Building Better Portfolios
The Systematic Investment Committee
The Systematic Investment Committee is the primary authority charged with developing and setting investment policies for Focus Partners Advisor Solutions. The Systematic Investment Committee determines, approves, reviews, and documents all investment policies that pertain to systematic model portfolios to meet both the current and future needs of our clients and deliver a better wealth experience to investors and their advisors. Policy decisions made by the Systematic Investment Committee are driven by the findings of academic and practitioner financial market research and not by personal opinions of committee members. Focus Partners Advisor Solutions and Cambridge are not affiliated.
Kevin Grogan, CFA, CFP®
Chief Investment Officer - Systematic Strategies
Kevin analyzes the latest research in investment and finance to draw practical applications and apply findings to help clients improve the structure of their portfolios and achieve their goals. He has co-authored three books about investing. He holds an MBA from Saint Louis University and a bachelor’s degree in finance from Missouri State University in Springfield. Kevin also holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNERTM certification.
Sheldon P. McFarland
Vice President, Portfolio Strategy & Research, Loring Ward
Sheldon McFarland serves as Vice President of Portfolio Strategy & Research at Loring Ward. His responsibilities include management of the Portfolio Strategy Group, oversight of the Investment Planning Center and development of tools to support Advisors. McFarland earned his MBA from Santa Clara University and a Bachelor of Science in Business Management from Brigham Young University.
Brian Haywood, CIMA®
Investment Strategy, Advisor
Brian works closely with clients and advisors to help them understand and implement evidence-driven investment solutions. He holds a bachelor’s degree from Saint Louis University and is a CIMA® professional.
Johnathan Scheid, CFA, AIF®
President, Focus Partners Advisor Solutions
As President of Focus Partners Strategic Partners, Jonathan focuses on forward-looking strategies, vision and growth for our Turnkey Asset Management Platform (TAMP) business. He holds a bachelor’s degree in commerce, with an emphasis in finance, and a minor in computer engineering from Santa Clara University. Jonathan also holds the Chartered Financial Analyst® and Accredited Investment Fiduciary® designations.
Blerina Hysi
Director, Fixed Income
As Director of Fixed Income, Blerina works with Focus Partners fixed income and advisory teams to help construct and maintain customized client bond portfolios, all with an eye toward finding the best way to implement the client’s comprehensive financial plan. Her duties include fixed income analysis, bond trading, and building tailored, client-focused portfolio solutions. Blerina holds a bachelor’s degree in finance from the University of Missouri-St. Louis.
Doug Buchan, CFP®
Wealth Advisor
As a Wealth Advisor, Doug seeks to help clients make smart choices with their money so they can live the life that is most important to them. He holds a bachelor’s degree in finance from the University of Richmond. Doug also holds the CERTIFIED FINANCIAL PLANNERTM certification.
Michael Clayman, CFP®, ChSNC®
SENIOR WEALTH ADVISOR
Mike works with families to gain a clear and deep understanding of their unique goals, needs, and concerns. He then collaborates with families to create a comprehensive financial plan tailored to their individual circumstances. Mike holds a bachelor’s degree in business from Purdue University and CERTIFIED FINANCIAL PLANNERTM certification. Mike also serves clients who have a loved one with a disability or special need, and is a Chartered Special Needs Consultant®.
Carl Nadwodny, CFA, CFP®
Wealth Advisor
As a Wealth Advisor, Carl enjoys helping clients with objective decisionmaking and his experience includes implementing an investment discipline combining behavioral finance and asset- liability management. Prior to joining Focus Partners in 2023, Carl was the Chief Investment Officer for Convergent Financial Strategies, which merged with Focus Partners the same year. He holds an MBA in finance from Drexel University and a bachelor’s in finance from Villanova University. Carl also holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNERTM certification.