The Investment Advisory Committee (I.A.C.)
"Minimizing Risk, Optimizing Portfolios, and Monitoring Economic Conditions and Trends."
46 years of Investment Management Experience. Contributes equity and value manager analysis.
Will Olinger, CIMA
18 years of Investment Management Experience. Certified Investment Management Analyst designation received through IMCA and Wharton. Analyzes Macroeconomic Trends.
13 years of Investment Management Experience, Researches and analyzes Bonds and Fixed Income options.
Brian Watson, CFP®
12 years of Investment Management Experience. Evaluates Benchmark Analysis against selected portfolios.
35 years experience monitoring systems in the financial industry. Creates internal systems for tracking portfolio returns.
Aaron Gilman
3 years of Investment Management Experience. Having passed all three levels of the CFA Program, Aaron will be eligible for the CFA charter upon completion of the required work experience. Tracks Microeconomic and industry updates, performs in-depth risk analysis for fixed income and equity positions.
