Employment
Financial Analyst, Management Planning, Princeton NJ (1980-1981)
Manager of Investment Administration, Princeton University (1982-1986)
Associate Treasurer / Treasurer, Williams College (1986-2000)
Senior Vice President, University of Rochester (2000-present)
Awards and Presentations
2010 NACUBO Rodney Adams Award for Endowment Management (Read his comments at the acceptance ceremony.)
2018 presentation at the NMS Conference in Scottsdale, AZ (Camp Fire Stories With Douglas Phillips.)
Education
University of Rochester, BA 1984
University of Michigan, JD 1987, MBA 1996
CFA Charterholder
Employment
Corporate Attorney, Thelen et al/Titchell, Maltzman et al, San Francisco CA (1987-1994)
Trader/Senior Financial Analyst, Federal Reserve Bank of New York (1996-2006)
Investment Officer, University of Rochester (2006-2011)
Senior Investment Officer & Assistant Treasurer, University of Rochester (2011-present)
Adjunct Professor of Finance, Simon Business School, University of Rochester (2014-present)
Education
University of Michigan, BA 1993
University of Chicago Law School, JD 1996
Employment
Associate, Skadden, Arps, Slate, Meagher & Flom LLP (1996-2000)
Vice President Strategic Relations, Director, General Counsel, Ondotek Inc. (2000-2003)
Associate, Weil, Gotshal & Manges LLP (2003-2004)
Director, Ferro Capital LLC (2004-2006)
Co-Founder and Managing Director, RAS Capital Management (2006-2009)
Vice President, Private Bank, J.P. Morgan (2010-2013)
Investment Officer, University of Rochester (2013-2018)
Senior Investment Officer and Assistant Treasurer, University of Rochester (2018-present)
Education
SUNY Fredonia, BA & BS 1997
University of Rochester, MBA 2005
Employment
Risk Management Analyst, Manning & Napier Advisors (1997-2000)
Investment Analyst, University of Rochester (2000-2004)
Investment Officer, University of Rochester (2004-2022)
Senior Investment Officer, University of Rochester (2022-present)
Education
Universidad de Los Andes, BA (Bogota, Colombia)
London School of Economics, MSc Development Studies (London, U.K)
CFA Charterholder
Employment
Financial Analyst, Ministry of Finance, Bogotá, Colombia (1996-1999)
Financial Analyst, FOGAFIN, Fondo de Garantías de Instituciones Financieras, Bogotá, Colombia (1999-2000)
Independent Consultant (2002-2003)
Advisor, Superintendencia Financiera de Colombia (Office of the Financial Superintendent) Bogotá, Colombia (2005-2006)
Director for Portfolio Investments, Superintendencia Financiera de Colombia (Office of the Financial Superintendent)
Bogotá, Colombia (2006-2008)
Senior Analyst, Product Management- Emerging Markets PIMCO, Newport Beach, California (2008-2013)
Investment Associate, Cornell University, Office of University Investments (2015-2023)
Investment Officer, University of Rochester (2023-present)
Education
University at Albany, BS 2023
Employment
Real Estate Management and Development Intern, Paulsen Development (2021)
Endowment Office Intern, The Brookings Institution (2022)
Investment Research Assistant, The Brookings Institution (2022)
Investment Analyst, University of Rochester (2023-present)
Education
Roberts Wesleyan College, BA 1992
Employment
Secretary, University of Rochester (1993-1995)
Administrative Assistant, University of Rochester (1995-2004)
Manager, Investment Operations, University of Rochester (2004-present)
Education
Canisius College, BS 2008
Loyola University Maryland, MBA 2014
University of Southern California, MSL 2024
Employment
Securities Analyst, Wells Fargo Corporate Trust (2012-2014)
Investment Operations Analyst, Johns Hopkins University (2014-2015)
Senior Investment Analyst, Rochester Regional Health (2016-2017)
Manager of Investment Administration and Reporting, University of Rochester (2017-Present)
Education
Duke University, BS 2005
Temple University, Master of Music 2008
University of North Carolina at Chapel Hill, Master of Accounting 2010
Certified Public Accountant
Employment
Assurance Associate, RSM US LLP (2010-2012)
Performance Analyst, DUMAC, Inc. (2012-2016)
Senior Internal Auditor, University of Rochester (2017-2018)
Investment Operations Analyst, University of Rochester (2018-2023)
Senior Investment Operations Analyst, University of Rochester (2023-present)
Education
Monroe Community College, AAS 1999
Employment
Secretary, University of Rochester (2004-2006)
Administrative Assistant, University of Rochester (2016-present)