- R.D. TODD BAUR - PRINCIPAL
- THOMAS S. MARGULIS - PRINCIPAL
- JEREMY BELL - PRINCIPAL, DIRECTOR OF RESEARCH
- ROGER L. BROWN II, CFA - PRINCIPAL
- STEPHEN M. BRAECKEL - VICE-PRESIDENT
- MICHAEL MILEUSNIC, CFA - VICE-PRESIDENT
- BRIAN KLOS, CFA, CAIA - SENIOR RESEARCH ANALYST
- ZACHARY M. ACKERMAN - RESEARCH ANALYST
- WARREN HOLMES, CFA, CPA - DIRECTOR, OPERATIONS
- NICHOLAS MILLMAN - OPERATIONS ANALYST
- SHANNON SPRADLIN - OPERATIONS SUPPORT
Conway’s founding principals have extensive experience and expertise in helping construct portfolios for institutional and high net-worth taxable investors as well as sourcing and analyzing select alternative investment strategies and managers. Conway provides objective information and analysis, and has no financial affiliations with any of the managers or strategies it covers. We employ an innovative, forward thinking approach to asset allocation, including the use of alternatives, and work with each client to create a customized approach catering to unique circumstances and client specific risk tolerances.
A disciplined, quantitative and qualitative approach with proprietary tools and a centralized institutional investment process allows Conway to “partner” with its clients. We aim to provide the most appropriate portfolio recommendations/ solutions based on client needs or can offer a suite of tools and services that organizations can access to help differentiate and enhance their own investment platform.
Conway clients benefit in several key areas
- Independence — Conway provides unbiased investment advice with no outside influences and all revenues are derived from services to advisor client investment programs. We are not brokers and do not receive placement fees from any managers we recommend.
- Value-Added — Outsourced wealth management solutions built around a disciplined, quantitative and qualitative investment approach with robust, proprietary tools and centralized process designed to control risk through asset allocation, diversification, and rigorous manager selection/evaluation. We offer a cost effective solution relative to building internally.
- Experience — With extensive experience working with HNW investors, Conway’s principals possess a unique combination of institutional investment experience, direct proprietary capital allocation and fund management and strong understanding of the challenges faced by advisors in the wealth management market.
- Client Service — Conway team serves as a comprehensive, open-ended resource to its clients. We are responsive to unique client requirements and needs.
Todd is a Co-Founder, Principal and CCO of Conway Investment Research, LLC. Todd has a particular expertise in structuring risk-adjusted portfolios and allocating capital to alternatives, including hedge funds and private equity. In addition to his role as a member of Conway’s Investment Committee, Todd’s responsibilities include business development and client service. Prior to co-founding Conway, Todd was a Partner and Managing Director of TowerHill Wealth Management serving high-net worth and small institutional clients. Todd began his career at Aon Risk Services in the Mergers & Acquisitions Group where he worked with private equity firms on transactional due diligence projects. He later worked as the Executive Vice President of a broadband technology incubator where he directed the finance group. Todd currently serves as Board of Trustees Chair-Elect and Chair of the Finance Committee of the St. Louis Children’s Hospital Foundation, on the Board of Trustees and Chair of the Finance Committee of Forsyth School, on the Board of Trustees of the St. Louis Public Schools Foundation, on the Investment Committee of the National Kidney Foundation, and as Board member and Treasurer of Cardinals Care, the philanthropic arm of the St. Louis Cardinals, LP. Todd holds a BA from Princeton University.
Tom is a Co-Founder and Principal of Conway Investment Research, LLC. Tom’s expertise includes analyzing and optimizing investment portfolios from a risk-adjusted return perspective as well as sourcing and analyzing traditional and alternative investment strategies and managers. Tom is the Head of Conway’s Investment Committee which establishes the firm investment philosophy and process and ultimately oversees implementation of recommendations made to clients. Previously, Tom was the Director of Research at Asset Consulting Group LLC (“ACG”) where he oversaw the ACG Research Group and coordinated all research conducted on behalf of ACG clients. Prior to joining ACG, Tom spent several years in risk management at The Hull Group (a subsidiary of Goldman Sachs) overseeing their equity option market-making portfolios. He also spent two years as a portfolio manager for the Hull Liquidity Fund, a market neutral hedge fund. Tom currently sits on the Investment Committees for both the St. Louis Zoo and Jewish Federation of St. Louis. He holds an MBA with a concentration in finance from the University of Chicago and a BA from Vanderbilt University.
Jeremy is a Principal and Director of Research for Conway Investment Research, LLC. He joined the firm in 2011 to oversee the research effort and his primary responsibilities include capital markets research, asset allocation modeling and alternative investment manager due diligence. He is a member of Conway’s Investment Committee, which establishes the firm’s investment philosophy and ultimately oversees the manager due diligence process. Prior to joining Conway, Jeremy spent 5+ years at Asset Consulting Group where he was a senior leader on the equity team focusing on international and emerging market investment manager searches, analysis, and due diligence. Prior to ACG, Jeremy worked at A.G. Edwards as an equity analyst covering the asset management and life insurance industries. He also spent time working at Argent Capital Management assisting with equity research and portfolio management. Prior to graduate school, Jeremy worked as a Senior 401(k) account manager with Great West Life and in the corporate stock option department at Merrill Lynch. Jeremy received his MBA with a finance specialization from Saint Louis University and his B.A. in Psychology from Miami University (Ohio).
Roger is a Principal of Conway Investment Research, LLC. His responsibilities include alternative investment research, business development and client service for tax-exempt institutions and advisory clients. In addition to his day-to-day duties, he is also a member of Conway’s Investment Committee. Prior to joining Conway, Roger was the Director of Manager Research at Summit Strategies Group (“Summit”), an institutional consulting firm that advised over $180 billion in assets on behalf of tax-exempt investors. In addition to managing the research group, Roger served as a consultant to several client relationships, chaired Summit’s Investment Committee, and was one of the firm’s six Managing Directors. Prior to joining Summit, Roger was employed at Ennis, Knupp & Associates, providing performance, consulting and analytical support for the firm’s institutional clients. Roger currently sits on the Board for Habitat for Humanity of St. Louis. He received his BS in Mathematics from Southeast Missouri State University and is a CFA charterholder.
Steve joined Conway Investment Research in 2012 as a Research Analyst. His primary responsibilities include manager research, due diligence and monitoring with a focus on traditional fixed income and equity managers. Before joining Conway, Steve worked at Asset Consulting Group (ACG) as a Research Analyst specializing in Fixed Income. Prior to ACG, Steve was the Secondary Markets Trader for Paramount Bond & Mortgage Co. He also has worked as an analyst at both UBS and Stifel, Nicolaus & Co. Steve received a BA in Economics from the University of Virginia and MBA in Finance from the University of Georgia.
Michael joined Conway Investment Research in 2013 as a Research Analyst. His primary responsibilities include manager research, due diligence, and risk monitoring focusing primarily in the areas of U.S. Equities and alternative investments. Michael is also actively involved in Conway’s capital markets research effort. While earning his MBA, Michael previously worked as a summer analyst at Conway in 2012. Prior to graduate school, Michael was employed as a Senior Derivatives Trader and Fixed Income Analyst for SMW Trading Company at the Chicago Board of Trade, specializing in the design and implementation of trading strategies across the interest rate futures and options complex. He also brings experience in capital market research, portfolio construction, and risk modeling. Michael received his MBA with a concentration in asset management from Washington University in St. Louis, his BA in Economics from Dartmouth College and is a CFA charterholder.
Brian is a Senior Research Analyst with Conway Investment Research, LLC. His responsibilities include manager research, due diligence and risk monitoring with a primary focus on hedge fund managers. Prior to joining Conway, Brian was a Senior Alternative Investment Analyst at Stifel Financial Corp. where his responsibilities included conducting manager due diligence and developing a platform of hedge fund and private equity fund offerings for the wealth management division. Before joining Stifel, Brian was a financial advisor for AXA Advisors where he helped clients achieve and protect their financial goals. Brian received a Master’s degree in Accounting from the University of Missouri-St. Louis as well as a BS in Finance from Marquette University. In addition, Brian is a CFA charterholder and holds the Chartered Alternative Investment Analyst designation.
Zachary joined Conway Investment Research in September of 2015 as a Research Analyst. His primary responsibilities include manager research, due diligence and risk monitoring with a primary focus on equity and fixed income managers. Before joining Conway, Zachary received a BS in Business Administration with an emphasis in Finance and Banking from the University of Missouri – Columbia and is currently a CFA Level 1 Candidate.
Warren is the Director of Operations for Conway Investment Research, LLC. His responsibilities include alternative investment operations and overall due diligence support. Prior to joining Conway, Warren was the Controller at Coatue Management, LLC (“Coatue”), a $10 billion hedge fund manager based in New York City. Coatue’s product line up consisted of three public hedge funds and two venture capital-based private equity funds. Prior to joining Coatue, Warren was employed at AlixPartners and PricewaterhouseCoopers, providing valuation, due diligence, auditing and restructuring consulting. Warren received a Master’s degree in Accounting from Southern Methodist University, as well as a BBA in Business and a BA in History. Warren is a CFA charterholder and a CPA.
Nicholas joined Conway Investment Research in 2016 as a Operations Analyst. His primary responsibilities include alternative investment operations and overall due diligence support. Prior to Conway Nicholas worked at Fidelity Investments, where he worked in the Private Client Group. Prior to Fidelity, he worked at State Street Corporation as an Accounting Fund Specialist. Nicholas earned his MBA from Rockhurst University, as well as his undergraduate BA degree with an emphasis in accounting.