MBA (Hons), Harvard Business School. BA (Hons) in Economics, Williams College. Chartered Financial Analyst and the Chartered Alternative Investment Analyst. Formerly: with the US Department of State and was a mergers & acquisitions investment banker in New York and London for Goldman, Sachs & Co.; spent over five years with McKinsey & Company in London, Dallas and Boston; over 21 years at Wellington Management, most recently as a Partner and Director of Alternative Investments; was the Chair of the Wellington Trust Company, opened the San Francisco office, and served in numerous firm leadership roles globally. Since July 2016, Chief Executive Officer, FCLTGlobal, a not-for-profit organization dedicated to rebalancing investment and business decision-making towards the long-term objectives of funding economic growth and creating future savings. FCLTGlobal conducts research, engages business leaders, develops actionable tools, and generates measurable change in capital market behaviour. FCLTGlobal was founded from the Focusing Capital on the Long Term initiative by BlackRock, CPPIB, Dow, McKinsey and Tata and is supported by many of the world’s top asset owners, asset managers, and corporations.
