Experience

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  HBS Community Action Partners

  • Greater Boston Area

  • Brainstorm Program Leader, Nonprofit Consultant, Board Member/Past Co-Chair

    • 2009 - Present
    • Greater Boston Area

    Community Action Partners is a volunteer consulting organization of Harvard Business School and Harvard Kennedy School alumni helping Boston-area nonprofits apply management skills to their business challenges. Since its founding in 1993, CAP has served over 350 nonprofits.Serve as leader and facilitator of CAP Brainstorm programs, providing organizations with the opportunity to partner with CAP consultants for fast-paced, focused problem-solving in a single session.Served as board liaison responsible for engagement coordination/execution and client relationship management. Past engagements include strategic planning, governance, marketing, communications strategy, business plan development and financial sustainability initiatives. Clients served include Next Step, YW Boston, Hebrew College, MSPCA-Angell, Caritas Communities, Compass Working Capital, the Boys and Girls Club of Boston, NEADS/Dogs for Deaf and Disabled Americans, RESPOND (New England's oldest domestic violence agency), PACT/USA (Partners in Health US initiative) and Open Circle (Wellesley Centers for Women at Wellesley College). Board member 2014- 2020, 2022- present.

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  Harvard Business Publishing

  • Boston, MA

  • Project Editor, Writer

    • 2013 - 2016
    • Boston, MA

    Engaged in the development of new HBP educational technology product, Core Curriculum in Finance, with HBS Professor Timothy Luehrman. Published readings include: Time Value of Money, Bonds and Bond Math, NPV and Capital Budgeting, Capital Structure, Risk and Return 1: Stock Returns and Diversification; Risk and Return 2: Portfolio Theory; and Cost of Capital. https://hbsp.harvard.edu/catalog/collections/core-curriculum-finance/

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  GMO

  • Boston, MA

  • Researcher and Writer, Special Projects

    • 2007 - 2009
    • Boston, MA

    Author of a retrospective of the firm's first thirty years of operation, drawing on first hand interviews held with GMO founders, investment teams and key personnel throughout all divisions of the firm. Other projects included a white paper featuring the GMO International Active investment team in a discussion and analysis of the group's portfolio strategy.

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  GMO

  • Boston, MA

  • Co-Head, Client Relationship Management and Marketing; Portfolio Specialist, International Equities

    • 1995 - 2000
    • Boston, MA

    Participated in the design and implementation of GMO's infrastructure for servicing, retaining and broadening relationships with institutional clients and prospects. Effort included the development of GMO's capabilities in client and consultant relationship management, performance analytics and client service administration. Recruited and co-managed team of client relationship and performance analytics professionals. Responsible for developing strategies for managing GMO's overall book of client relationships as well serving a portfolio of asset allocation and international quantitative equity relationships. Communicated GMO's multi-asset class investment process, performance and relevant market trends to prospects, clients and investment consultants. Facility with full range of firm products (equities, fixed income, asset allocation). Worked strategically to retain business, including enhanced communications and cross-selling efforts, during GMO's first-ever period of underperformance in the tech bubble of the late 1990s. As a member of GMO's international quantitative team, represented GMO's structured, disciplined international equity strategy. Pursued new business opportunities. Presented investment philosophy, process and performance to institutional clients and prospects. Interfaced with CIOs, investment committees and investment consultants. Participated in quant team investment policy discussions. Responsible for performance attribution. Designed presentation materials and authored quarterly performance communications. Also served as editor of GMO's Quantitative Update, a quarterly retrospective on GMO's asset allocation, fixed income and quantitative equity investment results.Clients included the John D. and Catherine T. McArthur Foundation, Kresge Foundation, Wallace Foundation, Edna McConnell Clark Foundation, Hershey Trust Co., Consolidated Natural Gas and Columbia University.

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  MC Baldwin Financial Corporation

  • New York City

  • Chief Financial Officer

    • 1989 - 1992
    • New York City

    Start-up investment management firm specializing in alternative investment products for institutional clients. Joint venture with Mitsubishi Corporation. Subadvisors included Moore Capital Management, John W. Henry and Co., Blenheim Investments and Sunrise Commodities. Developed risk control systems for funds of funds invested in the global futures, options and foreign exchange markets.

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  Ernst & Young

  • New York, NY

  • Audit Manager

    • 1983 - 1989
    • New York, NY

    Serviced media, financial services, manufacturing and not-for-profit entities ranging in size from $1 million in $1.8 billion in revenues. Clients included McGraw Hill and Commodities Corporation (subsequently acquired by Goldman Sachs). Managed audit, acquisition, disposition and initial public offering engagements. Assumed managerial responsibilities one year ahead of normal track.