Listen in on this discussion with Larry Coats Jr, President & CEO of Clearview Fiduciary Alliance. We have a long and informative conversation on the investment consulting/OCIO marketplace for nonprofits. We get into the role his firm plays in the hiring of a new OCIO provider while understanding the buying decisions boards and committee members make when determining who they want to work with. Larry has an incredible background in the industry, a strong perspective into what makes a successful nonprofit board and the importance of good governance. 

Larry Coats Jr, President & CEO, Clearview Fiduciary Alliance: [email protected]  JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: [email protected]

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