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Edwin P. McCausland, CFA^®

Senior Vice President, Investments

Win is as a senior member of our Investment Management Group lending his greater than 40 years of experience to our active investment management process.

He leads our specialized practice serving insurance companies. Drawing upon his experience as Chief Investment Officer of a large insurance company, he helps these institutions with a variety of fiduciary, rating agency, and portfolio management issues.

Win also serves on advisory teams for endowments, retirement plans, family investment offices and selected private clients. In support of these clients, he provides guidance on portfolio design, investment policy, governance, manager selection and performance evaluation issues as well as assisting with the ongoing comprehensive management of their investment portfolios.

His background includes:

Nationwide Insurance/Columbus, OH
Chief Investment Officer/Nationwide Insurance

Responsible for the management and oversight of more than $50 Billion including both insurance portfolios and mutual funds.
Chaired Nationwide Financial Services Risk Committee, which evaluated and approved all new products, investment policies and risk management activities.

Mass Mutual Life Insurance Company/Springfield, MA
Vice President and Managing Director

Responsible for investment activities for the company's business lines
Managed rating agency relationships with Moody's, Standard & Poors and AM Best.

Investment Perspectives LLC/Columbus, OH
Founder and President

Provided consulting services to institutional investors including insurance companies, asset management firms, endowments and foundations.
Representative assignments included review and development of investment policy, performance measurement, governance, peer analysis and Board education.