Cambridge Associates is a privately held independent consulting firm that provides consulting and investment oversight services to more than 850 clients worldwide. We strive to help global institutional investors and private clients meet or exceed their investment objectives by offering proactive, unbiased advice grounded in intensive and independent research. At Cambridge Associates, we donât believe in a âone-size-fits-allâ approach to investing. Our philosophy focuses on identifying the individual objectives of each client and applying time-tested investment best practices to achieve successful results. Widely recognized as a leading investment consulting firm to sophisticated investors, we place a special emphasis on avoiding conflicts of interest and maintaining complete independence from money management firms. ⢠Monitored endowment, foundation, and private client investment performance on a monthly and quarterly basis, produced monthly flash reports and quarterly investment performance reports. ⢠Established client specific interim and long-term asset allocation policies, including global marketable securities, alternative marketable investments, global fixed income, and private investments. ⢠Used proprietary software to monitor and assess portfolio diversification and risk. ⢠Analyzed relative and absolute performance of managers, asset classes, and total portfolio. ⢠Presented performance results and capital markets research to 12-15 clients on a quarterly basis. ⢠Managed the needs of a diverse client base consisting of private schools, colleges and universities, non-profit endowments and foundations, and private clients. ⢠Client portfolios consistently met or exceeded investment objectives.
McCaffery & Company helps clients better understanding the preferences, attitudes, and behaviors of consumers. McCaffery & Company provides a systematic and objective approach to marketing, brand management, and market research. ⢠Streamlined & systematized consumer research programs for clients throughout the US. ⢠Synthesized findings and presented actionable recommendations. ⢠Interviewed / analyzed high spending rewards program customers / competitive programs. ⢠Conducted consumer focus groups and retail trade interviews in major markets across the US for leading outerwear client, analyzed NPD Groupâs market research point-of-sale data. ⢠Advised neck-wear company on launch of menswear lifestyle brand including product category selection, brand architecture, and marketing objectives. Analyzed market research and consumer panel data. ⢠Initiated branded ingredient awareness research for textile manufacturer. Analyzed non-core opportunities including new distribution channels.
Marketing, Strategy, and Analytics Consulting. Dub Clicks specializes in online marketing and analytics. We are Google Certified in Search, Display, and Analytics and we love Facebook Ads!
MBA
MA
Concentration: Master of Arts Program in the Humanities
BA
Concentration: Philosophy
I'm an entrepreneur at heart, meaning I like to create things and am motivated by various forms of art. My interests and activities: Work - Marketing & analytics, network graphs, location based services, social platforms and user generated content platforms. Personal - reading and writing, I'm a lifetime learner with a BA, an MA, an MBA and who know's what's next. I am interested in philosophy, psychology, religion, human incentives, motivations, and behaviors. Activities - I like to do outdoor sports including surfing and snowboarding and I'm an avid photographer.
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