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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 CIO
 

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James Kelly

Partner and Specialist - Risk Management -
IORisk Aware

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Francie Heller

Specialist - Responsible Investing - IOResponsive Investing

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Dale Hunt

Specialist - Private Equity - IOResearch
 

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Other Team Members

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​

 

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Andrew Denk
IOResearch

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Prior Experience:

  • University of Richmond

  • CFA Candidate

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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

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

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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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Marques Highland

Strategic Advisor
(Director- Diamond Hill Capital Mgt.)

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Cynthia Steer

Strategic Advisor
(Chair of Inv. Committee for
MissionSquare)

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Jonathan Hook

Strategic Advisor
Endowment & Foundation CIO
(Retired)

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