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Consulting Services
Professionals | Associates | Consulting Services
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Robert J. Suttman II, CFA
Rob is the President and a Principal in the firm with more than 26 years of investment experience. Rob is responsible for client service and marketing. He is also a Senior Institutional Portfolio Manager and a member of the Investment Policy Committee. Rob holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. Rob was a Vice President and Director of Consulting Services at Dean Investment Associates. He served there from 1983 to 1993. He received a B.B.A. in finance from the University of Notre Dame, South Bend, Indiana.
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William E. Hazel
Bill is a Senior Vice President and a Principal in the firm with more than 15 years of investment experience. He is responsible for marketing and servicing institutional accounts. He is a Senior Institutional Portfolio Manager and a member of the Investment Policy Committee. Bill was a Vice President at James Capital Alliance from 1994 to 1997. He holds a degree in management from Capital University, Columbus, Ohio.
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Scott E. Lundy
Scott joined the firm in 2003 as a Vice President of Consulting Services and is a Principal in the firm with more than 8 years of industry experience. He is a Relationship Manager responsible for developing and servicing individual and institutional clients on a national level. Scott is a member of the Investment Policy Committee and has research and compliance responsibilities. He earned a B.S. in accounting from Florida Gulf Coast University, Fort Myers, Florida. Scott obtained his Certified Financial Planner™ certification in 2004. Prior to joining EBS, Scott was a Financial Consultant with an investment firm in Florida.
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Timothy A. Pazyniak
Tim joined the firm in 2003 and is a Vice President of Consulting Services. He brings more than 18 years of experience in the Financial Services sector, including various sales, marketing, and executive positions for Standard & Poor's, a division of The McGraw Hill Companies. At EBS, Tim is responsible for developing and servicing individual and institutional clients. Tim received a B.A. from John Carroll University, Cleveland, Ohio, and an M.B.A. from Cleveland State University, Cleveland, Ohio.
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Guy R. Henshaw
Guy is a Vice President of Consulting Services in the firm with more than 35 years of investment experience. He served as manager of the Investment Department of Security National Bank, manager of the Domestic Asset/Liability Management Group of the Bank of America, founder and president of CivicBanCorp, and Director/ Chair of the Audit Committee and Financial Expert of Fair Isaac Corporation. He is currently a member of the investment committee of Ripon College, The Church Divinity School of the Pacific, John Muir Health, and Fair Isaac Corporation. Guy received a B.A. in Economics from Ripon College, Ripon, Wisconsin and a M.B.A. from The Wharton School of the University of Pennsylvania, Philadelphia, Pennsylvania.
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David K. Ray
David joined EBS in 2003 as the Chief Operating Officer. He brings more than 17 years of corporate management experience to the firm and is responsible for the day-to-day business operations. David served in a number of financial capacities at The Berry Company and as Chief Financial Officer of the AcuSport Corporation. He earned a B.S. in accounting from Wright State University, Dayton, Ohio, and his M.B.A. from the University of Dayton, Dayton, Ohio.
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