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

CFA

Founder, President and Co-CIO
 

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Ryan Bailey

CFA, FRM, CAIA, CMT

Partner and Co-CIO
 

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Dale Hunt

Specialist - Private Equity - IOResearch
 

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Francie Heller

Specialist - Responsible Investing - IOResponsive Investing

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James Kelly

Partner and Specialist - Risk Management -
IORisk Aware

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John Nawrocki

Specialist - Investment Operations - IOResource Management

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CPA

Other Team Members

Lisa Laird, CFA
Chief Strategist

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Prior Experience:

  • Principal and Senior Advisor at Hightree Advisors

  • Chief Investment Officer at Providence St. Joseph Health

  • Master of Business Administration at Duke University

Jennifer Michaud
IOResponsive Investing

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Prior Experience:

  • Director, Client Services & Business Development at Arabesque,

  • VP, Equity Franchise Sales at Goldman Sachs Boston

  • Previously, she was VP Electronic Trading Coverage at Goldman Sachs New York and Boston.

  • Serves as the New England Regional Director of the Hellenic American Women’s Council

  • Bachelor of Science degree in Finance from Boston College

  • Holder of Series 7 and 66 securities licenses

Kate Klebacha, CAIA
IOResearch

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Prior Experience:

  • Senior Portfolio Advisor at Aksia

  • Director of New Product and Strategy Development at 6800 Capital

  • BS International Area Studies from Drexel University

 

Lauren Lehman, CFA, CFP

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Prior Experience:

  • Portfolio Manager at SOL Capital Management Company

  • Director at Delta Financial Advisors Inc.

  • Bachelor of Science in Finance from Florida State University

 

 

 

Pam Campbell, CAIA
IOResearch

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Prior Experience:

  • Oversaw public equities, hedged funds and private credit for Washington University endowment

  • Serves as chair for Mercy Foundation Investment Council, on the Board for Mercy South Foundation, as a committee members on the Missouri Foundation for Health Investment Committee (also former chair) and for Gateway YMCA

  • BS from University of Illinois and MBA from St Louis University

IOR Strategic Advisory Team

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Josh Rabuck

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

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Marques Highland

Strategic Advisor
(Director- Diamond Hill Capital Mgt.)

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Thad Glowacki

Strategic Advisor
(Portfolio Manager - Brown Advisors)

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Cynthia Steer

Strategic Advisor
(Chair of Inv. Committee for MissionSquare)

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