Over 25 years experience on average working with institutional investors. We are committed to offering unique, high-alpha seeking investment strategies. Complementary and diversified skills in consulting, manager due diligence, sales, marketing, and relationship management. Compliance, legal, and regulatory expertise provided by seasoned executives and top-tier firms.
Rob graduated from the University of Illinois in 1985 and received his MBA from the University of Chicago in 1990. Rob 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. He joined SEI Corporation in 1990 as a consultant to institutional investors. Rob 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. Rob also co-founded Aqueduct Investment Partners, a private equity firm focused on delivering globally diversified agriculture portfolios.
Casey began his career at SEI Corporation in 1993 as a Research Analyst, eventually becoming a Consultant and Director of US Equity Research. He 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, and began his career as a representative with ABT Financial Services in 1982, followed by 4 years with Mackenzie Investment Management as a regional manager. After Mackenzie, Will spent 9 years at Templeton where he became Managing Director of Templeton Worldwide, focusing on developing their international distribution platform. At Scudder Investments Will restructured the firm’s international sales strategy, then moved to Prudential International Investments, where as Senior Managing Director he created and implemented the firm’s third-party global business, and redesigned their non-proprietary distribution platform. In 2003, Will was a founding member WynVale Financial Group LLC, and later formed WynVale Financial Distributors (Broker/Dealer) as a managing principal. Will also co-founded Aqueduct Investment Partners, a private equity firm focused on delivering globally diversified agriculture portfolios.