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