(TM)

Prior experience includes: 

  • Managing Director for ING Clarion Partners.  Also President of Clarion Partners Property Trust and Head of the Lion Diversified Real Estate Fund.  Responsible for management of sales through ING Investment Management.
  • Managing Director, BlackRock.  Head of Defined Contribution Business.
  • President and Chief Executive Officer, Overture Asset Managers (OAM Avatar).
  • President, Retirement and Intermediary Services for NVest /NATIXIS (former MetLife Affiliate).  Managing Director of National Sales, Retirement Markets.
  • Managing Director/General Manager National Sales, Retirement Markets for Aetna Life/Aetna Capital Management

Mr. DuMond earned a B.S. and M.B.A. from the University of Connecticut.

David B. Keto, Managing Principal

David.Keto@WashingtonCircleAdvisors.com

Douglas DuMond

Doug.DuMond@WashingtonCircleAdvisors.com


Barry Faulkner

Barry.Faulkner@WashingtonCircleAdvisors.com

Prior experience includes: 

  • Senior Vice President for NewTower Trust Company, bank trustee and ERISA fiduciary for the Multi-Employer Property Trust, a $5.5 billion, fair-labor commercial real estate fund (ranked first in its peer group in the 2014 Global Real Estate Sustainability Benchmark survey).  Led new business initiatives and reporting/analysis group.
  • Consulting Associate for the Booz Allen Hamilton. Led delivery of consulting services, oversaw business development and client relationships.
  • Vice President for SiteStuff, Inc., a commercial real estate e-Marketplace for products and services that raised $50 M from CBRE, JLL, Trammell Crow and Insignia.
  • Consulting Manager for Ernst & Young,

Mr. Faulkner earned a B.A. from Bowdoin College and an M.B.A. from Dartmouth College, Tuck School of Business.

Prior experience includes:

  • Chief Operating Officer for NewTower Trust Company, bank trustee and ERISA fiduciary for the Multi-Employer Property Trust, a $5 billion sustainable, fair-labor commercial real estate fund (ranked first in its peer group in the 2014 Global Real Estate Sustainability Benchmark survey).

  • Chief Operating Officer for the AFL-CIO Investment Trust Corporation, a financial services company supporting the AFL-CIO Building Investment Trust, a multi-billion-dollar, fair labor commercial real estate fund.

  • General Counsel and Chief of Staff for the AFL-CIO Housing Investment Trust, a multi-billion-dollar mutual fund providing debt capital for affordable and workforce housing.

Mr. Keto has had a thirty-year career in investments, economic development, and real estate.  He earned a A.B. from Princeton University and J.D. from Yale Law School.

Aligning Investment Choices with Life Choices

 

Washington Circle Advisors was launched to help expand the investment choices available to retirement investors.  The WCA team brings together expertise in fund development, management, and analytics and in sustainable and fair labor investment strategies.

The Opportunity


A large and growing number of people are making choices in their everyday lives to promote a fairer, more just and more sustainable world.  They make these choices in their work, through their unions, in their charitable and religious activities, through their politics, in what they buy, in how they raise their children.  We believe that they should be able to make these choices in their retirement investments as well.


There doesn’t need to be a trade-off between investor values and retirement security for well designed and well managed investment products.  Study after study has shown that responsible investing is consistent with competitive investment performance.


Why This Matters


An individual saving for retirement may think that his or her investment choices will have little broader impact.  However, people interested in responsible investing constitute a one of the fastest growing segments of the investor universe.  As a group, they have the potential to be a powerful force for positive change – if they have available to them retirement investment choices that are both financially prudent and that reflect their values. 


Washington Circle Advisors works with institutions to develop practical investment vehicles that address this rapidly growing market, allowing people to align their investment choices with the choices they make in the rest of their lives.

About WCA

Washington Circle Advisors Leadership Team