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Harold Wu
Director, Portfolio Analytics
Shalini Suresh
Research Analyst
Bryant Pierce
Consulting Associate
Justin Wood
Analyst
William Lowe
Analyst
Ling Zhang
Analyst
Brandon Currie
Analyst
Elena Solovyeva
Analyst
Thomas Winkler
Analyst
Matt Brady
Analyst

Harold Wu

Director, Portfolio Analytics

Harold Wu Mr. Wu, Director, Portfolio Analytics, joined the firm in September of 1991. His primary responsibility is overseeing of the firm's performance analysis operations, which include data processing, analysis, and the production of client reports. He is also the liaison for State Street (formerly Deutsche Bank and Bankers Trust Company) for the Independent Consultants Cooperative (I.C.C). In addition, Mr. Wu provides support for the firm's network, computer systems and communications technology. Mr. Wu graduated with a Bachelor of Arts degree in Business Finance from Seattle University.