Vantage Staff

Given Vantage Consulting Group's creation out of top-tier learning institutions, it is no surprise that Vantage is comprised of a balance of seasoned investment professionals and accomplished academicians.

Many of our consultants currently serve or have served as Trustees/Advisors to Mutual Funds, State Retirement systems, and Endowments.

The investment professionals have hands-on experience in security research, portfolio construction and trading in all market environments. The academicians bring particular knowledge of portfolio theory and modeling. Each of the PhDs are actively involved in academia through the University of Virginia, the College of William and Mary, and the University of Richmond, while several of the firm's professionals also serve in other capacities including trustees to a number of institutional funds.

Members of our firm are not just consultants, they are active participants in the investment world to which they consult. We not only share our clients' concerns, we struggle with the same challenges. We understand the context in which fiducaries must operate and the pressures and issues they face, and we can help successfully deal with them.