
- 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