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JOHN F. BONEPARTH, MANAGING PARTNER
John Boneparth is a financial
consultant to investment management organizations. Most
recently, he served as President of Hall Capital Partners
in San Francisco, a global investment management firm managing
more than $18 billion for large family pools of capital.
Previously, he was Senior Managing Director and Head of
Global Institutional Management for Putnam Investments,
Boston, where he presided over $160 billion in sales over
a fourteen year period. He also served as chairman of the
board of PanAgora Asset Management, and was a board member
of Nissay Asset Management in Japan, Ampega Investment in
Germany, and Sceptre Investment Counsel in Canada. Prior
to joining Putman, John was Senior Managing Director of
Bear Stearns & Co., Inc. in New York City and senior
consultant for AG Becker’s Funds Evaluation Division.
He has a B.S. in Economics from the Wharton School at the
University of Pennsylvania, where he also earned a Master’s
degree in Education. John lives in Belvedere, California
and serves as a Trustee of Dominican University and a Board
Member of 10000 Degrees (formerly the Marin Education Fund).
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RICHARD E. GRAF, PARTNER
Dick Graf has been involved in the investment management industry since 1981. In 2009 he retired as CEO of Marco Consulting Group where he was responsible for the overall management of the consulting practice. Prior to that he was a Partner, Director with (West LB Asset Management) Criterion Investment Management Company, (Nicholas/Applegate) and Senior Consultant with SEI Funds Evaluation Group (AG Becker) as manager of the Southern region with responsibility for all consulting activities and personnel in the region. Dick served on the Board of Directors of AIMSEE from 1993 to 2002, and was its President from 2000 to 2001. In 2005 Dick received AIMSE's Lothrop Award for Outstanding Achievements in the Institutional Asset Management business. A graduate of the United States Military Academy at West Point, from 2007 to 2010 Dick served as the Vice Chairman of the Board of Directors of the West Point
Association of Graduates, WPAOG. He also served 6 years as the chairman of the WPAOG investment committee. Dick earned an MBA in Finance from the University of St. Thomas and currently sits on the President's Advisory Board and Investment Committee at the University of St. Thomas.
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GAIL HARRIS, PARTNER
Gail Harris has been conducting presentation skills training for professionals in the financial services industry for the past seven years, after decades as a National Emmy Award-winning journalist for public television (PBS) and public radio (NPR). She was the creator, executive producer and host of the “Body & Soul” series for PBS and wrote the accompanying book, “Body & Soul: Your Guide to Health, Happiness and Total Well-being.” She is a former correspondent for ABC News “Nightline” and “World News Tonight” and worked as a reporter and anchor for WGBH, Boston, for most of the 1980s. While there, she co-produced and hosted “Hiroshima Remembered” for PBS, which received a National Emmy Award in 1985. Later, Gail co-hosted another PBS series on campaign finance reform, “Follow the Money,” which received an Overseas Press Club Award in 1997. She is a graduate of the Kennedy School of Government at Harvard University, where she received a Master’s Degree in Public Administration.
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