Working with You to Construct Your Investment Program
Our Investment Committee, with deep backgrounds in investment management, guides our investment strategies and the development of client portfolios. The Investment Committee oversees the work of the Research Department, which has extensive resources in capital markets and investment manager research at its disposal. As part of their due diligence, members of the investment committee conduct dozens of meetings each year with current and potential managers both at our offices and on-site, using their expertise to always seek the best investment solutions for our clients.
John Bussel, Principal, Co-Chief Investment OfficerJohn has over 20 years of experience in the industry. He serves as chair of our Investment Committee. John is a regular member of the CFA Institute and CFA Miami, and serves on the investment committees at the Miami Jewish Federation, Barry, and Loomis. John holds a Bachelor of Arts degree in History and Spanish from Duke University and a Series 65 license.
Rafia Hasan, Co-Chief Investment Officer, Financial AdvisorDrawing on her experience in both the advisory and investment sides of the industry, Rafia brings a unique perspective and valuable expertise to the committee, particularly in the areas of alternative investments and investment communications. She holds a Master of Business Administration (M.B.A.) from the McCombs School of Business at The University of Texas – Austin, as well as a Bachelor of Arts (B.A.) in Economics and Mathematics from Wellesley College. Rafia is a holder of the right to use the Chartered Financial Analyst designation.
Martha Post, CFA, Principal, Chief Operating OfficerMartha has over 20 years of experience in the investment industry. She has earned the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of San Francisco. She holds a B.A. in History from Dartmouth College.
Roger Hewins, Founder and PresidentRoger has 30 years of experience in financial and investment management. He holds a B.S. in Psychology from Fordham University and an M.B.A. from Harvard University.
Pat Brault, Principal, Regional DirectorFor more than 30 years, Pat has specialized in developing integrated investment strategies for both high-net-worth and corporate clients, and has also served on the investment committees for several large retirement plans. He is a certified public accountant (CPA) and holds the Certified Trust and Financial Advisor (CTFA) designation.
What's Our Approach?
Learn more about our approach: investing made smart, efficient, focused.