Investment Consulting Group

Chris Grogan, CFA, serves as Director of Investment Consulting for Eventide, Portfolio Manager for Eventide’s Fixed-Income Strategies, and Co-Portfolio Manager for Eventide’s US Equity Market Strategy.

Mr. Grogan has over 10 years of investment experience. Prior to joining Eventide in 2019, Mr. Grogan was an Associate Portfolio Manager with Boston Advisors, LLC. In this role, he was tasked with conducting asset allocation strategy, equity portfolio management, fixed income portfolio management, open architecture due diligence, and building custom portfolio solutions using both internal and third-party strategies. Before that, he was a Financial Planning Analyst with Raymond James.

Mr. Grogan has a dual B.A. in Economics and Finance from Gordon College. He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and CFA Institute.

Fred Ge, CFA serves as a Senior Portfolio Consultant for Eventide. As a member of the Investment Consulting Group, he helps advisors design portfolio solutions around values criteria and relevant risk and return objectives.

Prior to joining Eventide in 2018, Mr. Ge was the co-founder of a Boston-based educational startup and served briefly as a higher education consultant. Prior to that, he was a research analyst for MetLife Investments’ private equity finance unit.

Mr. Ge holds a M.S. in Education from Harvard University, as well as a B.S. in Finance from Carnegie Mellon University. He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and CFA Institute.

Rob Carney serves as Senior Manager, Institutional Services at Eventide. He is responsible for all aspects of Institutional Services including DDQ/RFP submissions, client onboarding, and client service. Additionally, Mr. Carney helps Institutional Clients and Financial Advisors design portfolio illustrations around values criteria and risk and return objectives.

Prior to joining Eventide in 2021, Mr. Carney spent a summer at Ford Motor Company’s Treasury group, where he identified benchmark and investment guideline improvements to reduce risk in Ford’s fixed-income portfolio for two of its largest pension plans in Canada. Prior to that, Mr. Carney worked in fund administration, managing regulatory filings at State Street Bank in Boston, Massachusetts.

Mr. Carney holds an MBA from Cornell University’s SC Johnson Graduate School of Management, where he focused on investment research and asset management. He also holds a B.A. in History and a B.B.A. in Finance from the University of Massachusetts Amherst.