Our team has more than 100 years of experience working to partner institutional investors with institutional-quality asset management firms. We have successfully represented investment strategies in global, emerging market and small-cap equity, fixed income, opportunistic real estate, hedge funds, private equity, and natural resources. We have developed a thematic approach to finding opportunistic investment teams with significant expertise in growing market sectors.
Rob graduated from the University of Illinois in 1985 and received his MBA from the University of Chicago in 1990. He began his career in corporate finance helping clients structure balance sheets, raise capital for acquisitions, and develop creative solutions for interest rate, currency, and other risk exposures. Rob joined SEI Corporation in 1990 as a consultant to institutional investors. He went on to manage and advise institutional clients first at Merrill Lynch in 1995, then at UBS Global Asset Management where he also served as advisor on new investment strategies, bringing institutional client needs and objectives to bear on product development.
Casey graduated from Georgetown University in 1993 and received his MBA from Northwestern University in 2000. He began his career at SEI Corporation in 1993 as a Research Analyst, eventually becoming a Consultant and Director of US Equity Research. Casey joined Frontier Partners, Inc. in 1997 to assist institutional asset managers raise capital. As a Partner at Frontier, he spent 20 years working with institutional managers in a marketing, sales, and relationship capacity. Casey also co-Founded Timpani Capital Management, a US small-cap growth manager based in Milwaukee, Wisconsin. He has extensive experience partnering with best-in-class managers and some of the most sophisticated pensions, foundations, endowments, family offices, and consultants in the country.
Will attended Southern Methodist University from 1978-1981. He began his career with ABT Financial Services in 1982, followed by Mackenzie Investment Management. Will spent 9 years at Templeton Worldwide, where he became Managing Director, developing their international distribution platform. Then at Scudder Investments, Will restructured the firm’s international sales strategy, then moved to Prudential International Investments, where as Senior Managing Director he created the firm’s third-party global business, and redesigned their non-proprietary distribution platform. In 2003, he was a founding member of both WynVale Financial Group LLC, and later WynVale Financial Distributors.
Coleen is a Consultant to AccessAlpha. She began her career in 1986 at Cargill in the Financial Markets Division where she had various roles including Structured Finance Account Executive (securitization subsidiary), Manager of Global Investment Contracts Group and Foreign and U.S. investment trading operations. Coleen was also a member of Cargill Civic Volunteer Committee. From 1994 to 1996 she was Director of Operations at Global Paradigm Management, a private investment office. Coleen then spent 17 years with EBF & Associates in a senior management role responsible for building and managing a team of professionals with oversight of all alternative investment, private equity, and direct real asset investment operations. In 2013 she established a consulting practice specializing in private equity risk management consulting and select private development transactions.