Guidance Rooted in Experience

I previously served on an endowment committee alongside the former head of the Yale Endowment and several Wall Street professionals. That experience, working directly with best practices, governance structures, and long-term stewardship continues to guide my perspective today.

I now offer pro bono support to small and mid-sized endowments that are establishing or refining their investment processes. For those who are just beginning, I can provide an introductory checklist to help set a clear and thoughtful foundation.

If your organization would benefit from additional guidance, please reach out.