Advises clients on all aspects of their investment program, including development of the investment policy statement, analyzing the impact of spending policies, asset allocation, segment design, manager selection, rebalancing, and ongoing manager evaluation
Member of the firm’s real assets asset class committee
Previous experience: Director, intermediary sales and distribution at WHV Investment Management, Inc.; Divisional Assistant Vice President in the Investment Consulting Services and Wealth Management (private wealth) divisions at UBS Financial Services, Inc.
JD from Georgetown University Law Center and B.A. with honors in rhetoric from the University of California, Berkeley
Member of the CFA Institute/CFA Society Boston; lifetime member, Cal Alumni Association; past executive editor, Georgetown Journal of Legal Ethics