• Promoted to shareholder of Diesslin Group, Inc. and asked to join the Board of Directors in 2014.• Navigated a CEO transition and led the restructuring of the firm’s operating departments to meet new strategic direction.• Leads the asset management division and investment strategy, leading a team of portfolio managers serving 260+ clients with over $750 million in assets under management.• Spearheaded efforts to promote business development in expanding foundation and not-for-profit client services, resulting in growth in assets under management for not-for-profit clients from just under $6 million to over $48 million.• Performed rigorous cash flow modeling to support both spending and investment decisions. • Representative foundation client beat NACUBO-TIAA 2020 Study of Endowments upper 90th percentile peer group performance over 3 and 5 years.• Directed teams and collaborated to analyze new strategies and investment managers, benchmark performance, and make recommendations as appropriate.

• Directed Asset Management Operations, including asset management staff and the firm’s data, computing, and portfolio accounting systems.• Managed 13 limited partnerships to supervise opportunistic investments in private real estate, private energy, private equity, and hedge funds. • Launched three successful private equity investment programs and wound up six legacy funds. • Led nine fully compliant annual audits and surprised examinations without exception.• Provided investment analysis and manager oversight in collaboration with senior research staff, CEO, and Chairman.• Wrote quarterly, semi-annual, and annual market commentary in collaboration with senior research staff for internal and external reporting, providing leadership to supervise the generation of various reports for distribution within leadership team.• Oversaw processes to monitor and analyze portfolios through performance analysis including return attribution, exposure analysis, value creation attribution, cash flow modeling, and risk measurement.

• Worked directly with clients, including high net worth individuals, family offices, trusts, charitable organizations, private foundations, employee benefits, and profit-sharing plans for closely held businesses.• Communicated to clarify client investment objectives, determining asset allocation, selecting individual securities and managers, performing risk management, conducting attribution analysis of investment performance, and communicating investment results.• Performed asset allocation including equities, fixed income, cash, and alternatives (hedge funds, private equity, oil and gas, and real estate) in the U.S. and international markets.

• Supported the Asset Management team with accounting for Limited Partnerships.• Assisted Portfolio Managers with investment analysis, performance measurement, and asset allocation for client portfolios.• Collaborated with the Asset Management team for financial reporting and client communication.• Performed various back-office and administrative functions.