OCIO Consultant Team

Nick Piccarreta, CFA®, CFP®, CAIA®
Senior Investment Consultant
Dee Nguyen, CFA®
Senior Investment Consultant
Jeff Sparling, CFA®
Senior Investment Consultant
James Ellis, CFA®, CRPC®
Senior Investment Consultant
Mark Higgins, CFA®, CFP®
Senior Vice President, Institutional Advisor
Mary Brunson, AIF®
Vice President, Wealth Advisor Investing for Catholics
Mark Hebner
Founder and CEO, Index Fund Advisors, Inc.
Wes Long
President, Index Fund Advisors, Inc.
Derick Kann, CFP®
Senior Vice President, Wealth Advisor, CFP®
Neal Rutter
Vice President, Wealth Advisor
Kerrie Lloyd, ChSNC®
Vice President, Institutional Consultant

Important disclosures

The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.

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OCIO Consultant Team

Nick Piccarreta, CFA®, CFP®, CAIA®

Dee Nguyen, CFA®

Jeff Sparling, CFA®

James Ellis, CFA®, CRPC®

Mark Higgins, CFA®, CFP®

Mary Brunson, AIF®

Mark Hebner

Wes Long

Derick Kann, CFP®

Neal Rutter

Kerrie Lloyd, ChSNC®

Important disclosures

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