Dan has over 30 years of experience in the areas of pension consulting, corporate financial planning, portfolio management, systems technology and database/information management. Dan’s primary areas of responsibilities include the design and delivery of investment consulting advice to our clients and the oversight of the firm’s financial and systems functions.
Prior to founding Strategic Capital, Dan was a senior consultant for J.H. Ellwood & Associates, Inc. He was responsible for obtaining and managing relationships for large, multiple investment program clients. He has consulted to a wide spectrum of clients that have included; pension funds, non-qualified benefit plans, hospital-related (funded depreciation, self-insurance, debt-related, etc.) investment programs and foundations. His clients were primarily start-up relationships and have covered all aspects of investment consulting from policy formulation to ongoing monitoring.
Prior to joining J.H. Ellwood, Dan managed assets for the internally managed pension programs at Amoco Corporation and Commonwealth Edison. At these firms, he was involved in analyzing investment opportunities and managing various investment portfolios.
Dan earned a Masters degree from the J.L. Kellogg Graduate School of Management at Northwestern University with concentrations in finance and economics. His undergraduate degree is a BS from Miami University in Oxford, Ohio with majors in finance and accounting. He is a Chartered Financial Analyst and a member of the CFA Institute.
Russ has over 30 years of experience in the areas of pension consulting, investment structure/policy and manager research, portfolio management, and performance evaluation and database/information management. Russ’s primary responsibilities include the design and delivery of investment consulting advice and directing our manager research activities.
Prior to founding Strategic Capital, Russ was a senior consultant with Ennis, Knupp & Associates. Russ provided consulting advice primarily to Taft-Hartley and public fund clients in all areas of their investment programs.
Prior to joining EK&A in 1992, Russ worked for First Chicago for five years as a relationship manager for large corporate clients and an assistant portfolio manager in the trust department. Other past positions include performance analyst for another major investment consulting firm and registered representative for a brokerage firm.
Russ earned an M.B.A degree, with focus in finance and accounting, from DePaul University. His undergraduate degree is a BS from Illinois State University with majors in finance and management and a minor in economics. He is a Chartered Financial Analyst and a member of the CFA Institute.
Tim leads Strategic Capital's police and fire pension fund consulting practice. He has a unique base of knowledge and expertise based on his many years of hands on experience and background at educating pension fund trustees.
Tim has been with the Oak Forest Fire Department for over 25 years and is currently Deputy Fire Chief with the Oak Forest Fire Department. He has been a Trustee on the Oak Forest Firefighters Pension Board since 2001 and has been the President of the Fund since 2006. He is also a member of Oak Forest Firefighters Union, Local 3039, and is the 4th District Commander of the AFFI honor guard. Tim held the position of Executive Director of the Illinois Public Pension Fund Association from 2013 to 2016. He also served as a member of the IPPFA Board of Directors from 2006 to 2016. Tim has traveled the country educating pension fund trustees on a wide variety of topics focusing on the oversight and investment of pension fund assets.