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Ward Harris is McHenry’s founder and general manager. Ward has had management roles at Charles Schwab and Union Bank of California. In thirty years of service, he has led, managed and contributed personally to his team’s work in investment consulting, strategic planning, product development, operations, marketing and business development.
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Rick Tasker came to California after working for the Federal Government in Washington, D.C., but has deep roots in the West. Growing up in Central Washington, he developed an appreciation for the values and people that made our region great. Today, Rick practices his profession as an investment professional serving the needs of clients throughout the U.S., but with a special affection and focus upon the Pacific states. His training in both accounting (including receiving his CPA) and criminal justice give him a special appreciation for due diligence, regulatory compliance and common sense — all elements of a robust investment risk management and asset management program. Rick was the President and founding partner of two former investment advisory firms. He is diligent, tenacious and highly motivated to deliver value for our clients.
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Yvette Clark as worked with Rick for over 13 years and serves as McHenry’s Operations Manager. If you are a McHenry client, Yvette is an important part of “getting it done” — whether as part of an on-going advisory relationship or through a special project, RFP or manager search. Her earlier career was in employee benefits and health plan management and she brings a wealth of skill, experience and patience to our client service relationships.
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Lois Towers is McHenry’s Chief Compliance Officer and Chief Operating Officer. She has a twenty-five year career as a senior compliance officer in firms including Fidelity, Schwab, LPL/Private Ledger and Barclays Global Investors (BGI). As US Compliance Officer at BGI, Lois oversaw the growth of that firm’s lines of business through the development and expansion of institutional products and services such as collective funds for fiduciary investors and exchange-traded funds (ETFs) for institutional and individual use.
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Geoff Eukel is McHenry’s Director of Research. Based in Lafayette, California, Eukel has a special interest in health, human services and retirement issues. A retired employee of Contra Costa County with over thirty years of service, he has been involved in retirement plan issues from both sides of the table.
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