Advises a variety of endowment and foundation clients; develops and implements investment strategy, asset allocation and rebalancing, investment research, manager assessment, portfolio monitoring, and performance reporting
Member of the fixed income asset class committee
Previous experience: Senior associate at Wells Fargo Advisors and at Morgan Stanley Smith Barney; prior experience at Putnam Investments
B.A in history from Bates College
Member of the Chartered Alternative Investment Analyst Association; member of the CFA Institute/CFA Society Boston