Strategic leadership in investment management and philanthropy
Transformation begins and succeeds through curiosity, trust and determination. Acting on this belief, I have led strategic change at a Fortune 500 investment manager, a major national philanthropy, and in my own community with new American entrepreneurs.
I lead strategy and operations at Stand Together Foundation, a national philanthropy backing nearly 400 community organizations across the United States. I joined in 2023 to run a transformation, and over two years we rebuilt the leadership team, redesigned the operating model, cut annual expense by more than half, and posted the highest partner satisfaction scores in the Foundation's history.
Fieldform Advisory is a practice I am building around strategic transformation for corporations and nonprofits navigating their most consequential moments — clarity for leaders, momentum for organizations. Through it I build on nineteen years as an executive in asset management, with regular engagements through expert networks on topics including global asset management operations, ETF acquisitions and integration, advisory-service procurement by asset managers, and wealth and brokerage platform partnerships.
I also provide pro bono strategic and operational consulting to American Revival, a traveling festival of hope and connection created by filmmaker Nicholas Ma. Each gathering pairs national and local artists — Yo-Yo Ma, Keb' Mo', Valerie June and Arrested Development among them — with a call to “be the helper,” moving audiences from curiosity to commitment through shared experience and service. Recent stops in Tennessee sold out on weeknights. I have been part of the conversation since the idea's earliest form in 2021.
Led a two-year transformation of strategy, operations, structure and culture. Under a vision I helped shape, we moved the Foundation from a collection of broad, experimental programs to a focused social-sector investor organized around roughly fifteen thematic philanthropic portfolios, each geared to moving American communities toward empowerment. I now direct execution of the new model and all staff and resources behind it.
Founded and led a 125-person multidisciplinary function across seven countries, owning revenue targets, budget, hiring, multi-year strategy and board representation.
Ran strategy, communications, financial reporting and talent for the firm's largest function, and led C-suite-sponsored work on location strategy and the restructuring of key geographies including London.
Built and introduced a global trading model that linked nine previously autonomous desks into one function, improving best execution and lowering cost for clients while letting portfolio managers trade locally in major markets.
Led initiatives across Europe, including the divestiture of the firm's custodian bank in Germany and the transition of its activities to third parties and Invesco affiliates in the UK and Ireland. Worked in German throughout.
2002–2004 · Frankfurt
Manager, global supply chain and process management. Led activity-based costing work assessing the firm's ability to profitably serve global key accounts.
1999–2001 · San Francisco, Houston
Associate consultant. Implemented revenue cycle redesign at major academic medical centers, increasing cash flow and reducing operating expense.
1998–1999 · Washington, DC
National systems research specialist. Developed annual research priorities for the firm's largest clients.
My first trip abroad came at sixteen, as a volunteer in present-day Slovakia. Later came an orphanage in Albania and an internship with a Slovak national park. Sixty-six countries since, including seven years living in Frankfurt.
I look for simple moments of human life in extraordinary places.
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English, native. German, proficient — and used daily for seven years in Frankfurt.
A free fourteen-session accelerator for promising small businesses. I mentor New American entrepreneurs building companies in Atlanta.
Advancing fairness, safety and opportunity for LGBTQ communities and allies across the state.
Moore School of Business, University of South Carolina
Focused on international business with a German language specialization, a six-month internship with Clariant GmbH in Sulzbach, and electives at Otto Beisheim School of Management in Vallendar.
Furman University
Comparative politics, including an individualized senior seminar on US–post-Soviet relations and study abroad in the Baltics researching post-Soviet environmental policy.
Résumé
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