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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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Francie Heller

Specialist - Responsible Investing - IOResponsive Investing

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Dale Hunt

Specialist - Private Equity - IOResearch

Other Team Members

Kate Klebacha, CAIA
IOResearch

Prior Experience:

Senior Portfolio Advisor at Aksia
Director of New Product and Strategy Development at 6800 Capital
BS International Area Studies from Drexel University

Andrew Denk
IOResearch

Prior Experience:

University of Richmond
CFA Candidate

Pam Campbell, CAIA
IOResearch

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

Prior Experience:

Director, Client Services & Business Development at Arabesque
VP, Equity Franchise Sales at Goldman Sachs Boston
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

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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