I combine long-standing work in the not-for-profit sector with over 25 years professional investment experience to help nonprofits and family foundations navigate the unique challenges of endowment management. After joining my first board at age 14, I have either worked for or served on a nonprofit board continuously ever since. I've designed and administered grant programs and served in multiple board leadership roles including strategic planning, development, and board chair. Top-of-mind for many organizations today are questions of fiduciary responsibility, effective asset management with limited resources, and sustainable spending policies. I also bring long experience in social and environmentally aware investing to help foundations better align their endowments with their purpose through mission-based, sustainable, and impact investing. I hold a B.A. from the University of Pennsylvania and an M.S. from the University of Vermont. Prior to my work in finance, I spent thirteen years working in economic development, community planning, and historic preservation. I've received both the Endowments and Foundations Certificate and the  Investment Management Analyst Certificate through the Wharton School and the Investment Management Consultant Association.

CA, CO, CT, FL, GA, MA, ME, MO, NH, NJ, NV, NY, OH, VT