Experience

• 

  Prana Investments

  • United States
  • Real Estate
  • 1 - 100 Employee

  • Managing Director

    • Feb 2022 - Present
    • United States

    Responsible for increasing Prana's exposure and establishing new investor relationships.

• 

  Commonfund

  • United States
  • Investment Management
  • 100 - 200 Employee

  • Managing Director, Sales and Service

    • Nov 2000 - Feb 2022
    • New York City Metropolitan Area

    Identify and pursue Outsourced Chief Investment Officer (OCIO) opportunities. Initiate and build relationships directly with non-profit organizations located in Northeast, Mid-Atlantic, and Southeastern regions, providing consultative attention to each organization’s specific investment needs and plans. Introduce OCIO solutions that include traditional and alternative strategies. Sell private equity solutions (including venture, domestic and international growth equity and buyouts, secondaries, and private natural resource strategies). Address traditional investment concerns, including achieving spending rates after inflation and additional conversations revolving around ESG and ESG strategies. Contacted organizations in territory through a combination of direct outreach, conferences, and events, seeking referrals from clients and acquaintances, and marketing events. Engage Committee, Board, and Staff on their thinking and concerns around each organization’s portfolio and any interaction with other financial obligations.

• 

  U.s. Trust

  • Financial Services
  • 700 & Above Employee

  • Vice President Institutional Sales

    • Jan 1997 - Oct 2000
    • New York City Metropolitan Area

    Developed new relationships with non-profit institutions across the northern United States, focused primarily on long-only fixed income and traditional equity programs. Created new investment management relationships with non-profit organizations and established and maintained relationships with investment consultants.

• 

  BEA Associates

  • New York, New York, United States

  • Account Executive

    • Jan 1993 - Dec 1997
    • New York, New York, United States

    Oversaw approximately 30 client relationships, primarily ERISA and Taft-Hartley accounts across multiple investment mandates, and developed new investment management business through cross-selling and direct prospecting.