Joe Lantz and Shorebridge can help nonprofits with:

• Asset Allocation Guidance
• Investment Policy Statement Consulting
• Spending Policy Analysis and Development
• Portfolio Management
• 401(k) and 403(b) advisement
• Fiduciary process guidance and education
• Board/Investment Committee Education
• Socially Responsible Investing Education and Implementation
• Identifying Vehicles for Gifting Assets
• Personal Wealth Planning and Investment Management

A little more about Joe:

Joe supports Shorebridge’s institutional advisory and consulting business and has past experiences working with a wide variety of client types including, endowments, foundations, nonprofits, healthcare, pension, insurance, and defined contribution plans. Most recently, he spent 14 yrs as Vice President of Institutional and Analytical Services with Federated Hermes. Prior to that experience, he was an Institutional Relationship Manager with Allegiant Asset Management. Additionally, he had roles as a Portfolio Manager for PNC’s Charitable and Endowment Asset Management Group, Investment Research Analyst at Mellon Financial, and an Investment Consultant at Yanni-Bilkey Investment Consulting.

Joe has an MBA in finance from the University of Pittsburgh’s Katz Graduate School of Business and a Bachelor’s degree in accounting and finance from Duquesne University. He holds the Chartered Financial Analyst designation and is also Chartered Alternatives Investment Analyst.

Joe is active in the community and serves on the board and investment committee of Achieva Family Trust and investment committee of the United Way of Southwestern PA. He is a member of the CFA Society Pittsburgh and formerly served in Vice President and Treasurer board positions. He and his wife have a son, Evan, and he enjoys cycling and reading as pastimes.