Lowery Asset Consulting’s team is comprised of highly-dedicated individuals who are committed to their craft. They bring a wide array of backgrounds that unite expertise from professional service firms, broker dealers, consulting firms and other facets of the money management industry. We hire only experienced, independent-thinking investment professionals who possess sound judgment and critical-thinking skills. We are committed to learning and growing, not only in our day to day interactions with money managers but in our commitment to continuing education and broadening our knowledge through obtaining various certifications.
The five most-senior Lowery professionals – active in both the research and consulting processes – offer over 100 years of combined asset consulting experience.
Since its formation, Lowery has adopted a flat organizational structure, leaning on the founding principle that all professionals take a very active role in the firm’s business. We believe that fewer management layers means less bureaucracy, and as a result, our clients receive more of our time and energy.
Bill Lowery is Chief Executive Officer/Member of Lowery Asset Consulting. While ultimately responsible for the firm’s management, Bill has an active role in manager research, tactical and strategic asset allocation decisions, and provides consulting services to institutional and family office clients. He is an active member of the firm’s Investment Committee.
Bill has more than 25 years of industry experience working with Foundations, Endowments, Corporations and High Net Worth Families. He is well known in the industry for his open door policy for money managers, which has led to the early discovery of managers. Prior to becoming CEO of Lowery, he worked with Spectrum Advisory Corporation, Lakeview Securities Corporation, and Performance Analytics through 2002. In his on-going quest for knowledge, Bill explored the fledgling alternative investment industry in the early 1990s. Bill was awarded a Bachelor of Science degree in Business from the University of Missouri in 1976 and was enrolled in a graduate studies program at DePaul University from 1979 to 1982.
Bill has been quoted in such major publications as Business Week, Chicago Tribune, Pensions and Investments, The Wall Street Journal, Fortune, and Investor’s Business Daily.
Dorothy Bossung is an Executive Vice President at Lowery Asset Consulting, LLC. Her primary responsibility is providing consulting services to the firm’s institutional and family office clients. Dorothy is also active in manager research, tactical and strategic allocation decisions and serves as a member of the firm’s Investment Committee.
Prior to joining Lowery, Dorothy served as a Managing Director of a boutique financial services firm. This followed 10 years of leadership roles within the investment practices of three multinational accounting firms and 18 years with multinational brokerage firms. She’s been awarded the Certified Investment Management Analyst (CIMA®) designation, the Certified Private Wealth Advisor (CPWA®), and the Retirement Management Advisor (RMA℠) designation and is a Certified Financial Planner (CFP®) certificant. She is a member of the Investments & Wealth Institute and teh Financial Planning Association.
Dorothy holds a Bachelor of Business Administration in Accounting degree from Pace University and graduated Cum Laude. She currently sits on the board of the Investments & Wealth Institute where she also serves on the Executive Committee and chairs the Strategic Retirement Advisory Council.
A recognized expert in her field, Dorothy has been quoted in Crain’s Chicago, Investment News and several online publications.
Tom Hines is a Vice President with Lowery Asset Consulting. His primary responsibilities are providing independent, objective financial planning and asset management advice to the firm’s high net worth, family office and institutional clients. Tom is actively involved in investment manager research and due diligence and he is a member of the firm’s Investment Committee.
Prior to joining Lowery, Tom served as the Executive Vice President at a regional investment management firm. In addition, Tom was the National Director of Financial Planning at The Northern Trust Company and a tax partner at Ernst & Young in the financial planning group. He has been featured in Fortune Magazine, American Banker and in the Premier edition of Wealth Magazine.
Tom holds a Bachelor of Science degree in Accounting from Marquette University and a Master of Science in Taxation from the University of Wisconsin-Milwaukee. Tom is a member of the AICPA, a CFA charter holder as well as being a member of the CFA Institute and the CFA Society of Chicago.
In his free time, Tom is an avid reader and likes to spend time with his wife and three children. Tom is also a member of the St. Thomas the Apostle finance committee as well as the high adventure coordinator for Boy Scout Troop 127 in Crystal Lake, IL. Tom has been blessed to have had the opportunity to persist through over 120 Triathlons including the Hawaii Ironman World Championship.
Matt Rowland is a Vice President with Lowery Asset Consulting, LLC. He has over 15 years of investment experience. Matt’s primary responsibilities include manager research, tactical asset allocation research, operational support and providing consulting services to the firm’s clients. Matt is also a member of the firm’s research group
Prior to joining Lowery, Matt was Manager of Research and Informational Services, for Performance Analytics. He was awarded a Bachelor of Science degree in Economics from Albion (MI) College in 1996 and an MBA in Finance from George Washington University in 2003.
Jeff Kowalczyk is a Senior Investment Consultant at Lowery Asset Consulting, LLC. His responsibilities include concentrating on public and corporate defined benefit and defined contribution plans. Prior to joining Lowery, Jeff was a founding partner and member of a boutique consulting group within Raymond James for six years, serving as the relationship manager for all institutional clientele.
Before entering the financial services industry, Jeff spent 10 years as an umpire in professional baseball. Jeff co-founded and served as a board member of the Association of Minor League Umpires, the collective bargaining unit for minor league umpires.
Jeff is a graduate of Illinois State University with a Bachelor of Science degree in Economics. He has successfully completed the Center for Fiduciary Studies Program to earn his Accredited Investment Fiduciary (AIF®) designation.
Ewa Drabek is a Senior Analyst at Lowery Asset Consulting, LLC, and was one of the original employees at the firm’s founding in 2002. She leads the performance reporting group. Additional responsibilities include attribution analysis, manager research and specialty analytics.
Prior to joining the firm, Ewa served as a research intern at Harris Alternatives. Ewa received a Bachelor of Science degree in Finance from the University of Illinois at Chicago, and a Master of Science degree in Finance from DePaul University.
Dan joined Lowery in 2008 as an analyst and is currently a consultant. His primary responsibilities include: conducting market research, manager due dilligence, strategic and tactical allocation research, portfolio construction, and client reporting. He is also a member of the firm’s research committee.
Dan earned a Bachelor of Science in Finance with a minor in Economics from the University of Illinois at Chicago. He is a CFA charterholder, a member of the CFA Institute, and a member of the CFA Society of Chicago.
Sheila McDermott has been the office manager and Compliance Officer at Lowery Asset Consulting, LLC since the firm’s inception in 2002. Sheila’s career brings nearly 30 years of experience to the team. She formerly served as Director of Client Communications of Performance Analytics and Lakeview Securities. Sheila has worked alongside CEO William Lowery for over 20 years.
Sheila received a Bachelor of Arts degree from Loras College in Dubuque, Iowa.
Stephanie Lindsey has served as an Administrative Assistant for Lowery Asset Consulting, LLC since the firm’s inception in 2002. As the welcoming face greeting visitors, Stephanie assists the team with a vast array of operational services for clients. Stephanie brings over 20 years’ experience in customer service, specifically operational and support roles within the finance industry.
Stephanie received a Bachelor of Business Administration degree from National Louis University.