As a strategic investment advisor and OCIO executive, I partner with private foundations, endowments, and non-profit organizations to provide objective advice that supports investment programs that advance the financial goals of the organization to include alignment with impact and mission oriented ...more

As a strategic investment advisor and OCIO executive, I partner with private foundations, endowments, and non-profit organizations to provide objective advice that supports investment programs that advance the financial goals of the organization to include alignment with impact and mission oriented goals. I am a recognized thought leader in impact and ESG (environmental, social, governance) investing as well as philanthropic investment planning. I work with my clients to incorporate these unique strategies as part of their investment planning & legacy initiatives. I am passionate about mentoring female entrepreneurs and education reform in the Washington DC region as well as giving back to my community by sharing my expertise with non-profit organizations and other community based projects that are working to change outcomes for families living in poverty. When I am not consulting with my clients, speaking or writing white papers, you can find me at art museums with my son or practicing my hobby of painting abstract and impressionism art.less