Confidential Advisor

Managing Director, Investments at a large leading single-family office

Our fifth advisory board member includes a Managing Director, Investments at a large leading single-family office. She brings 20+ years’ experience in investment management across asset classes including portfolio strategy and asset allocation.

Prior roles include positions at a large ($10B+) foundation, a large multi-family office, a boutique asset management firm, and two investment banks.

Currently serves on the investment committee of a university, a California-based non-profit, and the Advisory Board of an outsourced CIO firm.