At Pavilion, we focus on driving better financial and investment outcomes for our clients and their organizations. Using analysis and insights as catalysts for change, our goal is to anticipate and understand the unique aspects of each client’s situation, now and in the future. We see the needs of not-for-profit organizations through a lens of innovation. Our holistic view, specialized expertise and deep analytical rigor underpin the ideas and solutions we recommend. We turn our insights into actions, and your goals into accomplishments.
Our Values
Passion
We are driven by a passion to serve our clients and the organizations
they represent with unparalleled quality and excellence.
Innovation
We aim to anticipate market changes and the unique needs
of our clients in order to improve investment outcomes.
Integrity
Knowing what is right and acting responsibly with respect to
our clients’ best interests is of the utmost importance.
Dedication
Not-for-profit consulting is our chosen craft, uncompromisingly
serving mission-driven institutions.
Not-For-Profit Leadership
Our goal is to bring together the most talented consulting and research professionals who have the unique perspectives, backgrounds, and experience to guide our clients in their pursuit of innovative and impactful investment ideas and solutions. Our diverse group of not-for-profit specialists — with deep expertise in the healthcare, endowment, foundation and faith-based segments — unites in its passion to propel your organization’s mission forward while building customized solutions aimed at improving long-term investment outcomes.
Keith Mote, CFA
Not-for-Profit Business Leader
Jessica Portis, CFA
Not-for-Profit Consulting Services Leader
Travis Pruit, CFA
Not-for-Profit OCIO Business Leader
Meggan O’Shea, CFA
Healthcare Leader
Chris Cozzoni
Healthcare Leader
Chris Grimm, CFA, CAIA
Healthcare Leader
Chris Adkerson, CFA, CAIA
Endowment Leader
Texas Hemmaplardh, CFA
Endowment Leader
Russ LaMore, CFA, CAIA
Foundation Leader
Cori Trautvetter, CAIA
Foundation Leader
“We’re able to drive new solutions for clients as a result of our increased resources in specialty areas such as healthcare, endowments and foundations.”
— Jessica Portis, Leader of Pavilion’s Not-for-Profit Consulting Services.
About Pavilion
As a leading not-for-profit investment consultant, we offer a full spectrum of research, advice and delegated solutions for healthcare, endowments, foundations and faith-based organizations.
115+
Dedicated not-for-profit investment professionals across the United State
$390 Billion
Under advisement in the not-for-profit marketplace
345
Not-for-profit organizations who have chosen Pavilion as their investment partner
$17 Billion
Under Management in delegated solutions from not-for-profit client partners
Services to be provided by Mercer Investments LLC, which is one of several, associated legal entities that provides investments services to clients as part of a global investment advisory and investment management business (collectively referred to as “Mercer”).
Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement.
Information above is as of December 31, 2017
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