Who We Are

Laura, CFA

Summary

Highly experienced investment consulting professional known for providing in-depth analysis and advice to institutional investors. Committed to building strong client relationships through prompt and resourceful service. Broad knowledge of major asset classes and manager styles and approaches. Proven analytical and technical skills to establish confidence and resolve problems for clients and colleagues. Expertise in:

Experience

Current
Nano-Ice, Brookline MA, Design consultant

Creative director for start-up technology-based personal cooling necklace.

2010-2015
P-SOLVE, Waltham, MA, Director and Senior Investment Consultant

Senior member of investment team responsible for advising and implementing investment strategies for institutional clients:
Consultant to institutional investors, defined benefit, and defined contribution plans:
Head of U.S. manager research for multi-asset class investment strategy:

1998-2007, 2008-2009
Mercer Investment Consulting, Boston, MA

Principal and Senior Investment Consultant (2008-2009)
Principal, Market Leader (2005-2007)

Principal, Senior Investment Consultant (2001-2005)
Associate (1998-2001)

2007-2008
Invesra (LTSave), Boston, MA
Chief Investment Officer

Education and Certifications

Chartered Financial Analyst (CFA)
Master of Business Administration, Boston University, Boston, MA
Bachelor of Arts, Music, Wellesley College, Wellesley, MA
Computer Skills include Microsoft Office, Morningstar Direct, Style Research

Other Interests and Volunteer Work

Member, Endowment Investment Committee, St. Timothy's School, Stevenson, MD
Member, Toastmasters International
Avid biker and occasional golfer
Other hobbies include painting, jewelry, and creative sewing.

Presentations and Speaking Engagements

"Fiduciary Responsibility in Retirement Plans," New England Employee Benefits Council (2013, 2014)