In my day job, I work extensively with our nonprofit community of clients, providing them with asset allocation analysis, spending studies, investment policy guidance, portfolio construction and reporting best practices. My frequent interactions with clients have allowed for many opportunities for me to speak at industry conferences and events. I’m regularly interviewed by publications such as The Chronicle of Philanthropy, Foundation & Endowment Intelligence, FundFire, Nonprofit News and The Nonprofit Times.
My love for this industry goes beyond my 9-5 job. I’m proud to serve on the Board for Settlement Music School and to be the Chair of the Finance Committee for The Presser Foundation. Most importantly, I’m close to higher education institutions personally as my three daughters are either currently in school or have been.