Foundation & Endowment Money Management Names Fund Evaluation Group’s Nolan Bean 'Consultant of the Year'

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Fund Evaluation Group (FEG) is pleased to announce that Nolan Bean, CFA, CAIA, has been named “Consultant of the Year” by Institutional Investor’s Foundation & Endowment Money Management. The award honors individuals who demonstrate a thorough understanding of the industry, have a substantial presence in the nonprofit world, and whose clients have achieved favorable investment returns.

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Nolan Bean

It is a great feeling to know the work we do is making a difference—particularly in the nonprofit community.

Fund Evaluation Group (FEG) is pleased to announce that Nolan Bean, CFA, CAIA, has been named “Consultant of the Year” by Institutional Investor’s Foundation & Endowment Money Management.

The award honors individuals who demonstrate a thorough understanding of the industry, have a substantial presence in the nonprofit world, and whose clients have achieved favorable returns.

“This recognition is an honor, especially to be counted among such an accomplished group of professionals,” said Nolan. “While this award is given to an individual, it is really acknowledgement of the extraordinary work being done by everyone at FEG. It is a great feeling to know the work we do is making a difference—particularly in the nonprofit community.”

Nolan has been part of the FEG team since 2004. He currently advises 12 clients, 11 of which are nonprofits, totaling $4 billion in assets. Since the beginning of 2010, he has added three new clients to his portfolio- which is considered significant growth in the endowment and foundation industry.

“In my 30-year career in institutional investing, I’ve never found a consultant that better combines investment knowledge with the ability to work with staff and manage committee dynamics,” said Donna Dean, investment committee chair for the Queens University of Charlotte Endowment.

“Nolan keeps us informed on the market and is not afraid to let us know when he thinks we are taking too much risk and, more importantly, what opportunities are in the market that might have a better risk/return tradeoff,” added Jim Bethea, director of investments at University of Iowa Foundation.

Prior to joining FEG, Nolan worked at Waddell & Reed Financial Services. He earned his M.B.A. in Finance & Quantitative Analysis from the University of Cincinnati and B.S.B.A. in Finance from Georgetown College. He is a member of the CFA Society of Cincinnati Board of Directors, CFA Institute, CAIA Association, FEG Investment Policy Committee, and Georgetown College PGA First Tee Scholars Advisory Board. Nolan is also a past participant in the Ewing Marion Kauffman Entrepreneur Internship Program.

About Fund Evaluation Group: FEG, established in 1988, is a leading national provider of investment advisory services with more than 80 employees in five offices and approximately $33 billion in assets under advisement (as of June 30, 2011).

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