Our Investment Committee

Working with You to Construct Your Investment Program

Our Investment Committee, with deep backgrounds in investment management, guides our investment strategies and the development of client portfolios. The Investment Committee oversees the work of the Research Department, which has extensive resources in capital markets and investment manager research at its disposal. As part of their due diligence, members of the investment committee conduct dozens of meetings each year with current and potential managers both at our offices and on-site, using their expertise to always seek the best investment solutions for our clients. 

John Bussel

John Bussel, Principal, co-Chief Investment Officer, Regional Director. John has over 20 years of experience in the industry. He serves as chair of our Investment Committee. John is a regular member of the CFA Institute and CFA Miami, and serves on the investment committees at the Miami Jewish Federation, Barry, and Loomis. John holds a Bachelor of Arts degree in History and Spanish from Duke University and a Series 65 license. Read John’s Full Bio.

Rafia Hasan

Rafia Hasan, co-Chief Investment Officer, Financial Advisor. Drawing on her experience in both the advisory and investment sides of the industry, Rafia brings a unique perspective and valuable expertise to the committee, particularly in the areas of alternative investments and investment communications. She holds a Master of Business Administration (M.B.A.) from the McCombs School of Business at The University of Texas – Austin, as well as a Bachelor of Arts (B.A.) in Economics and Mathematics from Wellesley College. Rafia is a holder of the right to use the Chartered Financial Analyst designation. Read Rafia's Full Bio.

Martha Post

Martha Post, CFA, Principal, Chief Operating Officer. Martha has over 20 years of experience in the investment industry. She has earned the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of San Francisco. She holds a B.A. in History from Dartmouth College. Read Martha’s Full Bio.

Roger Hewins

Roger Hewins, Founder and President of Hewins Financial Advisors. Roger has 30 years of experience in financial and investment management. He holds a B.S. in Psychology from Fordham University and an M.B.A. from Harvard University. Read Roger’s Full Bio.