Harris Leaves McHenry Group for Consultant Rogerscasey

Institutional investment consulting firm Rogerscasey Inc. has hired Ward Harris as Managing Director, Financial Intermediary Group and T. Patrick Mulvey as Managing Director, Marketing and Business Development.

Harris, previously President and CEO of the McHenry Group, will be responsible for leading the business management for all of Rogerscasey’s services for broker/dealers, banks, insurance companies, registered investment advisers, and other intermediaries that serve the retirement plan and high net worth marketplace. The McHenry Group will continue under the leadership of the current management team in California and Illinois.

Harris will be based in San Francisco, California and will report to Cindy Hargadon, Managing Director of Consulting Services at Rogerscasey.

Mulvey will be responsible for leading the firm’s sales and marketing efforts to introduce the firm to new distribution channels. A 25-year veteran of the investment industry, Mulvey comes to Rogerscasey from Los Angeles Capital, also having worked in several senior sales, marketing and relationship management roles from Wilshire Associates and Lazard Asset Management. Mulvey will report to Tim Barron, President and CEO and will operate out of the Darien, CT office.

Rogerscasey also announced changes to its Non-Traditional Research Group. Alan Kosan, Managing Director, has been appointed to lead the Research Team responsible for due diligence and research on all non-traditional investment managers including private equity, real estate, hard assets, hedge fund and fund of fund managers for Rogerscasey’s clients. Kosan has previously served as the firm’s Head of Private Equity and Co-Head of the Non-Traditional Research Group.

Rogerscasey has 112 employees, including 24 senior investment consultants and 30 research professionals, operating in five offices across the United States and one office in Dublin, Ireland. More information can be founds at www.rogerscasey.com.