Focus on financial oversight and governance for EHRP, whose mission is to support "journalists who are themselves financially on the edge and can speak from their own experience." Supported media includes narrative features, photo essays and documentaries that put a human face on financial instability (economichardship.org).

Provided expertise and content around asset allocation, due diligence, investor outcomes and business management to wealth-focused technology firm.

Provided end-to-end asset allocation solutions/Outsourced Chief Investment Officer (OCIO) services to clients globally, including product selection, portfolio construction, investment and risk management. Created tailored sub-advisory opportunities on behalf of Principal in outcome-oriented, multi-asset products. Developed strategic partnerships, seeking 100% alignment and shared success with clients, as they increased the breadth of their franchise by distributing Principal sub-advised products and content to their investors.Served as Portfolio Manager on mandates including US Lifetime target-date funds, customized target-risk funds for global clients in Europe, the Middle East, and LATAM. Drove development of analytics capabilities and macro content across the asset allocation team, with responsibility for analyst teams in Iowa and India.

Served in a variety of Board leadership roles over sixteen years of service. Board co-Chair (2011-2019): Provided oversight for multiple sub-committees, guided the overall direction of the Board. Emphasis on financial governance. Extensive role as Friends Seminary undertook major building project/expansion and reached milestone legal agreement of separate incorporation and property settlement with the local Quaker Meeting. Upon successful completion of separate incorporation of Friends Seminary, undertook full review of governance documents, in coordination with internal and external counsel. Finance Committee Chair (2010-2019): Worked closely with administrative team to develop and deliver annual Board recommendations around tuition, financial aid budget, endowment spend and target admission rate. Engaged in financial planning and risk analysis around building expansion, rental agreements, and capital structure. Participated in and signed two debt re-financings. Investment Committee Member/Chair (2003-2019): Initiated and completed OCIO of endowment funds, including redraft of Investment Policy Statement, inclusion of Quaker values, due diligence on OCIO providers, and strategic selection of asset classes. Committee responsibility included the 403(b) plan for faculty and staff as well as operating cash, restricted funds and permanent endowment.Strategic Planning Committee co-Chair (2014-2015): Led exercise which typically takes place on a five-year cycle. Analyzed extensive data from community survey, met with administrators and faculty, made recommendations on diversity, class scheduling, space needs, faculty enrichment, local and global community engagement.

Fundraising and financial oversight for new Opera incubator and production company.

Primary responsibility for Managed Currency Fund-of-Hedge Funds product which transferred from ABN AMRO Bank to K2. Conducted due diligence on underlying currency and macro hedge funds, constructed and managed portfolios, marketed to clients in the US. Introduced currency hedge funds as a diversifying sub-allocation within the K2 flagship blended products.

Originated, hired and led team devoted to advisory and analytics approach for Corporate and Financial Institution clients in the US. Worked closely with relationship bankers, traders and distribution teams to best leverage the Bank in a highly competitive marketplace. Developed analytics techniques to tie together ABN's origination and trading businesses. Launched and led global FX Analytics Team, focused on capital introduction on behalf of currency and macro managers as well as the creation of Managed Currency Fund-of-Funds for European clients.

Developed and managed currency overlay strategies for institutional and private clients. Responsible for active currency calls on global fixed income products. Member of Citibank International Capital Management Unit, responsible for the capital hedging of overseas branches through the forward currency markets.

Responsibility for Forward FX/FRA desk, as well as Management Associates program for the FX team.