| 2025 | METTA FUND | INVESTMENT ADVISOR |
CHICAGO, IL | $84,310 | view original ↗ |
| 2025 | AMERICAN WATER CHARITABLE FOUNDATION INC | INVESTMENT ADVICE |
PRINCETON, NJ | $75,750 | view original ↗ |
| 2024 | UNITED JEWISH FOUNDATION | INVESTMENT CONSULTING |
CHICAGO, IL | $498,334 | view original ↗ |
| 2024 | SAINT LOUIS SYMPHONY ENDOWMENT TRUST | INVESTMENT CONSULTING |
CHICAGO, IL | $468,392 | view original ↗ |
| 2024 | BOWLING GREEN STATE UNIVERSITY FOUNDATION INC | INVESTMENT ADVISOR |
CHICAGO, IL | $398,604 | view original ↗ |
| 2024 | BARROW NEUROLOGICAL FOUNDATION | CONSULTING |
CHICAGO, IL | $281,250 | view original ↗ |
| 2024 | FOUNDATION OF THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON INC | INVESTMENT CONSULTANT |
CHICAGO, IL | $252,899 | view original ↗ |
| 2024 | CATHOLIC FOUNDATION FOR THE ARCHDIOCESE OF DUBUQUE | Investment advisor |
Chicago, IL | $218,451 | view original ↗ |
| 2024 | GREATER TACOMA COMMUNITY FOUNDATION | INVESTMENT MANAGEMENT |
CHICAGO, IL | $124,076 | view original ↗ |
| 2024 | CHILDRENS HOSPITAL COLORADO HEALTH SYSTEM | Investment Consultant |
St Louis, MO | $110,000 | view original ↗ |
| 2024 | AMERICAN WATER CHARITABLE FOUNDATION INC | INVESTMENT ADVICE |
PRINCETON, NJ | $75,000 | view original ↗ |
| 2024 | MICAH PHILANTHROPIES | INVESTMENT ADVISORY SERVICES |
BOSTON, MA | $51,638 | view original ↗ |
| 2023 | UNITED JEWISH FOUNDATION | INVESTMENT CONSULTING |
CHICAGO, IL | $525,265 | view original ↗ |
| 2023 | BOWLING GREEN STATE UNIVERSITY FOUNDATION INC | INVESTMENT ADVISOR |
CHICAGO, IL | $427,312 | view original ↗ |
| 2023 | SAINT LOUIS SYMPHONY ENDOWMENT TRUST | INVESTMENT CONSULTING |
CHICAGO, IL | $273,397 | view original ↗ |
| 2023 | BARROW NEUROLOGICAL FOUNDATION | CONSULTING |
CHICAGO, IL | $215,750 | view original ↗ |
| 2023 | FOUNDATION OF THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON INC | INVESTMENT CONSULTANT |
CHICAGO, IL | $129,976 | view original ↗ |
| 2023 | INCEPTIA | INVESTMENT MGMT SERVICES |
ST LOUIS, MO | $126,540 | view original ↗ |
| 2022 | FOUNDATION FOR THE CAROLINAS | INVESTMENT MANAGEMENT SERVICES |
BOSTON, MA | $1,875,912 | view original ↗ |
| 2022 | BARROW NEUROLOGICAL FOUNDATION | CONSULTING |
CHICAGO, IL | $393,750 | view original ↗ |
| 2022 | BOWLING GREEN STATE UNIVERSITY FOUNDATION INC | Investment Advisor |
Chicago, IL | $337,164 | view original ↗ |
| 2022 | FOUNDATION OF THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON INC | INVESTMENT CONSULTANT |
CHICAGO, IL | $207,512 | view original ↗ |
| 2022 | SAINT LOUIS SYMPHONY ENDOWMENT TRUST | INVESTMENT CONSULTING |
CHICAGO, IL | $176,126 | view original ↗ |
| 2022 | UNITED JEWISH FOUNDATION | INVESTMENT CONSULTING |
CHICAGO, IL | $120,059 | view original ↗ |
| 2021 | BOWLING GREEN STATE UNIVERSITY FOUNDATION INC | Investment Advisor |
Chicago, IL | $360,452 | view original ↗ |
| 2021 | UNITED JEWISH FOUNDATION | INVESTMENT CONSULTING |
CHICAGO, IL | $231,054 | view original ↗ |
| 2021 | ST JOSEPHS FOUNDATION | INVESTMENT MANAGEMENT |
CHICAGO, IL | $198,192 | view original ↗ |
| 2021 | SAINT LOUIS SYMPHONY ENDOWMENT TRUST | INVESTMENT CONSULTING |
CHICAGO, IL | $194,216 | view original ↗ |
| 2021 | FOUNDATION OF THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON INC | INVESTMENT CONSULTANT |
CHICAGO, IL | $121,193 | view original ↗ |
| 2021 | BARROW NEUROLOGICAL FOUNDATION | CONSULTING |
CHICAGO, IL | $112,500 | view original ↗ |
| 2020 | BOWLING GREEN STATE UNIVERSITY FOUNDATION INC | Investment Advisor |
Chicago, IL | $282,577 | view original ↗ |
| 2020 | BARROW NEUROLOGICAL FOUNDATION | CONSULTING |
CHICAGO, IL | $168,750 | view original ↗ |
| 2020 | JEWISH COMMUNITY FOUNDATION OF SAN DIEGO | INVESTMENT CONSULTANTS |
BOSTON, MA | $150,567 | view original ↗ |
| 2020 | UNITED JEWISH FOUNDATION | INVESTMENT CONSULTING |
CHICAGO, IL | $133,100 | view original ↗ |
| 2020 | DALLAS THEOLOGICAL SEMINARY | Investment Advisor |
Chicago, IL | $132,170 | view original ↗ |
| 2020 | FOUNDATION OF THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON INC | INVESTMENT CONSULTANT |
CHICAGO, IL | $130,528 | view original ↗ |
| 2019 | JEWISH COMMUNITY FOUNDATION OF SAN DIEGO | INVESTMENT CONSULTANTS |
BOSTON, MA | $152,614 | view original ↗ |
| 2019 | UNITED JEWISH FOUNDATION | INVESTMENT CONSULTING |
CHICAGO, IL | $143,500 | view original ↗ |
| 2019 | BOWLING GREEN STATE UNIVERSITY FOUNDATION INC | Investment Advisor |
Chicago, IL | $119,702 | view original ↗ |
| 2018 | BOWLING GREEN STATE UNIVERSITY FOUNDATION INC | Investment Advisor |
Chicago, IL | $109,771 | view original ↗ |