As a Strategic Advisor, I work with leading national and local nonprofit organizations to help them integrate their mission, investment objectives and risk tolerance into a successful investment strategy.
My Experience
For over twenty-five years, I have worked with independent schools, colleges, private foundations and religious organizations and specialize in advising nonprofit leaderships on effective governance practices. Prior to joining Fiduciary Trust in 2014, I spent 12 years at Cambridge Associates serving as an OCIO to nonprofit institutions sized from $25 million to $1 billion.
Education
- Princeton, BA
- Dartmouth, Masters in Business Administration
Let's talk
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!