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Advisory Board Members

  • Heather Gilroy - Past President

    Heather Gilroy works in the Client Engagement group at CTC | myCFO, where she helps drive new business initiatives for the firm (formerly known as CTC Consulting). Before assuming her present role, Ms. Gilroy was a senior hedge fund research analyst at CTC | myCFO. She joined the firm in 2002 and was responsible for manager research and due diligence, first in the long-only research group and later in the hedge fund research group. Ms. Gilroy came to CTC | myCFO from Charles Schwab and Co., Inc. where she worked as an investment specialist. Prior to joining Charles Schwab, she was an associate planner with the financial planning firm of Powell, Cleary Associates, Inc. in Washington, D.C. She previously spent four years as an aide to United States Senator Mark O. Hatfield in his Washington office. Ms. Gilroy received her bachelor’s degree in U.S. history from Brown University in 1991.
  • Marcus Parker, CFA, Past President

    Marcus Parker is a Senior Vice President and Chief Compliance Officer for Morrison Street Capital. Mr. Parker serves as the CMBS portfolio manager for the Morrison Street Funds and is responsible for sourcing, underwriting and closing both CMBS and structured finance investments on behalf of the funds. Mr. Parker also supervises portfolio modeling and financial analysis on behalf of the funds. Mr. Parker was formerly Vice President of Finance for Harsch Investment Properties, a privately held owner and operator of over 21 million square feet of commercial property in the western United States. Mr. Parker has over 16 years of commercial real estate experience and has completed over $1.5 billion in more than 90 real estate financing transactions. Mr. Parker received his bachelors in finance from the University of Alaska, and his masters in business administration from the University of Oregon. He is a CFA charterholder, and is a member of NAIOP.
  • Molly Ono – Past Secretary

    Molly Ono is a business development and relationship management professional most recently serving as director with Invesco’s U.S. Institutional Sales and Service team representing both alternative and traditional asset strategies. Her network includes institutional investors in the Western and Midwestern United States including corporate, endowment/foundation, public and Taft-Hartley funds and their consultants. Ms. Ono began her investment career in 2000 as an assistant stable value manager for Invesco Worldwide Fixed Income. She also has experience in operations and compliance at Morgan Stanley, UBS and Bank of Hawaii Investment Services Group in Honolulu, Hawaii. Ms. Ono earned a Bachelor of Science degree in sociology from the University of Oregon. She is a past member of the California Association of Public Retirement Systems (CALAPRS) and the State Association of County Retirement Systems (SACRS) and is a current board member of the Portland Alternative Investors Association.
  • Kristi Combs

    Kristi Combs is a director in Greycourt's Portland office and is responsible for business development and marketing efforts. Kristi focuses on building new client relationships and partnering with Greycourt professionals to help new clients transition to Greycourt. Kristi has 18 years of industry experience and eleven years of expertise in the family office marketplace. Prior to joining Greycourt, she spent five and a half years with CTC Consulting as their director of marketing, overseeing CTC's business development and marketing strategy. Prior to CTC, Kristi spent over five years with Schwab Institutional as a relationship manager and business development officer for investment advisors and family offices. Before Schwab, she was with SunAmerica in their broker/dealer division, working with independent financial advisors. Kristi began her career in 1993 in the investment services group of BISYS, Inc., a business solutions provider to financial institutions. Kristi received a BA in finance from Miami University of Ohio. Kristi is a member of the board of the Portland Alternative Investment Association and is active in the CFA Society of Portland. In her spare time, Kristi is a volunteer with Hands On Portland, a community organization that matches individuals with a wide range of volunteer opportunities.
  • Ryan Cunningham, CAIA

    Ryan Cunningham joined Arnerich Massena as an institutional investment advisor in 2014. Prior to joining Arnerich Massena, he was an investment consultant with RVK, Inc. (formerly R.V. Kuhns & Associates, Inc.). As an advisor, Ryan has worked with a number of corporate defined contribution plans, pension plans, foundations, endowments, and wealth management clients. He has experience with all aspects of investment advising from menu structure to vendor searches through investment manager transitions and implementation assistance. Ryan earned a Master of Business Administration degree from the McCombs School of Business at the University of Texas at Austin with a dual concentration in finance and accounting. Ryan holds the Chartered Alternative Investment Analyst (CAIA) designation and is also a member of the Portland chapter of the CFA Society. He graduated from Santa Clara University with a Bachelor of Science degree in commerce.
  • John Linder, CFA, CPA, Principal

    Mr. Linder joined PCA in 2009. He has lead consultant responsibilities for several clients, and consults to PCA relationships representing over $500 billion in client assets. In addition to his client facing responsibilities, he conducts ongoing capital markets and investment strategy research. Prior to joining PCA, he was a Partner and Senior Investment/Tax Strategist at CTC Consulting in Portland, Oregon. He currently provides ongoing advice to investment committees, boards, and executive staff of plan sponsors across a broad range of ongoing investment issues. In addition to ongoing retainer consulting duties, his project consulting engagements have included: restructuring strategic investment class frameworks, consulting on risk measurement and management, leading asset-liability studies, and conducting absolute return and private partnership due diligence reviews. Prior 2004, he was engaged in various financial market roles including senior buy-side equity analyst at Alsin Capital, manager of business valuation and litigation services with the CPA firm Larson Allen Weishair & Co, LLP, and began his career in the financial services industry in 1996 at the CPA firm McGladrey & Pullen, LLP. Mr. Linder has been a speaker at multiple conferences including Pension Bridge, IMN Public Fund Summit, IMN Global Indexing, and the Institutional Investor Alpha Hedge Conference. He is a CFA charter holder and a member of the CFA Society of Portland, as well as a Board Member of the Portland Alternative Investment Association. He is a Certified Public Accountant (CPA). He received his BA in economics from Middlebury College magna cum laude, and his Masters of Accountancy (MAC) from the Kenan-Flagler School of Business at UNC Chapel Hill.
  • Mark Youngblood, CAIA – Founder

    Mark Youngblood is the Founder of Council Crest Capital, a boutique consulting firm launched in 2008 to assist emerging investment managers in marketing their investment strategies. Through Council Crest Capital, Mr. Youngblood has helped emerging hedge funds, private equity firms, CTAs, commodity advisors and funds of funds market their services and target prospective clients. Prior to the formation of Council Crest Capital Mr. Youngblood was a Managing Director at a middle market private equity firm. Mr. Youngblood was also a Partner and Marketing Director at Broadmark Asset Management, a U.S. Equity macro hedge fund manager based in New York and San Francisco, managing assets in both Equities and Futures. While at Broadmark, he was responsible for business development, marketing and client servicing functions. During this time, Mr. Youngblood worked with the principals of the Broadmark in the creation of Revere Capital Advisors, a global emerging manager platform dedicated to the creating institutional quality asset managers. Mr. Youngblood is a past President and Board Member, of the Seattle Alternative Investment Association, formerly known as the Northwest Hedge Fund Society, as well as the Founder, past President, and Board Member of the Portland Alternative Investment Association. In addition to earning the Chartered Alternative Investment Analyst (CAIA) designation, Mr. Youngblood held series 3, 7, and 63 FINRA licenses, and is a graduate of Principia College.