| U.S. Institutional l 2005 |
John G. Russon, CFA
Managing Director / Senior Consultant
John is the founder of U.S. Institutional (USI) and brings 23 years of institutional investment and
banking experience to the firm. Prior to founding USI, John was a Managing Director at Asset
Consulting Group (ACG). While at ACG, John was one of four Managing Directors and a member of
the Investment Committee. Prior to joining ACG in 1993, he was the Director of Real Estate Asset
Management for Homefed Bank in San Diego, where he managed a $1 billion portfolio. John is a
frequent speaker at industry conferences on a broad range of plan sponsor and investment
management related issues. John received his undergraduate degree from the University of
Pittsburgh and holds a Master of Science and MBA from Southern Methodist University and is a
member of the St. Louis Society of Financial Analysts and the CFA Institute.
Enzo Egidi, CFA
Research Analyst
Enzo supports all aspects of U.S. Institutional's research, including manager due diligence, asset
allocation, and capital markets analysis. Enzo brings 11 years of investment experience to USI.
Prior to joining USI, Enzo was an Associate Analyst at Gallatin Asset Management, where he
provided manager due diligence services across convertible, fixed income, and equity asset classes
for the firm's managed account programs. Enzo's background includes experience as an equity and
convertible bond trader at Walnut Street Securities and in financial planning with Hirsch &
Company. Enzo holds a BSBA from the University of Missouri-St. Louis. He has also earned the
Chartered Financial Analyst designation and is a member of the St. Louis Society of Financial
Analysts.
Brian J. McCluskey
Portfolio Analyst
Brian is responsible for compiling and reconciling data from the investment managers and
custodian banks, monitoring portfolio compliance, analysis of the data, and interpretation of the
information into timely, customized client reports. Brian assists the Research Team with review of
manager materials to provide consultants relevant information. Brian has 13 years of experience in
the financial industry, including his service as a performance analyst with Asset Consulting Group
(St. Louis, MO), financial analyst at Trust Company of America (Denver, CO), fund accounting team
leader with Founders Asset Management (Denver, CO), and as a portfolio accountant with Putnam
Investments (Boston, MA). Brian earned a BS in Business Administration from Plymouth State
College in New Hampshire.
Christopher E. Southerland
Portfolio Analyst
Chris is responsible for compiling and reconciling data from the investment managers and
custodian banks, monitoring portfolio compliance, analysis of the data and interpretation of the
information into timely, customized client reports. Chris assists the Research Team with review of
manager materials to provide consultants relevant information. Chris has 14 years of experience in
the financial industry, including service as an operations specialist with A.G. Edwards Asset
Management, manager support/performance analyst, Fee Based Operations supervisor with A.G.
Edwards & Sons, Inc. and Fee Based Customer Service Manager with Wachovia Securities.
Aleta L. Bohlmann
Communications Coordinator
Aleta directs all firm and client communications. Additionally, she handles inquiries from clients
on topical matters such as performance reporting, manager request for proposals, and other client
needs. Aleta also coordinates our marketing materials and is the USI Website Administrator.
Previously Aleta worked at Asset Consulting Group where she oversaw the final reviews of all client
presentation materials.
Managing Director / Senior Consultant
John is the founder of U.S. Institutional (USI) and brings 23 years of institutional investment and
banking experience to the firm. Prior to founding USI, John was a Managing Director at Asset
Consulting Group (ACG). While at ACG, John was one of four Managing Directors and a member of
the Investment Committee. Prior to joining ACG in 1993, he was the Director of Real Estate Asset
Management for Homefed Bank in San Diego, where he managed a $1 billion portfolio. John is a
frequent speaker at industry conferences on a broad range of plan sponsor and investment
management related issues. John received his undergraduate degree from the University of
Pittsburgh and holds a Master of Science and MBA from Southern Methodist University and is a
member of the St. Louis Society of Financial Analysts and the CFA Institute.
Enzo Egidi, CFA
Research Analyst
Enzo supports all aspects of U.S. Institutional's research, including manager due diligence, asset
allocation, and capital markets analysis. Enzo brings 11 years of investment experience to USI.
Prior to joining USI, Enzo was an Associate Analyst at Gallatin Asset Management, where he
provided manager due diligence services across convertible, fixed income, and equity asset classes
for the firm's managed account programs. Enzo's background includes experience as an equity and
convertible bond trader at Walnut Street Securities and in financial planning with Hirsch &
Company. Enzo holds a BSBA from the University of Missouri-St. Louis. He has also earned the
Chartered Financial Analyst designation and is a member of the St. Louis Society of Financial
Analysts.
Brian J. McCluskey
Portfolio Analyst
Brian is responsible for compiling and reconciling data from the investment managers and
custodian banks, monitoring portfolio compliance, analysis of the data, and interpretation of the
information into timely, customized client reports. Brian assists the Research Team with review of
manager materials to provide consultants relevant information. Brian has 13 years of experience in
the financial industry, including his service as a performance analyst with Asset Consulting Group
(St. Louis, MO), financial analyst at Trust Company of America (Denver, CO), fund accounting team
leader with Founders Asset Management (Denver, CO), and as a portfolio accountant with Putnam
Investments (Boston, MA). Brian earned a BS in Business Administration from Plymouth State
College in New Hampshire.
Christopher E. Southerland
Portfolio Analyst
Chris is responsible for compiling and reconciling data from the investment managers and
custodian banks, monitoring portfolio compliance, analysis of the data and interpretation of the
information into timely, customized client reports. Chris assists the Research Team with review of
manager materials to provide consultants relevant information. Chris has 14 years of experience in
the financial industry, including service as an operations specialist with A.G. Edwards Asset
Management, manager support/performance analyst, Fee Based Operations supervisor with A.G.
Edwards & Sons, Inc. and Fee Based Customer Service Manager with Wachovia Securities.
Aleta L. Bohlmann
Communications Coordinator
Aleta directs all firm and client communications. Additionally, she handles inquiries from clients
on topical matters such as performance reporting, manager request for proposals, and other client
needs. Aleta also coordinates our marketing materials and is the USI Website Administrator.
Previously Aleta worked at Asset Consulting Group where she oversaw the final reviews of all client
presentation materials.
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