Industry: Private Foundations

  • Independent Consultant, ESG/Impact Investing
  • Head of Business Development, Cornerstone Capital Group
  • Managing Director, UBS Investment Bank
  • Consultant, Bain & Company
  • MBA, Columbia Business School
  • BA, UC Berkeley
  • BA, Economics, Claremont McKenna College

Representative Projects

  • Managed feasibility analysis and created a roadmap for a new strategic line of activity for a $20bn+ asset owner
  • Conducted strategic gap analysis for a multi-million dollar environmental grant-making program that aimed to reach mainstream capital markets, and developed recommendations for new grant partners and projects
  • Presented to and educated several Boards of Directors on investment strategy that would be aligned to their philanthropic mission
  • Developed a decision-making strategy and led the due diligence and RFP process to identify an investment advisor for a family foundation
  • Conducted benchmarking analysis, and developed strategic direction and tactical support for an asset manager, seeking to deepen integration of environmental, social, and governance factors into their investment decisions.

Expertise

Industries

  • Endowments
  • Nonprofits
  • Private Foundations

Project Types

  • Strategic Gap Analysis
  • Feasibility Studies
  • Philanthropic Analysis
  • New Markets/Business Development

Representative Clients

  • Gordon & Betty Moore Foundation
  • The Finance Hub
  • Wespath Benefits & Investments
  • NorthLight Foundation
  • Roy A. Hunt Foundation