Syntrinsic is co-creating a sustainable and generative world that empowers all people through providing investment advice and strategic consulting to endowments, foundations, and nonprofit organizations.

Volunteer committee member at large non-profit seeking to fuel a national movement to eradicate relational and financial poverty. Finance Committee, Expansion Committee seeking to broaden national reach, thought leadership on inclusive employment.

Firm acquired by Goldman SachsChief investment officer for leading, growth-stage enterprise digital advice firmPartner with leading institutional investment managers, recordkeepers, advisory firms and large plan sponsors to promote and implement firm’s solutions to further growth agendaChair of Investment Committee overseeing investment intellectual capital and partner solutionsActive in diversity, inclusion, value, equity (DIVE) efforts

* Operations, strategy and innovation leadership (2020)Leadership role focusing on operational efficiency, revenue and cost across global teams and disciplinesGrowth strategy through enhancing product distribution; cost savings through technology and outsourcingThought leadership (including ESG), innovation and promoting firm investment brand in the marketplace* Global Chief Investment Officer, Head of Global Investment Center (Investments) (2017-2019)Responsible for managing >$100 billion and advising on trillions of dollars in institutional assets across all client and asset typesLed 100+ member multi-discipline global (NA, EMEA, Asia) group of teamsResponsible for portfolio management and investment manager research in all publicly-traded investments (plus illiquid prior to Townsend acquisition), global asset allocation team, and Singapore teamFrequent speaker at industry events* Head of Investments function, Aon Center for Innovation and Analytics (ACIA), Singapore (2014-2017)Founded, recruited and led new team in firm’s Singapore cross-business line innovation center, growing from zero to significant transfer pricing revenue from Investments and driving efficiency in serving clientsCreated new capabilities in efficient data-driven investment manager due diligence (rate 1000s of firms and products/quarter, built from starting point of zero), portfolio construction, and management* Chair, Aon Global Investment Committee (2013-2016)Built and led senior global oversight group for firm’s investment strategyResponsible for investment beliefs, research agenda, model portfolios, global collaboration* Client service, strategy, thought leadership and management roles (prior)Client service, investment advice lead for large, complex clients such as $100B+ U.S. state pension systems