Jeff D. Lockhart

Bentz, Whaley, Flessner & Associates, Inc. provides strategic fundraising counsel to transform philanthropy. It offers collaborative advice and specialized expert fundraising counsel and services to colleges, universities, arts and culture organizations, hospitals, environmental groups, and academic medical centers. The company is headquartered in Minneapolis, MN.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.