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
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Upcoming Events
7
Mar
The American College of Trust and Estate Counsel
We are proud to sponsor the 2026 ACTEC Annual Meeting
We look forward to connecting with you in Tampa!