More than 29 years of industry experience in various roles across capital markets, research, finance, and banking
Provides investment advice to institutional and individual investors with an emphasis on endowments and foundations; provides asset allocation, portfolio structuring, and manager selection advice, as well as other services including performance monitoring, spending rate analysis, and transition recommendations
Member of the firm’s real assets and private equity asset class committees
Previous experience: Various roles at Credit Suisse, Cambridge Associates, and the General Electric Company
Master of Finance from Boston College, B.B.A. from the University of Notre Dame