More than seven years of industry experience Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support to various types of clients; involved in the CDFI/impact investment group
Member of the firm’s mission-aligned investment committee, DEI Council, CDFI research group, and environmental sustainability committee
Previous experience: Investment associate at BPEA Private Equity; private credit investment associate at Cambridge Associates
B.S. in business administration with a concentration in finance from Northeastern University’s D’Amore-McKim School of Business
Member CFA Society Boston; member of the finance committee for Wildflower, an organization that provides bereavement support and summer camp funding for children who have lost a parent