Areas of expertise include developing diversified, multi-asset portfolios and advising clients on all aspects of their investment programs
Member of the firm’s Diversity, Equity, and Inclusion Council, as well as the mission-aligned investment and equity asset class committees
Previous experience: Analyst at Chesapeake Asset Management; controller for the Episcopal Diocese of New York
M.B.A. in financial management and economics (summa cum laude) from Pace University, B.S. in chemical engineering from the University of the West Indies, Trinidad; CFA Institute Certificate in ESG Investing.
Member of the National Association of Securities Professionals; serves on the board of The Corporation for the Relief of Widows and Children of Clergymen of the Protestant Episcopal Church in the State of New York; member of the CFA Society New York; formerly served on the board of the Community Service Society