San Francisco Bay Area
> Oversaw Tides' $1.5B+ portfolio, spanning the entire spectrum of assets classes, across 100+ subaccounts. > Responsible for Treasury and Cash Management as well as institutional asset management. > Notable Projects/Accomplishments: • Investment Policy Statement and mission-related investing guidelines’ development • Product development across equities, fixed income, private equity, venture capital, and real assets • Manager selection (equities and fixed income – RFP through selection) • Tamarac, Addepar, and Morningstar implementations • Asset custody centralization (RFP through selection) • Private warrants’ (pre-IPO) management • Liquidity and banking management • Board of Directors reporting • Cryptocurrency processing and trading • Speaking engagements/panels and impact investing education • Marketing and business development
> Oversaw and supported management of $1.5B+ institutional portfolio invested across: fixed income, public equities, real estate, and alternative assets. > Core project-work included annual strategic asset allocation, LDI modeling, manager selection, technology adoption (Bloomberg, Barra, SNL, etc.), Board of Directors education, M&A (three deals), cash/liquidity management, annual reporting to rating agency (AM Best).