Speakers

Jon Bean

Board President at Compass Catholic Ministries

Jon and his wife Evelyn co-founded Compass Catholic Ministries in 2010 and serve the ministry as volunteers. They have been teaching biblical financial principles for the past 32 years. They live in Winter Springs, FL and have attended St. Stephen Catholic Community since 1986. Jon and Evelyn are Commissioned Lay Ecclesial Ministers of the Diocese of Orlando. They both graduated from college with teaching degrees, then had successful careers with Fortune 500 companies. They are now retired and have the opportunity to enjoy serving God as full-time volunteers in Compass Catholic Ministries.

Fred Berretta

Fred Berretta has an extensive career in the investment and financial services industry. He began his career in institutional trust and securities operations, moving on to help launch the mutual fund division of NationsBank in the early 90s. He worked in several leadership capacities.

Walter Coughlin

Executive Vice President at Coughlin and Company

Walt Coughlin, Executive Vice President, joined Coughlin & Company in 1990 after working for nearly four years in the Investment Banking Group of Salomon Brothers, Inc. in New York and Los Angeles. Mr. Coughlin’s two primary areas of expertise are financing for Catholic entities and affordable housing development and financing. For Catholic institutions, Mr. Coughlin has financed parishes, diocesan facilities, housing developments and schools, as well as completing many financings to benefit various religious orders. Mr. Coughlin graduated from Stanford University with a degree in economics in 1984 and from the Kellogg Graduate School of Management at Northwestern University with a Masters in Management degree in 1986. Coughlin & Co. is a third generation, family-owned business founded in 1932. The firm is the 19th oldest investment banking firm in the country with clients in virtually every state.

Mark Henry, JD, CPA

President at East Texas Catholic Foundation

Mark Henry is an Attorney and CPA and has providing philanthropic planning services to the Catholic community for over 20 years. He has served in senior staff positions for Catholic charitable organizations and currently is the President of the East Texas Catholic Foundation. Mark is the author of a number of books on stewardship based estate planning including Finish Faithful, How To Create A Lasting Christian Legacy For Your Family and co-author of various church stewardship manuals and publications. He has given over 200 talks on Catholic values based legal, financial and philanthropic matters at national conferences, colleges, churches and other venues. He has also appeared on numerous national and regional Catholic television and radio programs as a guest speaker on various stewardship based topics.

Nathan Hoelscher

Director of Research at IWP Capital, LLC

Nathan Hoelscher currently serves as Director of Research for IWP Capital, LLC where he engages with institutional asset managers to help them integrate responsible investing into their portfolios. Throughout his 4 years of experience in the industry, Nathan has gained extensive knowledge on a host of issues that play a role in the data collection and socially responsible investing. While managing a research team whose efforts actively impact over $4.5 billion in client assets, Nathan has produced multiple white papers and case studies on topics ranging from accounting practices to medical ethics. Nathan holds a BBA in Finance from the University of Texas - Arlington. He is also currently working towards an MBA in Investment Finance from Texas Christian University.

Brian Kallback

Program Director for Loras College's CFP® Board at Loras College

Brian J. Kallback, M.A. M.S. CFP® CLU® QPA CTFA serves as the Program Director for Loras’ CFP Board Registered Minor in Financial Planning & Wealth Management. He teaches the CFP® coursework, personal finance, finance, and general education courses within the Francis J. Noonan School of Business. He also serves as the faculty sponsor for Loras’ FPA Student Chapter. Brian has been a first-round judge for the FPA/CFP®/Ameriprise Financial Planning Challenge and acts as mentor within the CFP Board’s Mentoring Program. He is on Editorial Advisory Board for the Journal of Financial Planning and Plan Consultant. Prior to his time in academia, he worked in personal wealth management and qualified plan record keeping. Brian has been published in Plan Consultant, bizTimes, 401(k)Specialist.com, and WalletHub.com. He is the owner of Vine & Fig Tree Wealth Planning, LLC, an employee education consulting firm. More information can be found at www.vineandfigwealth.com.

Thomas McKenna

Founder & President at Catholic Action

Thomas McKenna has been involved in Catholic evangelization his entire life. He is the Founder and President of Catholic Action for Faith and Family and St. Gianna Physicians Guild. He also serves as the Executive Director of the Confraternity of Catholic Clergy. The apparitions of Our Lady of Fatima and the prophetic message Our Lady delivered have inspired Thomas throughout his life. He has collaborated with some of the most renowned Fatima experts. Over the past thirty-five years Thomas has been privileged to accompany the famous International Pilgrim Virgin statue of Our Lady of Fatima as a “special custodian” in many of Her travels to various parts of the world in Her mission of evangelizing souls. Thomas is the author of a book on Fatima and the history of the International Pilgrim Virgin Statue titled: The Fatima Century: How the Pilgrim Virgin is Changing Our Generation. The book shares some of the “marvels of grace” from seventy years of Our Lady’s pilgrimages throughout the world proclaiming a message of hope. Thomas is also the author of St. Gianna Beretta Molla: A Modern Day Hero of Divine Love. He lectures nationally and internationally and has published articles in a variety of Catholic journals in the United States and abroad. Thomas has worked closely with Cardinal Raymond Burke for over 20 years, runs his social media outreach and oversees the publication and distribution of the cardinal’s books throughout the world. Thomas lives in San Diego with his wife Bridgette.

Craig Morton

Vice President at Wilshire Consulting

Craig Morton is a Vice President with Wilshire Associates and a member of Wilshire Consulting. He provides consulting services to corporate and public pension funds, endowments, foundations, healthcare organizations, and defined contribution plans. He is also a member of Wilshire Consulting's Diverse-Owned Manager Asset Class Committee. Mr. Morton joined Wilshire in 2017 and brings seven years of investment experience related to manager research, selection, and portfolio construction. Before joining Wilshire, Mr. Morton worked at Arthur J. Gallagher & Co.-Institutional Investment & Fiduciary Services. Before that, he was part of Lincoln Financial Group's Professional Development Program. Mr. Morton received an Honors BS in finance and economics from the University of Delaware. He also holds a Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Pittsburgh.

Dan Mulvey

Managing Director at Trinity Fiduciary Partners, LLC

Dan is a fixed income portfolio manager and has over 25 years of experience in the asset management industry. He joined Trinity Fiduciary Partners, LLC in August 2016. Dan has served as a portfolio manager for Epiphany FFV Strategic Income Fund. He was a vice president for investment capability management at Fidelity Investments from 2011 to 2016. Prior to that he has served as chief operating officer of Camden Asset Management, chief investment officer at ASB Capital Management and as portfolio manager at Bank of America Capital Management and at JP Morgan Investment Management. Dan graduated from the University of Illinois with a B.A. in Economics and Mathematics. He earned an M.B.A. from Fordham University. Dan has three children and has been a volunteer faith formation teacher. He has a passion for golf and loves cooking and good food.

Bill Quinn

William F. Quinn is the retired Executive Chairman of American Beacon Advisors, a $60 billion asset management and mutual fund company he founded in 1986. The firm manages pension and cash assets for American Airlines and other clients. He served as Executive Chairman from 2009 to 2015, as President and CEO from 1986 to 2009, and a Trustee of the American Beacon Funds from 1986 to 2008. Mr. Quinn joined American Airlines in 1974 as VP & Controller of Sky Chefs, and he served as Assistant Treasurer of American Airlines from 1979 to 1986. Prior to joining American Airlines, Mr. Quinn worked for Arthur Young & Company in New York. He received a B.S. Degree in Accounting from Fordham University in 1969 and is a New York Certified Public Accountant. Mr. Quinn serves as the Independent Trustee for the $26 billion National Railroad Retirement Investment Trust, as a Director of CSW Industrial Inc., and was appointed Chairman of the Dallas Police and Fire Pension System in September 2017. Previously, he served as Chairman of the Committee for the Investment of Employee Benefit Assets (CIEBA), a nationally recognized organization of large corporate pension funds, and on the New York Stock Exchange Pension Manager Advisory Committee. In 2004, he was Chairman of a special Mayoral commission to study and recommend improvements for the Dallas Employees Retirement Fund. He has served as a Director of three public companies - Hicks Acquisition I and II and Crescent Real Estate Equities, Inc. He also served as a Director of the $5 billion American Airlines Federal Credit Union from 1979 to 2014, including 15 years as Chairman of the Board. Mr. Quinn devotes much of his spare time serving on the Finance and Investment Committees of the Catholic Diocese of Fort Worth, Catholic Charities of Fort Worth, and Southern Methodist University Endowment Fund. He previously served as Chairman of the United Way of Tarrant County, President of the Fort Worth Chapter of Legatus and on the Board of Holy Cross H.S. in Flushing, New York. Mr. Quinn married his wife, Doreen in 1970. They have four grown children and 15 grandchildren all living in the Dallas area.

Sam Saladino, CFP

Managing Director at IWP Capital

am has over 20 years of investment management experience and is focused on socially responsible investing. He is the CEO of Trinity Fiduciary Partners, LLC. Prior to forming Trinity in 2005, Sam was a financial adviser with Ameriprise Financial Planning from 1995 to 2004. His goal of merging values with investment analysis led to the creation of the FFV Scorecard ®, which is a screening tool used by the Epiphany FFV Funds and other institutional clients. Sam holds a B.B.A. from Baylor University. He serves as Portfolio Manager for the Epiphany FFV Fund and Epiphany FFV Strategic Income Fund. Sam and his wife Cara have three children. Sam has been a leader with Boy Scouts and Cub Scouts for over five years and volunteers with the hospitality ministry at St. Maria Goretti Catholic Church. Sam is a native Texan and loves hunting and fishing. He always seems to radiate energy and has a self-deprecating sense of humor.

Angel Oak Speaker

Portfolio Manager at Angel Oak Funds

Chris Stark

Knights of Columbus

Chris Stark is the General Agent of the Fort Worth Agency covering Fort Worth, Dallas, Wichita Falls, Waco, Denton and other surrounding areas. A 4th degree Knights of Columbus member, Chris has an interesting story! His talented & supportive wife, Kelly, and their beautiful children: 5 year old, Alison, and 1 month old, Ryan, currently reside in North Fort Worth where they are highly active throughout the Fort Worth Diocese. Chris can be seen at most recruiting events to assist with council growth, and his wife Kelly volunteers as a financial adviser at St. John's while managing a full-time career in Marketing and Photography. Chris' main goal is to create a strong partnership between the insurance agency, the councils and the members while strengthening the mission of Father McGivney's promise to protect Catholic women and children. This is something Chris is extremely passionate about! The agency has recently partnered Nolan Catholic High School as their sponsor, and the team is extremely excited about the growth and partnership with the best high school in Fort Worth! The Knights of Columbus has given Chris' family enumerable blessings from traveling the globe to places like Spain, Portugal, Hawaii, Ireland and several more countries, a financial security for his family and a career that rises to his purpose within his Catholic faith.

Martha Strebinger, CFA

Investment Strategist at Parametric Portfolio Associates

Ms. Strebinger is responsible for assisting in the continued evolution of Parametric’s Responsible Investing and Custom Core strategies. Prior to joining Parametric in 2016, Martha worked at Truepoint Wealth Counsel in Cincinnati, Ohio as an Investment Specialist. Prior to Truepoint, she worked in Boston at Wellington Management Company and Grantham, Mayo, and Van Otterloo (GMO). She earned a B.S. in Human Biology, Health & Society from Cornell University. She is a CFA® charterholder.