Advises clients in all aspects of their investment program, from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation
Member of the firm’s flexible capital and private equity asset class committees
Previous experience: Chief investment officer and assistant treasurer at College of the Holy Cross; prior to this role, he served as associate chief investment officer and investment officer for the college
M.B.A. and M.S. in accounting from Northeastern University, B.A. in sociology from College of the Holy Cross
Member of the CFA Institute/CFA Society of Boston; member of the Investment Committee of the Diocese of Worcester