As Manager of Investment Operations and Chief Compliance Officer, I serve Agili and our clients in a variety of ways. I collaborate with our Investment Analysts to meet the objectives set for the Investments Team by the Leadership Team.  In addition, I provide analytic, research and operational support to the firm’s limited partnerships that make non-traditional investments.  I also manage many of the firm’s technical, operational and process improvement initiatives. Finally, I maintain Agili’s compliance program to keep us in good standing with the SEC as a registered investment adviser. Before joining Agili, I worked at Ropes & Gray LLP in New York City as a Senior Practice Development Specialist.

Education:

  • Bachelor of Arts in Psychology, New York University
  • Bachelor of Arts in Romance Languages, New York University
  • Master of Business Administration, Darden School of Business, University of Virginia

When it comes to tiny moments, I enjoy Sunday morning breakfast with my husband and three kiddos.  Homemade pancakes and scrambled eggs, every Sunday without fail.