My Experience

I have an expertise in both private markets and sustainable investing and previously was the co-head of the research and manager selection team at Athena Capital Advisors. My prior roles include working as a Consulting Associate at Cambridge Associates where I supported consultants in managing, advising on, and reporting on a variety of institutional clients’ investment portfolios.

I started my career as a Research Analyst at Stonebridge Associates, a real estate investment and advisory firm, and then transitioned to economic consulting with both Capital Economics and LECG, where I was an Economist/Consultant providing economic analysis and market research to support high-profile anti-trust litigation.

I am also a member of PEWIN (Private Equity Woman Investor Network), a co-author of Diversity and Inclusion Framework (December 2019), Investing in Gender Equality (January 2018), Impact Investing: History & Opportunity (January 2017), Social Finance and the Postmodern Portfolio: Theory & Practice, Journal of Wealth Management (Spring 2016).

Finally, I serve on the Board of Trustees for Becket-Chimney Corners YMCA and chair the Finance Committee.

Education

• Yale School of Management, Master of Business Administration 
• University of Virginia, Bachelor of Arts in Economics 

Financial Credentials

• Series 7, 24 and 65 licenses