Contact
Certifications & Education
- Bachelor of Commerce in Finance, University of British Columbia
- Fellow of the Portfolio Management Foundation, University of British Columbia
- Chartered Financial Analyst (CFA) designation
Affiliations & Memberships
Member
CFA Society of Philadelphia
Member
CFA Institute
Board Member & Chair of Investment Committee
Fund for Women and Girls
Board Member
World Affairs Council of Philadelphia
Previous Experience
Senior Research Analyst
The Haverford Trust Company
Investment Manager, European Real Estate
Aberdeen Asset Management, Edinburgh, UK
Investment Manager, Real Estate Research & Strategy
Scottish Widows Investment Partnership, Edinburgh, UK
Investment Manager, Emerging Market Equities
Columbia Threadneedle Investments, London
Investment Manager, Asian Equities
HSBC Global Asset Management, Hong Kong
Analyst, US Equity Research
HSBC Global Asset Management, New York