Certifications:
Certified Treasury Professional with 25 + years of Portfolio Management Experience in Public and Private Markets and Asset Classes
Portfolio Manager and Accredited Investor in Public Equities, Fixed Income, Private Funds, Real Estate and Direct Investing including early- and late-stage companies.
Public Markets: Portfolio Manager, 2002-2019
- Anchor Capital Advisors, Portfolio Manager and Senior Vice President, 2013-2019 (Boston, MA)
- Moody Aldrich Partners, Portfolio Manager, 1996-2000, 2003 to 2012 (Boston, MA)
- RJS Capital Management, Fixed Income Associate, 1994-1996 (Manchester-by-the-Sea, MA)
Private Markets: Direct and Private Funds Investor, 2019-present
- Pierre & Company (Massachusetts) LLC, 2000 to 2003 (Boston), and 2019- present (Marion, MA)
- Registered Investment Adviser (Series 65) in Commonwealth of MA
Education
- B.A., English, University of Notre Dame, 1991
Other Education
- Certified Treasury Professional (CTP), September 2023
- Willow@ Certification for Women, September 2024
- UMass-Boston and UMass-Dartmouth M.B.A program, various coursework 1998-present
- Harvard Business School Executive Education Programs, (Valuation) 2001, 2006 and 2012
- NYU Stern School of Business Executive Education, (Strategic Financial Analysis), February 2001
Boards of Advisement
- Investment Committee and Trustee Advisor, St. John’s Preparatory School (Danvers, MA)
- Investment Committee, Community Foundation of Southeastern MA (CFSEMA) (New Bedford, MA)
- Investment Committee and Former Board, Crystal Springs Inc. Investment Fund (Assonet, MA)
Investments
- LP Investor, BW Gas & Convenience Fund (Private-Equity Sponsor: Yesway Gas/Convenience Stores)
- LP Investor, Belveron Partners (Affordable and Workforce Housing)
- Venture Round Investor, Willow Inc. (women-founded fintech startup, Boston, MA)
- Venture Round Investor, Know Seafood Inc. (seafood direct-to-consumer startup, New Bedford, MA.)
- Series A Investor, Preclinical biotech in Waltham, MA