STRATEGIC INVESTMENT MANAGEMENT - Key Persons
Aksana leads the investment analytics group. In this role, she is responsible for portfolio evaluation and investment analysis and supports the Co-CIOs on investment policy development work. She also contributes to Strategic's opportunistic investment efforts. She is a member of Strategic's Diversity, Equity, and Inclusion Working Group, a cross-functional team that works to develop and retain diverse talent both within the firm and within the financial industry, to encourage and evaluate diversity within our sphere of influence (our firm, our managers, our vendors), and to foster an equitable and respectful work environment throughout the firm. Prior to joining Strategic, she worked as a Loan/Benefit Officer at a local retirement trust company.
Aksana holds an M.B.A. from Georgetown University's McDonough School of Business and a B.S. in Finance from George Mason University. She is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Arlynn is responsible for supporting the accounting, tax and regulatory reporting requirements of Strategic's clients and managing client onboarding. Prior to joining Strategic, she held various positions at The Carlyle Group, most recently serving as Vice President overseeing International Corporate Private Equity Funds. She previously worked in accounting and audit positions at Marriott International and PricewaterhouseCooper LLP.
Arlynn holds a B.S. in Commerce with a concentration in Accounting from the University of Virginia, McIntire School of Commerce.
Job Titles:
- Chief Executive Officer
- Member of the Strategic Management Committee
- President
- President and Chief Executive Officer of Strategic
Brian is the President and Chief Executive Officer of Strategic and a member of its Board of Managers. Brian was previously the Chairman and Chief Executive Officer of TD Asset Management based in Toronto and prior to that the President and Chief Executive Officer of New York Life Investment Management in New York. He spent 25 years at Merrill Lynch as a Portfolio Manager, Chief Investment Officer and Regional Executive Officer based in London, Hong Kong and Tokyo. His last role at Merrill Lynch was Chief Operating Officer and Head of the U.S. asset management business based in Princeton, New Jersey.
Brian has served on a number of non-profit boards. He currently serves as President of the Craigielea Educational Fund at Cornell University and as Trustee for the National Review Institute. Brian is also on the advisory boards for the CFA Society of Washington D.C. and is a member of the Mount Vernon Life Guard Society.
Brian has been published in magazines and newspapers in several countries including India, China, and the UK, and has appeared many times on Bloomberg, Asia Business News and CNBC. He holds a B.S. from Cornell University.
Job Titles:
- Director, Portfolio Management
Chris is a member of the Portfolio Management team implementing Strategic's portfolio positioning and in-house trading, strategic policy setting, and pension management and analytics. He previously served as a member of the fixed income team conducting manager research and market analysis. Prior to joining Strategic, his internships included serving as a Financial Analyst at Practice Management Associates and as a Research Analyst at Virginia Capital Partners.
He holds a B.S. in Business (concentration in Finance) and a B.S. in Accounting from Virginia Commonwealth University. Chris is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Job Titles:
- Director, Portfolio Management
Chris is a member of the Portfolio Management team with broad responsibilities including contributing to and communicating Strategic's investment outlook, analyzing fixed income markets, and managing Strategic's in-house trading activity. Prior to joining Strategic, Chris was a Senior Portfolio Manager at Strategic Fixed Income, where he managed global fixed income portfolios and co-managed a global macro hedge fund.
Chris has a B.A. in Economics from the University of Richmond. Chris is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Job Titles:
- Member of the Strategic Management Committee
- Co - Chief Investment Officer
Chris is a member of the Office of the CIO, responsible for all aspects of Strategic's investment process, portfolios, and performance. Chris also supports Strategic's research efforts in strategic asset allocation, dynamic asset allocation, liability driven investment, and risk budgeting. He works closely with investment, research, and analytical staff in developing, integrating, and implementing investment policy for the firm's clients. Prior to joining Strategic, he was Managing Director and Senior Portfolio Manager of the Goldman Sachs Asset Management Multi-Asset Solutions team in New York, working with endowments, foundations, pensions, financial intermediaries, and sovereign institutions in designing, implementing, and overseeing multi-asset portfolios. Prior to Goldman Sachs, he worked at Towers Perrin in Philadelphia as an Actuarial Associate and consultant.
Chris holds a B.S. in Economics from the Wharton School at the University of Pennsylvania with concentrations in Actuarial Science and Accounting. He is a CFA charterholder, member of the New York Society of Security Analysts, and an Associate of the Society of Actuaries (ASA).
Job Titles:
- Managing Director, Client Portfolio Management
Chris works closely with the investment and research teams to develop and implement investment solutions that meet clients' objectives. Additionally, he is a member of Strategic's ESG Working Group, a cross-functional team that directs and coordinates Strategic's multifaceted ESG solutions and research. While pursuing his M.B.A., Chris worked as an intern at Cambridge Associates and, prior to that, he was a Financial Advisor at Legg Mason.
He holds an M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia and a B.S. in Commerce from the McIntire School at the University of Virginia. Chris is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Job Titles:
- Managing Director and Economic Counsellor
David works closely with the investment and research teams to develop and implement investment solutions that meet clients' objectives. He also contributes to the firm's investment teams and economic research. Prior to joining Strategic, David was Assistant Director in the Finance Department at the International Monetary Fund (IMF), where he was responsible for developing strategies to broaden and diversify the IMF's sources of income and managing investments totaling over $20 billion. At various times during his 22-year career at the IMF, David was one of the principal authors of the IMF's Global Financial Stability Report, managed the IMF's pension fund portfolio of $2 billion, and analyzed financial and macroeconomic developments in countries in Africa, Asia, and Europe. He serves on the Investment and Finance Committee for the Community Fund for Oceana County, Michigan, and formerly served on the Board of Directors of the Bank-Fund Staff Federal Credit Union.
He holds an M.B.A. from the Institut Européen d'Administration des Affaires in Fontainebleau, France, a postgraduate diploma from the London School of Economics, an M.Phil. from Oxford University, and a B.A. from Bowdoin College. David is a CFA charterholder and a member of the CFA Society of Washington, D.C. He holds the Professional Risk Manager (PRM) designation and is a member of the Professional Risk Managers' International Association.
Job Titles:
- Member of the Strategic Management Committee
- Co - Chief Investment Officer
- Member of the Office
Eric is a member of the Office of the CIO, responsible for all aspects of Strategic's investment process, portfolios, and performance. Eric also provides asset allocation analysis and strategy, implements the beta overlays for Strategic's portable alpha programs and oversees in-house trading activity. Additionally, he is a member of Strategic's ESG Working Group, a cross-functional team that directs and coordinates Strategic's multifaceted ESG solutions and research. Prior to joining Strategic, he was a consultant at the World Bank and a Research Assistant for the Overseas Private Investment Corporation (OPIC).
He holds an M.B.A. in International Business and Finance from the George Washington University School of Government and Business Administration, and a B.A. in Economics from Colorado College. Eric is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Job Titles:
- Managing Director, Client Development
Jane is responsible for building new client relationships. She has over 19 years of investment industry experience, including more than 12 years focused on bringing OCIO services to institutional investors. Additionally, she is a member of Strategic's ESG Working Group, a cross-functional team that directs and coordinates Strategic's multifaceted ESG solutions and research. Prior to joining Strategic, Jane served as Regional Director at SEI, where she focused on business development for OCIO services in the non-profit marketplace. She held various other positions at SEI in the Institutional Group and Advisor Network.
She holds a B.B.A. in Finance from the University of Notre Dame.
Job Titles:
- Member of the Senior Investment Team
- Director, Public Equities
Jason focuses on public equity manager due diligence and monitoring. Additionally, he is a member of Strategic's ESG Working Group and serves as ESG Investment Team Lead, working closely with Strategic's clients and prospective clients who wish to more fully integrate ESG principles into their portfolios. Prior to joining Strategic, he served as Director of Investments at the Inova Health System Investment Office, which he launched with two colleagues. He has also worked at Cambridge Associates as an Investment Director, at NERA Economic Consulting, and he interned in the Investment Offices of both Williams College and Princeton University.
Jason holds an M.B.A. from Yale University and a B.A. in Economics and Mathematics from Williams College. He is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Jason S. Rabineau - Chief Risk Officer, Managing Director
Job Titles:
- Chief Risk Officer
- Managing Director
- Member of the Senior Risk Management Team
Jason directs Strategic's investment risk measurement and management activities. Prior to joining Strategic, he worked in various capacities at AEGON Institutional Markets, Inc. as Director, Risk Management. Jason began working at AEGON in 2004, and focused on municipal reinvestments and medium term notes, valuation, structured products and, most recently, liquidity and collateral management. Prior to AEGON, Jason worked as Assistant Vice President at Jefferson-Pilot Life Insurance Company in annuity product development.
He holds an M.B.A. from Wake Forest University and a B.S. in Mathematical Sciences from the University of North Carolina at Chapel Hill. He is a Fellow of the Society of Actuaries and is a member of the American Academy of Actuaries. Jason is a CFA charterholder and is a member of the CFA Society of Washington, D.C.
Jeff is a member of the Office of the CIO, assuming responsibility with the Co-Chief Investment Officers for all aspects of the firm's investment process, portfolio construction, and implementation in client portfolios. Additionally, he focuses on manager sourcing, selection, and monitoring across private equity, venture capital, and real estate. He also co-leads Strategic's opportunistic investment efforts. Prior to joining Strategic, Jeff spent ten years at PricewaterhouseCoopers in its Financial Markets advisory practice, where he advised private equity firms, sovereign wealth funds, REITs, and banks. Before that, he was a manager at Alcatel-Lucent, where he worked in the finance organization, including the pension fund. Jeff serves on the Advisory Investment Committee for Women of the World Endowment.
Job Titles:
- Managing Director, Operations
Josh leads Strategic's Operations team. He is responsible for overseeing all of the operational aspects of Strategic's investment process, including trading related activity; position and cash management; custody oversight; and investment accounting, performance calculations, Global Investment Performance Standards (GIPS®) Compliance, and client reporting. Prior to this role, Josh was responsible for managing the proper execution of investment decisions across client portfolios; assessing existing processes and workflows within the investment process; and recommending and overseeing the implementation of process and technology enhancements. He began his career at Strategic as an Investment Performance Analyst. Prior to joining Strategic, Josh oversaw residential development projects in the real estate industry.
He holds an M.B.A. from Georgetown University's McDonough School of Business, a B.S. in Finance & International Business and a B.S. in Spanish from Pennsylvania State University. Josh is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Justin manages Strategic's Information Technology team. In this role, he is responsible for Strategic's network infrastructure, software development, cybersecurity program and the firm's business continuity and disaster recovery plan. He is also responsible for analyzing the firm's business and functional requirements for all technology projects, identifying solutions, and managing the implementation and integration of new technologies. Prior to joining Strategic, he worked for AllianceBernstein as V.P., Technology and Relationship Manager, responsible for managing projects and implementing technical solutions for Institutional Investment Management and Bernstein Global Wealth Management.
Justin holds a B.S. in Business Management from St. Peter's College.
Job Titles:
- Managing Director, Client Portfolio Management
Kendall works closely with the investment and research teams to develop and implement investment solutions that meet clients' objectives. During her tenure at Strategic, she led the real estate team. Currently, she sits on the Private Markets Sub-Committee and was previously a member of the Investment Committee. Prior to joining Strategic, she was the financial manager of a California real estate investment and development firm.
She holds an M.B.A. from Darden Business School at the University of Virginia and a B.A. from Harvard University. Kendall is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Job Titles:
- Chief Operating Officer
- General Counsel
- Member of the Strategic Management Committee
Ken is Chief Operating Officer and General Counsel of Strategic. He also serves as a member of Strategic's Board of Managers. Prior to joining Strategic, he was an Associate at the law firm of Shearman & Sterling in New York. He has been admitted to the legal bars of New York and the District of Columbia.
Ken holds a J.D. from New York University School of Law and a B.A. in Political Science from the University of Michigan. Ken is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Job Titles:
- Managing Director, Client Portfolio Management
Ken leads the Client Portfolio Management Team. Ken works closely with the investment and research teams to develop and implement investment solutions that meet clients' objectives. He has over two decades of endowment investment experience including leadership roles at the Brown University Investment Office (Managing Director and Acting CIO) and the Princeton University Investment Company, as well as extensive asset allocation, manager selection, and risk management experience and a deep background in private investments. He chairs Strategic's ESG Working Group, a cross-functional team that directs and coordinates Strategic's multifaceted ESG solutions and research, and is a member of the Diversity, Equity, and Inclusion Working Group. Prior to joining Strategic, he was the Chief Investment Officer of Mercer's not-for-profit institutional client team, which managed $4 billion in discretionary assets for over thirty clients. Ken formerly served as Investment Committee Chair and a member of the Board of Directors of The Wheeler School, a member of the Rhode Island Public Radio Board of Directors, and on the Lifespan Hospitals Investment Committee.
Ken holds a B.S. in Management Science with a concentration in Finance from MIT. He is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Laura manages Strategic's corporate accounting group and is responsible for all corporate financial functions. Prior to joining Strategic, she was an accountant at Oxford Development Corporation and, while attending school, worked as an accountant and in production management for Stephen Shade, Inc.
Laura holds a B.S. in Business Administration from the University of Maryland and has passed the Uniform Certified Public Accountant Examination, but no longer maintains the CPA designation. Laura has been awarded the CFA Institute Investment Foundations™ certificate.
Job Titles:
- Chief Human Resources Officer
- Managing Director
- Member of the Strategic Management Committee
Lauren leads Strategic's Human Resources function. She is also a member of Strategic's Diversity, Equity, and Inclusion Working Group, a cross-functional team that works to develop and retain diverse talent both within the firm and within the financial industry, to encourage and evaluate diversity within our sphere of influence (our firm, our managers, our vendors), and to foster an equitable and respectful work environment throughout the firm. Prior to joining Strategic, Lauren was the Senior Vice President of Human Resources at American Capital, Ltd. She previously was also a Senior Director of Human Resources at CoStar Group, Inc., Senior Human Resources Manager for the Pepsi-Cola Company and the Head of Human Resources at Morton's Restaurant Group. Lauren is a contributing author of Inside of Minds-Leveraging HR Metrics: Leading HR Executives on Adding Value, Evaluating Productivity, and Demonstrating Tangible Results. She was recently named to the Thurgood Marshall College Fund's 2021 Partners in Diversity cohort. Lauren is a member of the DePaul University Master of Science in Human Resources Advisory Council. She also serves on the Boards and is Treasurer of Bethesda-Chevy Chase High School Sports Boosters and Westland Middle School's PTSA. She is a former Board Member of MentorPrize and the Somerset Elementary School Educational Foundation, where she was also Treasurer.
Lauren holds an M.B.A. and a B.S. in Commerce from DePaul University.
Job Titles:
- Member of the Senior Investment Team
- Managing Director, Hedge Funds
Laurie directs the research, development, and implementation of Strategic's hedge fund investment activities. Additionally, she is a member of Strategic's Diversity, Equity, and Inclusion Working Group, a cross-functional team that works to develop and retain diverse talent both within the firm and within the financial industry, to encourage and evaluate diversity within our sphere of influence (our firm, our managers, our vendors), and to foster an equitable and respectful work environment throughout the firm. Prior to joining Strategic, Laurie worked in the Equity Research Department of J.P. Morgan Investment Management in New York.
Laurie holds a B.S. in Applied Mathematics from Saint Mary's College, Notre Dame, Indiana. She is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Job Titles:
- Director, Client Portfolio Management
Leah works closely with the investment and research teams to develop and implement investment solutions that meet clients' objectives. She chairs Strategic's Diversity, Equity, and Inclusion Working Group, a cross-functional team that works to develop and retain diverse talent both within the firm and within the financial industry, to encourage and evaluate diversity within our sphere of influence (our firm, our managers, our vendors), and to foster an equitable and respectful work environment throughout the firm. Prior to joining Strategic in 2014, she was a Vice President and Portfolio Analyst at Lazard Asset Management, where she worked with the global tactical asset allocation and fixed income strategies. She began her career as a Junior Analyst at Mosaic Capital Advisors, a long-short hedge fund based in New York City.
She has a B.S. in Finance and a B.S. in Entrepreneurial Studies from the University of Minnesota.
Lorna oversees portfolio administration activities, which includes cash and asset transfers for client accounts; operational reviews; fund accounting, audit and taxes; and custodial relationships. Prior to joining Strategic, Lorna was an accountant for Marc E. Leland Associates and a Trust Accountant at First Virginia Bank.
She attended Southwest Texas State University as well as the University of Virginia, with a concentration in Accounting.
Job Titles:
- Member of the Senior Risk Management Team
- Senior Counsel
Lourdes assists the General Counsel and Chief Compliance Officer with the legal and compliance functions of Strategic. Lourdes previously worked for Strategic from 1996-2001 and rejoined the firm in 2015. In the interim, she served as Senior Counsel for various investment advisory firms, including a former affiliate of Strategic focused on emerging markets equities, Ashmore Equities Investment Management, and The Rock Creek Group. She has been admitted to the legal bars of New York and the District of Columbia.
Lourdes holds a J.D. from Harvard Law School and a B.A. in Philosophy from Yale College.
Job Titles:
- Member of the Strategic Management Committee
Melissa administers Strategic's compliance program and provides general legal advice. She serves on the Board of Meadowbrook Foundation. Prior to joining Strategic, Melissa was Of Counsel in the Investment Management Practice Group at the law firm of Morrison & Foerster, LLP. She has been admitted to the legal bars of Maryland and the District of Columbia.
Melissa holds a J.D. from Catholic University of America, Columbus School of Law and a B.A. in Government from Connecticut College.
Natalia helps manage many of the daily functions that are critical to the client investment process. Her core responsibility is overseeing transaction implementation and trade related activity, as well as managing the operational relationships with sub-managers. Prior to joining Strategic, she served as a Senior Associate with Mindshare in New York.
Natalia holds an M.S. in Quantitative Methods and Modeling and a B.A. in Finance and Investment from Baruch College. She is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Job Titles:
- Member of the Strategic Management Committee
Job Titles:
- Managing Director, Client Development
Pat is responsible for building new client relationships. He has over 19 years of investment experience, including more than 10 years focused on bringing OCIO services to institutional investors. Most recently, he served as a Managing Director and Head of Outreach at TIFF, where he managed all outreach efforts including member services. He also served on the Management Committee. Prior to that, Pat was the Director of Investment Officers at Hirtle, Callaghan & Co., where he led an 11-member team working with the firm's largest institutional and high net worth clients. Previously, he served in roles at Goldman Sachs in Private Wealth Management and Gardner Lewis Asset Management.
Pat served seven years as an active duty infantry officer in the U.S. Marine Corps. He holds an M.B.A. in Finance, Economics, and Entrepreneurship from the University of Chicago Booth School of Business and a B.S. in Marketing from the University of Virginia.
Job Titles:
- Managing Director, Private Markets
Paul directs the firm's activities in real estate and private equity. Prior to joining Strategic, Paul was a Managing Director at CB Richard Ellis and a Manager at Kenneth Leventhal & Company. He started his career with Arthur Andersen as a Tax Professional in its Washington, D.C. office.
Paul holds an M.S. and a B.S. in Accounting from Virginia Polytechnic Institute and State University. He has passed the Uniform Certified Public Accountant Examination, but no longer maintains the CPA designation.
Job Titles:
- Managing Director, Client Portfolio Management
Rick works closely with the investment and research teams to develop and implement investment solutions that meet clients' objectives. He has extensive experience in working with endowments, foundations and insurance firms, as well as experience as an institutional equity portfolio manager for major Wall Street firms. Prior to joining Strategic, he served eight years as a Director, Portfolio Manager at Hirtle, Callaghan & Co, where he worked with the largest institutional clients of the firm and was a voting member of the Investment Policy Committee. He has also held senior portfolio manager positions at Chartwell Investment Partners and was a Managing Director at Morgan Stanley Investment Management, where he managed U.S. Large Cap Value Portfolios. Before Morgan Stanley, he was a Hedge Fund Manager at Moore Capital Management, LLC and a "sell-side" Securities Analyst at Merrill Lynch & Co. in New York.
Rick has a Ph.D. and an M.A. in Economics from the University of Notre Dame and a B.S. in Economics from Villanova University.
Job Titles:
- Member of the Senior Risk Management Team
- Director, Operational Due Diligence
Scott supports the operational due diligence of investment managers and investment vehicles, as well as Strategic's internal operational risk management. Prior to joining Strategic, he was an Associate Investment Director at Cambridge Associates, LLC. He also worked as an Analyst within J.P. Morgan's Treasury and Securities Services.
Scott holds a B.S. in Financial Management, with a focus on Corporate Finance and a minor in Accounting, from Clemson University.
Job Titles:
- Member of the Strategic Management Committee
Job Titles:
- Member of the Senior Risk Management Team
Job Titles:
- Member of the Senior Investment Team
- Managing Director, Hedge Funds
Taylor focuses on hedge fund manager sourcing, selection, and monitoring. He also co-leads Strategic's opportunistic investment efforts. Prior to joining Strategic, Taylor managed the hedge fund and credit portfolios for Brown University's endowment. He also worked as an Investment Analyst at Fidelity Investments.
He received an M.B.A. with a concentration in Finance, a B.S. in Economics and Computer Information Systems and a B.A. in History; all from Bryant University.
Taylor is a CFA charterholder and a member of the CFA Society of Providence, RI.
Job Titles:
- Managing Director, Public Equities
Ted directs the firm's activities in U.S. equity investments. Prior to joining Strategic, Ted was a portfolio manager at HBK Investments, where he managed event-driven and long-short equity investments in the U.S. and Asia. Ted is a member of the Board of Directors of I Dream Public Charter Schoo l, where he also serves as Treasurer.
Ted holds an M.B.A. from Stanford University, a B.S.Econ. from the Wharton School and a B.S.Eng. from the Moore School of Engineering at the University of Pennsylvania. Ted is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Job Titles:
- Managing Director, Fixed Income
Ted directs the firm's activities in fixed income investments and directly manages U.S. treasury securities. Prior to joining Strategic, Ted was Executive Director, Group Head for Government/Mortgage and Money Market Assets for Van Kampen Mutual Funds, a subsidiary of Morgan Stanley. He has also served as a Senior Portfolio Manager specializing in investment-grade fixed income portfolios at AMR Investments.
Ted holds a B.A. in Economics and Organizational Behavior and Management from Brown University. Ted is a CFA charterholder and a member of the CFA Society of Washington, D.C.
Job Titles:
- Member of the Strategic Management Committee
Job Titles:
- Internal CIO, Consultant, Managers