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.