Our Expert Network for Patient Capital Investors

Funston Advisory Services (FAS) maintains a national bench of seasoned public-fund leaders and specialists across governance, investments, enterprise operations, risk, audit, and compliance.

We assemble expert teams based on the decision context, risk profile, and stakeholder environment of each engagement — assuring clients receive precisely the expertise required, without conflicts or unnecessary layers.

Our model is structured around FAS’s Four Lines of Accountability to the Board, aligning expertise to how institutional investors are actually governed.

Our clients face multidimensional challenges — governance architecture, enterprise risk, operational integrity, investment oversight, fiduciary compliance, and stakeholder accountability.

FAS brings together (Flip Tiles):

  • Former CEOs, CIOs, and senior investment leaders

  • Enterprise (ERM, legal, HR, IT), middle- and back-office executives

  • Chief Audit Executives, legal and compliance leaders

  • Independent governance and risk specialists

Rather than deploying fixed teams, we assemble purpose-built combinations of expertise to match each client’s mandate, complexity, and statutory environment.

Every engagement is led and quality-controlled by FAS leadership.

Depth Where It Matters. Breadth When Needed.

Fiduciary Independence

FAS is intentionally structured to avoid conflicts that can compromise fiduciary advice.

We do not provide:

  • Investment management

  • Brokerage services

  • Actuarial services

  • Custody

  • Implementation outsourcing

Our experts are engaged for their judgment, experience, and independence — not for cross-selling or product delivery.

Institutional credibility depends on objectivity. We protect it rigorously.

THE FOUR LINES OF ACCOUNTABILITY

FAS structures its expertise around the way boards govern and steward long-horizon capital.

This model mirrors real-world governance structures and assures a balanced perspective across operational execution, control functions, assurance, and independent oversight.

Managing Leadership (Governance and Risk Experts)

Frederick (Rick) Funston

Evan Norton

Randell (Randy) Miller (ret.)

Front Office — Executive & Investment Leadership

Susan Lau

Steve Case

Mario Pardo

Bruce H. Cundick

Shar Kassam

Stefan Ranzlov

Middle, Back & Enterprise Functions

Matthew (Matt) Jacobs

Michael Gold

Shankar Subramanian

Steven J. Ross

Abdall Mazhar Shafi

Kelly Kenneally

Khadijeh Kamyab

Our Values

At Funston Advisory Services, our work is guided by four principles that define how we serve institutional investors:

Tell You what you need to hear.

Evidence-based insights, even when they challenge prevailing assumptions.

Fix the problem, not the blame.

Forward-looking solutions that strengthen systems rather than assign fault.

One Size Fits One.

Tailored methodologies aligned to each organization’s mandate, culture, and statutory environment.

No surprises.

Transparent communication and disciplined engagement cadence.

These values reflect our commitment to integrity, clarity, and durable outcomes.