News
Investment Consultant Taps New Leaders As President & CEO Sets Retirement
The firm has named a co-cio and head of institutional services as its ceo and president, respectively, as its president and ceo is set to retire at the end of the year and become board chair.
FEG CEO to Retire
FEG Investment Advisors’ president and CEO, Rebecca Wood, is retiring at the end of this year. The investment consultant’s co-chief investment officer, Alan Lenahan, is taking over as CEO, and FEG’s head of institutional services, William Goslee, will serve as president.
Fund Evaluation Group sets succession plan for CEO
J. Alan Lenahan will take over as CEO of Fund Evaluation Group on Jan. 1, 2024, upon the retirement of current CEO Rebecca S. "Becky" Wood. William G. Goslee was also named president of the firm, effective Jan. 1, 2024, also succeeding Ms. Wood, according to a news release Wednesday.
FEG Investment Advisors Announces President & CEO Becky Wood to Retire at Year-End
Board Approves Alan Lenahan as CEO and Bill Goslee as President Effective January 1, 2024
Nolan Bean Elevated to Co-CIO Alongside Greg Dowling as Part of Leadership Transition
Kathryn Mawer and Jeff Weisker Promoted to Managing Director
FEG Investment Advisors (“FEG” or the “Firm”), an independent, employee-owned, investment advisory firm, announced today that President and CEO Rebecca “Becky” Wood will retire at year-end after more than three decades at FEG. The Firm also announced that its Board of Directors (the “Board”) has unanimously approved Alan Lenahan as CEO and William “Bill” Goslee as President, effective on January 1, 2024. Ms. Wood will work closely with Mr. Lenahan and Mr. Goslee throughout 2023 to provide continuity to clients. FEG’s long-term succession planning and ESOP (Employee Stock Ownership Plan) structure allow for a seamless and orderly leadership transition.
FEG CONTINUES TO GROW INSTITUTIONAL INSIGHT THROUGH ADDING NEW INVESTMENT ADVISORY BOARD MEMBERS
FEG, one of the largest investment consultants ranked by worldwide institutional assets under advisement as of June 30, 2022 by Pensions & Investments, bolsters the company’s depth of institutional knowledge through the growth and development of its investment advisory board. The board provides long-term strategic advice on investments and industry trends, strengthening FEG’s portfolio decision-making and advice for clients.
Community Foundations Increasing Diverse Manager Hires
FEG Senior Vice President, Institutional Services, Quincy Brown, is quoted in FIN NEWS discussing how "The number of community foundations who have hired diverse asset managers this year nearly doubled from last year’s..." FEG Community Foundation Survey.
Investors Interest in Diverse Managers Not Reflected in Hires
FEG Senior Vice President, Quincy Brown, is quoted in FIN News discussing the results of FEG's Diverse Asset Manager Flash Poll. "We expected that people are still debating how they define and assess this approach, and I think that in the coming years, their efforts are going to be more focused on implementation," he says.
DISCLOSURES
Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.
The information in the articles is from various sources. Neither the information or any opinion expressed in any of the articles constitutes an offer, or an invitation to make an offer, to buy or sell any securities. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information is provided as of the date indicated and believed to be reliable. FEG assumes no obligation to update the information, or to advise on further developments relating to any article or the information referenced within.
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