Clifford Dunteman

Principal and Vice President Investment Consulting Services, Francis Investment Counsel LLC

Cliff serves the Firm as investment consultant, joined the Firm as a partner in 2008, and has been in the financial services industry since 1991. In this role at the Firm, Cliff advises plan sponsors and their committees on capital markets trends, investment policy statement, retirement plan design and governance practices, investment manager searches, investment performance monitoring, and other ERISA compliance issues. Previously he was a Vice President at a national mutual fund company where he provided consulting services to professionals in the financial services industry serving both corporations and individual investors. Advice included 401(k) plan design, development of investment policy statements, and creation of model portfolios using modern portfolio theory. Cliff holds the Chartered Financial Analyst (CFA) designation and earned a B.A. in Business Administration with a concentration in Finance from Illinois Wesleyan University.