As an experienced independent board director and early-stage investor and advisor, I am passionate about supporting individuals and companies to achieve their full potential.With over a decade of investment and management experience at Wellington Management, a Boston-based investment management firm with $1 trillion in assets under management, I have honed my expertise in leading a team of nearly 100 investment professionals, serving on management committees, and actively managing $2 billion in assets as an equity analyst and sector fund manager.Since leaving Wellington Management, I have immersed myself in the startup ecosystem of Greater Boston, as an angel investor, advisor, and mentor of tech-enabled, fast-growth startups.I have a Master of Business Administration (MBA) in Finance and a Certification in AI For Decision Making, both from the Wharton School of the University of Pennsylvania. Additionally, I am a Chartered Financial Analyst (CFA). I am committed to applying my skills and experience to support individuals and organizations in reaching their full potential. If you're interested in exploring how we can work together, please don't hesitate to reach out.Summary:Industry Expertise: Investment Management, Innovation EconomyKey Skills: Public Equity and Private Startup Investing, Enterprise Strategic Assessment, Corporate Governance, Risk Management, Performance Metrics, Financial ManagementBoard Experience: Cambridge Trust Company (public), Launchpad Venture Group (private), Kripalu Center for Yoga & Health (non-profit)
Listed skills include Investments, Angel Investing, Equity Research Analysis, Equities, and 4 others.