John Truschel, CFA

Experience

• 

  Standish Mellon Asset Management

  Nov 1998 - Jul 2003

  Portfolio Manager / Client Service Officer

  Chaired the Asset Allocation Committee, managed balanced accounts, provided investment counseling.

• 

  The Boston Company

  Oct 2007 - Jun 2014

  Created a "Portfolio Engineering" capability at the firm to construct custom portfolios for unique client needs. Leveraging existing fundamental and quantitative research inputs and optimization techniques built a $750 million AUM business from scratch in under 2 years.Also worked very closely with the distribution teams to promote the firm's capabilities across product lines and across market channels. Traveled extensively inside the US and globally. Served on Executive Committee (along with CEO, COO and Head of Distribution) setting business strategy for the firm. Managed all aspects of the investment division: fundamental and quant research, porffolio management, portfolio strategy and trading. Other committee memberships included Brokerage Practices, Alternatives Risk Oversight, Asset Allocation, and Product Development.

  • Global Head of Investment Strategy

    Sept 2011 - Jun 2014

  • Chief Investment Officer

    Oct 2007 - Sept 2011
• 

  Gordon College

  Jan 2011 - Dec 2013

  Adjunct Instructor - Finance

  Taught Personal Finance and Financial Management

• 

  Independent Strategist and Consultant

  Jul 2014 - Oct 2016

  Investment Strategist

  Consulted with several Boston-based firms on investment strategy and business strategy. Attended investment committee meetings, reviewed potential acquisitions and / or joint ventures, interviewed potential additions to staff, etc

• 

  Mercer Invesment Management

  Oct 2016 - Jan 2021

  Principal and Portfolio Manager

  • Design and manage Defined Contribution portfolios and target date funds • Identify, and select and monitor suitable investment managers for client portfolios• In conjunction with the DC Operations Team, maintain ongoing contact with the appointed managers to monitor performance and resolve any issues • Contribute to the preparation of new business presentations, RFPs and tender documents and present the team’s capabilities to internal and external parties

• 

  Covenant College

  Jul 2018 - now

  Member Board of Trustees
• 

  Gordon College

  Dec 2018 - Jan 2021

  E.V.P. for Finance and Business Development

  Strategic Financial Leadership: innovate to maximize assets and minimize liabilitiesBusiness Development: identify and secure auxiliary revenues for the CollegeFinancial Management: provide counsel and give oversight on all financial mattersExternal Relations: interact with Trustees, banks, auditors, asset managers, et al on all financial mattersCampus Leadership: increase understanding and commitment to the College's financial goals

• 

  Montreat College

  Jan 2021 - Oct 2024

  Vice President for Finance & Administration
• 

  Ronald Blue Trust

  Jan 2022 - now

  Managing Director and Co-Chief Investment Officer, Ronald Blue Institutional

  Ronald Blue Trust has served ministries and foundations since 1991 and considers it a privilege to help organizations steward their resources well. We specialize in assisting endowments, foundations, and charitable trusts looking for a sophisticated, independent investment office.