We believe philanthropic leaders should focus on what they do best: fulfill their mission. We founded Fairlight Advisors to help leaders address unexpected challenges by using first-class investment and risk solutions we honed while working at some of the most respected financial institutions in ...more

We believe philanthropic leaders should focus on what they do best: fulfill their mission. We founded Fairlight Advisors to help leaders address unexpected challenges by using first-class investment and risk solutions we honed while working at some of the most respected financial institutions in the world. Fairlight provides investment management services by offering nonprofits and philanthropic individuals a widely diversified and cost-effective investment strategy aligned with their financial goals. Fairlight also provides risk management consulting by taking a disciplined approach to help philanthropic leaders deliver on their mission and prepare for the unexpected. In working closely with philanthropic leaders, we offer pension consulting as an ERISA 3(38) Fiduciary for nonprofits' 403(b) or 401(k) plans as well as retirement planning and education for their workforce. Prior to Fairlight, I was an investment advisor with Alesco Advisors and in sales leadership roles for BlackRock. As the Head of iShares Connect, we grew the ETF Strategist segment to $350B in assets over a 6 year period. I have held a variety of leadership roles within the financial services sector including FinTech, Asset Management and Brokerage / Custodial: Barclays Global Investors, mPower Advisors (now Morningstar Advisors) and Charles Schwab. I am a graduate of University of California, Los Angeles and a San Francisco native.less