Team

Our diverse team of investment experts have deep industry experience and a passion for serving others. 

IOR Executive Team

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Anthony Waskiewicz

Founder, President, & CIO

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Dale Hunt

Specialist - Private Equity

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Matt Stefan, CFA

Specialist - Marketable Securities

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John Nawrocki, CPA

Specialist - Investment Operations

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James Kelly 

Specialist - Risk Management

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Francie Heller

Specialist - Responsible Investing

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IOR Strategic Advisory Team

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Josh Rabuck

Chair - IOR Strategic Advisory Team (CIO, Indiana University Health)

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Thad Glowacki

Strategic Advisor (Former Partner, Edgehill Endowment Partners)

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Ryan Bailey, CFA

Strategic Advisor (Partner, CIO, Carbonado Partners)

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Carrie Pickett, CAIA

Strategic Advisor (Partner, Carbonado Partners)

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