People Our greatest asset is our people. On average, our investment professionals have more than 25 years of diverse industry experience bringing their experience and intellectual capital to every client relationship. Image Frederick W. Weiss III Managing Member / Co-Founder View Bio × Frederick W. Weiss III Managing Member / Co-Founder Fred is the Co-founder,a Managing Member, a Consultant and , the Chief Compliance Officer and one of the Co-Founders of MPC Capital Advisors, LLC. In addition to his client service and management responsibilities, Fred oversees the investment team and is primarily responsible for the development and delivery of investment services and solutions to MPC’s clients. Fred provides MPC’s clients with more than three decades of experience working with institutional plan sponsors. Throughout his career, he has specialized in working with tax-exempt, committee driven entities in the non-for-profit and retirement arena. In addition to his work with plan sponsors, Fred has overseen asset allocation and manager research, liability based analytics, the creation of performance measurement & attribution systems and the CIO of an development of an OCIO platform, as the CIO and co-founder of a joint venture known as Clearbrook Investment Solutions. Fred began his career in investment consulting at Merrill, Lynch, Pierce, Fenner & Smith Inc. working in the Investment Consulting Division, and then continued at SEI Funds Evaluation, Inc. after they acquired Merrill's consulting division in 1985. Fred joined Prudential-Bache Securities in 1986 taking the role as Director of the Investment Consulting & Research Unit of the Client Advisory Service Group. Fred joined MPC, then known as Madison Portfolio Consulting Inc., in 1995 as an officer and consultant. Fred has served as the Chairman of the Board of Directors of the Unitas Investment Fund, Inc. of the Roman Catholic Diocese of Rockville Centre, NY as well as a member of the Diocese’s investment committee since 2001. Fred has been active in the Investment Consulting industry, serving on the Board of Directors of the Investments & Wealth Institute (formerly known as IMCA) from 1995 to 2004. In working with W&MI Fred served as Vice President of Board (1997-1998), Chairman of its Performance Standards Implementation Committee (1991-1999), Chairman of the Certification Committee (1997–2003), board member of the Certification Commission (2009–2015; Chairman 2010-2012), co-chaired the Hedge Fund Task Force (2002-2005) and served on the Board of Directors of the IMCA NY Chapter (2011 to 2019). 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. Fred received his BS and MBA in Finance from St. John’s University, graduating with honors. Image Halvard Kvaale Director View Bio × Halvard Kvaale Director In the role as a Director of the firm, Halvard Kvaale is an integral part of MPC, participating as a senior member of the management, operating and investment teams. Additionally, Halvard has a leadership role on the firm’s efforts on product development, the acquisition of new business (from either new or existing business lines), providing investment consulting services to clients as well as participating in the firm’s investment research and advice activities. Halvard Kvaale most recently served as Portfolio Manager and Head of Manager Research and Selection for the Multi-Asset Strategies and Solutions Group at Voya Investment Management from 2012-2022. In this role he was responsible for manager selection and portfolio construction for the $36 billion multi-asset business and was a member of the Investment Committee. Additionally, reporting to the Voya Mutual Fund Board, he acted as investment advisor overseeing the sub-advisors, overseeing $90B of assets. Between 2017-2019 he also oversaw the Voya General Account alternative investment allocation, sourcing private partnerships and hedge funds. Prior to joining Voya in 2012, Halvard was Managing Director and Head of the Morgan Stanley Smith Barney Consulting Group’s Portfolio Advisory Services Group. At Morgan Stanley he was responsible for managing discretionary SMA, mutual fund and ETF model programs and OCIO assets overseeing more than $26 billion in client assets. Upon joining Morgan Stanley in 2006, he served as the Head of Global Advisor Research in the Consulting Services Group overseeing the research and due diligence of third-party investment managers and mutual funds globally. From 2001 - 2006 he served as Managing Director and Head of Global Manager Research and Fee-based Advisory Solutions at Deutsche Bank (and DB Alex Brown). Previously, at Prudential Investments he managed the third-party consulting programs, ran the investment management analysis unit and the Senior Consulting Group. Between 1987 -1990 he was an assistant treasurer for the Norwegian export credit bank, Eksportfinans in Oslo, Norway. Halvard graduated San Francisco State University, Graduate School of Business with a Master of Science (MS) in 1991, and the Norwegian School of Management, Oslo, Norway, with a Master of General Business (Siviløkonom) in 1987 Image Joe Valdez Research Analyst View Bio × Joe Valdez Research Analyst Joe is a Research Analyst for MPC Capital Advisors, LLC working in manager research and portfolio analysis and provides consulting services to the firm’s clients. Prior to joining MPC in Feb 2014, Joe was a Senior Analyst at Clearbrook. Joe joined our predecessor organization, Madison Portfolio Consultants, in 2003 and has remained with the group through the transition to Clearbrook Investment Solutions (2012) and consolidation into MPC Capital Advisors (2014) and is responsible for client reporting, manager research, and database management. He had also worked at UBS as a Financial Advisor and at Morgan Stanley where he developed financial plans for clients, wrote proposals, and actively managed client assets. Joe received his BBA in Finance from Baruch College and is a Level I candidate in the CFA program. Image Judy McLean Senior Analyst View Bio × Judy McLean Senior Analyst Judy is a Senior Analyst for MPC Capital Advisors, LLC providing portfolio investment analysis for both client reporting and manager research as well as providing support to the firm’s clients. Judy joined our predecessor organization, Madison Portfolio Consultants, in 2000 and has remained with the group through the transition to Clearbrook Investment Solutions (2012) and consolidation into MPC Capital Advisors (2014). Prior to Madison, Judy worked at Prudential Financial (1983–2000) as a supervisor of performance measurement services where she oversaw the delivery of client performance evaluation reports, discrepancy research and managing a team of performance measurement analysts. Judy holds a degree in Business Administration from Iona College. Image Cara Campenni Senior Analyst View Bio × Cara Campenni Senior Analyst Cara is a Senior Analyst for MPC Capital Advisors, LLC providing portfolio investment analysis for both client reporting and manager research as well as providing support to the firm’s clients. Cara joined our predecessor organization, Madison Portfolio Consultants, in 2007 and has remained with the group through the transition to Clearbrook Investment Solutions (2012) and consolidation into MPC Capital Advisors (2014). Cara attended Simmons College in Boston, where she majored in Philosophy and History. Image Michael Weiss Operations & Technology Manager View Bio × Michael Weiss Operations & Technology Manager Michael is the Technology & Operations Manager for MPC Capital Advisors, LLC, providing support to core business functions as well as leveraging technology to enhance client support and business development. Prior to joining MPC in 2018, Mike worked as a Senior Business Analyst and Product Expert at IntegriDATA Business & Technology Solutions from 2014 to 2018 where his main role was focused on the business design and implementation of proprietary back office software, developed specifically for Alternative Asset Managers. Prior to IntegriDATA, Mike was an implementation specialist and upgrade consultant for Infor. He received a B.S in Finance from the Alfred Lerner College of Business & Economics at University of Delaware.