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Sarah is a partner at NEPC and oversees the firm's traditional manager research. Prior to joining NEPC, she was managing director at Wellesley College, where she was responsible for the investment of the College’s endowment, including asset allocation, portfolio construction, and manager selection across private markets, public markets, and hedge funds.
Earlier in her career, Sarah was the deputy chief investment officer at Mass PRIM, where she chaired the internal Investment Committee and oversaw asset allocation, investment research, and manager selection. Samuels led the portfolio management of the $45 billion public markets and hedge fund portfolios, including US equities, developed international equities, emerging market equities, frontier equities, treasuries, inflation-linked bonds, credit, and emerging markets debt. She regularly presented investment recommendations, asset allocation, and portfolio management strategy to the Investment Committee and Board and was a member of the four-person Executive Management Team tasked with strategic planning and management of the organization. Samuels also worked as an associate portfolio manager at Boston Advisors and in a variety of roles at Wellington Management Company.
Samuels is a Director of the CFA Society Boston and the University of New Hampshire Boards, served on the Advisory Board for Girls Who Invest, and founded the Boston chapter of Private Equity Women Investor Network (PEWIN).
She holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations, earned an MBA in Finance at Boston University, and a BA in German and Business from the University of New Hampshire.
Asha Mehta, CFA —VICE-CHAIR
Asha Mehta, CFA, is Managing Partner & CIO at Global Delta Capital. She was previously a Lead Portfolio Manager on Acadian's quantitatively managed strategies. Her thematic focus includes Frontier & Emerging Markets and Sustainability Investing. Prior to joining Acadian, Asha worked as an investment banker at Goldman Sachs and at Centocor in a strategy role. Early in her career, she conducted microfinance lending in India. She has traveled to over 80 countries and lived in six. Asha was named one of the Top 10 Women in Asset Management by Money Management Executive and was profiled as a "Brilliant Quant" by Forbes magazine. She is a frequent speaker at industry conferences and her work has been featured in Pensions & Investments, the FT, CNN, WSJ, and other publications.
Asha is a Board Member of CFA Society Boston and an Advisor to the High Meadows Institute. In addition, she is an active advocate of financial literacy and financial empowerment. She is a supporter of several related organizations, including Compass Working Capital and 100 Women in Finance. Asha holds an MBA with Honors from The Wharton School (University of Pennsylvania) and a BS, Biological Sciences and AB, Anthropology, from Stanford University. She was raised in Gainesville, Florida.
Andrew Z. Tubman, CFA, — TREASURER
As managing director, Endowments and Foundations Strategy, Andrew is responsible for identifying, sharing, and acting upon the major trends occurring within the endowment and foundation marketplace. In this capacity, he synthesizes information on endowment and foundation trends, develops thought pieces for internal and external use, and partners with our clients as well as various groups at Wellington Management to ensure that the firm is positioned as a resource and solutions provider to the non-profit community.
In addition, Andrew serves as a relationship manager and business developer focused on endowments and foundations, helping to deepen the relationship and consultative partnership with clients and serving as a conduit for clients to ensure that the full range of resources and services of the firm are brought to bear on their behalf.
Before joining the firm in 2000, Andrew held various roles at EgonZehnder International (1998) and Andersen Consulting (1996 – 1998).
Andrew received his MBA from the Massachusetts Institute of Technology (Sloan, 2000) and his BBA from Emory University (1996). He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.
Keon T. Holmes, CFA — SECRETARY
Keon is a Managing Director in Cambridge Associates’ Boston office. He works with a number of universities, foundations, hospitals, cultural institutions, independent schools, and private clients across the world, ranging in size from $50 million to over $9 billion. Keon specializes in constructing and overseeing portfolios for his clients.
Prior to joining Cambridge Associates in 2005, Keon worked in equity risk management products with UBS AG in Hong Kong while attending business school. Prior to this, he worked as an Investment Manager for private clients at JP Morgan Private Bank, administering investment portfolios for private clients of the southeast regional office in Atlanta. Prior to this, Keon was an Associate in the equity derivatives group at JPMorgan & Co. in New York. \
Keon is a CFA Charterholder, holds an MBA from Harvard Business School, Harvard University and has his BS in Electrical Engineering from Howard University.
William D. Krause, CFA — CHAIR, EDUCATION AND PROGRAMS
Will Krause is a Senior Portfolio Manager in Northern Trust’s Wealth Management practice. Over his career he has held numerous financial advisory roles, advising both private wealth and non-profit clientele on investment management, financial planning, and matters relating to trusts and estates. He earned his Certified Financial Analyst (CFA) Charter and is a subject matter expert on sustainable investing.
Will is a graduate of Harvard University, and is passionate about his service to the community. He is a member of the Board of Directors and the Finance Committee of the International Institute of New England (IINE). He also established IINE’s investment fund, and currently sits as co-chair of its Investment Committee. IINE is a 100-year old non-profit that creates opportunities for refugees and immigrants to succeed in their new environment in New England.
He is also focused on closing the financial literacy gap. He is co-chair of the CFA Boston Financial Literacy Initiative, a volunteer program that partners with local organizations to teach financial concepts to their constituents. He is a member of the CFA Institute Financial Literacy and Investor Education Steering Committee, an international body of CFA Charterholders looking to harness the scope and reach of the CFA Institute to promote improvements in global financial literacy.
Finally, Will is a member of the Advisory Board of Boston’s Institute of Contemporary Art.
Jennifer K. DeSisto, CFA, CAIA — DIRECTOR, 3-YEAR TERM
Jennifer K. DeSisto, CFA, CAIA is the Chief Investment Officer of Anchor Investment Capital Advisors LLC. Prior to Anchor Capital Advisors LLC she served as Portfolio Manager from 2011-2016 at Fiduciary Trust Company and at Batterymarch Financial Management from 2005-2011. She also held the role of Vice President Corporate Bank at Fleet Financial Bank/Bank of America, and Management Associate at Citigroup.
Jennifer graduated with a B.S. in Industrial Management and Economics from Carnegie Mellon University, B.S.. She received her M.B.A from MIT Sloan School of Business.
Patrick C. Gregory, CFA — DIRECTOR, 3-YEAR TERM
Patrick Gregory, CFA is the Managing Director of the Stephen D. Cutler Center for Investments and Finance, the Director of the Babson College Fund, and a Senior Lecturer in the Finance Division at Babson College. In this role, he oversees Babson's state-of-the-art investments lab, signature learning experiences like the Babson College Fund, and thought leadership events such as The Future of FinTech Conference, which help to position Babson at the forefront of finance education.
Before joining the faculty, Patrick was an institutional portfolio manager at FM Global from 2007-2015, where he managed the Healthcare, Internet, and Telecom sectors of a $6 billion equity portfolio. He was also responsible for the evaluation, selection, and ongoing evaluation of third-party investment managers. As a result, Patrick is a member of the Board of Trustees' Investment Committee, which is responsible for managing the College's endowment.
Patrick's academic career started in 1998. He was a full-time faculty member at Bentley College from 1998-2007. While at Bentley, he was the Director of Graduate Programs in Finance, where he coordinated the development of two AACSB-accredited Master's degree programs. He then served as the Managing Director of the Hughey Center for Financial Services, providing strategic direction for the Center's research, teaching, and asset management activities. While at Bentley, Patrick was the recipient of the Davis Fellowship, Innovation in Teaching Award, and Masnicki Award.
Patrick is also the Lead Instructor for Kaplan Schweser's Chartered Financial Analyst (CFA) programs in Boston, which are offered in partnership with CFA Society Boston. He has taught Level II courses and workshops for Kaplan since 2010 at firms such at Fidelity, Wellington Management, and T. Rowe Price. The topics Patrick teaches range from equity investments to derivatives and portfolio management.
Patrick is the co-author of Why Stocks Go Up and Down and author of two editions of Financial Management: A Guide to Value Creation. Given his academic and industry experience, he has appeared on CNN and CNBC and provided commentary to a number of news sources including the Wall Street Journal, Business Week, The Boston Globe, and the LA Times.
Sri Krishnamurthy, CFA, CAP —DIRECTOR, 3-YEAR TERM
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Sri is the founder of QuantUniversity, a data and quantitative analysis company. He has more than 15 years experience in analytics, quantitative analysis, statistical modeling and software development. He is a quantitative specialist with significant experience in designing data mining and analytic systems for some of the world’s largest asset management and financial companies
Sri has worked at MathWorks as a Computational Finance Consultant where he worked with more than 25 customers providing asset management, energy analytics, risk management and trading solutions. Prior to that, Sri was a consultant at Endeca (now Oracle) in their Analytics Group and at Citigroup in their Fixed-Income Group building large-scale analytical and trading systems. He is a Charted Financial Analyst and a Certified Analytics Professional.
Sri is the creator of the Fintech Certificate Program & Analytics Certificate Program and teaches graduate courses in Quantitative methods, Data science and Analytics and Big Data at Babson College, Northeastern University and Hult International Business School.
Tiffany Hu, CFA —DIRECTOR, 2-YEAR TERM
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Tiffany Hu is a CFA® Charterholder and a Managing Director at State Street Global Advisors (SSGA) and currently is the head of SSGA’s Vendor Management, responsible for managing market data vendors and overseeing the firm’s Third Party Risk Management (TPRM) program. Prior to SSGA, Tiffany worked at Arrowstreet Capital, Fidelity, and Goldman Sachs Investment Management division in a variety of compliance, risk, business controls and consulting roles. Tiffany started out her career as a Certified Public Accountant (CPA) and a Certified Internal Auditor (CIA) at McGladrey & Pullen, managing auditing financial statements audit and performing internal controls engagements.
Tiffany earned an MBA in Finance, Strategy and Entrepreneurship from Kellogg School of Management at Northwestern University, and an MA in Asian Studies and a Master of Accountancy from University of Illinois Urbana Champaign, and a BA in Chinese Literature from Peking University. She is a member of CFA Society Boston, a member of the Executive Committee of the Boston Economic Club, and a member of Boston Committee on Foreign Relations.
Kashif Siddiqui, CFA —DIRECTOR, 2-YEAR TERM
Kashif Siddiqui, CFA, is the Chief Investment Officer at CRICO, the patient safety and medical malpractice insurance organization owned by the Harvard Medical community. He has over 20 years of Investment and Financial Management experience working in diverse industries for multinational firms, including MetLife, Marsh & McLennan and ACNielsen. Experiences in investment include managing insurance and pension assets, asset liability management, investment strategy, asset allocation, and selection of managers.
In financial management, Mr. Siddiqui has been involved in managing cash flows, foreign exchange risk, international repatriations, investment valuations, and funding of operating entities.
Mr. Siddiqui holds an MBA from Rutgers University and is a CFA® charterholder.