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 firm’s executive and real assets asset class committee; chairs the OCIO practice and co-chairs the educational client group practice
Previous experience: Investment manager for Wells Fargo Family Wealth (directly managed investment portfolios for several high net worth family relationships)
B.A. in administrative science from Colby College, where he was a George Baker Scholar
Member of the CFA Institute/CFA Society Boston and the Chartered Alternative Investment Analyst Association