John D. Simpson, CIPM

Chief Ethics Officer

Senior Vice President - West Coast Operations
Senior Verifier
Senior Consultant
Senior Trainer

John has been with The Spaulding Group since 2005. During this time he has
worked with many clients, including Albridge Solutions, First Rate,
CheckFree/Fiserv, Fried Asset Management, RBO & CO, Starboard Asset
Management, and Morgan Keegan. John has also conducted numerous training
classes for The Spaulding Group as well as the CFA Institute (GIPS
training). He was responsible for developing the firm's training program in
support of the CFA Institute's CIPM program. John is currently a member of
the United States Investment Performance Committee's After-Tax Working
Group, working on recommendations for firms that present after-tax
performance results. John is a senior consultant and also conducts GIPS
verifications and non-performance audits for many of The Spaulding Group's
investment management clients. John also serves as the firm's Chief Ethics Officer.

Prior to joining The Spaulding Group, John spent 20 years with
Integrated Decision Systems, which was a New York-based software vendor that
provided portfolio accounting and performance measurement solutions to the
investment industry (IDS was acquired by CheckFree). He was the Product
Manager for their GIM Performance and CALiPER investment performance &
analytics systems. John was responsible for the enhancement "road maps" for
the performance systems with the primary responsibility of aligning the
product's goals with customer needs and market demands. He also acted as
chief business analyst in designing performance analytics and portfolio
accounting functionality. John holds a BS in Applied Mathematics from UCLA,
where he was a member of their 1987 NCAA national championship volleyball
team.