Advisory Staff

President & CEO of AIS and Chairman of the Investment Committee. Before joining AIS in 1994, he was an analyst at Prudential Insurance. He served for eight years as a Captain in the U.S. Air Force, where his last assignment was economics instructor at the Air Force Academy. He earned an MA in Economics from the University of California in 1991 and an MBA from the University of Montana in 1988. He received his BBA in Finance from the University of Notre Dame.

Vice President and Chief Compliance Officer, joined AIS in 2003. He holds a BA in International Studies from Vassar College and an MBA from the Thunderbird School of International Management. He completed the global management associate training program at American International Group.  He was a political risk underwriter and country risk analyst at American International Underwriters prior to joining AIS.

Director of Retirement Plan Services, joined AIS in 2007.  Karen has over 25 years of experience working for law firms, third party administrators and pension benefit consulting firms in the area of plan design and compliance.  She was a founder and principal of Catskill Benefit Consultants, a provider of compliance testing and plan design for large employers and their affiliates.   Karen has written and spoken widely on benefits issues and policy.

Vice President, joined AIS in 2007.  He holds a BBA in Accounting from Loyola College in Baltimore, MD.  Prior to joining AIS he was a Financial Advisor with Merrill Lynch and served as a Vice President of Dion Money Management.  He also spent ten years in public and private accounting preparing corporate, partnerships and individual tax returns and audits based on GAAP auditing standards.

Research Analyst, joined AIS in 2007.  Prior to joining AIS, Bo Bo worked for AIER as a statistician and Research Analyst.  He holds a BA in Economics from Bard College and an MA in International Economics from the School of Advanced International Studies (SAIS) at Johns Hopkins University.  He was an AIER summer fellow in 2003.

Portfolio Operations Manager, joined AIS in 2008.  He received a BA from Harvard University and an MBA in Finance from Columbia Business School.  Prior to joining AIS, he managed an equity portfolio using a proprietary stock screening and trading model.  He previously worked as a security analyst at Loomis, Sayles & Co. in Boston and was a financial analyst with Goldman, Sachs & Co. in New York City.

Vice President, joined AIS in 2005.  He previously worked in the Personal Financial Services Group at JP Morgan Chase Bank in New York City and on the trading desk of two independent broker-dealers. He holds a BBA from Hofstra University and has completed graduate coursework at Mercy College, New York.  Matthew is currently a Certified Financial Planner (CFP) candidate.

Vice President, joined AIS in 2004. He received a BA from Rochester Institute of Technology in 1975 and an MBA, with a concentration in finance, from Rensselaer Polytechnic Institute in 2003. Before joining AIS he worked as a financial consultant and broker for A.G. Edwards & Co. He previously worked in the motion picture and television industry where he held numerous executive positions including Vice President and General Manager of Medialab Studio, L.A.