Outsourced Chief Investment Officer (OCIO)

Tom Cassara is a Managing Director in River and Mercantile’s New York office and Head of the US business. In his role he consults with institutional clients across the investment and actuarial spectrum. This includes defined benefit, defined contribution, not for profit and retiree medical. Tom works with clients to bring his 30 years of experience across a wide range of institutional organizations to provide custom solutions. Prior to joining River and Mercantile, Tom was a Senior Partner with Mercer leading their US East Wealth business in addition to providing strategic investment and actuarial advice to clients. He has consulted to organizations with less than $100M in assets to greater than $5B in assets. Included in his experience is working with corporate, not for profit, church, healthcare and endowments and foundations. He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a CFA charterholder and has a Series 3 license. Tom has a Bachelor of Science degree from Wake Forest University.

Philip Gorgone is a Managing Director & Senior Investment Consultant in River and Mercantile’s Boston office. Phil is responsible for managing the US Investment Team, which includes design, management, implementation, and governance of client portfolios. He also chairs the U.S. Investment Committee and is a voting member of the Fiduciary Management and Insurance Investment Committees. Prior to joining River and Mercantile in 2006, Phil spent 7 years with John Hancock as a member of the Global Investment Strategy Team, which was responsible for the portfolio management, manager selection and oversight for Hancock’s General Account, 401K, and Pension portfolios. Prior to Hancock, Phil worked as a Portfolio Manager/Director of Research with Durkee Capital Advisors and as a Research Analyst with Magna Venture Partners. He holds the Chartered Financial Analyst designation, is a Commodity Trading Advisor, and holds a Series 3 license. Phil has a B.B.A. (Honors) in Finance from the University of Massachusetts in Amherst and has an M.S. in Finance from Suffolk University (1st in his class).

Ryan McGlothlin is a Managing Director in River and Mercantile’s Boston office. He is the portfolio manager for the firm’s Active Structured Equity strategies and is on the Macro investment team. He works with all types of institutional investors on customized investment and risk management strategies. Ryan joined River and Mercantile in 2007 to found its US business. He holds an M.B.A. from the University of Chicago Booth School of Business and a B.A. (Honors) from the University of Texas at Austin

Justyna is a Director and Investment Consultant with River and Mercantile’s Boston office. Justyna has 10 years of institutional financial services experience working with both pure consulting as well as full fiduciary management clients. She is responsible for the implementation, design and governance of several defined benefit and defined contribution retirement plans. In addition, she is responsible for the development of the investment governance framework of the River and Mercantile’s Investment Team. She is a member of the US Investment Committee and several research teams. Prior to joining River and Mercantile she worked for Citizens Bank, where she served in a client relations and sales capacity. Justyna holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston. She has a B.A. in Economics and M.S. in Finance from Clark University.