Research and advocate for higher education models, policies, and investment strategies can give rise to more affordable, equitable, and accessible pathways to opportunity. Published in the Wall Street Journal, Inside Higher Ed, The Chronicle of Higher Education, EdNext, and extensively on www.christenseninstitute.org.

Advised on foundations and endowments on investment portfolio policy, strategy, and investment selection. Specialized in helping clients better understand organizational risk tolerance, implement alternative investment portfolios, and explore impact investments.

Developed plan to bring customer loyalty up to competitive levels for a credit card issuer with $10bn revenue, defining opportunities in branding, customer experience, and product offerings.

Led task force to analyze information flow, technology resources, and work process across the firm. Recommended and implemented changes to data collection, reporting, and research processes. Created and executed development plan for web-based tools for clients to access firm research.

Evaluate and manage risk, liquidity, and performance of $600m top-quartile endowment Make recommendations on asset allocation strategies, hiring and termination of managers, and rebalancing to Chief Investment Officer and the Board of TrusteesMaintain active relationships with 50 investment managers, including hedge funds, private equity managers, oil and gas partnerships, long-only equity funds, and real estate managersMonitor and trade $75m laddered portfolio of TIPS and Treasuries; manage derivative overlaysPerform on-site due diligence of existing and prospective manager relationships, including strategy and portfolio review, document and legal review, organizational review, and operational reviewMaintain Investment Office website; manage custodial bank relationship, support internal accounting, and manage external audit processImplemented CRM system; developed monitoring process and reporting for each asset class and each underlying managerHire and supervise investment analysts and student interns Developed planning and allocation process for capital expenditures across the College

Performed capital markets and manager research in Fixed Income and Domestic & International Equities. Projects included analyzing the quantitative and qualitative characteristics of investment managers and generating company opinion on investment managers and the market environmentHandled all aspects of performance monitoring, analysis and reporting for a dozen institutional investment portfolios, including healthcare systems, endowments, foundations, and corporate pensionsInitiated and completed various client-specific studies and projects: examples include portfolio modeling, manager structure reviews, transition planning and managementAttended and presented at client portfolio review and strategy meetings