My craft is manager and investment research across asset classes and across the globe. At the core of our due diligence is the belief that over time it is process over outcome. Therefore in our diligence we focus on process, its repeatability and its alignment with the objectives of the allocation. The outcome of this work is that we say 'no' to many and 'yes' to relatively few.
These chosen investments and managers form the building blocks from which I work with portfolio managers to bring the right exposures into each client's unique portfolio.
My Experience
I have dedicated my career to manager research: from the beginning in Charlottesville, VA at CornerStone Partners, an investment advisory group with a specialty in endowments and foundations, to Athena Capital in Lincoln, MA, and now I am part of Fiduciary Trust International.
Education
- University of Chicago, Booth School of Business, MBA
- James Madison University, BBA, Economics and Finance
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Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!
