Cambridge Associates is a leading global investment firm. Its Private Client Practice has been meeting the unique needs of wealthy individuals, families, and family offices worldwide for nearly 40 years. Independent and privately held since its founding, the firm focuses on providing unbiased advice and making investment decisions solely based on what will best serve each unique client. It builds highly customized portfolios that are founded by solid investment principles, leverage a global network of investment manager relationships, are informed by deep private wealth management experience, and are aimed at generating outperformance.Cambridge Associates maintains offices in Arlington, VA; Boston; Dallas; Menlo Park and San Francisco, CA; London; Munich; New York, NY; Singapore; Sydney; and Beijing.

The Berkeley Endowment Management Company manages the investment of approximately $2.0 billion in endowment gifts that have been given to the UC Berkeley Foundation in support of the University of California, Berkeley’s mission of teaching, research, and public service.

Ironwood Capital Management is a San Francisco-based, fund of hedge funds focused on non-correlated, non-directional, low volatility hedge fund strategies. Member of the firm's three-person Investment Committee and Head of Research Department.

Helped advise clients on mergers, acquisitions, restructurings and financings, and analyzed strategic alternatives for real estate, lodging, and leisure companies.