Service Providers

Reunión Oficina

Portfolio Transition Services

Role Firm Contact Contract(s)
Portfolio Transition Services Northern Trust Investments
Chicago, IL

Joseph Martinez
(312) 557-8379

Contract
Portfolio Transition Services Loop Capital Markets
111 W. Jackson Blvd., Suite 1901
Chicago, IL 60604
Kourtney Ratliff
(312) 913-5690
Contract
Portfolio Transition Services Penserra Transition Management
4 Orinda Way, Suite 100-A
Orinda, CA 94563
George Madrigal
(925) 594-5001
Contract
Portfolio Transition Services BlackRock Institutional Trust Company
400 Howard Street
San Francisco, CA 94105
Adam Esposito
(212) 810-5044
Contract
Portfolio Transition Services Russell Implementation Services
1301 2nd Avenue, 18th Floor
Seattle, WA 98101
Graham Seagraves
(704) 374-9985
Contract
Portfolio Transition Services State Street Bank and Trust Company
One Lincoln Street
Boston, MA 02111
Scott Hockman
(617) 664-4427
Contract

Other Service Providers

Role Firm Contact Contract(s)
Investment Consultant Callan Associates
Denver, CO
Janet Becker-Wold
(303) 832-8122
Contract
Master Trustee The Northern Trust Company
Chicago, IL
Kim Miller
(312) 444-5720
Contract
Securities Lending Agent The Northern Trust Company
Chicago, IL
Donald S. Anderson
(312) 444-5386
Contract
Manager Research Database Wilshire Compass
Pittsburgh, PA
Chris Tessman
(303) 626-7453
Contract
Domestic Proxy Voting and Corporate Governance Research Institutional Shareholder Services
New York, NY
Valerie Sullivan
(857) 268-4446
Contract
Multi-Asset Class Risk Management System FactSet Research Systems, Inc.
Norwalk, CT
Matt Meltzer
(312) 605-5677
Contract
Manager Research Database eVestment Alliance, LLC
Atlanta, GA
Brandon Swanson
(678) 504-6120
Contract
Internal Equity Management Consulting Services Net Alpha Advisors
Chicago, IL
Dan Bukowski
(312) 763-5991
Contract