Advises clients in all apsects of their investment program, including development of the investment policy statement, asset allocation, structural implementation, manager selection, rebalancing, and ongoing manager evaluation
Chair of the firm’s investment committee; member of the equity and fixed income asset class committees, the firm’s risk committee, and senior management group
Previous experience: Fixed income product management at Wellington Management Company; product analyst at State Street Research & Management Company
Master’s degree in international economics from Suffolk University, B.A. in economics from Hamilton College
Member of the CFA Institute/CFA Society Boston and the Chartered Alternative Investment Analyst Association