Senior Director, Investment Strategy and Asset Management

• Nov 2021 - Present

Director, Chief Trust Officer

• Apr 2020 - Oct 2021

Oversees the fiduciary investment and administration of $1.8B in charitable assets. Invests and administers 800+ charitable trusts on behalf of Harvard University as trustee. Manages 200+ trusts with $650M+ in assets. Supervises the trading and liquidation of $200M+ in annual marketable security gifts. LEADERSHIP AND INVESTMENT MANAGEMENT • Generates attractive longer-term outperformance that achieves return objectives with lower risk compared to policy benchmarks • Formulates investment principles, refines investment processes, and identifies evidence-based opportunities to improve diversification and risk-adjusted returns. Conducts annual reviews of asset allocation and investment strategy. Developed a portfolio allocation and performance reporting architecture for charitable trusts. • Constructs global multi-asset class portfolios. Uses public and private funds (LP) to achieve portfolio return, diversification, alpha, tax-efficiency, and risk objectives. Applies knowledge of economic and financial market drivers and linkages across asset classes to respond to changing conditions. • Identifies actionable risk mitigation and return opportunities from in-depth thematic investment research projects. Formulates investment policy statements (IPSs) for each trust. • Presents on investment performance, strategy, and outlook at Trust Advisory Committee meetings and to new donors and existing beneficiaries. FUND, MANAGER, AND SECURITY SELECTION • Meets with prospective investment managers to evaluate new strategies. • Performs ongoing due diligence of active managers. FINANCIAL MODELING AND RISK MANAGEMENT • Evaluates structured planned giving arrangements and gifts of large, illiquid, restricted, private, or otherwise complex assets. • Designs custom portfolio solutions based on the unique needs, preferences, and objectives of donors. • Implements portfolio optimization and risk models. Show less

Vice President (VP). Trust Investment Manager.

• 2012 - 2020

Assistant Vice President (AVP). Investment Analyst.

• 2007 - 2012

Trading Analyst.

• 2006 - 2007

Custody Fund Accountant II.

• 2004 - 2006