Corinthian Cove Partners
Experience. Vision. Execution.
RICHARD E. GRAF, MANAGING 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 AIMSE 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 US 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.
RICHARD N. HOAG, SENIOR PARTNER
Having spent 30+ years in the investment management industry and most recently with Sawgrass Asset Management where he was responsible for the Corporate, Endowment and Foundation business, Dick Hoag joined Corinthian Cove Consulting in 2017. For the prior seven years, Dick was the Managing Director and President of Landmark Global Partners (and predecessor firm, Liontrust International) as Group Head for the North American Institutional business. Previously, he was a Managing Director and Co-Head of Institutional Sales and Client Service at Merrill Lynch Investment Managers (BlackRock in 2007). Before that, Dick was the Executive Vice President and Managing Director of London based Gartmore Global Partners, where he ran the U.S. Institutional business, and was a member of the firm’s Executive Committee and Mutual Fund Advisory Board. His educational accomplishments include a BA in Economics and Teaching Degree from Lawrence University. He is a past President and served on the Board of Directors of the Association of Investment Management Sales Executives (AIMSE), and he is a recipient of their prestigious Richard A. Lothrop Outstanding Achievement Award.
STEPHEN W. DUNN, SENIOR ADVISOR
Prior to joining Corinthian Cove Consulting in 2020, Steve was Executive Vice President, Global Distribution at Cohen & Steers Capital Management, a global investment management firm headquartered in New York City, with offices in London, Hong Kong and Tokyo. He has 30 years of investment experience. During his 15-year tenure, Steve oversaw and managed the sales of investment products and strategies to institutional investors, consultants and sub-advisory platforms worldwide. He built out the global institutional distribution and consultant relations teams in the U.S., EMEA and Asia ex-Japan and developed significant experience in strategic planning, distribution, relationship management, product development and talent development. He was a member of the firm’s Leadership Group, Product Committee, Risk Committee and ESG Steering Committee. Prior to joining Cohen & Steers in 2005, He was Director of Marketing at Essex Investment Management Company, LLC. Steve received his BA from Brown University and his MBA from Babson College. He formerly served on the Board of Directors of the Association of Investment Management Sales Executives. He holds FINRA Series 7, 24, 63 and 3 licenses.
STEPHEN J. KNEELEY, SENIOR ADVISOR
Steve Kneeley has been involved in the investment management industry for over 35 years. He was a Founder of Turner Investment Partners and led the firm for over 10 years as President and CEO. Since leaving Turner in 2004, he has managed several asset management firms varying in sizes, ownership structures, product line-ups and asset classes. He is known for championing change and leading many enhancements during his tenure at each of them. His accomplishments includeownership structuremodifications, new distribution channel implementation, acquisitions, divestures, and compensation model structuring.The firmsinclude Brandywine Global, Logan Circle Investment Partners, Spider Management, Context Asset Management and most recently, as President and CEO of Driehaus Capital Management in Chicago. Steve is the Vice-Chair of the Investment Committee at Thomas Jefferson University, a Trustee Emeriti of the University of Richmond where he chaired the Investment Committeeand is a Director of the Evans Scholars. He also has served as both an Independent Trustee and an Interested Trustee of several mutual fund complexes.
STABLE OF EXPERTS
PATRICIA PHELAN – DIGITAL COMMUNICATIONS
STEPHEN DAHL – WEB DEVELOPMENT
MARK HAMILTON – DISTRIBUTION
CHRIS KELLY – MERGERS & ACQUISITIONS
LAURA POLLOCK – TALENT ACQUISITION
CHRIS RAE – DISTRIBUTION / ALTERNATIVES
CHARLIE RUFFEL – MERGERS & ACQUISITIONS
PAUL SCHAEFFER – STRATEGY
BRITT WILSON – MARKETING / LOGISTICS
LARRY ZIELINSKI – STRATEGY