Karyn D. Vincent, CFA, CIPM
Karyn has provided verification and other performance consulting services to investment managers
for over 19 years. She has worked with several hundred investment managers, ranging from small
start-ups to some of the largest managers in the world. Karyn is an active volunteer with CFA
Institute and participates in the following:
for over 19 years. She has worked with several hundred investment managers, ranging from small
start-ups to some of the largest managers in the world. Karyn is an active volunteer with CFA
Institute and participates in the following:
Member, GIPS Executive Committee (Interpretations seat);
Chairperson, GIPS Interpretations Subcommittee;
Advisory Council Member, CIPM Program;
Former Chairperson, AIMR-PPS Implementation Committee, 2002-2006;
Former North American representative to the Investment Performance Council (IPC),
2002-2006; and
2002-2006; and
Former Chairperson, Verification Subcommittee of the IPC, 2002-2006.
Karyn is an instructor for CFA Institute-sponsored GIPS training workshops, and also speaks at
many conferences throughout the U.S.
many conferences throughout the U.S.
Crista DesRochers, CIPM
Crista joined Vincent Performance in February 2006. Crista has over 10 years of investment
experience. She spent most of her career in the retail brokerage business as an Investment
Specialist at Charles Schwab. Most recently she worked for a Portland advisory firm specializing
in client performance reporting. Crista works in our Portland office.
experience. She spent most of her career in the retail brokerage business as an Investment
Specialist at Charles Schwab. Most recently she worked for a Portland advisory firm specializing
in client performance reporting. Crista works in our Portland office.
Steven F. Furst, CFA, CIPM
Steven joined Vincent Performance in October 2007. Steven has over 6 years of investment
experience. He spent the first part of his career as a Performance Analyst at Western Asset
Management Company. Most recently he worked for Ares Management LLC as the Performance
Manager. Steven lives in Los Angeles and provides verification and consulting services to clients
located throughout the U.S.
experience. He spent the first part of his career as a Performance Analyst at Western Asset
Management Company. Most recently he worked for Ares Management LLC as the Performance
Manager. Steven lives in Los Angeles and provides verification and consulting services to clients
located throughout the U.S.
Greta Nathan
Greta has worked in the investment management industry for over 12 years and has
specialized in providing verification services throughout her career. Prior to joining Vincent
Performance, Greta was an Audit Manager at PricewaterhouseCoopers. Greta lives in
Boston and provides verification and consulting services to our East Coast clients.
specialized in providing verification services throughout her career. Prior to joining Vincent
Performance, Greta was an Audit Manager at PricewaterhouseCoopers. Greta lives in
Boston and provides verification and consulting services to our East Coast clients.
Ashley joined Vincent Performance in October 2006. Ashley has over 11 years of
investment experience. She spent the first part of her career as an Audit Senior at Deloitte &
Touche, providing verification services to Southern California clients. Most recently she
worked for Western Asset Management Company as the Supervisor of Performance.
Ashley lives in Los Angeles and provides verification and consulting services to many of our
largest clients.
investment experience. She spent the first part of her career as an Audit Senior at Deloitte &
Touche, providing verification services to Southern California clients. Most recently she
worked for Western Asset Management Company as the Supervisor of Performance.
Ashley lives in Los Angeles and provides verification and consulting services to many of our
largest clients.
David Terris, CIPM
David joined Vincent Performance in November 2007. David has over 17 years of
investment experience and recently worked for Northwest Corporate Federal Credit Union as
a portfolio manager where he was responsible for managing the company's roughly $1 billion
fixed income portfolio. Previously David worked in a variety of roles at USAA, including as a
financial analyst on retail mutual funds, investment portfolio analyst on the insurance general
accounts, and as a senior portfolio strategist on the USAA pension and post-retirement
medical plans. David also established the procedures and helped in the development of
composites for USAA’s Private Investment Management Company. David works in our
Portland office.
investment experience and recently worked for Northwest Corporate Federal Credit Union as
a portfolio manager where he was responsible for managing the company's roughly $1 billion
fixed income portfolio. Previously David worked in a variety of roles at USAA, including as a
financial analyst on retail mutual funds, investment portfolio analyst on the insurance general
accounts, and as a senior portfolio strategist on the USAA pension and post-retirement
medical plans. David also established the procedures and helped in the development of
composites for USAA’s Private Investment Management Company. David works in our
Portland office.
Independence
Vincent Performance Services is not affiliated with any other company and provides no
other services except for consulting and verification services. We have no financial or
other ties to our clients that would impact or influence our ability to render unbiased
service.
other services except for consulting and verification services. We have no financial or
other ties to our clients that would impact or influence our ability to render unbiased
service.
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Ashley Reeves
Janet joined Vincent Performance in May 2008. Janet has over 7 years of investment
experience. Her early career experience focused on auditing and management. Prior to
joining Vincent Performance Janet worked at Northwest Corporate Federal Credit Union
for eight years, starting as a Financial Analyst and eventually moving into the positions of
Portfolio Manager, Risk Manager and CFO. Janet works in the Portland office.
experience. Her early career experience focused on auditing and management. Prior to
joining Vincent Performance Janet worked at Northwest Corporate Federal Credit Union
for eight years, starting as a Financial Analyst and eventually moving into the positions of
Portfolio Manager, Risk Manager and CFO. Janet works in the Portland office.
Janet Melligh
Chelsea Cooper, CIPM
Chelsea joined Vincent Performance in June 2009. Chelsea has over 5 years of investment
experience. She spent the first part of her career as a Wealth Advisor Analyst for a private wealth
group at Morgan Stanley. Most recently she worked for INTECH Investment Management LLC as
a Senior Investment Performance Analyst. Chelsea lives in Los Angeles and provides verification
and consulting services to clients located throughout the U.S.
experience. She spent the first part of her career as a Wealth Advisor Analyst for a private wealth
group at Morgan Stanley. Most recently she worked for INTECH Investment Management LLC as
a Senior Investment Performance Analyst. Chelsea lives in Los Angeles and provides verification
and consulting services to clients located throughout the U.S.
Amber joined Vincent Performance Services in September 2009. Amber has over 3 years
of auditing experience, conducting compliance and financial audits for a wide breadth of
organizations. She spent most of her career at Hemming Morse, Inc CPAs. Amber works in
our Portland Office.
of auditing experience, conducting compliance and financial audits for a wide breadth of
organizations. She spent most of her career at Hemming Morse, Inc CPAs. Amber works in
our Portland Office.
Amber Rivetti
