CFA, CAIA, Chief Executive Officer, Chief Investment Officer, Ellevest

Chief Investment Officer, M.J. Murdock Charitable Trust

Managing Director of Equities, First Foundation Advisors

Director of Research, Cetera Financial Group

Senior Managing Editor, LinkedIn

Managing Director, Head of Manager Selection, Bank of America Global Wealth and Investment Management

Head of Global Private Investments, Cambridge Associates

Chief Investment Strategist, AlphaCore Wealth Advisory

Chief Investment Officer, Sacramento County Employees’ Retirement System

Deputy Chief Investment Officer, Beacon Pointe Advisors