Greg Caron

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Consumer Services

Finance

Profile

Based in Washington, DC, Mr. Caron works with the firm’s retainer investment consulting clients.
He joined IFS in October 2008.
Prior to IFS, he worked at Anchor Point Capital LLC.
Mr. Caron earned a B.S.
in Business Administration, with a concentration in finance from the University of New Hampshire and holds an MBA with a concentration in finance from the University of Miami.
He has passed Level 1 of the CFA program.

Former positions of Greg Caron

Companies	Position	End
Independent Fiduciary Services, Inc. Independent Fiduciary Services, Inc. Investment ManagersFinance Independent Fiduciary Services (IFS) provides three primary product/service lines of service including retainer investment consulting, operational review/fiduciary audit projects and fiduciary decision-making transactions. IFS structures and monitors institutional investment programs including: (1) analyzing and proposing asset allocations (2) controlling investment risk and expenses (3) selecting investment managers (4) measuring and evaluating investment returns (5) analyzing non-traditional investments including private equity, hedge funds and real estate and (6) instituting investment best practices and prudent procedures. Though not limited by sector, Independent Fiduciary Services tends to invest in the stocks of US small-cap and large-cap companies in the process industries, non-energy minerals and finance sectors.	Portfolio Manager-Equities	2011-12-30

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Training of Greg Caron

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Linked companies

Private companies	3
Independent Fiduciary Services, Inc. Independent Fiduciary Services, Inc. Investment ManagersFinance Independent Fiduciary Services (IFS) provides three primary product/service lines of service including retainer investment consulting, operational review/fiduciary audit projects and fiduciary decision-making transactions. IFS structures and monitors institutional investment programs including: (1) analyzing and proposing asset allocations (2) controlling investment risk and expenses (3) selecting investment managers (4) measuring and evaluating investment returns (5) analyzing non-traditional investments including private equity, hedge funds and real estate and (6) instituting investment best practices and prudent procedures. Though not limited by sector, Independent Fiduciary Services tends to invest in the stocks of US small-cap and large-cap companies in the process industries, non-energy minerals and finance sectors.	Finance
University of Miami University of Miami Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of New Hampshire University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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