Paul R. Ainslie
Alternative Investments Specialist and Investment Advisor

 John Angley
Senior Business Development Representative

 Paul J. DiLouie, CFA, CFP
 Investment Advisor

 Fred Duda, CFA
 Investment Advisor

 Julie Frank
 Associate Investment Analyst

 Valerie P. Maestrallis
 Director of Management Services

 Thomas D. Matty
Participant Relationship Manager

 Daniel P. Nielsen
 Director of SRI

 Eileen A. O'Connell
 Investment Advisor, Regional Director -- East Region

 Tim Schwarzenberger, CFA
 Investment Advisor

 Timothy L. Shaler
 Investment Advisor

 Robert P. Stelben
 Director of Marketing

 Julie Tanner
 Assistant Director of SRI

 Richard Wolf
 Senior Investment Analyst

Paul R. Ainslie
Alternative Investments Specialist and Investment Advisor

Mr. Ainslie is a member of CBIS’ Investment Team, directing the firm’s alternative investment strategies and product offerings.  He also chairs CBIS’ Product Development Committee.  Since joining CBIS in 1999, Mr. Ainslie has also served as an Investment Advisor and Regional Director within the firm’s Participant Services department.  Prior to CBIS, Mr. Ainslie was employed by Lynch & Mayer, Inc., where he sold and serviced the firm’s hedge fund offerings, and Yamaichi Capital Management, Inc., where he was directly involved with institutional marketing, sales and service, managing consultant relationships, and product development.  Mr. Ainslie is the current president of the Diocesan Investment Trust of the Episcopal Diocese of New York and is an officer on the boards of the Greenbelt Conservancy and the Staten Island Historical Society.  He holds a B.S. from Stanford University and a M.P.P.M. from the Yale School of Organization and Management. His FINRA registrations include Series 7 and 63.

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John Angley
Senior Business Development Representative

Mr. Angley joined Christian Brothers in February of 2007. He is responsible for new business development for the Central and Western Regions.  Mr. Angley has more than 25 years of experience in the investment management and consulting industries.  Prior to joining CBIS, he held senior leadership positions as Director of Sales at Driehaus Capital Management, Inc., President and Chief Operating Officer at Kemper Asset Management (institutional arm of the mutual fund complex Kemper Financial Services), and Senior Consultant and Managing Director at SEI Fund Evaluation (now known as Rogerscasey).  His responsibilities included business development, client service, and marketing. Mr. Angley holds a B.A. and M.B.A. from Northern Illinois University.  His FINRA designations include the Series 7, 24 and 63.

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Paul J. DiLouie, CFA, CFP
Investment Advisor

Mr. DiLouie joined CBIS in 2007 as an Investment Advisor. He is responsible for building and servicing participant relationships in the Eastern region. Prior to joining CBIS, he spent the majority of his 20 year investment career as a senior portfolio manager for high-net-worth clients and not-for-profit institutions. In addition, he has held positions in equity analysis, mutual fund management, client service, and business development. Mr. DiLouie’s previous employers include Wells Fargo and Bank of America. He holds a BS in Business Administration from The College of New Jersey and an MBA from Drexel University. He is a holder of the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP) licensee. Mr. DiLouie serves as a Trustee for the Brookdale Community College Foundation. His FINRA registrations include Series 7 and 63.

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Fred Duda, CFA
Investment Advisor

Mr. Duda joined CBIS as an Investment Advisor in the Oak Brook office in 2006 and brings a wealth of experience to the position. He was with a Chicago-based institutional investment manager for twenty years and has been in the investment business for more than thirty-five years. He has experience as a portfolio manager for both taxable and non-taxable accounts as well as having portfolio responsibility for the high-grade fixed income assets of the firm. In addition, he served in a relationship manager position for the firm’s clients. He began his career in a Trust Department in Lincoln, Nebraska after receiving his BS and MA from the University of Nebraska. He is a CFA charter holder and has been the President of two local CFA societies, Louisville and Chicago. He serves on the board of The Youth Campus, a private child welfare agency in Chicago, for which he served as Chairman from 2001-2003. His FINRA registrations include Series 7 and 63.

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Julie Frank
Associate Investment Analyst

Ms. Frank joined CBIS in 1995 as an Investment Advisory Service Representative. In 1997, she was promoted to Associate Investment Analyst and works as part of a three person team managing and overseeing investment programs and manager search functions. Additionally, Ms. Frank is responsible for portfolio analytics and performance measurement. Ms. Frank is also a member of the Investment Policy Team. Prior to joining CBIS, Ms. Frank worked as a Marketing Consultant for a hedge fund with responsibility for tracking domestic and offshore client investments, and acting as a liaison between clients and fund administrators. She has a B.S. in Finance from the City University of New York. Her FINRA registrations include Series 7 and 63.

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Valerie P. Maestrallis
Director of Management Services

Ms. Maestrallis joined CBIS in 1991, with responsibility for valuing funds on a daily basis, and assisting with account activity. In 1996, she was promoted to her current position, with responsibility for servicing participant accounts. Prior to joining CBIS, she was employed for 10 years with Bear Stearns Asset Management, where she was the liaison for the Bear Stearns/CBIS relationship. Her FINRA registrations include the Series 7.

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Thomas D. Matty
Participant Relationship Manager

Mr. Matty joined CBIS in January 2007 as Participant Relationship Manager in the San Francisco.  He is responsible for participant relationships in the Western region and CBIS initiatives serving the needs of reconfiguring Religious Institutes.  Mr. Matty brings an extensive background in international cash and trade product management with global financial institutions including UBS, Deutsche Bank (Bankers Trust) and The Bank of New York.  Prior to joining CBIS, he was an owner and Managing Partner of a financial services direct marketing firm headquartered in New York City.  He began his career as an educator with the Christian Brothers, Midwest Province.  Mr. Matty has a B.A. from St. Mary’s University, Winona MN and an M.A. from The George Washington University, Washington DC.  His FINRA registrations include Series 7 and Series 63.

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Daniel P. Nielsen
Director of SRI

Mr. Nielsen joined CBIS as Director of Socially Responsible Investing (SRI) in 2008. Dan is responsible for the direction and management of all elements of the socially responsible investing program. Mr. Nielsen has a broad range of experience in the socially responsible investing field, most recently serving as the Manager of Socially Responsible Investing at the General Board of Pension and Health Benefits of the United Methodist Church. Prior to joining the General Board, Nielsen was the Executive Director of the Global Philanthropy Partnership, a non-profit organization whose principle goal was the promotion and expansion of philanthropy targeting international development issues. He currently serves on the board of directors of the Center for Economic Progress and on the steering committees of the International Working Group and the Sustainable Investment Research Analyst Network (SIRAN), both working groups of the Social Investment Forum. Mr. Nielsen holds a BA from the University of Maryland and an MBA from the University of Chicago.

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Eileen A. O'Connell
Investment Advisor, Regional Director -- East Region

Ms. O'Connell joined CBIS in 2004 as an Investment Advisor. She is responsible for developing and retaining participant relationships in the Eastern region. Prior to joining CBIS, her most recent position was Regional Director at Neuberger Berman. Her extensive experience in the financial services industry includes servicing high net worth clients, equity analysis and sales and marketing to financial consultants. Ms. O'Connell holds a B.S. in Finance from St. John's University, a Certified Investment Management Analyst (CIMA) designation, and Series 7 and 63 FINRA registrations.

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Timothy L. Shaler
Investment Advisor

Mr. Shaler joined CBIS as an Investment Advisor in the San Francisco office in 2009. Previous to his joining CBIS, Tim had been successfully analyzing companies and economic conditions for 15 years, including 9 years as a Portfolio Manager at Pacific Investment Management Company (PIMCO). In his multiple roles as financial analyst and as portfolio manager of High Grade and High Yield credits, he successfully navigated the 1997 Asian Financial Crisis, the 2002 US power market crisis and the 2007-2008 US debt market crisis. Tim earned a BS in Business Administration from Pepperdine University, an MA in Russian Studies from the University of Chicago and an MBA (Finance and International Business) from the University of Chicago. His FINRA registrations include Series 7 and Series 63.

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Tim Schwarzenberger, CFA
Investment Advisor

Mr. Schwarzenberger joined CBIS in 2005 as an Associate Investment Advisor and was promoted to Investment Advisor in 2009. He is responsible for servicing participant relationships in the Midwest region as well as Spanish-speaking relationships in Latin America.  Prior to joining the firm, he was an investment analyst for Towers Watson Investment Services (formerly Watson Wyatt Investment Consulting) in Chicago with responsibility for preparing quarterly defined benefit and defined contribution performance reports and manager research across asset classes.  Mr. Schwarzenberger graduated from Idaho State University with a B.A. in Finance and a minor in Spanish.  In 2003, he spent six months abroad in Chile studying at the Universidad Católica de Valparaíso and is fluent in Spanish.  He is a CFA charterholder, and his FINRA registrations include Series 7 and 63.

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Robert P. Stelben
Director of Marketing

Mr. Stelben joined CBIS in October 2001 as Director of Marketing & Communications with responsibility for directing the firm's marketing efforts. In 2006 he assumed the responsibility for developing and managing CBIS' relationships with institutional investment management consultants. In addition, he is a member of CBIS' product development committee, leads product management activities and works with senior management on developing marketing plans and strategies. Previously, Mr. Stelben worked for META Group and held several marketing, product management, and business development roles. Prior to META Group, he worked with Greenwich Associates. Mr. Stelben holds a B.S. in Economics from Siena College and holds a Series 7 FINRA license.

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Julie Tanner
Assistant Director of SRI

Ms. Tanner joined CBIS in 2002 as Corporate Advocacy Coordinator. She was promoted to Assistant Director of Socially Responsible Investing in 2008. Julie is responsible for engaging with boards and senior management at corporations to encourage the development and implementation of responsible policies and practices. She has led advocacy successes with such firms as Newmont Mining, JPMorgan Chase and Best Buy. Prior to joining CBIS, she was a Program Manager of Finance and the Environment at the National Wildlife Federation. She is one of fifteen members of a five-year multi-stakeholder panel of the Global Reporting Initiative and United Nations Environmental Program’s Financial Initiative convened to create the first standardized social and environmental reporting framework for the financial services industry that allows comparability of sustainability reports. Julie holds a BA from Rutgers University, an MBA from Pace University and an MS from North Carolina State University.

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Richard Wolf
Senior Investment Analyst

Mr. Wolf has served as Senior Investment Analyst since joining CBIS in 2000. His primary responsibilities include analyzing CBIS investment programs and managers, as well as providing investment advice to CBIS participants. Prior to joining CBIS, Mr. Wolf was the Managing Director of Public Market Investments at NYNEX in New York City. He was responsible for evaluation of investment managers for over $15 billion in pension and related plan assets, both in domestic and international strategies. Prior to his oversight of pension assets in 1988, Mr. Wolf held several positions in the NYNEX Treasury area overseeing cash management operations, beginning in 1980. He earned a B.A. Degree from Niagara University. His FINRA registrations include Series 6, 7, and 63.

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