The Dobbs Group - Morgan Stanley Team - INDIANAPOLIS, IN
Morgan Stanley Smith Barney
The Dobbs Group
800 EAST 96 ST STE 400
INDIANAPOLIS, IN 46240
tel: (317) 818-7300
toll-free: (800) 224-1488
fax: (317) 818-7440
Left to right: (front) Nadine Brookins-White, Liz Bassett,
David Hulett, (back) Seth Yudes, Rick Sulewski,
Wm. Craig Dobbs, John O'Donnell, Matthew Viars,
Kevin Chapman
Biography
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Wm. Craig Dobbs
Managing Director – Wealth Management
Institutional Consulting Director
Experience: 25+ Years
Phone: (317) 818-7401

Craig’s current duties involve his role as head of The Dobbs Group. This includes being our most senior investment consultant and providing such services to our clients. If hired, Craig would oversee and assist in the areas of investment policy, plan design, performance evaluation, risk management, manager selection and oversight, cost analysis, and client service.

Craig’s business career includes over 25 years as an institutional investment consultant with Graystone Consulting (2002–Current) and Merrill Lynch (1988–2002), with a primary focus on defined benefit, defined contribution, and health & welfare funds. The Dobbs Group currently works with over 80 institutional consulting clients, in which Craig has consultant responsibilities.

Craig received a B.S. in Finance from Ball State University and attended the University of Notre Dame’s Executive MBA program. Craig is a registered investment advisor  (through MSWM) with the SEC and a member of the Investment Management Consultants Association (IMCA) and the Association of Professional Investment  Consultants (APIC). He received the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies at the Graduate School of Business at Pittsburgh in 2007.



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John. J. O’Donnell
First Vice President
Institutional Consultant, Financial Advisor
Experience: 11+ Years
Phone: (317) 818-7402

John’s current duties involve his role as an investment consultant with The Dobbs Group. This includes providing investment consulting services to our clients. If hired, John may be a supporting or back-up consultant assigned to your account. He would assist in areas of investment policy, asset allocation, performance evaluation, risk management, manager selection and oversight, and client service.

John’s business career includes over 11 years as an institutional investment consultant with Graystone Consulting (2002–Current), with a primary focus on defined benefit, defined contribution, and health & welfare funds. The Dobbs Group currently works with over 80 institutional consulting clients, in which John has some secondary consultant responsibilities.

John received a B.S. degree in Accounting from Ball State University. His career includes 27 years of experience; three years as a CPA with Ernst & Young, five years as Corporate Controller for a large construction firm, and 20 years as a Financial Advisor with both Graystone Consulting and Merrill Lynch.



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Kevin Chapman
First Vice President
Institutional Consultant, Financial Advisor
Experience: 15+ Years
Phone: (317) 818-7407

Kevin earned a B.S./B.A. from the University of Delaware. Prior to joining The Dobbs Group, Kevin worked in the Institutional Services department of Consulting Group as an Institutional Analyst. He focuses on asset liability forecasts, investment policy, asset allocation, risk management, manager research and review, and performance monitoring.



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Joseph Y. Giordano, CRPC
Vice President
Institutional Consultant
Experience: 15+ Years
Phone: (317) 818-7348

Joe provides comprehensive and continuous investment consulting services to clients of The Dobbs Group.  He assists with developing investment policies, asset allocation, risk management, manager research and fee negotiations, performance monitoring and portfolio rebalancing.

He earned a B.S. in Finance from the University of Alabama at Birmingham and has earned these designations:  Certified Financial Manager (CFM), Certified Behavioral Finance Analyst (CBFA) and Chartered Retirement Plans Specialist (CRPS).  Joe has worked his entire career in the investment consulting industry (with Merrill Lynch and Morgan Stanley*). 

Joe is active and supportive in his community with HVAF, Inc. (Homeless Veterans Assistance Foundation), The Alzheimer's Association of Indiana, Big Brothers and Big Sisters of Central Indiana, The Children's Bureau, Inc., School On Wheels and K.I.P.P. (Knowledge Is Power Program).



Matthew R. Viars
Institutional Consultant, Financial Advisor
Experience: 16+ Years
Phone: (317) 818-7405

Matt received a B.S. in Finance and International Business from Miami University (OH). His business career includes over 15 years of experience as both an investment consultant and consulting analyst with Graystone Consulting and Merrill Lynch, including the successful completion of Consulting Services training. Matt specializes in the areas of investment policy, plan design, cost analysis, asset allocation, performance evaluation, risk management, manager research and review, and client service.



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Seth S. Yudes
Vice President, Financial Advisor
Experience: 30+ Years
Phone: (317) 818-7403

Seth received a B.S. degree from Temple University and a M.S. graduate degree from Purdue University. Upon graduation, Seth joined Northwestern Mutual in 1984. In 1992, he joined Merrill Lynch as an Estate Planning and Insurance Specialist. It was during this time that Seth joined The Dobbs Group. In 2002, the group moved to Citigroup and Seth worked with our defined contribution clients, assisting in the facets of plan design, cost analysis, manager research and selection, performance valuation, and client service.

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