Prior to joining Clearbrook, Fred was the Chief Compliance Officer and one of the three Officers of Madison Portfolio Consultants, Inc., where he was primarily responsible for the delivery of investment consulting services to their institutional clients. He has a great deal of experience in the development of investment strategies as well as investment vehicles. Prior to Madison, Fred worked at Merrill, Lynch, Pierce, Fenner & Smith Inc. in the Investment Consulting Division, and then continued at SEI Funds Evaluation, Inc. (after Merrill Lynch sold the consulting division to SEI in 1985); and Prudential-Bache Securities as the Director of the Investment Consulting & Research Unit of the Client Advisory Service Group at Prudential Securities Inc. Fred received his B.S. and M.B.A. in Finance from St. John’s University. He currently serves on the Board of Directors of the Investment Management Consultants Associate (“IMCA”) NY Chapter. He served on the Board of Directors of IMCA from 1995 to 2004, was Vice President (1997-1998), Chairman of its Performance Standards Implementation Committee (1991-1999), Chairman of the Certification Committee (1997 – 2003; 2010 - present) and co-chair of the Hedge Fund Task Force (2002-2005). Fred also serves as the Chairman of the Board of Directors of the Unitas Investment Fund, Inc. of the Roman Catholic Diocese of Rockville Centre, NY. Fred was awarded The Pioneer Award by the Money Management Institute in April 2001 in recognition of his leadership in the investment service industry. He is a Certified Investment Management Analyst and a member of the International Foundation of Employee Benefits.