President
CurrentMAS is an investment consulting firm that advises endowments, foundations, and family offices on their investment manager selection and performance of fiduciary duties. Our services include:• Advising nonprofit institutions on investment governance practices and selection of consultants, OCIOs, and investment managers• Conducting due diligence reviews on investment managers, where we have reviewed over 2,000 managers across every major strategy and style of investing• Constructing and optimizing portfolios of traditional and alternative investment strategies, covering private equity, real estate, hedge funds, agriculture, equities, and fixed income• Advising institutional investor clients on their business strategy, investment decision-making processes, financial budgeting, and risk management• Advising high net worth clients on complex estate planning, selection and monitoring of private banks, investment managers, and estate counsel, and examining portfolio investments • Reviewing complex offering documents to protect against nuances that favor managers over investors, negotiate side letters