More than 37 years of investment industry experience
Advises clients in all aspects of their investment program—from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation
Member of the firm’s real assets asset class committee
Previous experience: Operations officer for analytics information delivery and conversion specialist serving institutional funds at Boston Safe Deposit and Trust
M.B.A. from Boston College Graduate School of Business, B.S. in mathematics from Fairfield University
Former board member for Gather, an organization committed to ending local hunger through collaboration and leadership; member of the CFA Institute/CFA Society Boston