As an analyst and portfolio manager with major financial institutions, I was trusted to produce maximum return with minimized risk across market cycles. Whether managing pension assets at United States Steel and Carnegie Pension Fund, trading a proprietary book at Nomura Securities, or producing in-depth equity research at Natixis Bleichroeder, I consistently delivered value unique and appropriate to the client’s needs.
My credentials include an MBA from Columbia University School of Business, and I graduated in the first class of women from Haverford College. I have been quoted in the Wall Street Journal, the Financial Post and Bloomberg News. Recently, I studied socially responsible investing and received credentials from the Sustainability Accounting Standards Board and CFA Society.
I care deeply about financial inclusion and am actively involved with the Hebrew Free Loan Society—an organization that uses interest-free loans to foster financial stability and opportunity among lower-income New York residents. I also served on the boards of Friends of Materials for the Arts and The Foundry Theatre. Daily exercise is my passion, including early morning training, cycling and skiing, and I take advantage of all that New York City’s culture has to offer.