Advisors

Institutional Advisory Panel

We have recently established an Institutional Advisory Panel to enhance our Society's alignment with senior leaders of the largest Asset Management teams in our state.

Scott Ryan, CFA
Director of Investments 
Indiana University Foundation

David Cooper, CFA, CAIA
Chief Investment Officer
Purdue Research Foundation

Scott Davis, CFA
Chief Investment Officer
Indiana Public Retirement System

Josh Rabuck
Chief Investment Officer 
Indiana University Health

Rob Twitchell, CFA
Managing Director 
Oxford Financial Group

Laura Hill
Chief Investment Officer
Advocate Health

Senior Advisory Panel

We have recently established our Senior Advisory Panel to formally engage highly-committed, local charterholders and previous leaders of our society, seeking their guidance and insights.

Dan Sailer, CPA/ABV, CFA
Director, Valuation Services
Katz, Sapper & Miller

Sunjay Goel, CFA
VP, Senior OCIO Investment Advisor
PNC Institutional Asset Management

Ting Gootee, CFA, CAIA
President & CEO
TechPoint

Matt Henry, CFA
VP, Senior Investment Officer
STAR Financial Bank