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 global equity asset class committee and Diversity, Equity, and Inclusion Council. Co-Head of Private Client Practice Group
Previous experience: Pension regulatory consultant at John Hancock; investment education specialist at The Vanguard Group
B.S. in business administration from the University of New Hampshire