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Gary Jbara, CIMA

Gary W. Jbara, CIMA, Executive Director, Financial Advisor and Senior Institutional Consultant, has worked in the investment and financial consulting industry since 1985. Gary serves as a lead consultant and oversees strategic portfolio construction, asset allocation strategy, investment policy development, market research and day-to-day investment management responsibilities for client portfolios.

As Senior Institutional Consultants, Gary provides comprehensive resources for institutional investors through Consulting Group. These services include asset/liability studies, investment policy statement development, spending policy analysis, investment manager research and donor advised fund administration. In addition to asset management, Gary conducts committee and board member educational workshops and provide assistance with donor recruitment and education.

Gary earned the IMCA Certified Investment Management AnalystSM (C.I.M.A.) designation from Wharton School of Business, University of Pennsylvania. He is a member of Investment Management Consultants Association (IMCA) and a member of the Association of Professional Investment Consultants (APIC.) Gary received a Bachelor of Science degree in Mathematics and Business from the University of Notre Dame and an MBA from the University of Michigan.