Scherlie has more than 20 years of experience in senior level research and consulting positions with firms that include Buck Global Investment Advisors, CRA Rogers Casey, Arnerich Massena & Associates and Hewitt EnnisKnupp Inc., an Aon PLC company. Scherlie will be based in Charlotte, North Carolina, and establish an East Coast presence for the firm.
Scherlie will develop and serve new client relationships, and participate actively on the research team as a senior voting member of the firm’s investment committee. His areas of expertise include asset-allocation studies, liability and spending modeling, risk budgeting analysis, manager research, portfolio structure analysis, custodial searches and performance monitoring.
Taiber Kosmala is an investment consulting firm in Chicago.