Managing Director, Endowments And Foundations
Chicago
Practice Lead for Northern Trust's multi-asset class, multi-manager investment advisory practice focused on Endowments and Foundations. "Player/Coach" with management and client advisory responsibilities, including the development of investment policy, strategic and tactical asset allocation positioning, investment manager search, selection and oversight, portfolio construction, ongoing risk management, monitoring and continuous improvement of investment programs. Chair of Northern Trust's Endowment and Foundation Investment Committee, leading the development of allocation and implementation positioning for the firm's large, long-horizon charitable clients. Author of annual white paper on strategic asset allocation for endowments and foundations, other white papers on topics including investment risk management, distribution policy and private equity. Presenter to industry conferences including NACUBO Endowment and Debt Management Forum, Treasury Institute for Higher Education and Foundation Financial Officers Group. Member of Board of Trustees and Chair of Investment Committee at Roosevelt University.