.com(203) -----------------33. Ellwood Associates, Chicago, IL 1.5bn Discretionary assets 82.7bn advisoryAndrew Schwark, Director OCIO Consultingandy.schwark@ellwoodassociates.com(312) 782-5432

---------34. Evoke ARIS, Los Angeles, CA 7.5bn discretion 14bn advisoryBrendan Corcoran, Senior Vice PresidentBCorcoran@arisconsulting.com(617) -----------------35. FEG Investment Advisors, Cincinnati, OH 8.7bn Discretionary assets 64bn advisoryRebecca (Becky) S. Wood, President & CEObwood@feg.comDevinne C. Kelly, Sr. Client Development Associatedkelly@feg.com(513) -----------------36. Fidelity Institutional Asset Management, Smithfield, RI 35bn Discretionary assets (9-30-20) 1.03trillion globalJim Zadrozny, SVP Co-Head of Institutional Salesjim.zadrozny@pyramis.com(401) 292-4760(401) 209-0523 -------------37. Fiduciary Trust Company, Boston, MA 7.2bn Discretionary assets 19bn totalRick Tyson, Vice President & Investment Officertyson@fiduciary-trust.com(617) -----------------38. Fiduciary Trust International, New York, NY 8.6bn OCIO advisory solutions (12-31-20) 32bn totalRonald Sanchez, CIOrsanchez@ftci.comKate Huntington, Head of Advisory Solutions Groupkate.huntington@fiduciarytrust.com(877) -----------------39. Fiduciary Wealth Partners, Boston, MA 1.2bn Discretionary assets 2.1bn totalPreston McSwain, Managing Partner

preston@fwp.partners(617) -----------------40. Fiducient Advisors (x DiMeo), Chicago, IL 10.7bn Discretionary assets 215.4bn advisoryRobert (Bob) DiMeo, CEObdimeo@fiducient.comJon Fellows, Partner & Chairmanjfellows@fiducient.comMatt Porter, Partner & Vice-chairman FiduciaryInvestment Advisorsmporter@fiducient.com(312) -----------------41. F.L. Putnam Investment Management Company, Wellesley, MA 3.7bn Discretionary assets 4.1 Billion Total assetsChris McVey, Director of Business Developmentcmcvey@flputnam.com(781) -----------------42. Gallagher Fiduciary Advisors, Washington, DC 6.03bn Discretionary assets 69.19bn advisoryMichael Johnson, Presidentmichael w johnson@ajg.comPhil Fabrizio, Area Director(202) -----------------43. Gerber Taylor, Memphis, TN 6.3bn Discretionary assets 7.6bn advisory (12-31-20)Charles Gerber, Presidentcgerber@gerbertaylor.comMatthew Kinnear, Client Developmentmkinnear@gerbertaylor.com(901) -----------------44. Glenmede, Philadelphia, PA 10.1bn tax-exempt OCIO 41.6bn totalGordon Fowler, Jr., President & CEOgordon.fowler@glenmede.com(215) 419-6640

---------45. Global Endowment Management, Charlotte, NC 11.7bn Discretionary assetsStephanie Lynch, Partnerslynch@globalendowment.com(704) -----------------46. Global Strategic Investment Solutions, Scottsdale, AZ 1.1bn Discretionary assetsDon Callaghan, Managing Partnerdcallaghan@gsisus.com(480) -----------------47. Goldman Sachs, New York, NY 207.7bn Discretionary assetsGregory Calnon, Managing Directorgregory.calnon@gs.com(212) -----------------48. Hall Capital Partners, San Francisco, CA 15.2bn Discretionary assets 43.5bn totalSarah Stein, Managing Partnersstein@hallcapital.com(415) 277-2634Sarah Butler, Business Development Managersbutler@hallcapital.com(415) -----------------49. Highland Associates, Birmingham, AL(RIA owned by Regions Bank) 10.5bn Discretionary assets 31.2bn totalTrey Echols, CEOPaige Daniel, Managing Directorpdaniel@highlandassoc.com(205) -----------------50. Hirtle Callaghan, W. Conshohocken, PA 17.8bn Discretionary assetsErica Evans, Head Client Engagementeevans@hirtlecallaghan.com(610) -----------------51. Holt Capital Partners, Fort Worth, TX

380mm totalRobert M. Holt, Jr., Managing Partnerrholt@holtcap.com(817) -----------------52. ICG Advisors, Los Angeles, CA 564.98mm Discretionary assets (12-31-20) 4.15bn advisoryJ. Jeffrey Assaf, Sr. Managing Director & CIOjassaf@icgadvisors.com(424) -----------------53. Investure, Charlottesville, VA 17bn Discretionary assetsBruce Miller, CEObmiller@investure.comPuja Seam, COOpseam@investure.com(434) -----------------54. Jasper Ridge Partners, Menlo Park, CA 27.5bn Discretionary assetsCori Duncan, CEO & Managing Partnercduncan@jasperridge.com(650) -----------------55. JPMorgan Asset & Wealth Management, New York, NY 68bn OCIO Discretionary assets 2.8trillion totalMonica Issar, Global Head Multi-Asset& Portfolio Solutionsmonica.issar@jpmorgan.com(212) -----------------56. LCG Associates, Atlanta, GA 990mm Discretionary assets (12-31-20) 101bn advisory (6-1-21)Lauren Moore, VP Marketinglcangelosi@lcgassociates.comEd Johnson, President & CEOejohnson@lcgassociates.com(770) -----------------57. Litman Gregory Asset Management, Walnut Creek, CA(Bought by iM Global Partners, close 2nd Q 2021)

2.2bn Discretionary assets 6.3 bn total(iM Global Partner)Bill Thompson, Director, Endowments & Foundations Group, Senior Advisorbill.thompson@lgam.com(415) -----------------58. Lowe, Brockenbrough, Richmond, VA 1.8bn Institutional Discretionary assets 3.0bn totalAustin Brockenbrough III, Chairmanabiii@lowebrockenbrough.comChristopher Dion, Managing Director & CIOcdion@lowebrockenbrough.com(804) -----------------59. Makena, Menlo Park, CA 18bn Discretionary assetsJoseph Magher, Managing Directorjmagher@makenacap.com(650) -----------------60. Mangham Associates, Charlottesville, VA 1.9bn AUMJoel R. Mangham, Founder Co-CIOEdward W. Karppi, Partner, Co-CIOJoel Streeter, VPJoelP.Streeter@manghamassociates.com(434) -----------------61. Marquette Associates, Chicago, IL 12.2bn Discretionary assets 284.9bn advisoryBrian Wrubel, President & CEObwrubel@marquetteassociates.comPatrick McDowell, SVP, OCIO Servicespmcdowell@marquetteassociates.com(312) -----------------62. Meketa Investment Group, San Diego, CA 20.6bn Discretionary assets 1.6 trillion advisoryLisa Rubin, Director Marketinglrubin@meketa.com(760) 795-3450

---------63. Mercer, Boston, MA 379bn delegated global 15.5trillion advisory (12-31-20)Samantha Davidson, US Investment Solutions Leadersamantha.davidson@mercer.com(617) -----------------64. Mill Creek Capital Advisors, Conshohocken, PAJosh Gross, CEO 7.5bn Discretionary assets 8.5bn totaljgross@millcreekcap.com(610) -----------------65. Miller Investment Management, West Conshohocken, PA 1.8bn Discretionary assets (12-31-20) 4.0bn totalTimothy P. Letter, Managing Director, business developmenttletter@millerinv.com(610) 834-9820 -------------66. Morgan Creek Capital Management, Chapel Hill, NC 2bn Discretionary assetsMark Yusko, CEO & CIOmyusko@morgancreekcap.com(919) ------------------------------------------67. Morgan Stanley OCIO/Graystone Consulting, New York, NY 44.8bn OCIO Discretionary assetsGeneral OCIO Inquiriesmscustomsolutions@morganstanley.com(212) 296-6651Tom Williams, Managing Director, Head of InstitutionalPortfolio Solutions, Head of Custom Solutions OCIOtom.williams@morganstanley.com(212) 296-6960Robert Mandel, Managing Director, Head of GraystoneBusiness & Team Developmentrobert.j.mandel@morganstanley.com(914) -----------------68. Multilateral Endowment Management Company“MEMCO,” Edmond, OK

1.2bn Discretionary assetsRyan S. Tidwell, CEO & CIOrtidwell@memco-invest.com(405) -----------------69. NEPC, Boston, MA 56.1bn Discretionary assets 1.4trillion totalSteve F. Charlton, Director Consulting Servicesscharlton@nepc.com(617) -----------------70. New Providence Asset Management, New York, NY 2.7bn Discretionary assetsAndrew Vogelstein, ChairmanSarah Withers, Associate Directorsarah@newprov.com(646) -----------------71. Northern Trust, Chicago, IL 102.2bn OCIO Discretionary assets 50.2bn advisoryLyndsay Ferencak, DirectorLRF4@ntrs.com(312) 444-3297Darius Gill, National Practice DirectorDAG9@ntrs.com(312) -----------------72. Pacific Portfolio Consulting, Seattle, WA 3.47bn totalLarry Hood, Founder & CEOlarry@pacific-portfolio.comKevin O’Connor, Partner, Senior Retirement Program Advisorkoconnor@pacific-portfolio.com(206) 623-6641 phone(253) 651-4905 -------------73. Partners Capital, Boston, MA & UK 40.6bn totalPaul Dimitruk, Co-Founder and Senior Partnerpaul.dimitruk@partners-cap.com(617) 292-2575Leslie Ahlstrand, Principalleslie.ahlstrand@partners-cap.com

(617) -----------------74. Pentegra Investors, White Plains, NY 15.7bn total Discretionary assets (12-31-20)Matthew P. Mintzer, EVP Sales & Marketingmatthew.mintzer@pentegra.com(914) -----------------75. Permanens Capital, New York, NY 4.1bn Discretionary assetsJohn Regan, Founding Partnerjr@permcap.comAlex Goldfarb, Partneralex@permcap.com(212) -----------------76. Permit Capital Advisors, W. Conshohocken, PA 1.4bn Discretionary assetsMimi Drake, Co-CEOmdrake@permitcapital.comBill Curran, Portfolio Managerwcurran@permitcapital.com(610) -----------------77. PFM Asset Management, Philadelphia, PA 17.2bn Discretionary assets 23.4bn totalJohn Spagnola, Managing Directorspagnolaj@pfm.comJim Link, Managing Directorlinkj@pfm.com(215) -----------------78. PNC Bank, Philadelphia, PA 63.42bn Discretionary assetsChris McGoldrick, Managing Director OCIO& Retirement Solutionschris.mcgoldrick@pnc.com(215) -----------------79. Prime Buchholz & Associates, Portsmouth, NH 3.2bn Discretionary assets 59bn advisoryWilliam F. McCarron, Presidentbmc@primebuchholz.com

(603) -----------------80. Regions Asset Management, Birmingham, AL 46.7bn Discretionary assetsS. Alan McKnight, Jr., CIOalan.mcknight@regions.com(404) -----------------81. RiskBridge Advisors, New Canaan, CT 200mm Discretionary assetsChristopher A. Reynolds, Director Institutional Salescreynolds@riskbridgeadvisors.com(770) -----------------82. Russell Investments, Seattle, WA 269.4bn Discretionary assetsRob Cittadini, Managing Director, Institutional Salesrcittadini@russellinvestments.com(206) 505-2876 (o)(206) 427-5589 ------------83. SECOR Asset Management, New York, London 28bn Discretionary assets 44.6bn totalKam Chang, Principalkam@secor-am.com(212) -----------------84. Segal Marco Advisors, Chicago, IL 10.3bn Discretionary assetsTJ Kistner, VP, Head of DiscretionaryPortfolio Management & Solutionstkistner@segalmarco.com(312) -----------------85. SEI Institutional Group, Oaks, PA 207.7bn Discretionary assetsMichael Cagnina, SVP, Managing Directormcagnina@seic.com(610) -----------------86. Sellwood Consulting, Portland, OR 724mm Discretionary assets 7.5bn totalAshlee Moehring, Consultant, Principal

ashleemoehring@sellwoodconsulting.com(503) -----------------87. Seven Bridges Advisors, New York, NY 6.2bn totalM. Ram Lee, Partnerramlee@sevenbridgesadvisors.com(212) -----------------88. Silvercrest Asset Management, New York, NY 21.9bn Discretionary assets 29bn totalChris Long, Managing Directorclong@silvercrestgroup.com(212) -----------------89. Spider Management Company, Richmond, VA 5.7bn Discretionary assetsTory Sprehe, Director of Investor Relationstsprehe@richmond.edu(804) -----------------90. State Street Global Advisors, Stamford, CT 181.2bn Discretionary assetsGary Sems, VP, Global Fiduciary Solutionsgary sems@ssga.com(203) -----------------91. Strategic Investment Group, Arlington, VA 29.5bn Discretionary assets 30.2bn total AUMNikki Kraus, Managing Director Client Developmentnkraus@strategicgroup.com(703) -----------------92. TIFF Investment Management, Radnor, PA 7.4bn Discretionary assetsKane Brenan, CEORob Zion, COOMichael Murray, Managing Directormmurray@tiff.org(312) -----------------93. Truist Bank (x SunTrust), Atlanta, GA 16.5bn Discretionary assets

Elizabeth Cabell Jennings, Managing DirectorRegional Practice Leader / TruistFoundations and Endowments Specialty PracticeElizabeth.C.Jennings@Truist.com(404) 813-1538 office(804) 314-5269 ---------------94. Truvvo Partners, New York, NY 3.6bn totalCasey D. Whalen, CEO & CIOcwhalen@truvvo.comIlka Gregory, Director Client Relations(212) -----------------95. UBS AG, Chicago, IL 16.1bn OCIO Discretionary assets (9-30-20)Andrea Fisher, Head Specialist, Americasandrea.fisher@ubs.com(212) 882-5147Mohammad Ahmad, Head, Business Developmentmohammad.ahmad@ubs.com41 79 629 48 29Calvin Kim, Director Investment Solutions SpecialistAsia Pacific (ex. -------------------------------------------96. Vanguard, Malvern, PA 65.8bn Discretionary assetsChristopher Philips, Head Institutional Advisory Serviceschristopher philips@vanguard.com(610) -----------------97. VELA Investment Management, New Albany, OH 150mm Discretionary assetsRic Dillon, CEOrdillon@vela-im.com(614) -----------------98. Verger Capital Management, Winston-Salem, NC 2.2bn Discretionary assetsWesley Carroccio, Managing Directorwcarroccio@vergercapital.comPatrick Decker, Managing Directorpdecker@vergercapital.com(336) 934-4101

---------99. Verus Advisory, Seattle, WA 5.3bn Discretionary assets 580.4bn advisoryShelly J. Heier, President & Senior consultantsheier@verusinvestments.com(206) -----------------100. Wealth Strategist Partners, Chicago, Il 1bn totalSusan K. Lucas, COOsusan@wspcio.com(312) -----------------101. Wespath II, Glenview, IL 5bn Discretionary assetsT. Joseph Halwax, Managing Director Institutional Servicesjhalwax@wespath.org(847) -----------------102. Willis Towers Watson, Chicago, IL 167.74bn Discretionary assetsKemp Ross, Global Head of Delegatedkemp.ross@willistowerswatson.com(312) 525-2436Clint Cary, Head, Delegated Investment Services, Americasclint.cary@willistowerswatson.com(312) 525-2406Pieter Steyn, EMEA Head Delegated Investment Servicespieter.steyn@willistowerswatson.com44 (0) 207 170 -------------103. Wilshire Associates, Pittsburgh, PA 20.4bn Discretionary OCIO assets 1.3trillion advisoryWalid Shinnawi, SVP, Head Institutional Business Developmentwshinnawi@wilshire.com(415) -----------------104. Worth Venture Partners, New York, NY 330mm Discretionary assetsDavid Wertentheil, Partnerdwertentheil@worthventure.com(212) ------------------

104 Firms - Total AUM - 3.274 Trillion

Mar 31, 2021 · BlackRock, New York, NY 246bn global Discretionary assets. Jeff Saef, Managing Director, Head Americas . Tom Davis, Managing Director thomas.davis@bbh.com . Callan, San Francisco, CA 28bn Discretionary assets 2.5trillion advisory James A. Callahan, President callahan@callan.com (415) 974-5060 ----- 22. Cambridge Associates, Boston, MA .

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